SPDR S&P Capital Markets ETF

No trades
See on Supercharts

Key stats

Assets under management (AUM)
‪395.64 M‬USD
Fund flows (1Y)
‪223.67 M‬USD
Dividend yield (indicated)
1.75%
Discount/Premium to NAV
−0.07%

About SPDR S&P Capital Markets ETF

Issuer
State Street Corp.
Brand
SPDR
Expense ratio
0.35%
Home page
Inception date
Nov 8, 2005
Index tracked
S&P Capital Markets Select Industry
Management style
Passive
ISIN
US78464A7717
KCE offers an equal-weighted portfolio of capital markets companies. These companies are defined as those publicly-traded names that do business as broker-dealers, asset managers, trust and custody banks or exchanges. The passively-managed fund selects its constituents based on market cap and its equal-weighting strategy causes the fund to tilt much smaller than our benchmark, with all of the associated risks that go along with it. Although the fund launched in 2005, it underwent a material index change in October 2011. The fund's exposure is predominantly investment management companies such as State Street, Northern Trust, and Charles Schwab, and its concentrated portfolio is relatively evenly split between large-, mid-, and small-cap securities giving it exposure to the full size spectrum of capital markets companies. The underlying index is rebalanced quarterly.

Classification

Asset Class
Equity
Category
Sector
Focus
Financials
Niche
Capital markets
Strategy
Equal
Weighting scheme
Equal
Selection criteria
Market cap
What's in the fund
Exposure type
StocksBonds, Cash & Other
Finance
Stock breakdown by region
100%
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy