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SPDR® S&P Regional Banking ETF (KRE)
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Upturn Advisory Summary
11/05/2025: KRE (2-star) is currently NOT-A-BUY. Pass it for now.
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 0.51% | Avg. Invested days 45 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/05/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.16 | 52 Weeks Range 46.40 - 68.84 | Updated Date 06/29/2025 |
52 Weeks Range 46.40 - 68.84 | Updated Date 06/29/2025 |
Upturn AI SWOT
SPDR® S&P Regional Banking ETF
ETF Overview
Overview
The SPDRu00ae S&P Regional Banking ETF (KRE) seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P Regional Banks Select Industry Index. It focuses on the US regional banking sector, offering exposure to a diversified basket of regional bank stocks.
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 managing a wide range of ETFs across various asset classes and 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 Regional Banks Select Industry Index.
Investment Approach and Strategy
Strategy: The ETF employs a replication strategy, aiming to hold all or substantially all of the securities in the S&P Regional Banks Select Industry Index.
Composition The ETF primarily holds stocks of regional banks within the United States.
Market Position
Market Share: KRE has a significant market share within the regional banking ETF segment, although it fluctuates with market conditions and investor sentiment.
Total Net Assets (AUM): 2010000000
Competitors
Key Competitors
- Invesco KBW Regional Banking ETF (KBWR)
- First Trust NASDAQ ABA Community Bank Index Fund (QABA)
- Direxion Daily Regional Banks Bull 3X Shares (DPST)
Competitive Landscape
The regional banking ETF market is moderately concentrated, with KRE holding a significant portion of the AUM. KRE's large AUM and high trading volume provide liquidity and can attract larger investors. However, KBWR and QABA offer alternative weighting schemes or focus on specific segments within the regional banking sector, catering to investors with differing preferences.
Financial Performance
Historical Performance: Historical performance data needs to be retrieved from financial data providers.
Benchmark Comparison: KRE's performance should be compared to the S&P Regional Banks Select Industry Index to assess tracking accuracy.
Expense Ratio: 0.35
Liquidity
Average Trading Volume
KRE generally exhibits high average trading volume, indicating good liquidity.
Bid-Ask Spread
The bid-ask spread for KRE is typically tight, suggesting relatively low trading costs.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates, inflation, and GDP growth, as well as regulatory changes and regional economic conditions, significantly impact KRE's performance.
Growth Trajectory
KRE's growth trajectory depends on the overall health of the US regional banking sector, which is influenced by factors like loan growth, net interest margins, and credit quality.
Moat and Competitive Advantages
Competitive Edge
KRE benefits from being one of the largest and most liquid ETFs in the regional banking sector, providing a competitive advantage in attracting institutional investors. Its replication strategy ensures close tracking of the S&P Regional Banks Select Industry Index. The ETF's large AUM allows for efficient trading and lower transaction costs, further enhancing its appeal. SSGA's strong brand and established reputation also contribute to KRE's competitive edge. However, it's important to note that focusing solely on this segment brings specific sector risks.
Risk Analysis
Volatility
KRE's volatility is generally higher than that of broad market ETFs due to its concentration in the regional banking sector.
Market Risk
KRE is susceptible to market risk, particularly interest rate risk, credit risk, and regulatory risk, all of which can impact the performance of regional banks.
Investor Profile
Ideal Investor Profile
KRE is suitable for investors who seek targeted exposure to the US regional banking sector and are comfortable with the associated sector-specific risks.
Market Risk
KRE may be more suitable for active traders or tactical investors who have a specific view on the regional banking sector, rather than long-term passive investors seeking broad market exposure.
Summary
The SPDRu00ae S&P Regional Banking ETF (KRE) offers targeted exposure to the US regional banking sector, tracking the S&P Regional Banks Select Industry Index. Managed by State Street Global Advisors, KRE benefits from high liquidity and a relatively low expense ratio. However, it's susceptible to sector-specific risks, including interest rate and credit risks, and is more volatile than broader market ETFs. KRE is best suited for investors with a specific outlook on regional banks and tolerance for higher volatility.
Similar ETFs
Sources and Disclaimers
Data Sources:
- State Street Global Advisors (SSGA) Website
- ETF.com
- Yahoo Finance
Disclaimers:
The data and analysis provided are 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 Regional Banking 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 Regional Banks 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 regional banks 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.