S&P Quarterly Index Rebalance in Market structure

S&P quarterly index rebalance (March 2027)

4:00 PM ET

Medium importanceComputed date: Derived from a fixed rule, such as the third Friday of the month, rather than read from a dated schedule. The publisher has not announced this specific date.1

Date
Reference period
March 2027
Publisher
S&P Dow Jones Indices
Frequency
Quarterly
Date status
Computed. Derived from a fixed rule, such as the third Friday of the month, rather than read from a dated schedule. The publisher has not announced this specific date.
Note
Changes take effect after the close on 2027-03-19, before the open on Monday 2027-03-22.

Date source: S&P Dow Jones Indices (press.spglobal.com)

Why it matters

S&P 500, MidCap 400 and SmallCap 600 quarterly rebalance, effective after the close on the third Friday of the quarter's last month.

More about S&P rebalance: schedule, history and explainer