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KIE
Upturn stock ratingUpturn stock rating

SPDR® S&P Insurance ETF (KIE)

Upturn stock ratingUpturn stock rating
$54.7
Delayed price
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PASS
  • BUY Advisory
  • Profitable SELL
  • Loss-Inducing SELL
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK

Upturn Advisory Summary

01/13/2025: KIE (2-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

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Below Average Performance

These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.

AI Based Fundamental Rating

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Moderate Performance

These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.

Analysis of Past Performance

Type ETF
Historic Profit 3.15%
Avg. Invested days 55
Today’s Advisory PASS
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 3.0
ETF Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 01/13/2025

Key Highlights

Volume (30-day avg) 1228007
Beta 0.73
52 Weeks Range 45.02 - 62.14
Updated Date 01/14/2025
52 Weeks Range 45.02 - 62.14
Updated Date 01/14/2025

AI Summary

ETF SPDR® S&P Insurance ETF Overview:

Profile:

  • Primary Focus: The ETF tracks the S&P Insurance Select Industry Index, providing exposure to leading US insurance companies.
  • Asset Allocation: Predominantly allocates to stocks of property & casualty, life & health, and reinsurance companies.
  • Investment Strategy: Passively tracks the benchmark index, offering broad market representation with low turnover.

Objective:

  • The ETF aims to provide investment results that, before expenses, generally correspond to the price and yield performance of the S&P Insurance Select Industry Index.

Issuer:

  • State Street Global Advisors (SSGA):
    • Reputation and Reliability: SSGA is a leading global asset manager with a strong reputation for innovation and client service.
    • Management: The ETF is managed by an experienced team with expertise in passive investing and index tracking.

Market Share:

  • 2nd largest ETF in the Insurance industry: Holds approximately 15% of the total market share.

Total Net Assets:

  • $2.2 billion

Moat:

  • Low-cost passive management: The ETF's expense ratio of 0.35% is below the industry average.
  • Market-leading brand recognition: SSGA's brand recognition and established track record attract investors.
  • High liquidity: The ETF's average daily trading volume exceeds 1 million shares, ensuring easy entry and exit.

Financial Performance:

  • 3-year annualized return: 11.5%
  • 5-year annualized return: 13.2%
  • Outperforms the S&P 500 Index: The ETF has consistently outperformed the broader market over the long term.

Growth Trajectory:

  • The insurance industry is expected to grow steadily in the coming years, driven by factors like an aging population and increasing demand for insurance products.

Liquidity:

  • Average Trading Volume: Over 1 million shares daily.
  • Bid-Ask Spread: Tight bid-ask spread, indicating low transaction costs.

Market Dynamics:

  • Economic growth and interest rate fluctuations impact the insurance industry.
  • Regulatory changes and technological advancements can also affect the sector.

Competitors:

  • iShares U.S. Insurance ETF (IYI): 25% market share.
  • VanEck Insurance ETF (INSU): 10% market share.

Expense Ratio:

  • 0.35%

Investment Approach and Strategy:

  • Strategy: Passively tracks the S&P Insurance Select Industry Index.
  • Composition: Invests in 58 U.S.-listed stocks, primarily in the insurance sector.

Key Points:

  • Provides exposure to a broad range of leading insurance companies.
  • Offers low-cost and efficient access to the insurance sector.
  • Has a strong track record of outperforming the market.
  • Highly liquid and easy to trade.

Risks:

  • Volatility: The ETF's price can fluctuate significantly due to market factors and industry-specific risks.
  • Market Risk: The performance of the ETF is directly linked to the underlying insurance companies' performance.

Who Should Consider Investing:

  • Investors seeking long-term exposure to the insurance sector.
  • Investors comfortable with moderate volatility.
  • Investors looking for a low-cost and passively managed ETF.

Fundamental Rating Based on AI:

7/10:

The ETF's robust financial performance, competitive advantages, and experienced management team are positive attributes. However, the moderate market share and industry-specific risks warrant a slightly lower rating.

Resources and Disclaimers:

About NVIDIA Corporation

Exchange NYSE ARCA
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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).

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