SPDR® S&P Bank ETF

Shareclass

SPDR® S&P Bank ETF (KBE)

Type

Exchange-traded fund

Manager

State Street

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

percentile

Universe: Groups

Group: Sector Equity Funds

Ranking: 807 out of 867 funds

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Groups

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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Top scoring holdings

The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Bank of America Corp
1.1% of assets
$21.35M invested
2. Citigroup Inc
1.09% of assets
$21.33M invested
3. JPMorgan Chase & Co
1.13% of assets
$21.98M invested
4. Wells Fargo & Co
1.09% of assets
$21.27M invested
5. Huntington Bancshares Inc
1.08% of assets
$21.06M invested
6. Comerica Inc
1.07% of assets
$20.88M invested
7. Webster Financial Corp
1.09% of assets
$21.18M invested
8. Bank of New York Mellon Corp
1.09% of assets
$21.2M invested
9. Fifth Third Bancorp
1.07% of assets
$20.77M invested
10. Pathward Financial Inc
1.02% of assets
$19.81M invested

Bottom scoring holdings

The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Trustmark Corp
0.71% of assets
$13.82M invested
2. Servisfirst Bancshares Inc
1.06% of assets
$20.67M invested
3. Axos Financial Inc
1.08% of assets
$21.07M invested
4. First Merchants Corp
0.67% of assets
$13.05M invested
5. United Community Banks Inc
1.04% of assets
$20.2M invested
6. International Bancshares Corp
1.08% of assets
$20.96M invested
7. Renasant Corp
1.06% of assets
$20.58M invested
8. Community Financial System Inc
0.88% of assets
$17.22M invested
9. CVB Financial Corp
1.04% of assets
$20.27M invested
10. SouthState Corp
1.08% of assets
$20.99M invested

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Financial performance

Performance data provided by

Find more financial data on KBE at Morningstar.com

Gender Equality and Returns

Enlarge

The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.

Benchmarking tool

Current fund

KBE

SPDR® S&P Bank ETF

Family

State Street

Category

Financial

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

1.78% less in annualized returns

Lower overall gender equality score

13 / 100 points lower

Lower gender balance in leadership and workforce score

4 / 40 points lower

Lower equal compensation and work life balance score

4 / 30 points lower

Lower policies promoting gender equality score

3 / 20 points lower

Lower commitment, transparency, and accountability score

1 / 10 points lower

Current fund

KBE

SPDR® S&P Bank ETF

Family

State Street

Category

Financial

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

1.78% less in annualized returns

Lower overall gender equality score

13 / 100 points lower

Lower gender balance in leadership and workforce score

4 / 40 points lower

Lower equal compensation and work life balance score

4 / 30 points lower

Lower policies promoting gender equality score

3 / 20 points lower

Lower commitment, transparency, and accountability score

1 / 10 points lower

Current fund

KBE

SPDR® S&P Bank ETF

Family

State Street

Category

Financial

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

1.78% less in annualized returns

Lower overall gender equality score

13 / 100 points lower

Lower gender balance in leadership and workforce score

4 / 40 points lower

Lower equal compensation and work life balance score

4 / 30 points lower

Lower policies promoting gender equality score

3 / 20 points lower

Lower commitment, transparency, and accountability score

1 / 10 points lower

Month-end trailing returns

Performance as of date: 3/31/25

Morningstar suggested benchmark: MSCI ACWI NR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
KBE - SPDR® S&P Bank ETF

15%

3.39%

18%

7.21%

42 / 100 points

Benchmark

7.43%

7.17%

15%

8.99%

55 / 100 points

Fund compared to benchmark

7.96%

-3.77%

2.5%

-1.78%

13 / 100 points lower

Find more financial data on KBE at Morningstar.com

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