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Upturn AI SWOT - About
Industrial Select Sector SPDR® Fund (XLI)
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Upturn Advisory Summary
07/08/2025: XLI (3-star) is a STRONG-BUY. BUY since 40 days. Profits (9.70%). Updated daily EoD!
Upturn Star 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 28.32% | Avg. Invested days 46 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 07/08/2025 |
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. The fund primarily invests in companies in the industrial sector, including aerospace and defense, building products, construction and engineering, electrical equipment, and machinery.
Reputation and Reliability
State Street Global Advisors (SSGA) is one of the largest and most reputable ETF providers globally, with a long track record of managing sector-specific funds.
Management Expertise
SSGA has extensive experience and a well-regarded management team specializing in sector ETFs, offering a reliable and efficient investment vehicle.
Investment Objective
Goal
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: The fund employs a replication strategy, aiming to hold all or substantially all of the securities represented in the Industrial Select Sector Index.
Composition The ETF holds stocks of companies in the industrial sector, mirroring the composition of the Industrial Select Sector Index.
Market Position
Market Share: XLI holds a significant market share within the industrial sector ETF landscape.
Total Net Assets (AUM): 15660000000
Competitors
Key Competitors
- VIS
- IYT
- DIA
Competitive Landscape
The industrial sector ETF market is moderately concentrated. XLI's large AUM and long track record provide it with a competitive advantage. However, competitors offer alternative weighting schemes or focus on different sub-sectors within the industrial space.
Financial Performance
Historical Performance: Historical performance can be viewed on the SSGA website.
Benchmark Comparison: XLI's performance closely tracks the Industrial Select Sector Index.
Expense Ratio: 0.12
Liquidity
Average Trading Volume
XLI exhibits high liquidity with a substantial average daily trading volume, facilitating easy entry and exit for investors.
Bid-Ask Spread
The bid-ask spread for XLI is typically tight, indicating efficient trading and low transaction costs.
Market Dynamics
Market Environment Factors
Economic indicators, infrastructure spending, manufacturing activity, and global trade policies significantly influence XLI's performance.
Growth Trajectory
XLI's growth trajectory depends on the overall health of the industrial sector, with increased infrastructure investment and manufacturing output driving potential growth.
Moat and Competitive Advantages
Competitive Edge
XLI benefits from its first-mover advantage and established brand recognition in the industrial sector ETF space. Its large AUM allows for greater liquidity and lower tracking error. The ETF's broad diversification across the industrial sector provides exposure to various sub-sectors, mitigating risk compared to more specialized industrial ETFs. SSGA's expertise in managing sector ETFs contributes to XLI's stability and reliability. The low expense ratio relative to some competitors enhances its appeal to cost-conscious investors.
Risk Analysis
Volatility
XLI's volatility is generally correlated with the broader market and the cyclical nature of the industrial sector.
Market Risk
XLI is exposed to market risk, sector-specific risks (e.g., supply chain disruptions, commodity price fluctuations), and company-specific risks.
Investor Profile
Ideal Investor Profile
The ideal investor is one who seeks broad exposure to the U.S. industrial sector and is comfortable with moderate volatility.
Market Risk
XLI is suitable for long-term investors seeking sector diversification and active traders looking to capitalize on short-term market movements within the industrial sector.
Summary
The Industrial Select Sector SPDRu00ae Fund (XLI) provides broad exposure to the U.S. industrial sector through a replication strategy of the Industrial Select Sector Index. Managed by State Street Global Advisors, it offers high liquidity and a low expense ratio. Its performance is closely tied to the overall health of the industrial sector and broader economic conditions. XLI is suitable for investors seeking sector diversification and those comfortable with moderate market risk. Its competitive advantage lies in its large AUM, established brand, and broad diversification.
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 data is subject to change. Consult with a 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.