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Upturn AI SWOT - About
The Real Estate Select Sector SPDR Fund (XLRE)
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Upturn Advisory Summary
04/01/2025: XLRE (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit -8.89% | Avg. Invested days 39 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 5674241 | Beta 1.15 | 52 Weeks Range 34.38 - 44.71 | Updated Date 04/2/2025 |
52 Weeks Range 34.38 - 44.71 | Updated Date 04/2/2025 |
Upturn AI SWOT
The Real Estate Select Sector SPDR Fund
ETF Overview
Overview
The Real Estate Select Sector SPDR Fund (XLRE) seeks to provide investment results that, before fees and expenses, correspond generally to the price and yield performance of the Real Estate Select Sector Index. It focuses on U.S. real estate equities, offering exposure to a broad range of real estate investment trusts (REITs) and real estate management and development companies.
Reputation and Reliability
State Street is a well-established and reputable asset manager with a long track record in the ETF market.
Management Expertise
State Street has significant experience in managing sector-specific ETFs and employing index-tracking strategies.
Investment Objective
Goal
To provide investment results that correspond generally to the price and yield performance of the Real Estate Select Sector Index.
Investment Approach and Strategy
Strategy: The fund employs a replication strategy, aiming to hold all or substantially all of the securities in the Real Estate Select Sector Index in proportion to their weighting in the index.
Composition The ETF primarily holds common stock of companies included in the Real Estate Select Sector Index.
Market Position
Market Share: XLRE holds a significant market share within the real estate sector ETF landscape.
Total Net Assets (AUM): 3480000000
Competitors
Key Competitors
- VNQ
- SCHH
- REM
Competitive Landscape
The real estate ETF market is competitive, with several large players vying for investor assets. XLRE's advantage lies in its focus on the Real Estate Select Sector Index, a widely tracked benchmark. However, competitors like VNQ have a broader scope, including small-cap companies. XLRE's disadvantage may stem from the limited number of companies that make up the index which can cause over-concentration.
Financial Performance
Historical Performance: Past performance is not indicative of future results and has varied based on market conditions.
Benchmark Comparison: XLRE's performance should closely track its benchmark, the Real Estate Select Sector Index, with minor deviations due to fees and expenses.
Expense Ratio: 0.12
Liquidity
Average Trading Volume
XLRE's average trading volume is typically high, providing good liquidity for investors.
Bid-Ask Spread
The bid-ask spread for XLRE is generally tight, indicating relatively low trading costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, inflation, and demographic trends all influence the real estate sector and, consequently, XLRE's performance.
Growth Trajectory
The growth trajectory of XLRE is dependent on the overall health of the real estate market and investor sentiment towards REITs and real estate companies. There have not been recent changes to strategy or holdings.
Moat and Competitive Advantages
Competitive Edge
XLRE benefits from the strong brand recognition of the SPDR family of ETFs and the broad appeal of its sector-specific focus. It offers a cost-effective and liquid way to gain exposure to the U.S. real estate sector. The fundu2019s large asset base and trading volume contribute to its efficiency and tradability. Because XLRE is a sector specific ETF, its success is tied closely to investor demand within the real estate sector.
Risk Analysis
Volatility
XLRE's volatility can be influenced by interest rate sensitivity and general market fluctuations.
Market Risk
XLRE faces market risk associated with real estate values and company-specific factors impacting REITs and real estate companies.
Investor Profile
Ideal Investor Profile
Investors seeking targeted exposure to the U.S. real estate market for diversification or income purposes would find XLRE appropriate.
Market Risk
XLRE is suitable for both long-term investors seeking sector diversification and active traders who seek to capitalize on short-term movements in the real estate market.
Summary
The Real Estate Select Sector SPDR Fund (XLRE) offers investors a targeted and liquid way to access the U.S. real estate market by tracking the Real Estate Select Sector Index. Its low expense ratio and high trading volume make it an attractive option for both long-term and short-term investors. However, investors should be aware of the risks associated with the real estate sector, including interest rate sensitivity and market fluctuations. XLRE faces competition from other real estate ETFs, but its focus on the select sector index and strong brand recognition provide a competitive advantage. Performance depends on factors such as economic growth, interest rates, and investor sentiment toward REITs and real estate companies.
Similar Companies
IYR
iShares U.S. Real Estate ETF
IYR
iShares U.S. Real Estate ETF
REZ
iShares Residential and Multisector Real Estate ETF
REZ
iShares Residential and Multisector Real Estate ETF
SCHH
Schwab U.S. REIT ETF
SCHH
Schwab U.S. REIT ETF
VNQ
Vanguard Real Estate Index Fund ETF Shares
VNQ
Vanguard Real Estate Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- State Street Global Advisors
- Yahoo Finance
- etf.com
Disclaimers:
The data provided is for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor.
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 The Real Estate 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 Real Estate companies by the Global Industry Classification Standard (GICS®). The fund is non-diversified.
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