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SPDR S&P Insurance ETFSPDR S&P Insurance ETFSPDR S&P Insurance ETF

SPDR S&P Insurance ETF

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KIE chart


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Key stats


Assets under management (AUM)
‪1.04 B‬ USD
Fund flows (1Y)
‪155.59 M‬ USD
Dividend yield (indicated)
1.70%
Discount/Premium to NAV
−0.03%
Shares outstanding
‪17.40 M‬
Expense ratio
0.35%

About SPDR S&P Insurance ETF


Issuer
State Street Corporation
Brand
SPDR
Home page
us.spdrs.com
Inception date
Nov 8, 2005
Structure
Open-Ended Fund
Index tracked
S&P Insurance Select Industry
Replication method
Physical
Management style
Passive
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
SSgA Funds Management, Inc.
Distributor
State Street Corp. (Fund Distributor)
While KIE stays true to the definition of an insurance company, its selection universe and equal-weighting scheme narrows its stock universe to make a very different portfolio from the other funds in the segment. The fund underweights property and casualty insurance in favor of a large overweighting to reinsurance companies. It also reduces its concentration risk-- good news in a top-heavy sector. Overall, this fund is for those looking for unconventional exposure to the insurance sector.

Classification


Asset Class
Equity
Category
Sector
Focus
Financials
Niche
Insurance
Strategy
Equal
Geography
U.S.
Weighting scheme
Equal
Selection criteria
Market cap

KIE analysis


What's in the fund
Exposure type
StocksBonds, Cash & Other
Finance
Stock breakdown by region
94%5%

KIE news



Ideas



See all ideas 

Technicals


Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy

Seasonals


Displays a symbol's price movements over previous years to identify recurring trends.

Broaden your horizons with more funds linked to KIE via country, focus, and more.