SPDR Kensho Intelligent Structures ETF (XKII)

Overview

The SPDR Kensho Intelligent Structures ETF (SIMS) seeks to track the performance of the Kensho Intelligent Structures Index, providing exposure to companies involved in intelligent building infrastructure.

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 significant experience in managing a wide range of ETFs, leveraging expertise in indexing and quantitative strategies.

Goal

To provide investment results that, before fees and expenses, correspond generally to the total return performance of the Kensho Intelligent Structures Index.

Investment Approach and Strategy

Strategy: The ETF tracks the Kensho Intelligent Structures Index, which is designed to capture companies focused on intelligent building and infrastructure technologies.

Composition The ETF primarily holds stocks of companies involved in areas like smart building materials, energy efficiency, automation, and IoT infrastructure for buildings.

Market Share: SIMS holds a moderate market share within the broader infrastructure ETF space.

Total Net Assets (AUM): 38912000

Key Competitors

• GRID
• PAVE
• IFRA

Competitive Landscape

The competitive landscape is characterized by several ETFs targeting infrastructure, with SIMS differentiating itself through its focus on intelligent structures. SIMS's advantage lies in its niche focus on technologically advanced infrastructure, while disadvantages may include lower AUM and trading volume compared to broader infrastructure ETFs.

Historical Performance: Historical performance can be obtained from financial data providers. (Data not directly included in JSON format, refer to external data source).

Benchmark Comparison: Benchmark comparison can be obtained from financial data providers. (Data not directly included in JSON format, refer to external data source).

Expense Ratio: 0.35

Average Trading Volume

The ETF's average trading volume can be obtained from financial data providers and indicates a moderate liquidity level.

Bid-Ask Spread

The bid-ask spread can be obtained from financial data providers and indicates the cost of trading the ETF.

Market Environment Factors

Economic growth, government infrastructure spending, and technological advancements in building automation all impact SIMS. Interest rates, inflation, and global economic outlook can indirectly affect companies in the ETF's portfolio.

Growth Trajectory

The ETF's growth is tied to the adoption of intelligent building technologies and infrastructure investments, with potential shifts in holdings based on the index methodology.

Competitive Edge

SIMS's competitive edge lies in its focused exposure to intelligent structures, a growing area within infrastructure. This niche focus differentiates it from broader infrastructure ETFs. The Kensho index methodology selects companies based on their involvement in relevant technologies, offering targeted exposure to the theme. This targeted approach, however, can also limit diversification compared to broader funds.

Volatility

Volatility depends on the underlying holdings and market conditions; historical data is needed for accurate assessment.

Market Risk

SIMS is subject to market risk, particularly related to the construction and technology sectors, and the performance of companies involved in intelligent infrastructure projects.

Ideal Investor Profile

The ideal investor is one seeking targeted exposure to intelligent building and infrastructure technologies.

Market Risk

SIMS is suitable for investors with a thematic focus who understand the specific risks and opportunities associated with this niche segment; best for investors willing to hold the ETF for the medium to long-term to take advantage of potential industry growth.

SPDR Kensho Intelligent Structures ETF (SIMS) provides focused exposure to companies involved in intelligent building infrastructure, tracking the Kensho Intelligent Structures Index. It is issued by State Street Global Advisors. SIMS offers a niche investment opportunity, catering to investors bullish on the growth of smart building technologies. Investors should carefully consider the ETF's relatively small AUM and trading volume compared to broader infrastructure ETFs. The ETF holds moderate market share and can be considered for long-term investors.

Data Sources:

• SSGA official website
• ETF.com
• Yahoo Finance

Disclaimers:

The data provided is for informational purposes only and does not constitute investment advice. Market conditions and ETF performance are subject to change.