SPDR S&P Insurance ETF (KIE)



The KBW Insurance ETF, formerly streetTRACKS KBW Insurance ETF, is an exchange-traded index fund that is a separate portfolio of streetTRACKS(R) Series Trust, a Trust that is an "index fund" consisting of separate investment portfolios. The streetTRACKS KBW Insurance ETF's investment objective is to replicate as closely as possible, before expenses, the performance of the KBW Insurance Index. INDEX DESCRIPTION: The KBW Insurance Index is a float adjusted modified-market capitalization-weighted index. It is currently comprised of leading companies active in the U.S. insurance industry that are listed on the NYSE, or another U.S. national securities exchange, or NASDAQ/NMS. KBW Insurance Index components account for approximately three-quarters of the market capitalization of the entire U.S. public insurance company universe. In addition, KBW Insurance Index components are selected to provide appropriate representation of the industry's diverse sub-sectors, including personal and commercial lines property/casualty insurance, life insurance, reinsurance, insurance brokerage and financial guarantee. In December 2002, the KBW Insurance Index was established, set to a benchmark value of 100 and trading commenced on September 3, 2003. The KBW Insurance Index calculation methodology was changed from price weighted to modified market capitalization-weighted in October 2004. Index values are disseminated to market data vendors and other public market media every 15 seconds during each trading day from approximately 9:30 a.m. to at least 4:02 p.m. Eastern Time. Calculations of the KBW Insurance Index values are made by a third party vendor. The Insurance Index is comprised of 24 stocks. It is created and maintained by Keefe, Bruyette & Woods, Inc. FUND STRATEGY: The Fund uses a passive management strategy designed to track the total return performance of the Index. The Fund, using an "indexing" investment approach, attempts to replicate, before expenses, the total return performance of the index. The Adviser seeks a correlation of 0.95 or better between the Fund's performance and the performance of the Index; a figure of 1.00 would represent perfect correlation. The Fund generally will invest in all of the stocks comprising the index in proportion to the weightings in the index. However, under various circumstances, it may not be possible or practicable to purchase all of the stocks in the index in those weightings. In those circumstances, the Fund may purchase a sample of the stocks in the index in proportions expected by the Adviser to replicate generally the performance of the index as a whole. There may also be instances in which the Adviser may choose to overweight another stock in the index, purchase (or sell) securities not in the index which the Adviser believes are appropriate to substitute for one or more index components, or utilize various combinations of other available investment techniques, in seeking to track accurately the index. In addition, from time to time stocks are added to or removed from an index. The Fund may sell stocks that are represented in the index, or purchase stocks that are not yet represented in the index, in anticipation of their removal from or addition to the index. The Fund will normally invest at least 95% of its total assets in common stocks that comprise its benchmark index. The Fund has adopted a policy that requires the Fund to provide shareholders with at least 60 days notice prior to any material change in this policy or its underlying Index. The Board of Trustees of the Trust may change a Fund's investment strategy and other policies without shareholder approval, except as otherwise indicated. The Trustees will not change the Fund's investment objective without shareholder approval. FUND MANAGEMENT: The investment advisor of the Fund is SSgA Funds Management, Inc. The administrator and custodian of the streetTRACKS funds is State Street Bank and Trust Co. State Street Global Markets, LLC serves as the distributor for the Fund.

Data based on most recent fiscal year report
Market Cap37.02 Million Shares Outstanding1.2 Million Avg Volume370.733 Thousand
View SEC Filings from KIE instead.
Q2 2019 All Institutions Hedge Funds 1
To trade KIE now:
Filers who had this stock in their top 10: 2 0 (0.0%)
13F Filers holding this stock: 107 3 (0.31%)
Aggregate 13F shares on 06/30/2019: 25.341 Million 264.181 Thousand
Aggregate 13F shares on 03/31/2019: 19.115 Million 205.864 Thousand
Percent change: 32.57% 28.33%
Funds creating new positions: 27
Funds Adding to an existing position: 38 2
Funds closing out their position: 13 1
Funds reducing their position: 22
1 hedge funds as identified by whalewisdom.com through public filings.

Funds Holding KIE (via 13F filings)

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