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SPDR® S&P Bank ETF KBE

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.

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.

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Morningstar Manager Research

Summary

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

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Portfolio Holdings KBE

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 19.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Corebridge Financial Inc

2.08 33.8 Mil
Financial Services

Apollo Global Management Inc Class A

2.03 33.0 Mil
Financial Services

Wells Fargo & Co

1.94 31.6 Mil
Financial Services

JPMorgan Chase & Co

1.94 31.5 Mil
Financial Services

Citigroup Inc

1.92 31.2 Mil
Financial Services

Bank of New York Mellon Corp

1.90 30.8 Mil
Financial Services

Bank of America Corp

1.82 29.6 Mil
Financial Services

KeyCorp

1.82 29.5 Mil
Financial Services

Equitable Holdings Inc

1.80 29.3 Mil
Financial Services

Huntington Bancshares Inc

1.80 29.2 Mil
Financial Services