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KIEState Street SPDR S&P Insurance ETF

Grow my money#336 of 2944 for Grow my money

Seeks to provide investment results that correspond generally to the total return performance of an index that tracks the insurance industry.

State Street Investment Management · Since 2005 (20 years)

Annual Cost

0.35%

#1517 out of 5,332 ETFs

Fund Size

$418M

#1568 out of 5,332 ETFs

Dividend Yield

1.69%

Track Record

20 years

#267 out of 5,332 ETFs

Performance

1 Year

+0.9%

3 Years

+14.8%

5 Years

+9.8%

What's inside

Asset class
Strategy
index tracking
Cap
large

Asset allocation

Stocks
99.9%
Cash
0.1%

Sector breakdown

Financial Services
98.4%
Healthcare
1.6%

Top holdings

Lemonade Inc Ordinary SharesLMND2.2%
Lincoln National CorpLNC2.0%
The Baldwin Insurance Group Inc Class ABWIN2.0%
Kemper CorpKMPR1.9%
SiriusPoint LtdSPNT1.9%
Erie Indemnity Co Class AERIE1.9%
Arthur J. Gallagher & CoAJG1.9%
Prudential Financial IncPRU1.9%
CNO Financial Group IncCNO1.9%
Principal Financial Group IncPFG1.9%

Risk profile

Volatility (1Y)

16.4%

Moderate

Max drawdown

-44.3%

Worst peak-to-trough loss

Sharpe (3Y)

0.70

Decent risk-adjusted returns

Sortino (3Y)

0.98

Moderate downside risk

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Data updated on 2026-05-05