The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive 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 12.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Apollo Global Management Inc Class A | 1.25 | 24.7 Mil | Financial Services |
Jackson Financial Inc | 1.25 | 24.6 Mil | Financial Services |
Citigroup Inc | 1.24 | 24.5 Mil | Financial Services |
The Bancorp Inc | 1.24 | 24.4 Mil | Financial Services |
Columbia Banking System Inc | 1.22 | 24.2 Mil | Financial Services |
Wells Fargo & Co | 1.22 | 24.2 Mil | Financial Services |
Corebridge Financial Inc | 1.22 | 24.0 Mil | Financial Services |
Valley National Bancorp | 1.22 | 24.0 Mil | Financial Services |
Regions Financial Corp | 1.21 | 24.0 Mil | Financial Services |
New York Community Bancorp Inc | 1.21 | 23.9 Mil | Financial Services |