KCE
+4.56 · +3.07%
$153.19 · NYSE ARCA

SPDR® S&P Capital Markets ETF (KCE) ETF Analysis | Financial

State Street Investment Management · United States
AUM:$481.3M
#– of – in Financial ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 9.9% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.35% — moderate cost. Consider how fees compound over long holding periods.

What is KCE?

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.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
KCE returned 9.9% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.35%. Consider how fees compound over a long holding period.
Broadly Diversified
Top 10 holdings represent just 20.3% of the ETF — exposure spread across many positions.
ETF Information
AUM$481.3M
Expense Ratio0.35%
Dividend Yield1.57%
Holdings50
Inception DateNov 2005
DomicileUnited States
DistributionNA
Index
ProviderState Street Investment Management
Beta1.31
CategoryFinancial
CurrencyUSD
Portfolio Impact

How would KCE affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+18.9%
1Y
+11.2%
3Y
+101.1%
5Y
+87.6%
OpenBook InsightIf you had invested £10,000 in KCE 5 years ago, it would have grown to £18,757 — a gain of £8,757.

Annual Returns

Calendar year performance

KCE delivered positive returns in 4 of the last 5 calendar years.
YearKCE
2026 YTD+13.6%
2025+10.4%
2024+38.9%
2023+31.0%
2022-22.0%
CAGR 4yr+11.9%
4/5 positive yearsAvg return: +14.4%Worst year: -22.0% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
17.0%
Low
Momentum
+9.0%
30-day change
Support Level
163.55
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Monitor key support and resistance levels as part of broader risk assessment.