Interactive Brokers Group Set to Join S&P 500, Talen Energy to Join S&P MidCap 400 and Kinetik Holdings to Join S&P SmallCap 600

S&P Dow Jones Indices will make the following changes to the S&P 500, S&PMidCap 400, and S&P SmallCap 600:

— S&P MidCap 400 constituent Interactive Brokers Group Inc. (NASD: IBKR) will replace Walgreens Boots Alliance Inc. (NASD: WBA) in the S&P 500, and Talen Energy Corp. (NASD: TLN) will replace Interactive Brokers Group in the S&P MidCap 400 effective prior to the opening of trading on Thursday, August 28. Sycamore Partners is acquiring Walgreens Boots Alliance in a deal expected to be completed soon, pending final closing conditions.

— Kinetik Holdings Inc. (NYSE: KNTK) will replace Pacific Premier Bancorp Inc. (NASD: PPBI) in the S&P SmallCap 600 effective prior to the opening of trading on Tuesday, September 2. S&P MidCap 400 constituent Columbia Banking System Inc. (NASD: COLB) is acquiring Pacific Premier Bancorp in a deal expected to close soon, pending final closing conditions.

Following is a summary of the changes that will take place prior to the open of trading on the effective date:

Effective Date Index Name Action Company Name Ticker GICS SectorAug 28, 2025 S&P 500 Addition Interactive Brokers Group IBKR FinancialsAug 28, 2025 S&P 500 Deletion Walgreens Boots Alliance WBA Consumer StaplesAug 28, 2025 S&P MidCap 400 Addition Talen Energy TLN UtilitiesAug 28, 2025 S&P MidCap 400 Deletion Interactive Brokers Group IBKR FinancialsSept 2, 2025 S&P SmallCap 600 Addition Kinetik Holdings KNTK EnergySept 2, 2025 S&P SmallCap 600 Deletion Pacific Premier Bancorp PPBI Financials

For more information about S&P Dow Jones Indices, please visit www.spdji.com.

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S&P Dow Jones Indices is the largest global resource for essential index-based concepts, data and research, and home to iconic financial market indicators, such as the S&P 500® and the Dow Jones Industrial Average®. More assets are invested in products based on our indices than products based on indices from any other provider in the world. Since Charles Dow invented the first index in 1884, S&P DJI has been innovating and developing indices across the spectrum of asset classes helping to define the way investors measure and trade the markets.

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SOURCE S&P Dow Jones Indices

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