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Upturn AI SWOT - About
Industrial Select Sector SPDR® Fund (XLI)
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Upturn Advisory Summary
08/29/2025: XLI (3-star) is a STRONG-BUY. BUY since 78 days. Profits (12.02%). 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 31.03% | Avg. Invested days 51 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 08/29/2025 |
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 fees and expenses, correspond generally to the price and yield performance of the Industrial Select Sector Index. It invests in a wide range of U.S. industrial sector companies, focusing on asset allocation within this sector.
Reputation and Reliability
State Street Global Advisors (SSGA) is a well-established and reputable issuer with a long track record in the ETF market.
Management Expertise
SSGA has extensive experience in managing sector-specific ETFs and a dedicated team overseeing the XLI fund.
Investment Objective
Goal
To provide investment results that closely correspond to the price and yield performance of the Industrial Select Sector Index.
Investment Approach and Strategy
Strategy: The ETF aims to replicate the Industrial Select Sector Index, a market-capitalization weighted index representing the industrial sector.
Composition The ETF primarily holds stocks of companies within the industrial sector as defined by the Global Industry Classification Standard (GICS).
Market Position
Market Share: XLI holds a significant market share within the industrial sector ETF market.
Total Net Assets (AUM): 15620000000
Competitors
Key Competitors
- VIS
- IYT
- DIA
Competitive Landscape
The industrial sector ETF market is competitive. XLI, with its large AUM and established track record, benefits from brand recognition and liquidity. However, competitors offer different focuses within the industrial sector, catering to various investment strategies and risk appetites. DIA is more diverse than XLI. VIS has more mid and small capitalizations stocks. IYT focuses on Transportation industrial companies.
Financial Performance
Historical Performance: Historical performance data would include annual returns, standard deviation, and Sharpe ratio over different time periods (e.g., 1-year, 3-year, 5-year, 10-year).
Benchmark Comparison: The ETF's performance is compared to the Industrial Select Sector Index to assess tracking error and overall effectiveness.
Expense Ratio: 0.12
Liquidity
Average Trading Volume
XLI exhibits high liquidity with a substantial average daily trading volume, facilitating ease of trading for investors.
Bid-Ask Spread
The bid-ask spread is generally tight, indicating relatively low transaction costs for buying and selling the ETF.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, trade policies, and technological advancements significantly influence the industrial sector and XLI's performance.
Growth Trajectory
The ETF's growth is closely tied to the overall health and expansion of the industrial sector, changes in supply chain dynamics and the increased domestic infrastructure development.
Moat and Competitive Advantages
Competitive Edge
XLI benefits from its large size, high liquidity, and established track record. These factors contribute to lower transaction costs and greater investor confidence. Furthermore, its focus on the broad industrial sector provides diversification within the segment. The ETF's accessibility and brand recognition further enhance its competitive position. The ETF also provides low expense ratios, which make it more attractive.
Risk Analysis
Volatility
The ETF's volatility is comparable to that of the broader industrial sector, influenced by economic cycles and geopolitical events.
Market Risk
Specific risks include exposure to economic downturns, fluctuations in commodity prices, and changes in government regulations affecting industrial companies.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking broad exposure to the U.S. industrial sector and a long-term perspective.
Market Risk
It is suitable for long-term investors and passive index followers looking for sector diversification.
Summary
The Industrial Select Sector SPDRu00ae Fund (XLI) offers broad exposure to the U.S. industrial sector with a low expense ratio. Its performance closely tracks the Industrial Select Sector Index. This makes it an attractive option for long-term investors seeking to diversify their portfolios with industrial stocks. While the ETF carries risks associated with the sector's cyclical nature, it provides a convenient and cost-effective way to participate in the potential growth of the industrial economy.
Peer Comparison
Sources and Disclaimers
Data Sources:
- State Street Global Advisors (SSGA)
- ETF.com
- Yahoo Finance
- Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market conditions can change rapidly, impacting investment values.
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.