Overview
Announcements

Methodology Update to the Global X U.S. High Yield Preferred Index (.SOLSPFF) Effective as of May 1, 2025

The Global X U.S. High Yield Preferred Index (the “Index”) will implement the following rule changes at the market open on May 1, 2025:

1. Introduction of Monthly Reviews

• Frequency: Reviews will occur monthly along with semi-annual rebalancing during March and September.
• Review Date: “T-10” (10 business days before each month’s first trading day).
• Ad-Hoc Review Adjustments: If needed, the securities will be readjusted to adhere to index weighting rules.


2. Simplified Capping Logic

• Issuer Cap: Maximum weight per issuer set at 4.75 %.
• Issuer-Level Only: All caps are applied at the issuer level; component-level caps are removed.


3. Guideline Update

The Index Methodology Document will be revised to reflect these changes and published on the Solactive website prior to implementation.


For questions, please contact Solactive Index Management at Fixed Income Operations <fixedincome.ops@solactive.com>