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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.35% 0.00% 1.366B 1.709M
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
2.75% 22.00% -997.99M Upgrade

Basic Info

Investment Strategy
The Fund seeks to replicate as closely as possible, before expenses, the total return of the KBW Bank Index. The Fund uses a passive management strategy designed to track the total return performance of the Bank Index.
General
Security Type Exchange-Traded Fund
Broad Asset Class Sector Equity
Broad Category Equity
Global Peer Group Equity Sector Financials
Peer Group Financial Services Funds
Global Macro Equity Industry Sector
US Macro Sector Equity Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Financial Services Funds
Fund Owner Firm Name State Street Investment Management
Broad Asset Class Benchmark Index
^MSWNTR 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Peer Group Rtn. (NAV)
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
-19.63%
29.78%
-8.66%
33.50%
-14.85%
5.31%
23.76%
10.92%
-8.71%
27.67%
15.90%
21.82%
-18.14%
23.79%
18.67%
20.71%
-19.00%
27.45%
-7.30%
39.32%
-15.10%
-7.58%
18.57%
9.34%
-6.90%
30.88%
-6.84%
36.16%
-8.63%
27.06%
15.70%
-2.83%
-13.04%
31.88%
-1.67%
34.82%
-10.60%
12.02%
30.55%
12.21%
-5.99%
27.19%
-3.00%
22.76%
3.47%
12.16%
26.95%
5.01%
As of December 07, 2025.

Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.03%
Stock 99.90%
Bond 0.07%
Convertible 0.00%
Preferred 0.00%
Other -0.00%
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Basic Info

Investment Strategy
The Fund seeks to replicate as closely as possible, before expenses, the total return of the KBW Bank Index. The Fund uses a passive management strategy designed to track the total return performance of the Bank Index.
General
Security Type Exchange-Traded Fund
Broad Asset Class Sector Equity
Broad Category Equity
Global Peer Group Equity Sector Financials
Peer Group Financial Services Funds
Global Macro Equity Industry Sector
US Macro Sector Equity Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Financial Services Funds
Fund Owner Firm Name State Street Investment Management
Broad Asset Class Benchmark Index
^MSWNTR 100.0%

View Basic Info
Start Trial

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