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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% -0.06% 692.33M 872632.9
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
1.49% 23.00% 133.87M Upgrade

Basic Info

Investment Strategy
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index that tracks the performance of publicly traded companies in the insurance industry. 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").
General
Security Type Exchange-Traded Fund
Equity Style Mid Cap/Value
Fixed Income Style --
Broad Asset Class Sector Equity
Broad Category Equity
Category Name Financial
Category Index S&P 1500 Financials TR
Global Category Name Financials Sector Equity
YCharts Categorization Financials Equity
YCharts Benchmark S&P 1500 Financials (Sector) Total Return (^SP15FINSTR)
Prospectus Objective Specialty - Financial
Fund Owner Firm Name SPDR State Street Global Advisors
Prospectus Benchmark Index
S&P Insurance Select Industry TR USD 100.0%
Broad Asset Class Benchmark Index
^MSWNTR 100.0%
Manager Tenure
Karl Schneider 9.42 yrs
Raymond Donofrio 7.25 yrs

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of April 17, 2024. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2017
2018
2019
2020
2021
2022
2023
YTD
12.82%
-5.99%
27.19%
-3.00%
22.76%
3.47%
12.16%
5.93%
22.40%
-8.71%
27.67%
15.90%
21.82%
-18.14%
23.79%
3.98%
17.88%
-11.71%
26.30%
5.86%
37.72%
-9.25%
9.26%
1.87%
14.18%
-11.45%
25.95%
-2.89%
26.83%
11.35%
11.29%
9.79%
10.42%
-17.43%
31.43%
-7.59%
38.90%
-20.58%
-8.47%
-4.61%
21.57%
-15.80%
31.52%
5.57%
36.39%
-10.65%
6.43%
2.28%
As of April 17, 2024.

Asset Allocation

As of April 15, 2024.
Type % Net % Long % Short
Cash 0.05% Upgrade Upgrade
Stock 99.95% Upgrade Upgrade
Bond 0.00% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.00% Upgrade Upgrade

Basic Info

Investment Strategy
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index that tracks the performance of publicly traded companies in the insurance industry. 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").
General
Security Type Exchange-Traded Fund
Equity Style Mid Cap/Value
Fixed Income Style --
Broad Asset Class Sector Equity
Broad Category Equity
Category Name Financial
Category Index S&P 1500 Financials TR
Global Category Name Financials Sector Equity
YCharts Categorization Financials Equity
YCharts Benchmark S&P 1500 Financials (Sector) Total Return (^SP15FINSTR)
Prospectus Objective Specialty - Financial
Fund Owner Firm Name SPDR State Street Global Advisors
Prospectus Benchmark Index
S&P Insurance Select Industry TR USD 100.0%
Broad Asset Class Benchmark Index
^MSWNTR 100.0%
Manager Tenure
Karl Schneider 9.42 yrs
Raymond Donofrio 7.25 yrs

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