XYZ — S&P 500 index addition

Block, Inc. (XYZ) entered the S&P 500 at the close on Jul 23, 2025, replacing Hess. The recorded announcement came 5 calendar days before the effective close, on Jul 18, 2025. The company is classified in Financials in this dataset.

In the 30 calendar days leading into the effective close, XYZ moved +30.0%. The median 30-day run-up among the 25 S&P 500 entries with a recorded announcement and prices for that interval was +16.9%; this stock was 13.1 percentage points above that median. Measured from the effective close, XYZ returned 1W: -2.6% versus +0.3% for the 28-entry index median; 1M: -7.7% versus +2.2% for the 28-entry index median; 3M: +2.6% versus +5.2% for the 28-entry index median; 1Y: +17.9% versus +11.6% for the 24-entry index median. These figures do not measure movement from the announcement price.

At 1M, it ranks 24th of 28 measured S&P 500 additions and lagged the benchmark by 9.6 percentage points. At 3M, it ranks 16th of 28 measured S&P 500 additions and lagged the benchmark by 5.2 percentage points. At 1Y, it ranks 10th of 24 measured S&P 500 additions and beat the benchmark by 0.8 percentage points. The other 6 Financials additions with a measured 1M return averaged +1.9%. This is historical context, not a projection.