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State Street Investment ManagementFinancialKIE · NYSE Arca

State Street SPDR S&P Insurance ETF (KIE)

Price
$62.35
11 Sept 2026
Assets
$600.1M
Total net assets
Expense ratio
0.35%
Category 1.46%
Yield
1.55%
Trailing distributions
3Y CAGR
15.3%-2.8%
Category 18.1%
5Y CAGR
12.0%+3.3%
Category 8.8%
Loading NAV history…
State Street SPDR S&P Insurance ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF-1.8%+7.1%+13.5%+4.6%+6.9%+15.3%+12.0%+11.7%+8.1%
Financial average-2.2%5.9%16.4%5.7%5.9%18.1%8.8%10.8%9.0%
Difference+0.3%+1.2%-2.9%-1.1%+1.0%-2.8%+3.3%+1.0%-0.8%

Holdings

The 10 largest positions make up 21.6% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
BWINThe Baldwin Insurance Group Inc Class A2.76%
WTWWillis Towers Watson PLC2.23%
RYANRyan Specialty Holdings Inc Class A2.11%
TRVThe Travelers Companies Inc2.09%
BROBrown & Brown Inc2.08%
RGAReinsurance Group of America Inc2.08%
KNSLKinsale Capital Group Inc2.07%
AJGArthur J. Gallagher & Co2.06%
RLIRLI Corp2.04%
LNCLincoln National Corp2.04%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
10.7
P/B
1.6
P/S
1.2
P/CF

Sector allocation

Share of the equity the fund holds.

98.1%Financial services2 sectors
  1. Financial services98.1%
  2. Health care1.9%

Asset mix

  • Stocks100.0%
  • Cash0.1%

ETF details

Issuer
State Street Investment Management
Category
Equity · Financial
Ticker
KIE
Exchange
NYSE Arca
Inception
8 Nov 2005 (20.8 years)
Structure
Exchange Traded Fund
Expense ratio
0.35% (category 1.46%)
Holdings turnover
20% (category 42%)
Distribution yield
1.55%
Beta, 3 years
0.43
Total net assets
$600.1M

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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