S&P 100: Difference between revisions
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|foundation = {{start date and age|1983|6|15}}<ref name=S&P500>{{cite web|url=https://www.spglobal.com/spdji/en/idsenhancedfactsheet/file.pdf?calcFrequency=M&force_download=true&hostIdentifier=48190c8c-42c4-46af-8d1a-0cd5db894797&indexId=2431|title=S&P 100 factsheet|access-date=January 20, 2022|publisher=Standard & Poor's}}</ref> |
|foundation = {{start date and age|1983|6|15}}<ref name=S&P500>{{cite web|url=https://www.spglobal.com/spdji/en/idsenhancedfactsheet/file.pdf?calcFrequency=M&force_download=true&hostIdentifier=48190c8c-42c4-46af-8d1a-0cd5db894797&indexId=2431|title=S&P 100 factsheet|access-date=January 20, 2022|publisher=Standard & Poor's}}</ref> |
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|operator = [[S&P Dow Jones Indices]]<ref name=S&P500Details>{{cite web|url= http://us.spindices.com/indices/equity/sp-100|title=S&P 100 Overview|access-date=January 20, 2013|publisher=S&P/Dow Jones Indices LLC}}</ref> |
|operator = [[S&P Dow Jones Indices]]<ref name=S&P500Details>{{cite web|url= http://us.spindices.com/indices/equity/sp-100|title=S&P 100 Overview|access-date=January 20, 2013|publisher=S&P/Dow Jones Indices LLC}}</ref> |
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|exchanges = [[New York Stock Exchange|NYSE]] |
|exchanges = {{ubl|[[Nasdaq]]|[[New York Stock Exchange|NYSE]]}} |
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|constituents = 101<ref>{{cite web|url=https://www.spice-indices.com/idpfiles/spice-assets/resources/public/documents/103766_multidiscovery1.pdf |title=Data |website=www.spice-indices.com }}</ref> |
|constituents = 101<ref>{{cite web|url=https://www.spice-indices.com/idpfiles/spice-assets/resources/public/documents/103766_multidiscovery1.pdf |title=Data |website=www.spice-indices.com }}</ref> |
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|symbol = {{ubl|OEX|^OEX|SP100|^SP100}} |
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|cap_level = [[Market capitalization#Market cap terms|Large-cap]]<ref name=S&P500Details /> |
|cap_level = [[Market capitalization#Market cap terms|Large-cap]]<ref name=S&P500Details /> |
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|mcap = {{US$| |
|mcap = {{US$|28.6 trillion|link=yes}}<br />(as of December 31, 2023)<ref name="factsheet">{{cite web |url=https://www.spglobal.com/spdji/en/idsenhancedfactsheet/file.pdf?calcFrequency=M&force_download=true&hostIdentifier=48190c8c-42c4-46af-8d1a-0cd5db894797&indexId=2431 |title=S&P 100® Factsheet |publisher=[[S&P Global]] |page=5}}</ref> |
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|weighting = [[Capitalization-weighted index|Free-float capitalization-weighted]]<ref name=S&P100Methodology>{{cite web|url= http://us.spindices.com/documents/methodologies/methodology-sp-us-indices.pdf|title=S&P U.S. Indices Methodology|access-date=May 14, 2016|publisher=Standard & Poor's}}</ref> |
|weighting = [[Capitalization-weighted index|Free-float capitalization-weighted]]<ref name=S&P100Methodology>{{cite web|url= http://us.spindices.com/documents/methodologies/methodology-sp-us-indices.pdf|title=S&P U.S. Indices Methodology|access-date=May 14, 2016|publisher=Standard & Poor's}}</ref> |
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|related = [[S&P 500]] |
|related = [[S&P 500]] |
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Index options on the S&P 100 are traded with the ticker symbol "OEX". Because of the popularity of these options, investors often refer to the index by its ticker symbol. |
Index options on the S&P 100 are traded with the ticker symbol "OEX". Because of the popularity of these options, investors often refer to the index by its ticker symbol. |
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The S&P 100, a subset of the [[S&P 500]], includes 101 (because one of its component companies has two [[share class|classes]] of stock) leading U.S. stocks with exchange-listed options. Constituents of the S&P 100 are selected for sector balance and represent about 67% of the market capitalization of the S&P 500 and almost 54% of the market capitalization of the U.S. equity markets as of December 2020. The stocks in the S&P 100 tend to be the largest and most established companies in the S&P 500.<ref name=S&P500 /> |
The S&P 100, a subset of the [[S&P 500]], includes 101 (because one of its component companies, [[Alphabet Inc.]] - also known as Google - has two [[share class|classes]] of stock) leading U.S. stocks with exchange-listed options. Constituents of the S&P 100 are selected for sector balance and represent about 67% of the market capitalization of the S&P 500 and almost 54% of the market capitalization of the U.S. equity markets as of December 2020. The stocks in the S&P 100 tend to be the largest and most established companies in the S&P 500.<ref name=S&P500 /> |
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==History== |
==History== |
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! Category !! Value !! Date |
! Category !! Value !! Date |
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| Closing || 2, |
| Closing || 2,525.38 || Wednesday, May 15, 2024 |
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| Intraday || 2, |
| Intraday || 2,527.33 || Wednesday, May 15, 2024 |
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{{small|Reference}}:<ref>{{Cite web |url=https://finance.yahoo.com/quote/%5EOEX/history |title=S&P 100 Index (^OEX) |access-date=May 16, 2024 |website=Yahoo! Finance}}</ref> |
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== Components == |
== Components == |
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<small>({{as of| |
<small>({{as of|2024|03|18|lc=y|df=US}}<ref>{{cite web|url=https://www.ishares.com/us/products/239723/ishares-sp-100-etf|title=iShares S&P 100 ETF - OEF - US Class|website=BlackRock}}</ref>)</small> |
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{| class="wikitable sortable" id="constituents" |
{| class="wikitable sortable" id="constituents" |
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|- |
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| ABT |
| ABT |
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| [[Abbott Laboratories |
| [[Abbott Laboratories]] |
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| Health Care |
| Health Care |
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|- |
|- |
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| [[Emerson Electric|Emerson]] |
| [[Emerson Electric|Emerson]] |
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| Industrials |
| Industrials |
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⚫ | |||
| EXC |
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⚫ | |||
| Utilities |
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|- |
|- |
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| F |
| F |
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|- |
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| GE |
| GE |
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| [[ |
| [[GE Aerospace]] |
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| Industrials |
| Industrials |
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|- |
|- |
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|- |
|- |
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| GM |
| GM |
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| [[General Motors |
| [[General Motors]] |
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| Consumer Discretionary |
| Consumer Discretionary |
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|- |
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| INTC |
| INTC |
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| [[Intel]] |
| [[Intel]] |
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| Information Technology |
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⚫ | |||
| INTU |
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⚫ | |||
| Information Technology |
| Information Technology |
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|- |
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| SPG |
| SPG |
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| [[Simon Property Group |
| [[Simon Property Group]] |
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| Real Estate |
| Real Estate |
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|- |
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|- |
|- |
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| TMUS |
| TMUS |
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| [[T-Mobile US |
| [[T-Mobile US]] |
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| Communication Services |
| Communication Services |
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| USB |
| USB |
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| [[U.S. Bank]] |
| [[U.S. Bancorp|U.S. Bank]] |
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| Financials |
| Financials |
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==Statistics== |
==Statistics== |
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The mean [[free float]] market capitalization of the S&P 100 is over 3 times that of the S&P 500 ($135 bn vs $40 bn as of January 2017); as such, it is larger than a large-cap index. The "sigma" of companies within the S&P 100 is typically less than that of the S&P 500 and thus the corresponding volatility of the S&P 100 is lower. However, the correlation between the two indices is very high.<ref>{{cite book|url=https://books.google.com/books?id=Y62sAgAAQBAJ&pg=PA1|title=Trading Weekly Options: Pricing Characteristics and Short-Term Trading Strategies|first=Russell|last=Rhoads|date=23 January 2014|publisher=Wiley|isbn=9781118727171|via=Google Books}}</ref> |
The mean [[free float]] market capitalization of the S&P 100 is over 3 times that of the S&P 500 ($135 bn vs $40 bn as of January 2017); as such, it is larger than a large-cap index. The "sigma" of companies within the S&P 100 is typically less than that of the S&P 500 and thus the corresponding [[volatility (finance)|volatility]] of the S&P 100 is lower. However, the correlation between the two indices is very high.<ref>{{cite book|url=https://books.google.com/books?id=Y62sAgAAQBAJ&pg=PA1|title=Trading Weekly Options: Pricing Characteristics and Short-Term Trading Strategies|first=Russell|last=Rhoads|date=23 January 2014|publisher=Wiley|isbn=9781118727171|via=Google Books}}</ref> |
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==Investing== |
==Investing== |
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|1,709.17 |
|1,709.17 |
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|–485.41||style="color:red"|–22.12 |
|–485.41||style="color:red"|–22.12 |
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|- |
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|2023 |
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|2,236.19 |
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|527.02 |
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|30.83 |
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Latest revision as of 15:02, 16 May 2024
Foundation | June 15, 1983[1] |
---|---|
Operator | S&P Dow Jones Indices[2] |
Exchanges | |
Trading symbol |
|
Constituents | 101[3] |
Type | Large-cap[2] |
Market cap | US$28.6 trillion (as of December 31, 2023)[4] |
Weighting method | Free-float capitalization-weighted[5] |
Related indices | S&P 500 |
Website | www |
The S&P 100 Index is a stock market index of United States stocks maintained by Standard & Poor's.
Index options on the S&P 100 are traded with the ticker symbol "OEX". Because of the popularity of these options, investors often refer to the index by its ticker symbol.
The S&P 100, a subset of the S&P 500, includes 101 (because one of its component companies, Alphabet Inc. - also known as Google - has two classes of stock) leading U.S. stocks with exchange-listed options. Constituents of the S&P 100 are selected for sector balance and represent about 67% of the market capitalization of the S&P 500 and almost 54% of the market capitalization of the U.S. equity markets as of December 2020. The stocks in the S&P 100 tend to be the largest and most established companies in the S&P 500.[1]
History[edit]
In 1983, the CBOE created the first index options, based on its own index, the CBOE 100.
In 1993, CBOE created the Chicago Board Options Exchange Market Volatility Index (VIX), which was computed based on the price of S&P 100 options (at the time these were by far the most heavily traded index options). Then in 2003, they changed it to be based on the S&P 500.
Record values[edit]
Category | Value | Date |
---|---|---|
Closing | 2,525.38 | Wednesday, May 15, 2024 |
Intraday | 2,527.33 | Wednesday, May 15, 2024 |
Reference:[6]
Components[edit]
(as of March 18, 2024[update][7])
Symbol | Name | Sector |
---|---|---|
AAPL | Apple | Information Technology |
ABBV | AbbVie | Health Care |
ABT | Abbott Laboratories | Health Care |
ACN | Accenture | Information Technology |
ADBE | Adobe | Information Technology |
AIG | American International Group | Financials |
AMD | AMD | Information Technology |
AMGN | Amgen | Health Care |
AMT | American Tower | Real Estate |
AMZN | Amazon | Consumer Discretionary |
AVGO | Broadcom | Information Technology |
AXP | American Express | Financials |
BA | Boeing | Industrials |
BAC | Bank of America | Financials |
BK | BNY Mellon | Financials |
BKNG | Booking Holdings | Consumer Discretionary |
BLK | BlackRock | Financials |
BMY | Bristol Myers Squibb | Health Care |
BRK.B | Berkshire Hathaway (Class B) | Financials |
C | Citigroup | Financials |
CAT | Caterpillar | Industrials |
CHTR | Charter Communications | Communication Services |
CL | Colgate-Palmolive | Consumer Staples |
CMCSA | Comcast | Communication Services |
COF | Capital One | Financials |
COP | ConocoPhillips | Energy |
COST | Costco | Consumer Staples |
CRM | Salesforce | Information Technology |
CSCO | Cisco | Information Technology |
CVS | CVS Health | Health Care |
CVX | Chevron | Energy |
DE | Deere & Company | Industrials |
DHR | Danaher | Health Care |
DIS | Disney | Communication Services |
DOW | Dow | Materials |
DUK | Duke Energy | Utilities |
EMR | Emerson | Industrials |
F | Ford | Consumer Discretionary |
FDX | FedEx | Industrials |
GD | General Dynamics | Industrials |
GE | GE Aerospace | Industrials |
GILD | Gilead | Health Care |
GM | General Motors | Consumer Discretionary |
GOOG | Alphabet (Class C) | Communication Services |
GOOGL | Alphabet (Class A) | Communication Services |
GS | Goldman Sachs | Financials |
HD | Home Depot | Consumer Discretionary |
HON | Honeywell | Industrials |
IBM | IBM | Information Technology |
INTC | Intel | Information Technology |
INTU | Intuit | Information Technology |
JNJ | Johnson & Johnson | Health Care |
JPM | JPMorgan Chase | Financials |
KHC | Kraft Heinz | Consumer Staples |
KO | Coca-Cola | Consumer Staples |
LIN | Linde | Materials |
LLY | Lilly | Health Care |
LMT | Lockheed Martin | Industrials |
LOW | Lowe's | Consumer Discretionary |
MA | Mastercard | Information Technology |
MCD | McDonald's | Consumer Discretionary |
MDLZ | Mondelēz International | Consumer Staples |
MDT | Medtronic | Health Care |
MET | MetLife | Financials |
META | Meta | Communication Services |
MMM | 3M | Industrials |
MO | Altria | Consumer Staples |
MRK | Merck | Health Care |
MS | Morgan Stanley | Financials |
MSFT | Microsoft | Information Technology |
NEE | NextEra Energy | Utilities |
NFLX | Netflix | Communication Services |
NKE | Nike | Consumer Discretionary |
NVDA | Nvidia | Information Technology |
ORCL | Oracle | Information Technology |
PEP | PepsiCo | Consumer Staples |
PFE | Pfizer | Health Care |
PG | Procter & Gamble | Consumer Staples |
PM | Philip Morris International | Consumer Staples |
PYPL | PayPal | Information Technology |
QCOM | Qualcomm | Information Technology |
RTX | RTX Corporation | Industrials |
SBUX | Starbucks | Consumer Discretionary |
SCHW | Charles Schwab | Financials |
SO | Southern Company | Utilities |
SPG | Simon Property Group | Real Estate |
T | AT&T | Communication Services |
TGT | Target | Consumer Discretionary |
TMO | Thermo Fisher Scientific | Health Care |
TMUS | T-Mobile US | Communication Services |
TSLA | Tesla | Consumer Discretionary |
TXN | Texas Instruments | Information Technology |
UNH | UnitedHealth Group | Health Care |
UNP | Union Pacific | Industrials |
UPS | United Parcel Service | Industrials |
USB | U.S. Bank | Financials |
V | Visa | Information Technology |
VZ | Verizon | Communication Services |
WFC | Wells Fargo | Financials |
WMT | Walmart | Consumer Staples |
XOM | ExxonMobil | Energy |
Statistics[edit]
The mean free float market capitalization of the S&P 100 is over 3 times that of the S&P 500 ($135 bn vs $40 bn as of January 2017); as such, it is larger than a large-cap index. The "sigma" of companies within the S&P 100 is typically less than that of the S&P 500 and thus the corresponding volatility of the S&P 100 is lower. However, the correlation between the two indices is very high.[8]
Investing[edit]
This index is tracked by the exchange-traded fund iShares S&P 100 Index (NYSE Arca: OEF).
Annual returns[edit]
The following table shows the price return of the S&P 100 since 1975:
Year | Closing level | Change in index
in points |
Change in index
in % |
---|---|---|---|
1975 | 50.00 | ||
1976 | 58.23 | 8.23 | 16.46 |
1977 | 51.03 | −7.20 | −12.36 |
1978 | 52.99 | 1.96 | 3.84 |
1979 | 55.53 | 2.54 | 4.79 |
1980 | 68.83 | 13.30 | 23.95 |
1981 | 59.77 | −9.06 | −13.16 |
1982 | 71.08 | 11.31 | 18.93 |
1983 | 83.06 | 11.98 | 16.85 |
1984 | 82.54 | −0.52 | −0.63 |
1985 | 103.01 | 20.47 | 24.80 |
1986 | 115.55 | 12.54 | 12.17 |
1987 | 119.13 | 3.58 | 3.10 |
1988 | 131.93 | 12.80 | 10.74 |
1989 | 164.68 | 32.75 | 24.82 |
1990 | 155.22 | −9.46 | −5.74 |
1991 | 192.78 | 37.56 | 24.19 |
1992 | 198.32 | 5.54 | 2.87 |
1993 | 214.73 | 16.41 | 8.27 |
1994 | 214.32 | −0.41 | −0.19 |
1995 | 292.96 | 78.64 | 36.70 |
1996 | 359.99 | 67.03 | 22.88 |
1997 | 459.94 | 99.95 | 27.76 |
1998 | 604.03 | 144.09 | 31.33 |
1999 | 792.83 | 188.80 | 31.26 |
2000 | 686.45 | −106.38 | −13.42 |
2001 | 584.28 | −102.17 | −14.88 |
2002 | 444.75 | −139.53 | −23.88 |
2003 | 550.78 | 106.03 | 23.84 |
2004 | 575.29 | 24.51 | 4.45 |
2005 | 570.00 | −5.29 | −0.92 |
2006 | 660.41 | 90.41 | 15.86 |
2007 | 685.65 | 25.24 | 3.82 |
2008 | 431.54 | −254.11 | −37.06 |
2009 | 514.09 | 82.55 | 19.13 |
2010 | 565.90 | 51.81 | 10.08 |
2011 | 570.79 | 4.89 | 0.86 |
2012 | 646.61 | 75.82 | 13.28 |
2013 | 823.81 | 177.20 | 27.40 |
2014 | 908.38 | 84.57 | 10.27 |
2015 | 911.43 | 3.05 | 0.34 |
2016 | 991.43 | 80.00 | 8.78 |
2017 | 1,183.15 | 191.72 | 19.34 |
2018 | 1,113.87 | −69.28 | −5.86 |
2019 | 1,442.17 | 328.30 | 29.47 |
2020 | 1,720.50 | 278.33 | 19.30 |
2021 | 2,194.58 | 474.08 | 27.55 |
2022 | 1,709.17 | –485.41 | –22.12 |
2023 | 2,236.19 | 527.02 | 30.83 |
See also[edit]
References[edit]
- ^ a b "S&P 100 factsheet" (PDF). Standard & Poor's. Retrieved January 20, 2022.
- ^ a b "S&P 100 Overview". S&P/Dow Jones Indices LLC. Retrieved January 20, 2013.
- ^ "Data" (PDF). www.spice-indices.com.
- ^ "S&P 100® Factsheet" (PDF). S&P Global. p. 5.
- ^ "S&P U.S. Indices Methodology" (PDF). Standard & Poor's. Retrieved May 14, 2016.
- ^ "S&P 100 Index (^OEX)". Yahoo! Finance. Retrieved May 16, 2024.
- ^ "iShares S&P 100 ETF - OEF - US Class". BlackRock.
- ^ Rhoads, Russell (23 January 2014). Trading Weekly Options: Pricing Characteristics and Short-Term Trading Strategies. Wiley. ISBN 9781118727171 – via Google Books.
- ^ "SP 100 Index Yearly Stock Returns".