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Upturn AI SWOT - About
SPDR® S&P Capital Markets ETF (KCE)
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Upturn Advisory Summary
08/29/2025: KCE (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 60.11% | Avg. Invested days 94 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 08/29/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.34 | 52 Weeks Range 104.01 - 147.76 | Updated Date 06/29/2025 |
52 Weeks Range 104.01 - 147.76 | Updated Date 06/29/2025 |
Upturn AI SWOT
SPDR® S&P Capital Markets ETF
ETF Overview
Overview
The SPDRu00ae S&P Capital Markets ETF (KCE) seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P Capital Markets Select Industry Index. It focuses on the capital markets sector, including companies involved in investment banking, asset management, and securities trading.
Reputation and Reliability
State Street Global Advisors (SSGA) is a well-established and reputable ETF provider with a long track record in the market.
Management Expertise
SSGA has extensive experience in managing index-tracking ETFs and has a dedicated team overseeing the KCE ETF.
Investment Objective
Goal
To replicate the performance of the S&P Capital Markets Select Industry Index.
Investment Approach and Strategy
Strategy: The ETF employs a replication strategy, aiming to hold all or substantially all of the securities included in its underlying index in approximate proportion to their weighting in the index.
Composition The ETF holds stocks of companies within the capital markets sector.
Market Position
Market Share: KCE's market share varies depending on the specific segment of the capital markets sector ETFs, with other funds offering different focuses or broader exposures.
Total Net Assets (AUM): 326764116.29
Competitors
Key Competitors
- Invesco KBW Capital Markets ETF (KBWC)
- First Trust NASDAQ ABA Community Bank Index Fund (QABA)
- iShares U.S. Broker-Dealers & Securities Exchanges ETF (IAI)
Competitive Landscape
The capital markets ETF landscape is moderately competitive, with a few key players dominating the market share. KCE offers focused exposure to capital markets, while its competitors may offer broader exposure or target specific niches. KBWC offers a more diversified portfolio which could be an advantage in some market conditions, but IAI ETF have more asset size than KCE which might be more liquid in comparison.
Financial Performance
Historical Performance: Historical performance data needs to be retrieved from financial data providers.
Benchmark Comparison: Benchmark comparison requires retrieving performance data for both KCE and the S&P Capital Markets Select Industry Index.
Expense Ratio: 0.35
Liquidity
Average Trading Volume
KCE's average trading volume is moderate, allowing for relatively easy trading for most investors.
Bid-Ask Spread
The bid-ask spread for KCE is typically tight, indicating good liquidity and lower trading costs.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates, GDP growth, and regulatory changes in the financial sector significantly influence KCE's performance.
Growth Trajectory
KCE's growth trajectory is tied to the overall performance of the capital markets sector, with potential for growth in bull markets and challenges during economic downturns.
Moat and Competitive Advantages
Competitive Edge
KCE's primary advantage lies in its established brand name and the backing of State Street Global Advisors. Its focused exposure to the capital markets sector can be attractive to investors seeking targeted exposure. However, its relatively higher expense ratio compared to some competitors might be a disadvantage. The ETF's straightforward index-tracking strategy provides transparency and predictability.
Risk Analysis
Volatility
KCE's volatility is typically correlated with the overall market and the performance of the financial sector.
Market Risk
KCE is subject to market risk, including fluctuations in interest rates, economic downturns, and regulatory changes that can adversely affect the capital markets sector.
Investor Profile
Ideal Investor Profile
KCE is suitable for investors seeking targeted exposure to the capital markets sector and who believe in the long-term growth potential of this industry.
Market Risk
KCE is suitable for long-term investors and active traders who want to take advantage of specific movements in the capital markets sector.
Summary
The SPDRu00ae S&P Capital Markets ETF (KCE) offers targeted exposure to the capital markets sector, tracking the S&P Capital Markets Select Industry Index. Managed by State Street Global Advisors, KCE provides a relatively straightforward investment strategy. Its performance is heavily influenced by economic conditions and regulatory changes impacting the financial sector. While offering a focused approach, investors should consider KCE's expense ratio and market volatility before investing. KCE is an option for investors seeking exposure to the capital market sector through a targeted fund.
Peer Comparison
Sources and Disclaimers
Data Sources:
- State Street Global Advisors (SSGA)
- ETF.com
- Yahoo Finance
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and after consulting with a qualified financial advisor.
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 Capital Markets 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 capital markets segment of the S&P Total Market Index (S&P TMI) and tracks the performance of publicly traded companies that do business as broker-dealers, asset managers, trust and custody banks or exchanges.
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.