The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.
SPDR® S&P Bank ETF KBE
Morningstar’s Analysis KBE
Will KBE 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 12.8
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
The Bancorp Inc | 1.47 | 29.7 Mil | Financial Services |
Axos Financial Inc | 1.35 | 27.2 Mil | Financial Services |
BankUnited Inc | 1.31 | 26.5 Mil | Financial Services |
First Financial Bankshares Inc | 1.30 | 26.2 Mil | Financial Services |
SouthState Corp | 1.28 | 25.9 Mil | Financial Services |
Western Alliance Bancorp | 1.28 | 25.8 Mil | Financial Services |
Community Financial System Inc | 1.27 | 25.7 Mil | Financial Services |
Independent Bank Corp | 1.26 | 25.3 Mil | Financial Services |
Columbia Banking System Inc | 1.23 | 24.9 Mil | Financial Services |
Ameris Bancorp | 1.22 | 24.6 Mil | Financial Services |