State Street® SPDR® S&P® Bank ETF holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.
State Street® SPDR® S&P® Bank ETF KBE
Morningstar’s Analysis KBE
Will KBE outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 11.3
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Voya Financial Inc | 1.18 | 16M | Financial Services |
Triumph Financial Inc | 1.16 | 16M | Financial Services |
Citigroup Inc | 1.15 | 16M | Financial Services |
Bank of New York Mellon Corp | 1.14 | 16M | Financial Services |
Northern Trust Corp | 1.14 | 16M | Financial Services |
Cathay General Bancorp | 1.13 | 16M | Financial Services |
Apollo Global Management Inc | 1.13 | 16M | Financial Services |
First BanCorp | 1.12 | 16M | Financial Services |
Popular Inc | 1.10 | 15M | Financial Services |
East West Bancorp Inc | 1.10 | 15M | Financial Services |
United States