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State Street SPDR S&P Capital Markets (KCE) ETF Holdings & Analysis
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What KCE does
KCE offers an equal-weighted portfolio of capital markets companies. These companies are defined as those publicly-traded names that do business as broker-dealers, asset managers, trust and custody banks or exchanges. The passively-managed fund selects its constituents based on market cap and its equal-weighting strategy causes the fund to tilt much smaller than our benchmark, with all of the associated risks that go along with it. Although the fund launched in 2005, it underwent a material index change in October 2011. The fund's exposure is predominantly investment management companies such as State Street, Northern Trust, and Charles Schwab, and its concentrated portfolio is relatively evenly split between large-, mid-, and small-cap securities giving it exposure to the full size spectrum of capital markets companies. The underlying index is rebalanced quarterly. Prior to Oct. 31, 2025 the Issuer did not use the branding of State Street in the fund name.
Fund profile
Top holdings
| Holding | Weight | |
|---|---|---|
| WISDOMTREE INC | 2.09% | |
| MARKETAXESS HOLDINGS INC | 2.00% | |
| HAMILTON LANE INC CLASS A | 1.89% | |
| VICTORY CAPITAL HOLDING A | 1.84% | |
| DONNELLEY FINANCIAL SOLUTION | 1.83% | |
| TPG INC | 1.80% | |
| LPL FINANCIAL HOLDINGS INC | 1.77% | |
| BLUE OWL CAPITAL INC | 1.77% | |
| SEI INVESTMENTS COMPANY | 1.77% | |
| FACTSET RESEARCH SYSTEMS INC | 1.76% |
Sector allocation
| Consumer Defensive | 0.97% |
| Financial Services | 96.15% |
| Technology | 2.88% |
Geographic allocation
| United States | 99.81% |
| Other | 0.19% |
PortView Portfolio Insights
PortView analyzes how KCE fits your actual portfolio — position weight, ETF overlap with your other funds, sector and geographic exposure, concentration, and how this fund contributes to your portfolio risk and return. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.
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Frequently asked questions
- What does KCE track?
- KCE is the State Street SPDR S&P Capital Markets ETF, a Other ETF.
- What is the expense ratio of KCE?
- Expense ratio data for KCE is shown on the page when available from our data provider.
- What are the largest holdings in KCE?
- Top holdings include WT, MKTX, HLNE, VCTR, DFIN.
- How can PortView analyze KCE overlap with other ETFs?
- PortView computes the holdings overlap between KCE and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.
The information provided by PortView is for informational and educational purposes only and does not constitute investment advice. Market data may be delayed. Past performance does not guarantee future results.