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Upturn AI SWOT - About
Materials Select Sector SPDR® Fund (XLB)
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Upturn Advisory Summary
10/10/2025: XLB (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.
Analysis of Past Performance
Type ETF | Historic Profit 0.24% | 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 10/10/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.22 | 52 Weeks Range 72.75 - 96.41 | Updated Date 06/29/2025 |
52 Weeks Range 72.75 - 96.41 | Updated Date 06/29/2025 |
Upturn AI SWOT
Materials Select Sector SPDR® Fund
ETF Overview
Overview
The Materials Select Sector SPDRu00ae Fund 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 Materials Select Sector Index.
Reputation and Reliability
State Street is a well-established and reputable ETF issuer with a long track record in the market.
Management Expertise
State Street has extensive experience in managing sector-specific ETFs, leveraging a dedicated team of investment professionals.
Investment Objective
Goal
The primary goal is to replicate the performance of the Materials Select Sector Index.
Investment Approach and Strategy
Strategy: The ETF employs a replication strategy, aiming to hold all or substantially all of the securities in the Materials Select Sector Index in proportion to their weighting in the index.
Composition The ETF holds stocks of companies within the materials sector, including chemicals, construction materials, containers and packaging, metals and mining, and paper and forest products.
Market Position
Market Share: Relatively large; the exact percentage fluctuates.
Total Net Assets (AUM): 5650000000
Competitors
Key Competitors
- Invesco S&P Materials ETF (XLB)
- Vanguard Materials ETF (VAW)
- iShares U.S. Basic Materials ETF (IYM)
Competitive Landscape
The materials ETF market is competitive, with XLB being a major player. XLB benefits from its first-mover advantage and high AUM, offering tighter spreads. However, competitors like VAW offer similar exposure at lower expense ratios. XLBu2019s large AUM makes it highly liquid.
Financial Performance
Historical Performance: Historical performance varies with the market and is easily accessible via financial websites.
Benchmark Comparison: The ETF's performance should closely track the Materials Select Sector Index.
Expense Ratio: 0.12
Liquidity
Average Trading Volume
The average trading volume is high, indicating good liquidity.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting high liquidity.
Market Dynamics
Market Environment Factors
Economic growth, commodity prices, and industrial production levels significantly impact the fund's performance.
Growth Trajectory
The ETF's growth is tied to the overall performance of the materials sector, influenced by infrastructure spending, manufacturing activity, and global demand for raw materials.
Moat and Competitive Advantages
Competitive Edge
XLB is a first-mover advantage in the Materials Sector ETF market. It has a large AUM and high liquidity. The large AUM and high liquidity enable competitive bid-ask spreads. These low bid-ask spreads, coupled with the brand recognition of the SPDR series, attract investors.
Risk Analysis
Volatility
The fund's volatility can be significant due to the cyclical nature of the materials sector and commodity price fluctuations.
Market Risk
The ETF is exposed to market risk stemming from fluctuations in commodity prices, industry downturns, and regulatory changes impacting the materials sector.
Investor Profile
Ideal Investor Profile
Investors seeking targeted exposure to the materials sector for diversification or to capitalize on anticipated growth in commodity prices and industrial activity.
Market Risk
Suitable for investors with a moderate to high risk tolerance and a longer-term investment horizon.
Summary
The Materials Select Sector SPDRu00ae Fund (XLB) provides targeted exposure to U.S. companies in the materials sector. It tracks the Materials Select Sector Index and offers high liquidity. While the fund's performance is subject to the cyclical nature of the materials sector and commodity price fluctuations, its large AUM and tight bid-ask spreads make it a popular choice for investors. State Street's reputable brand and management expertise further contribute to its appeal. Investors should carefully consider their risk tolerance and investment goals before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- State Street Global Advisors
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. 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 Materials Select Sector SPDR® Fund
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 index, the fund employs a replication strategy. It generally invests substantially all, but at least 95%, of its total assets in the securities comprising the index. The index includes securities of companies from the following industries: chemicals; metals and mining; paper and forest products; containers and packaging; and construction materials. The fund is non-diversified.
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.