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SPDR® S&P Insurance ETF (KIE)
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Upturn Advisory Summary
11/05/2025: 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 -7.48% | Avg. Invested days 46 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/05/2025 |
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 U.S. insurance sector, offering exposure to a wide range of insurance companies. It aims to replicate the index's composition by holding stocks in similar proportions.
Reputation and Reliability
State Street Global Advisors (SSGA) is a reputable and well-established ETF provider with a long track record in the market.
Management Expertise
SSGA has a team of experienced professionals managing its ETFs, including expertise in index tracking and sector-specific investments.
Investment Objective
Goal
The primary investment goal of KIE is to closely track the performance of the S&P Insurance Select Industry Index.
Investment Approach and Strategy
Strategy: KIE employs a passive management strategy, aiming to replicate the S&P Insurance Select Industry Index.
Composition The ETF holds stocks of companies within the insurance industry, including property & casualty, life, and reinsurance companies.
Market Position
Market Share: KIE holds a substantial market share within the insurance ETF segment.
Total Net Assets (AUM): 469000000
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 benefits from its established presence and substantial AUM. Competitors offer similar exposure but may differ slightly in index tracking methodology or expense ratios. IAK offers broader diversification across the insurance industry. KBWP is focused on property & casualty insurance companies. KIE's larger AUM may translate to better liquidity.
Financial Performance
Historical Performance: The ETF's performance will mirror the index performance over a period of time.
Benchmark Comparison: The ETF's performance closely tracks the S&P Insurance Select Industry Index.
Expense Ratio: 0.35
Liquidity
Average Trading Volume
KIE exhibits a moderate average trading volume, indicating adequate liquidity for most investors.
Bid-Ask Spread
The bid-ask spread for KIE is typically tight, suggesting low trading costs.
Market Dynamics
Market Environment Factors
Economic factors such as interest rates, inflation, and regulatory changes, as well as the performance of the broader financial markets, will significantly impact KIE.
Growth Trajectory
The ETF's growth trajectory is tied to the performance of the insurance sector and market conditions. No major changes in holdings.
Moat and Competitive Advantages
Competitive Edge
KIE's competitive edge lies in its well-established brand, substantial AUM, and close tracking of the S&P Insurance Select Industry Index. Its expense ratio is competitive relative to other insurance ETFs. The ETF's liquidity makes it easy for investors to buy and sell shares. KIE provides focused exposure to the U.S. insurance sector and established history.
Risk Analysis
Volatility
KIE's volatility is generally comparable to the broader insurance sector and the overall stock market.
Market Risk
KIE faces market risk associated with fluctuations in the insurance sector and general economic conditions. Specific risks include interest rate sensitivity, regulatory changes, and exposure to catastrophic events.
Investor Profile
Ideal Investor Profile
KIE is suited for investors seeking targeted exposure to the U.S. insurance sector.
Market Risk
KIE is suitable for long-term investors, active traders, or passive index followers, depending on their investment goals and risk tolerance.
Summary
The SPDRu00ae S&P Insurance ETF (KIE) offers investors a convenient way to gain exposure to the U.S. insurance sector. KIE seeks to replicate the S&P Insurance Select Industry Index. It provides a cost-effective tool for investors looking to overweight the insurance sector in their portfolios. However, investors should be aware of the potential market risks and sector-specific volatility associated with the insurance industry.
Similar ETFs
Sources and Disclaimers
Data Sources:
- State Street Global Advisors (SSGA)
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market share data is based on estimates and may vary. 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.