KIE
State Street SPDR S&P Insurance ETF
The SPDR S&P Insurance ETF seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P Insurance Select Industry Index.
US
EQUITY
Passive
MANAGEMENT STYLE
$ 449.3 M
ASSETS UNDER MGMT
35 bp
EXPENSES
Fund Basics
| Inception date | Nov 08, 2005 |
| Regulation | Open-Ended Fund |
| Fund Website | link... |
| Distributions | Quarterly |
| Currency | USD |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | Yes |
| Currency hedged | No |
| Fund of funds | No |
Top 10 Holdings
Complete list +
| OSCAR HEALTH, INC. CLASS A | 3.1 % |
| METLIFE INC | 2.2 % |
| PRINCIPAL FINANCIAL GROUP | 2.2 % |
| CNO FINANCIAL GROUP INC | 2.1 % |
| UNUM GROUP | 2.1 % |
| ASSURANT INC | 2.1 % |
| SELECTIVE INSURANCE GROUP | 2.1 % |
| MERCURY GENERAL CORP | 2.0 % |
| GLOBE LIFE INC. | 2.0 % |
| PRIMERICA INC | 2.0 % |
Constituent Breakdown
| Number of holdings | 54 |
| Herfindahl-Hirschman Index | 188 |
| Wgt avg mkt cap (mns) | $24,793 |
| Large cap (>$10bn) | 57.2% |
| Mid cap ($2-10bn) | 38.5% |
| Small cap (<$2bn) | 4.2% |
| Developed mkts. | 99.8% |
| Emerging mkts. | 0.0% |
Sector Breakdown
Country Exposure
 |
UNITED STATES | 83.9 % |
 |
BERMUDA | 10.7 % |
 |
IRELAND | 1.8 % |
 |
SWITZERLAND | 1.8 % |
 |
BRITAIN | 1.6 % |
Historical Performance
Standardized Performance (as of 05/31/2026)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | -8.3% | -6.7% | 3.8% | 13.1% | 6.8% | 8.5% | 6.0% | 5.7% |
| Dividend Yield | 0.5% | 1.5% | 1.7% | 1.9% | 1.9% | 2.0% | 1.9% | 1.9% |
| Total Returns | -7.8% | -5.2% | 5.6% | 14.9% | 8.7% | 10.5% | 7.9% | 7.6% | Ann. Volatility | 16.5% | 16.1% | 18.2% | 16.7% | 18.4% | 21.2% | 26.8% | 26.5% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 0.40 | 8% |
| MSCI EAFE | 0.30 | 8% |
| MSCI Emg Mkts | 0.05 | 0% |
Liquidity Measures
| Avg. volume (000) | 1,292 |
| ADV traded (mns) | $71 |
| Turnover | 15.9% |
| Avg. Bid/Ask (% of price) | 0.02% |
Technical Indicators
| 30d moving avg. (EMA) | $56.75 |
| Relative strength (RSI) | 43 |
| MACD/Signal | -0.15/0.04 |
| Bollinger Bands (Upper/Lower) | $58.20/$55.12 |
| Short interest (% of AUM) | 37.6% |
Distributions
Top Ten Comparable ETFs only shown here. For an extended list become an Individual or Professional subscriber. Start your FREE trial
Comparable ETFs Based on Overlap
| Ticker | Fund Name | Overlap vs. KIE |
Expenses vs. KIE |
ALTAR Score™ vs. KIE |
|---|---|---|---|---|
| IAK | iShares U.S. Insurance ETF | 46.9% | +5 bp | +0.2% |
| KBWP | Invesco KBW Property & Casualty Insurance ETF | 39.8% | 0 bp | +0.5% |
| FXO | First Trust Financials AlphaDEX Fund | 36.7% | +27 bp | +0.9% |
| RSPF | Invesco S&P 500 Equal Weight Financials ETF | 29.9% | +5 bp | -1.5% |
| IYF | iShares U.S. Financials ETF | 17.8% | +5 bp | -2.3% |
| VFH | Vanguard Financials ETF | 13.8% | -26 bp | -1.9% |
| FNCL | Fidelity MSCI Financials Index ETF | 13.6% | -27 bp | -1.9% |
| REGL | ProShares S&P MidCap 400 Dividend Aristocrats ETF | 13.4% | +5 bp | -1.5% |
| XMVM | Invesco S&P MidCap Value with Momentum ETF | 12.9% | +4 bp | -0.8% |
| XLF | Financial Select Sector SPDR | 12.8% | -27 bp | -2.3% |
Risk and Returns: KIE vs. Comps (1 YR)
Notes: Top 10 overlapping ETFs. Funds with insufficient history not shown. Some funds may overlap. Hover over data point for ticker symbol.
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Results & Estimates (USD)
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | ||
|---|---|---|---|---|---|---|---|---|---|
| Sales per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Earnings per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Dividends per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Book value per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- |
Return on Equity
Net Margins
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Valuation Metrics
| Fwd Est | 2025 | 2026 | 2027 | |
| Price-to-sales | --x | --x | --x | --x |
| Price-to-earnings | --x | --x | --x | --x |
| Price-to-cash flow | --x | --x | --x | --x |
| Price-to-growth | --x | --x | --x | --x |
| Price-to-book value | --x | --x | --x | --x |
| Yield | --% | --% | --x | --% |
Based on closing prices from 6/3/2026
Peer Group Comparison
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Historical Valuation Trends Sample data. Subscribe for access.
Notes: Based on adjusted historical results for current fund constituents. May differ from results achieved by past fund constituents. Max P/E of 100x.
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ETF Research Center Rating
9.0%
ALTAR SCORE™
96th
PERCENTILE
SPECULATIVE
ETFRC RATING
There are 1,399 funds in the US Equity category with an average
ALTAR Score™ of 5.3% and a standard deviation
of 2.1%. KIE's ALTAR Score™ is approximately 1.8 standard
deviations above the category average. This places KIE in the 96th percentile
among funds in the category.
Sell-Side Consensus
$65.84
PRICE TARGET
+19.4%
UPSIDE