Morningstar

SPDR® S&P Bank ETF KBE

Morningstar Medalist Rating
Medalist Rating as of | See State Street Investment Hub

Morningstar’s Analysis KBE

Will KBE outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable KBE’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the KBE management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of KBE’s parent organization’s priorities and whether they’re in line with investors’ interests.

SPDR ® S&P Bank ETF earns a Morningstar Medalist Rating of Neutral with strength in areas such as People offset by weaker spots such as Process.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings KBE

More KBE Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 12.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apollo Global Management Inc Class A

1.27 24.3 Mil
Financial Services

Jackson Financial Inc

1.25 23.9 Mil
Financial Services

New York Community Bancorp Inc

1.24 23.8 Mil
Financial Services

Citigroup Inc

1.24 23.7 Mil
Financial Services

Wells Fargo & Co

1.23 23.6 Mil
Financial Services

Columbia Banking System Inc

1.23 23.6 Mil
Financial Services

Corebridge Financial Inc

1.22 23.4 Mil
Financial Services

Voya Financial Inc

1.21 23.2 Mil
Financial Services

The Bancorp Inc

1.21 23.2 Mil
Financial Services

Walker & Dunlop Inc

1.21 23.2 Mil
Financial Services

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