S&P Dow Jones Indices Changes

S&P Dow Jones Indices Changes


S&P Dow Jones Indices will make the following changes to the S&P 500, S&P MidCap 400, and S&P SmallCap 600 effective prior to the opening of trading on Wednesday, October 7:

  • S&P MidCap 400 constituent Pool Corp. (NASD:POOL) will replace E*TRADE Financial Corp. (NASD:ETFC) in the S&P 500, S&P SmallCap 600 constituent Neogen Corp. (NASD:NEOG) will replace Pool in the S&P MidCap 400, and Capitol Federal Financial Inc. (NASD:CFFN) will replace Neogen in the S&P SmallCap 600. S&P 500 and 100 constituent Morgan Stanley (NYSE: MS) is acquiring E*TRADE Financial in a transaction expected to be completed soon pending final conditions.
  • S&P SmallCap 600 constituent Simpson Manufacturing Co Inc. (NYSE:SSD) will replace Delphi Technologies plc (NYSE:DLPH) in the S&P MidCap 400, and Assured Guaranty Ltd (NYSE:AGO) will replace Simpson Manufacturing in the S&P SmallCap 600. S&P 500 constituent BorgWarner Inc. (NYSE: BWA) is acquiring Delphi Technologies in a transaction expected to be completed soon pending final conditions.
  • Renasant Corp. (NASD:RNST) will replace Newpark Resources Inc. (NYSE:NR) in the S&P SmallCap 600. Newpark Resources is no longer representative of the small-cap market space.

Following is a summary of the changes that will take place prior to the open of trading on the effective date:

Effective DateIndex Name      ActionCompany NameTickerGICS Sector
October 7, 2020S&P 500AdditionPoolPOOLConsumer Discretionary
October 7, 2020S&P 500DeletionE*TRADE FinancialETFCFinancials
October 7, 2020S&P MidCap 400AdditionNeogenNEOGHealth Care
October 7, 2020S&P MidCap 400DeletionPoolPOOLConsumer Discretionary
October 7, 2020S&P MidCap 400AdditionSimpson
October 7, 2020S&P MidCap 400DeletionDelphi TechnologiesDLPHConsumer Discretionary
October 7, 2020S&P SmallCap 600AdditionCapitol Federal
October 7, 2020S&P SmallCap 600DeletionNeogenNEOGHealth Care
October 7, 2020S&P SmallCap 600AdditionAssured GuarantyAGOFinancials
October 7, 2020S&P SmallCap 600DeletionSimpson
October 7, 2020S&P SmallCap 600AdditionRenasantRNSTFinancials
October 7, 2020S&P SmallCap 600DeletionNewpark ResourceNREnergy

For more information about S&P Dow Jones Indices, please visit www.spdji.com


S&P Dow Jones Indices is the largest global resource for essential index-based concepts, data and research, and home to iconic financial market indicators, such as the S&P 500® and the Dow Jones Industrial Average®. More assets are invested in products based on our indices than products based on indices from any other provider in the world. Since Charles Dow invented the first index in 1884, S&P DJI has been innovating and developing indices across the spectrum of asset classes helping to define the way investors measure and trade the markets.

S&P Dow Jones Indices is a division of S&P Global (NYSE: SPGI), which provides essential intelligence for individuals, companies, and governments to make decisions with confidence. For more information, visit www.spdji.com.

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S. Jack Heffernan Ph.D. Funds Manager at HEFFX holds a Ph.D. in Economics and brings with him over 25 years of trading experience in Asia and hands on experience in Venture Capital, he has been involved in several start ups that have seen market capitalization over $500m and 1 that reach a peak market cap of $15b. He has managed and overseen start ups in Mining, Shipping, Technology and Financial Services.

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