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 15.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Jackson Financial Inc | 1.68 | 22.7 Mil | Financial Services |
Equitable Holdings Inc | 1.59 | 21.5 Mil | Financial Services |
Corebridge Financial Inc | 1.56 | 21.0 Mil | Financial Services |
Citigroup Inc | 1.53 | 20.6 Mil | Financial Services |
Cullen/Frost Bankers Inc | 1.52 | 20.4 Mil | Financial Services |
Bank of America Corp | 1.51 | 20.4 Mil | Financial Services |
Wells Fargo & Co | 1.49 | 20.1 Mil | Financial Services |
Mr. Cooper Group Inc | 1.49 | 20.0 Mil | Financial Services |
First Citizens BancShares Inc Class A | 1.48 | 20.0 Mil | Financial Services |
Cadence Bank | 1.48 | 19.9 Mil | Financial Services |