The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.
SPDR® S&P Capital Markets ETF KCE
Morningstar’s Analysis KCE
Will KCE outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 18.8
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
B. Riley Financial Inc | 2.12 | 4.6 Mil | Financial Services |
Victory Capital Holdings Inc Class A | 2.11 | 4.6 Mil | Financial Services |
Virtu Financial Inc Class A | 1.91 | 4.2 Mil | Financial Services |
Charles Schwab Corp | 1.87 | 4.1 Mil | Financial Services |
The Goldman Sachs Group Inc | 1.82 | 4.0 Mil | Financial Services |
Morgan Stanley | 1.81 | 4.0 Mil | Financial Services |
Interactive Brokers Group Inc Class A | 1.79 | 3.9 Mil | Financial Services |
Blue Owl Capital Inc Ordinary Shares - Class A | 1.78 | 3.9 Mil | Financial Services |
Raymond James Financial Inc | 1.77 | 3.9 Mil | Financial Services |
StepStone Group Inc Ordinary Shares - Class A | 1.77 | 3.9 Mil | Financial Services |