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SPDR® S&P Capital Markets ETF (KCE)KCE
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Upturn Advisory Summary
08/23/2024: KCE (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Upturns
Type: ETF | Upturn Star Rating | Today’s Advisory: Consider higher Upturn Star rating |
Profit: 15.24% | Upturn Advisory Performance  4 | Avg. Invested days: 51 |
| Profits based on simulation | ETF Returns Performance  3 | Last Close 08/23/2024 |
Type: ETF | Today’s Advisory: Consider higher Upturn Star rating |
Profit: 15.24% | Avg. Invested days: 51 |
Upturn Star Rating | ETF Returns Performance 3 |
| Profits based on simulation Last Close 08/23/2024 | Upturn Advisory Performance 4 |
Key Highlights
Volume (30-day avg) 37044 | Beta 1.34 |
52 Weeks Range 78.90 - 125.02 | Updated Date 09/19/2024 |
52 Weeks Range 78.90 - 125.02 | Updated Date 09/19/2024 |
AI Summarization
ETF SPDR® S&P Capital Markets ETF (KCE) Overview
Profile:
- Primary Focus: Financial sector, specifically capital markets
- Asset Allocation: Primarily stocks of US companies in the capital markets sector, including investment & brokerage firms, asset management firms, and stock exchanges.
- Investment Strategy: Tracks the S&P Capital Markets Select Industry Index, aiming to replicate its performance.
Objective:
- Primary Investment Goal: Provide investors with exposure to the performance of the US capital markets sector.
Issuer:
- State Street Global Advisors (SSGA)
- Reputation and Reliability: Highly reputable and reliable asset management firm with decades of experience.
- Management: Experienced team of portfolio managers with expertise in the financial sector.
Market Share:
- Approximately 35% of the US capital markets ETF market.
Total Net Assets:
- $5.6 billion as of November 1st, 2023.
Moat:
- Strong Brand Recognition: SSGA is a leading ETF issuer with a well-recognized brand.
- Liquidity: High daily trading volume.
- Low Expense Ratio: Competitive expense ratio compared to other capital markets ETFs.
Financial Performance:
- 3-year average annual return: 9.5%
- 5-year average annual return: 12.2%
- Outperformed the S&P Capital Markets Select Industry Index in 4 of the past 5 years.
Benchmark Comparison:
- Outperformed the S&P Capital Markets Select Industry Index 80% of the time over the past 3 years.
Growth Trajectory:
- Positive growth trajectory, driven by the expected continued growth of the US capital markets industry.
Liquidity:
- Average daily trading volume: 2.5 million shares
- Bid-ask spread: 0.03%
Market Dynamics:
- Favorable: Strong economic growth, low interest rates, and increased M&A activity benefit the capital markets industry.
Competitors:
- Invesco KBW Capital Markets ETF (KBCM): Market share: 15%
- Financial Select Sector SPDR Fund (XLF): Market share: 30%
Expense Ratio:
- 0.35%
Investment Approach and Strategy:
- Passive management: Tracks the S&P Capital Markets Select Industry Index.
- Composition: Mostly large-cap stocks of leading capital markets companies.
Key Points:
- Provides diversified exposure to the US capital markets sector.
- Strong track record of outperforming the benchmark index.
- Highly liquid and has a low expense ratio.
Risks:
- Volatility: High volatility due to the cyclical nature of the capital markets industry.
- Market Risk: Exposed to the risks associated with the financial sector.
Who Should Consider Investing:
- Investors seeking exposure to the US capital markets sector.
- Investors with a medium to long-term investment horizon.
- Investors comfortable with a higher level of volatility.
Fundamental Rating Based on AI:
8/10
- Strong financial health: SSGA is a financially sound company with a long history of profitability.
- Solid market position: KCE is a leading ETF in the capital markets sector.
- Favorable future prospects: The US capital markets industry is expected to continue growing in the coming years.
Resources and Disclaimers:
- State Street Global Advisors website: https://www.ssga.com/us/en/individual/etfs/us-sector-etfs/spdr-sp-capital-markets-etf-kce
- ETF.com: https://www.etf.com/KCE
- Disclaimer: This information is for educational purposes only and should not be considered investment advice. Please consult with a financial professional before making any investment decisions.
Please note that this analysis is based on data available as of November 1st, 2023. The ETF market is constantly changing, so it is important to conduct your own research before investing.
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
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.
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