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Upturn AI SWOT - About
Industrial Select Sector SPDR® Fund (XLI)
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Upturn Advisory Summary
03/27/2025: XLI (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 12.02% | Avg. Invested days 40 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Volume (30-day avg) 10134530 | Beta 1.12 | 52 Weeks Range 117.82 - 143.35 | Updated Date 03/28/2025 |
52 Weeks Range 117.82 - 143.35 | Updated Date 03/28/2025 |
Upturn AI SWOT
Industrial Select Sector SPDR® Fund
ETF Overview
Overview
The Industrial Select Sector SPDRu00ae Fund (XLI) seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of publicly traded equity securities of companies in the Industrial Select Sector Index.
Reputation and Reliability
State Street is a well-established and reputable issuer with extensive experience in managing ETFs.
Management Expertise
State Street has a large and experienced team managing its ETF offerings.
Investment Objective
Goal
To provide investment results that closely correspond to the price and yield performance of the Industrial Select Sector Index.
Investment Approach and Strategy
Strategy: XLI aims to track the Industrial Select Sector Index.
Composition The ETF holds stocks of companies in the industrial sector as defined by the Global Industry Classification Standard (GICS).
Market Position
Market Share: XLI holds a significant market share within the industrial sector ETFs.
Total Net Assets (AUM): 15130000000
Competitors
Key Competitors
- VIS
- IYT
- DIA
Competitive Landscape
The industrial ETF market is fairly concentrated. XLI benefits from first-mover advantage and high AUM, resulting in high liquidity, but is broadly similar to its competitors, so is largely differentiated by its tracking index.
Financial Performance
Historical Performance: Historical performance depends on market conditions. Consult XLI's website or other sources for recent returns.
Benchmark Comparison: XLI's performance should closely track the Industrial Select Sector Index.
Expense Ratio: 0.1
Liquidity
Average Trading Volume
XLI has a high average trading volume, indicating good liquidity.
Bid-Ask Spread
XLI typically has a narrow bid-ask spread, reflecting its high liquidity.
Market Dynamics
Market Environment Factors
Economic indicators, infrastructure spending, manufacturing activity, and global trade influence XLI's performance.
Growth Trajectory
XLI's growth trajectory depends on the overall health of the industrial sector and broader economic conditions. Holdings may adjust with changes in the index composition.
Moat and Competitive Advantages
Competitive Edge
XLI's primary advantage is its size and liquidity, making it a popular choice for investors seeking broad exposure to the U.S. industrial sector. Its large AUM results in tighter bid-ask spreads and efficient tracking of the underlying index. Its long track record also adds to its credibility and attractiveness to investors. The expense ratio is competitive, adding to its appeal. Overall the fund is a low-cost liquid vehicle for a sector investment.
Risk Analysis
Volatility
XLI's volatility is similar to the overall industrial sector and the broader market.
Market Risk
XLI is subject to market risk, including economic downturns, industry-specific challenges, and geopolitical events that could negatively impact industrial companies.
Investor Profile
Ideal Investor Profile
Investors seeking broad exposure to the U.S. industrial sector, looking for diversification or a sector-specific allocation within their portfolio.
Market Risk
XLI is suitable for both long-term investors seeking sector exposure and active traders due to its high liquidity.
Summary
The Industrial Select Sector SPDRu00ae Fund (XLI) provides liquid, low-cost access to the US industrial sector. It tracks the Industrial Select Sector Index and is suitable for investors seeking sector diversification. Its large AUM contributes to high liquidity and tight bid-ask spreads. Economic conditions and industrial sector performance are key factors impacting its returns. XLI is a popular choice for both long-term and short-term investors.
Similar Companies
- VIS
- IYT
- DIA
- IYJ
- XAR
Sources and Disclaimers
Data Sources:
- SPDR Funds Website
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Industrial Select Sector SPDR® Fund
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal market conditions, the fund generally invests substantially all, but at least 95%, of its total assets in the securities comprising the index. The index includes companies that have been identified as Industrial companies by the Global Industry Classification Standard, including securities of companies from the following industries: aerospace and defense; industrial conglomerates; marine transportation. It is non-diversified.
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