KCEState Street SPDR S&P Capital Markets ETF
Tracks the total return performance of the S&P Capital Markets Select Industry Index.
By State Street Investment Management · Launched 2005
Annual Cost
0.35%
#1,699 of 6,040 · low cost
Fund Size
$483M
#1,689 of 6,040 · large
Return (1Y)
+3.4%
Track Record
20 years
#254 of 6,040 · established
Performance
Total-return NAV · USDGrowth of $10,000
$9,915-0.8%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Multi cap
Strategy
Index tracking
Sector
FinancialsIndex tracked
S&P Capital Markets Select Industry Index
Holdings
By weightConcentration
Top 10 holdings = 17.7% of funddiversified
State Street Global Advisors
2.2%
StoneX Group Inc
1.8%
Virtu Financial Inc
1.7%
Perella Weinberg Partners
1.7%
Acadian Asset Management Inc
1.7%
Blackstone Inc
1.7%
BGC Group Inc
1.7%
KKR & Co Inc
1.7%
Jefferies Financial Group Inc
1.7%
FactSet Research Systems Inc
1.7%
Asset allocation
Stocks
99.9%
Cash
0.1%
By sector
Financial Services
96.0%
Technology
2.7%
Consumer Defensive
1.3%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
20.9%High
Year-on-year price swings
Max drawdown
-40.8%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.87Decent risk-adjusted returns
Sortino (3Y)
1.25Good downside protection
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Tracks the total return performance of the S&P Capital Markets Select Industry Index.
- Strategy
- Employs a sampling strategy to track the S&P Capital Markets Select Industry Index, investing primarily in publicly traded U.S. companies in the asset management, diversified capital markets, financial exchanges, and investment banking sectors. The Fund may invest in cash and cash equivalents for management purposes and uses derivatives to manage cash flows.
- Inception date
- November 8, 2005
- Fund family
- State Street Investment Management
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Data updated on 2026-09-18