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KCEState Street SPDR S&P Capital Markets ETF

Grow my money#630 of 2944 for Grow my money

Seeks to provide investment results that correspond generally to the total return performance of an index tracking broker-dealers, asset managers, etc.

State Street Investment Management · Since 2005 (20 years)

Annual Cost

0.35%

#1517 out of 5,332 ETFs

Fund Size

$416M

#1571 out of 5,332 ETFs

Dividend Yield

1.87%

Track Record

20 years

#267 out of 5,332 ETFs

Performance

1 Year

+23.3%

3 Years

+25.8%

5 Years

+13.1%

What's inside

Asset class
Strategy
index tracking
Cap
large

Asset allocation

Stocks
99.9%
Cash
0.1%

Sector breakdown

Financial Services
98.5%
Technology
1.5%

Top holdings

StoneX Group IncSNEX1.8%
Virtu Financial Inc Class AVIRT1.7%
Perella Weinberg Partners Ordinary Shares - Class APWP1.7%
Acadian Asset Management IncAAMI1.7%
Blackstone IncBX1.7%
BGC Group Inc Ordinary Shares Class ABGC1.7%
KKR & Co Inc Ordinary SharesKKR1.7%
Jefferies Financial Group IncJEF1.7%
FactSet Research Systems IncFDS1.7%
Piper Sandler CosPIPR1.7%

Risk profile

Volatility (1Y)

20.3%

High

Max drawdown

-40.8%

Worst peak-to-trough loss

Sharpe (3Y)

1.02

Excellent risk-adjusted returns

Sortino (3Y)

1.47

Good downside protection

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Data updated on 2026-05-05