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Upturn AI SWOT - About
SPDR® S&P Bank ETF (KBE)
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Upturn Advisory Summary
08/14/2025: KBE (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit -4.35% | Avg. Invested days 36 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.21 | 52 Weeks Range 44.04 - 62.47 | Updated Date 06/29/2025 |
52 Weeks Range 44.04 - 62.47 | Updated Date 06/29/2025 |
Upturn AI SWOT
SPDR® S&P Bank ETF
ETF Overview
Overview
The SPDRu00ae S&P Bank ETF (KBE) seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P Banks Select Industry Index. It focuses on the U.S. banking sector, providing exposure to a diversified portfolio of bank stocks.
Reputation and Reliability
State Street Global Advisors (SSGA) is a well-established and reputable ETF provider with a long track record.
Management Expertise
SSGA has extensive experience in managing ETFs and index-tracking funds.
Investment Objective
Goal
To provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P Banks Select Industry Index.
Investment Approach and Strategy
Strategy: KBE tracks the S&P Banks Select Industry Index, a modified equal-weighted index.
Composition The ETF holds stocks of companies in the U.S. banking sector.
Market Position
Market Share: KBE holds a significant market share within the bank-focused ETF segment.
Total Net Assets (AUM): 1300000000
Competitors
Key Competitors
- Invesco KBW Bank ETF (KBWB)
- iShares U.S. Regional Banks ETF (IAT)
Competitive Landscape
The bank ETF industry is competitive, with several funds offering exposure to the sector. KBE's equal-weighted approach differentiates it from some competitors that are market-cap weighted. KBE has advantage of being older but suffers from slightly higher expense ratio compared to its peers.
Financial Performance
Historical Performance: Historical performance varies depending on the time period and economic conditions, but is strongly correlated with bank sector performance.
Benchmark Comparison: The ETF's performance closely tracks its benchmark index, the S&P Banks Select Industry Index.
Expense Ratio: 0.35
Liquidity
Average Trading Volume
KBE demonstrates good liquidity, as its average trading volume is usually high.
Bid-Ask Spread
The bid-ask spread is typically tight, indicating low trading costs.
Market Dynamics
Market Environment Factors
Economic indicators like interest rates, loan growth, and regulatory changes significantly impact KBE's performance.
Growth Trajectory
KBE's growth is tied to the health and performance of the U.S. banking sector. No significant changes to investment strategy in recent years.
Moat and Competitive Advantages
Competitive Edge
KBE's advantage lies in its established presence and high AUM within the bank ETF space. Its equal-weighted index approach can provide diversification benefits, reducing concentration risk compared to market-cap-weighted ETFs. The fund provides a focused exposure to US Banks with its portfolio including several regional, mid cap and large banks. Furthermore, SSGA's reputation and resources contribute to its competitive position.
Risk Analysis
Volatility
The ETF's volatility is similar to that of the broader banking sector, and it can be more volatile than the overall market.
Market Risk
KBE is subject to risks specific to the banking sector, including interest rate risk, credit risk, and regulatory risk.
Investor Profile
Ideal Investor Profile
Investors seeking targeted exposure to the U.S. banking sector for diversification or sector-specific investment purposes.
Market Risk
KBE can be suitable for both long-term investors and active traders looking to capitalize on short-term trends in the banking sector.
Summary
The SPDRu00ae S&P Bank ETF (KBE) is an ETF aiming for return of the S&P Banks Select Industry Index and focusing on U.S. banking sector. Its equal-weighted approach offers diversification, but sector-specific risks remain. It is managed by State Street Global Advisors (SSGA), a reputable firm, and has high liquidity. Ideal investors are those seeking targeted banking sector exposure and can tolerate its inherent market risks. Overall, KBE has had stable growth with high liquidity.
Peer Comparison
Sources and Disclaimers
Data Sources:
- State Street Global Advisors (SSGA) official website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market conditions and ETF performance can change over time. Consult a financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About SPDR® S&P Bank ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index represents the banks segment of the S&P Total Market Index ("S&P TMI"). The S&P TMI is designed to track the broad U.S. equity market. It may invest in equity securities that are not included in the index, cash and cash equivalents or money market instruments, such as repurchase agreements and money market funds.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.