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Upturn AI SWOT - About
Industrial Select Sector SPDR® Fund (XLI)
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Upturn Advisory Summary
10/15/2025: XLI (4-star) is a STRONG-BUY. BUY since 110 days. Simulated Profits (12.92%). Updated daily EoD!
Upturn Star Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type ETF | Historic Profit 32.07% | Avg. Invested days 56 | Today’s Advisory Regular Buy |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/15/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.14 | 52 Weeks Range 112.41 - 147.43 | Updated Date 06/29/2025 |
52 Weeks Range 112.41 - 147.43 | Updated Date 06/29/2025 |
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 the Industrial Select Sector Index. It offers exposure to U.S. industrial stocks and is considered a core sector fund.
Reputation and Reliability
State Street Global Advisors (SSGA) is a well-established and reputable ETF issuer with a long track record in the market.
Management Expertise
SSGA has a team of experienced professionals managing various sector ETFs, including XLI.
Investment Objective
Goal
The fund seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the Industrial Select Sector Index.
Investment Approach and Strategy
Strategy: XLI aims to replicate the performance of the Industrial Select Sector Index, using a passive investment approach.
Composition The ETF holds stocks from the industrial sector, including aerospace & defense, transportation, machinery, and building products.
Market Position
Market Share: XLI has a significant market share among industrial sector ETFs.
Total Net Assets (AUM): 16.69
Competitors
Key Competitors
- VIS
- IYT
- ITA
- FXR
Competitive Landscape
The industrial sector ETF market is competitive, with several funds offering exposure to similar industries. XLI benefits from its large AUM and high liquidity, but other ETFs may offer more focused exposure or lower expense ratios. XLI's broad coverage may be seen as both an advantage and disadvantage.
Financial Performance
Historical Performance: Historical performance data is not provided in this response, as it changes constantly.
Benchmark Comparison: XLI's performance is designed to closely track the Industrial Select Sector Index.
Expense Ratio: 0.12
Liquidity
Average Trading Volume
XLI has high average trading volume, indicating strong liquidity.
Bid-Ask Spread
XLI's bid-ask spread is typically tight, reflecting its high liquidity.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, trade policies, and global events significantly impact the industrial sector and XLI's performance.
Growth Trajectory
XLI's growth trajectory is tied to the overall health of the industrial sector, with changes in strategy or holdings relatively infrequent due to its passive nature.
Moat and Competitive Advantages
Competitive Edge
XLI's competitive edge stems from its first-mover advantage, significant AUM, and high liquidity. It's a widely recognized benchmark for the industrial sector, making it a preferred choice for many investors. SSGA's established reputation further contributes to XLI's appeal. Its broad diversification across the industrial sector provides stability and reduces idiosyncratic risk. This combination of factors contributes to its strong position in the market.
Risk Analysis
Volatility
XLI's volatility is generally moderate, reflecting the cyclical nature of the industrial sector.
Market Risk
XLI is subject to market risk, particularly related to economic cycles and industry-specific challenges within the industrial sector.
Investor Profile
Ideal Investor Profile
XLI is suited for investors seeking broad exposure to the U.S. industrial sector, who believe in the long-term growth of the U.S. economy.
Market Risk
XLI is suitable for both long-term investors seeking diversified sector exposure and active traders looking to capitalize on short-term market movements.
Summary
The Industrial Select Sector SPDRu00ae Fund (XLI) offers broad exposure to the U.S. industrial sector, tracking the Industrial Select Sector Index. Managed by SSGA, it boasts high liquidity and significant AUM, making it a popular choice for investors. Its performance is closely tied to the economic cycle and sector-specific factors. While subject to market risk, XLI provides a diversified approach for those seeking industrial sector exposure. Itu2019s appropriate for both long-term investors and active traders.
Peer Comparison
Sources and Disclaimers
Data Sources:
- State Street Global Advisors (SSGA)
- ETF.com
- Yahoo Finance
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market conditions can change rapidly, and 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.
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.