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Upturn AI SWOT - About
SPDR® SSGA U.S. Sector Rotation ETF (XLSR)
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Upturn Advisory Summary
04/01/2025: XLSR (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 3.31% | Avg. Invested days 47 | 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) 78887 | Beta 0.96 | 52 Weeks Range 45.88 - 56.20 | Updated Date 04/2/2025 |
52 Weeks Range 45.88 - 56.20 | Updated Date 04/2/2025 |
Upturn AI SWOT
SPDR® SSGA U.S. Sector Rotation ETF
ETF Overview
Overview
The SPDRu00ae SSGA U.S. Sector Rotation ETF (XLRI) seeks to provide investment results that, before fees and expenses, correspond generally to the performance of the SSGA U.S. Sector Rotation Index. It aims to outperform the S&P 500 through a sector rotation strategy.
Reputation and Reliability
State Street Global Advisors (SSGA) is a reputable and well-established asset manager with a long track record of managing ETFs.
Management Expertise
SSGA has extensive experience in managing sector-based and factor-based ETFs, with a dedicated team focused on quantitative investment strategies.
Investment Objective
Goal
To achieve long-term capital appreciation by outperforming the S&P 500 Index through strategic sector rotation.
Investment Approach and Strategy
Strategy: The ETF uses a quantitative model to identify and overweight sectors expected to outperform, while underweighting or excluding those expected to underperform.
Composition The ETF primarily holds stocks of U.S. companies across various sectors, with allocations dynamically adjusted based on the model's outlook.
Market Position
Market Share: XLRI holds a relatively small market share compared to broad-based S&P 500 ETFs but competes in the sector rotation/tactical allocation space.
Total Net Assets (AUM): 25110000
Competitors
Key Competitors
- Invesco DWA Momentum ETF (PDP)
- FlexShares Morningstar Varied Beta ETF (FLXB)
- First Trust Dorsey Wright Focus 5 ETF (FV)
Competitive Landscape
The sector rotation ETF industry is competitive, with many ETFs offering different approaches to tactical asset allocation. XLRI's quantitative model and SSGA's brand recognition are advantages, but it faces competition from larger and more established ETFs with higher trading volumes. XLRI has a very low AUM which is a disadvantage.
Financial Performance
Historical Performance: Past performance is not indicative of future results. Historical data should be sourced from reliable financial data providers.
Benchmark Comparison: The ETF aims to outperform the S&P 500, so its performance should be compared to the S&P 500 Total Return Index.
Expense Ratio: 0.35
Liquidity
Average Trading Volume
The ETF's liquidity can be assessed by monitoring its average daily trading volume, with higher volumes indicating better liquidity.
Bid-Ask Spread
A narrow bid-ask spread indicates high liquidity and lower trading costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, inflation, and sector-specific trends can all impact the ETF's performance.
Growth Trajectory
The ETF's growth depends on the success of its sector rotation strategy and investor demand for tactical allocation solutions.
Moat and Competitive Advantages
Competitive Edge
XLRI leverages a proprietary quantitative model for sector rotation, aiming to capitalize on market inefficiencies. SSGA's expertise in factor-based investing and its established reputation as an ETF provider lend credibility. The ETF's focus on a dynamic sector allocation strategy may appeal to investors seeking active management within an ETF wrapper. However, the ETF's success hinges on the model's ability to accurately predict sector performance, and sector rotation strategies can be sensitive to market volatility. The low AUM can be a disadvantage.
Risk Analysis
Volatility
The ETF's volatility will depend on the volatility of the underlying sectors and the frequency of portfolio adjustments.
Market Risk
The ETF is subject to market risk, as the value of its holdings can fluctuate based on overall market conditions and sector-specific developments.
Investor Profile
Ideal Investor Profile
Investors who seek to outperform the broad market through active sector rotation and are comfortable with a quantitatively driven approach may find the ETF suitable.
Market Risk
XLRI may be appropriate for investors with a moderate to high risk tolerance and a time horizon of at least a few years.
Summary
The SPDRu00ae SSGA U.S. Sector Rotation ETF (XLRI) offers a tactical sector rotation strategy within an ETF structure, aiming to outperform the S&P 500. It uses a quantitative model to identify promising sectors. Investors should consider the ETF's volatility, expense ratio, and performance relative to its benchmark. The low AUM is a concern for many investors. Careful evaluation of the investment approach is essential before investing.
Similar Companies
- PDP
- FV
- RYT
- XSLV
Sources and Disclaimers
Data Sources:
- SSGA Website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The information provided is for informational purposes only and should not be construed as 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 SPDR® SSGA U.S. Sector Rotation ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund is a fund of funds, meaning that it primarily invests its assets in securities of other exchange-traded funds (ETFs). In particular, it allocates its assets among ETFs that each focus on common stocks of companies included in an individual sector of the S&P 500® Index, as determined by the Global Industry Classification Standard (GICS®). Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of borrowings for investments purposes) directly or indirectly through the underlying ETFs, in securities of U.S. companies.
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