Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
SPDR® S&P Transportation ETF (XTN)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
03/27/2025: XTN (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
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 -18.99% | Avg. Invested days 29 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Volume (30-day avg) 23446 | Beta 1.56 | 52 Weeks Range 71.29 - 95.12 | Updated Date 04/2/2025 |
52 Weeks Range 71.29 - 95.12 | Updated Date 04/2/2025 |
Upturn AI SWOT
SPDR® S&P Transportation ETF
ETF Overview
Overview
The SPDRu00ae S&P Transportation ETF (XTN) seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P Transportation Select Industry Index. It focuses on the transportation sector and uses an equal-weighting strategy.
Reputation and Reliability
State Street Global Advisors (SSGA) is a well-established and reputable ETF issuer with a long track record.
Management Expertise
SSGA has extensive experience in managing index-tracking ETFs and significant resources dedicated to portfolio management and research.
Investment Objective
Goal
The fund seeks to replicate the performance of the S&P Transportation Select Industry Index.
Investment Approach and Strategy
Strategy: The ETF employs a replication strategy by investing in all, or a representative sample, of the stocks included in the S&P Transportation Select Industry Index.
Composition The ETF primarily holds stocks of companies in the transportation sector, including airlines, trucking, railroad, and delivery services.
Market Position
Market Share: XTN holds a notable, but not dominant, market share within the transportation ETF segment.
Total Net Assets (AUM): 395000000
Competitors
Key Competitors
- iShares Transportation Average ETF (IYT)
- Direxion Daily Transportation Bull 3X Shares (TPOR)
Competitive Landscape
The transportation ETF market is relatively concentrated. XTN's equal-weighting strategy differentiates it from competitors like IYT, which is market-cap weighted. XTN's equal weighting gives it a more balanced sector exposure and may lead to better returns than cap-weighted funds during periods of strong performance by smaller transportation companies, but can underperform if larger companies dominate.
Financial Performance
Historical Performance: Historical performance data needs to be updated periodically based on market fluctuations.
Benchmark Comparison: The ETF's performance closely tracks the S&P Transportation Select Industry Index.
Expense Ratio: 0.35
Liquidity
Average Trading Volume
The average trading volume for XTN is moderate, allowing for relatively easy entry and exit for most investors.
Bid-Ask Spread
The bid-ask spread for XTN is typically tight, indicating good liquidity and lower transaction costs.
Market Dynamics
Market Environment Factors
Economic growth, fuel prices, interest rates, and regulatory changes significantly impact the transportation sector and, consequently, XTN's performance.
Growth Trajectory
XTN's growth trajectory is tied to the overall health and expansion of the transportation industry, with potential fluctuations based on market cycles and evolving consumer behavior.
Moat and Competitive Advantages
Competitive Edge
XTN's equal-weighting strategy provides diversified exposure within the transportation sector, mitigating concentration risk associated with market-cap weighted funds. It also offers precise tracking of the S&P Transportation Select Industry Index and can be more advantageous when small companies outperform the market. Its equal-weighting helps avoid overexposure to individual companies, and allows for more stable growth. This is in contrast to cap weighted indexes where large companies drive the returns.
Risk Analysis
Volatility
The ETF exhibits moderate volatility, reflecting the cyclical nature of the transportation industry.
Market Risk
The ETF is susceptible to market risk, particularly those related to economic downturns, fuel price fluctuations, and changes in government regulations affecting the transportation sector.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking targeted exposure to the transportation sector, willing to accept moderate volatility, and believes in the long-term growth potential of the industry.
Market Risk
XTN is suitable for long-term investors seeking sector-specific exposure, as well as active traders looking to capitalize on short-term market trends in the transportation industry.
Summary
The SPDRu00ae S&P Transportation ETF (XTN) offers targeted exposure to the U.S. transportation sector through an equal-weighted approach. Its performance closely mirrors its benchmark index. It's suitable for those looking to invest in the broader transport sector with a degree of diversification. The ETF is subject to the inherent market risks associated with the transportation industry, making it more suited for investors with a moderate risk tolerance.
Similar Companies
FTXR
First Trust Nasdaq Transportation ETF
FTXR
First Trust Nasdaq Transportation ETF
TPOR
Direxion Daily Transportation Bull 3X Shares
TPOR
Direxion Daily Transportation Bull 3X Shares
Sources and Disclaimers
Data Sources:
- State Street Global Advisors (SSGA)
- ETF.com
- Morningstar
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investors should 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® S&P Transportation ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
In seeking to track the performance of the S&P Transportation Select Industry Index (the index), the fund employs a sampling strategy. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index represents the transportation segment of the S&P Total Market Index (S&P TMI).
Upturn is now on iOS and Android!
Experience Upturn on your mobile. Install it now!
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.