KIEState Street SPDR S&P Insurance ETF
Tracks the total return performance of the S&P Insurance Select Industry Index.
By State Street Investment Management · Launched 2005
Annual Cost
0.35%
#1,699 of 6,035 · low cost
Fund Size
$600M
#1,517 of 6,035 · large
Return (1Y)
+8.4%
Track Record
20 years
#254 of 6,035 · established
Performance
Total-return NAV · USDGrowth of $10,000
$10,804+8.0%
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 Insurance Select Industry Index
Holdings
By weightConcentration
Top 10 holdings = 21.9% of funddiversified
State Street Global Advisors
4.3%
Lemonade Inc
2.2%
Lincoln National Corp
2.0%
Baldwin Insurance Group Inc/The
2.0%
Kemper Corp
1.9%
SiriusPoint Ltd
1.9%
Erie Indemnity Co
1.9%
Arthur J Gallagher & Co
1.9%
Prudential Financial Inc
1.9%
CNO Financial Group Inc
1.9%
Asset allocation
Stocks
100.0%
Cash
0.1%
By sector
Financial Services
98.1%
Healthcare
1.9%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
17.2%Moderate
Year-on-year price swings
Max drawdown
-44.3%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.72Decent risk-adjusted returns
Sortino (3Y)
1.03Good downside protection
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Tracks the total return performance of the S&P Insurance Select Industry Index.
- Strategy
- Employs a sampling strategy to track the S&P Insurance Select Industry Index, investing primarily in publicly traded U.S. insurance companies with a float-adjusted market capitalization above $2 billion. The Fund may also invest in cash equivalents for management purposes.
- Inception date
- November 8, 2005
- Fund family
- State Street Investment Management
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Data updated on 2026-09-18