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Sunday, August 23, 2026The Morning Brief →Sign in
SIMSSPDR

SPDR S&P Kensho Intelligent Structures ETF

$43.90-1.98% today
394852-WK

Under normal market conditions, the fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index is comprised of U.S.-listed equity securities (including depositary receipts) of companies domiciled across developed and emerging markets worldwide which are included in the Intelligent Infrastructure sector as determined by a classification standard produced by the index provider. The fund is non-diversified.

Price & daily flows
45.943.440.943.90DAILY NET FLOWAug 22Dec 18Apr 20Aug 20

SOURCE: MARKET TAPE & DAILY CREATION/REDEMPTION RECORDS · 1Y SHOWN · NET −$2M OVER THIS RANGE

The desk’s read

Flows are quiet — the past month netted out near zero, while the price has returned +2.4% so far this year. At 0.45% a year it is not the cheapest way in — ITDG runs the same ground at 0.11%.

COMPOSED FROM THE FUND’S OWN DAILY RECORDS · UPDATED WITH EACH REFRESH

$8338.34Tassets under management
0.45%expense ratio · $45 per $10,000 a year
net flow, trailing month
298avg daily volume, 30 days
50holdings · US-domiciled
2017listed December 25, 2017 · beta 1.48
The book at a glance
TTEK+1.2%ITRI+1.6%ALRM+0.8%VLTO-0.7%ADT+0.1%WTTR-1.2%ARLO+0.5%XYL-0.0%BMI+2.9%JCI-0.1%SLAB-0.0%ERII+1.9%TSLA+5.1%PNR+1.0%GNRC-0.4%BE-0.5%AMRC-3.7%ROKU+0.2%HWKN-0.3%SHLS-3.8%ALLE+0.4%ROP+0.3%AYI+0.4%FCEL+6.4%EVGO+3.4%REZI+1.2%SU+0.7%SHEL-0.3%NSSC+0.8%AME+0.2%BP-0.8%DD-0.1%TEL+1.5%MWA-0.8%GNTX+0.2%BCE-0.3%NRG-2.0%CNM+0.9%CARR+0.4%CWEN

CELL SIZE IS PORTFOLIO WEIGHT · COLOR IS TODAY’S MOVE · TOP 40 POSITIONS

HoldingsDownload CSV
#HoldingWeightPriceDay52-wk
1TTEKTETRA TECH2.60%$37.00+1.2%
2ITRIITRON2.66%$100.03+1.6%
3ALRMALARMCOM HOLDINGS2.48%$57.51+0.8%
4VLTOVERALTO CORP2.63%$98.77-0.7%
5ADTADT2.37%$7.38+0.1%
6WTTRSELECT WATER SOLUTIONS2.66%$19.72-1.2%
7ARLOARLO TECHNOLOGIES2.68%$13.10+0.5%
8XYLXYLEM2.70%$113.42-0.0%
9BMIBADGER METER2.83%$131.81+2.9%
10JCIJOHNSON CONTROLS INTERNATIONAL2.57%$143.05-0.1%
11SLABSILICON LABORATORIES2.46%$218.00-0.0%
12ERIIENERGY RECOVERY2.79%$7.90+1.9%
13TSLATESLA2.70%$362.86+5.1%
14PNRPENTAIR2.63%$64.40+1.0%
15GNRCGENERAC HOLDINGS3.00%$205.98-0.4%

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Performance
1 week-4.7%
1 month-0.6%
3 months-5.1%
6 months-4.1%
YTD+2.4%
1 year+10.4%
3 years

PRICE RETURN, DISTRIBUTIONS NOT REINVESTED

Net flows
1 week
1 month
3 months
YTD
1 year−$2M

CREATION/REDEMPTION DOLLARS, DAILY RECORDS

Monthly net flows
SepOctNovDecJanFebMarAprMayJunJulAug
DAILY CREATION/REDEMPTION RECORDS, TRAILING TWELVE MONTHS
The risk read
24%realized volatility, 30 days (annualized)
25%realized volatility, 1 year
-15.8%deepest fall from a peak, 1 year
-8.1%where it sits vs. that peak today

The top holding is 3.2% of the book; the top ten carry 28%. Spread across 54+ names, it behaves like roughly 47 equally-weighted positions.

VOLATILITY & DRAWDOWN FROM THE DAILY TAPE · CONCENTRATION FROM THE LATEST DISCLOSED BOOK

Options tape
calls today
puts today
put/call ratio
shares traded
Most-traded holdings, options premiumBullishBearish
TSLA TESLA$842M$785M
BE BLOOM ENERGY$34M$38M
BIDU BAIDU$6M$7M
ENPH ENPHASE ENERGY$2M$3M
FCEL FUELCELL ENERGY$2M$2M

TODAY’S OPTIONS PREMIUM IN THE FUND’S UNDERLYING NAMES

InstrumentsHarvest substitutesTrade cost at $1MClient tearsheetStress this fund
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