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Upturn AI SWOT - About
Technology Select Sector SPDR® Fund (XLK)
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Upturn Advisory Summary
07/01/2025: XLK (4-star) is a STRONG-BUY. BUY since 36 days. Profits (15.53%). 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 45.21% | Avg. Invested days 60 | Today’s Advisory Regular Buy |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 07/01/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.23 | 52 Weeks Range 172.16 - 252.71 | Updated Date 06/29/2025 |
52 Weeks Range 172.16 - 252.71 | Updated Date 06/29/2025 |
Upturn AI SWOT
Technology Select Sector SPDR® Fund
ETF Overview
Overview
The Technology Select Sector SPDRu00ae Fund (XLK) seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the Technology Select Sector Index. The fund focuses on the technology sector, allocating assets to companies involved in technology hardware, software, semiconductors, and IT services. It employs a passive investment strategy.
Reputation and Reliability
State Street is a well-established and reputable issuer in the ETF market with a long track record.
Management Expertise
State Street has a team of experienced professionals managing a wide range of ETFs.
Investment Objective
Goal
To closely match the risk and return characteristics of the Technology Select Sector Index.
Investment Approach and Strategy
Strategy: Tracks a specific index: the Technology Select Sector Index.
Composition Primarily holds stocks of U.S. technology companies.
Market Position
Market Share: XLK holds a significant market share in the technology sector ETF space.
Total Net Assets (AUM): 73700000000
Competitors
Key Competitors
- VGT
- QQQ
- FTEC
- IXN
Competitive Landscape
The technology ETF industry is competitive with multiple funds tracking similar indices. XLK benefits from its low expense ratio and high AUM, but faces competition from other funds with slightly different index compositions or lower expense ratios. VGT provides broader exposure with relatively similar expense ratios. QQQ includes non-tech companies, diluting the intended sector focus.
Financial Performance
Historical Performance: Historical performance varies with the tech sector's cycles; review data for specific time periods.
Benchmark Comparison: The ETF is designed to closely track its benchmark index.
Expense Ratio: 0.09
Liquidity
Average Trading Volume
The average trading volume is high, indicating good liquidity.
Bid-Ask Spread
The bid-ask spread is typically narrow, reflecting the fund's liquidity.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, technological innovation, and consumer demand for technology products and services all influence the fund's performance.
Growth Trajectory
Growth is tied to the performance and expansion of the technology sector, with adjustments to holdings based on index reconstitution.
Moat and Competitive Advantages
Competitive Edge
XLK's competitive edge lies in its established presence, low expense ratio, and high liquidity. The fund's large asset base allows for efficient trading and tight tracking of its benchmark. It offers focused exposure to the technology sector, appealing to investors seeking concentrated exposure. However, the concentration in a few top holdings could be a disadvantage during sector downturns.
Risk Analysis
Volatility
The fund's volatility is generally high, reflecting the volatility of the technology sector.
Market Risk
Market risk includes sector-specific risks such as technological obsolescence, regulatory changes, and economic slowdowns impacting technology spending.
Investor Profile
Ideal Investor Profile
Investors seeking targeted exposure to the U.S. technology sector, and who are willing to accept higher volatility.
Market Risk
Suitable for long-term investors with a high risk tolerance, who believe in the long-term growth potential of the technology sector.
Summary
The Technology Select Sector SPDRu00ae Fund (XLK) is a popular ETF providing focused exposure to the U.S. technology sector, tracking the Technology Select Sector Index. Its low expense ratio and high liquidity make it an attractive option for investors seeking concentrated tech exposure. However, it is important to consider the high volatility associated with the sector, and its concentration in few holdings. Investors must evaluate their risk tolerance and investment goals before investing in the fund.
Peer Comparison
Sources and Disclaimers
Data Sources:
- State Street Global Advisors Website
- ETF.com
- Seeking Alpha
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market data is subject to change.
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 Technology 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, which means that the fund typically invests in substantially all of the securities represented in the index in approximately the same proportions as the index. It generally invests substantially all, but at least 95%, of its total assets in the securities comprising the index. 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.