KBEState Street SPDR S&P Bank ETF
Grow my money#247 of 2944 for Grow my money
Seeks to provide investment results that correspond generally to the total return performance of an index tracking national money centers and banks.
State Street Investment Management · Since 2005 (20 years)
Annual Cost
0.35%
#1517 out of 5,332 ETFs
Fund Size
$1.3B
#876 out of 5,332 ETFs
Dividend Yield
2.49%
Track Record
20 years
#267 out of 5,332 ETFs
Performance
1 Year
+29.8%
3 Years
+25.2%
5 Years
+6.6%
What's inside
Asset class
Region
Asset allocation
Stocks
99.9%
Cash
0.1%
Sector breakdown
Financial Services
100.0%
Top holdings
Flagstar Bank NAFLG1.1%
First BanCorpFBP1.0%
United Bankshares IncUBSI1.0%
Zions Bancorp NAZION1.0%
Apollo Global Management IncAPO1.0%
Beacon Financial CorpBBT1.0%
Banc of California IncBANC1.0%
WSFS Financial CorpWSFS1.0%
Triumph Financial IncTFIN1.0%
Cathay General BancorpCATY1.0%
Risk profile
Volatility (1Y)
22.1%
High
Max drawdown
-53.1%
Worst peak-to-trough loss
Sharpe (3Y)
0.84
Decent risk-adjusted returns
Sortino (3Y)
1.29
Good downside protection
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Data updated on 2026-05-05