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Upturn AI SWOT - About
SPDR® S&P Insurance ETF (KIE)
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Upturn Advisory Summary
07/31/2025: KIE (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit -2.35% | Avg. Invested days 47 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/31/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.67 | 52 Weeks Range 48.46 - 61.66 | Updated Date 06/30/2025 |
52 Weeks Range 48.46 - 61.66 | Updated Date 06/30/2025 |
Upturn AI SWOT
SPDR® S&P Insurance ETF
ETF Overview
Overview
The SPDRu00ae S&P Insurance ETF (KIE) seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P Insurance Select Industry Index. It focuses on the insurance sector, allocating its assets among various insurance companies. The ETF employs a full replication strategy to track the index.
Reputation and Reliability
State Street Global Advisors (SSGA) is a well-established and reputable ETF issuer with a long track record.
Management Expertise
SSGA has extensive experience in managing ETFs and passive investment strategies.
Investment Objective
Goal
To provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P Insurance Select Industry Index.
Investment Approach and Strategy
Strategy: The ETF aims to track the S&P Insurance Select Industry Index.
Composition The ETF holds stocks of companies in the insurance sector.
Market Position
Market Share: KIE holds a significant share of the insurance ETF market, though specific real-time data varies.
Total Net Assets (AUM): 345876634
Competitors
Key Competitors
- Invesco KBW Property & Casualty Insurance ETF (KBWP)
- iShares U.S. Insurance ETF (IAK)
Competitive Landscape
The insurance ETF market is moderately competitive. KIE offers a broad exposure to the insurance sector. Competitors like KBWP focus more on property and casualty insurance. IAK provides exposure to the broad US Insurance Sector.
Financial Performance
Historical Performance: Historical performance varies with market conditions. Investors should review past performance data on financial websites.
Benchmark Comparison: The ETF's performance is benchmarked against the S&P Insurance Select Industry Index.
Expense Ratio: 0.35
Liquidity
Average Trading Volume
KIE's average trading volume indicates good liquidity, facilitating relatively easy buying and selling of shares.
Bid-Ask Spread
KIE typically has a tight bid-ask spread, which minimizes trading costs for investors.
Market Dynamics
Market Environment Factors
Economic indicators, interest rates, regulatory changes, and insurance claim trends influence KIE's performance.
Growth Trajectory
KIE's growth trajectory is tied to the overall performance of the insurance sector and its constituent companies.
Moat and Competitive Advantages
Competitive Edge
KIE offers broad exposure to the insurance sector, providing diversification within the industry. Its low expense ratio, compared to actively managed funds, attracts cost-conscious investors. The ETF's reliance on a well-known index ensures transparency and predictability. As a SPDR fund, it benefits from State Street's reputation and distribution network. However, lack of selectivity can be a disadvantage compared to focused ETFs.
Risk Analysis
Volatility
KIE's volatility is generally moderate, reflecting the stability of the insurance sector.
Market Risk
KIE is subject to market risk, including fluctuations in interest rates, regulatory changes, and economic downturns.
Investor Profile
Ideal Investor Profile
Investors seeking exposure to the insurance sector for diversification or income generation are suited for KIE.
Market Risk
KIE is suitable for long-term investors and those looking for passive exposure to the insurance industry.
Summary
The SPDRu00ae S&P Insurance ETF (KIE) offers investors a convenient way to gain exposure to a broad range of insurance companies. By tracking the S&P Insurance Select Industry Index, KIE provides diversification within the sector. Its moderate expense ratio and good liquidity make it an attractive option for long-term investors. However, KIE's performance is subject to the risks associated with the insurance industry and broader market conditions. Investors should carefully consider their investment objectives and risk tolerance before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- State Street Global Advisors (SSGA)
- etf.com
- Morningstar
- Bloomberg
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with 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 Insurance ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
In seeking to track the performance of the S&P Insurance Select Industry Index (the index), the fund employs a sampling strategy. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index represents the insurance segment of the S&P Total Market Index (S&P TMI).
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.