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Upturn AI SWOT - About
Technology Select Sector SPDR® Fund (XLK)
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Upturn Advisory Summary
04/22/2025: XLK (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 25.52% | Avg. Invested days 59 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 04/22/2025 |
Key Highlights
Volume (30-day avg) 7048376 | Beta 1.23 | 52 Weeks Range 172.45 - 242.71 | Updated Date 04/23/2025 |
52 Weeks Range 172.45 - 242.71 | Updated Date 04/23/2025 |
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 publicly traded equity securities of companies in the Technology Select Sector Index. It offers exposure to the technology sector within the S&P 500.
Reputation and Reliability
State Street Global Advisors (SSGA) is a well-established and reputable ETF issuer with a long track record in the industry.
Management Expertise
SSGA has extensive experience in managing sector-specific and index-tracking ETFs.
Investment Objective
Goal
To closely match the returns of the Technology Select Sector Index.
Investment Approach and Strategy
Strategy: Index tracking, aiming to replicate the performance of the Technology Select Sector Index.
Composition Primarily invests in stocks of technology companies included in the S&P 500.
Market Position
Market Share: XLK holds a significant market share within the technology sector ETF space.
Total Net Assets (AUM): 58710000000
Competitors
Key Competitors
- VGT
- QQQ
- FTEC
- IXN
Competitive Landscape
The technology ETF market is highly competitive. XLK benefits from its low expense ratio and established brand, but faces competition from broader market ETFs like QQQ and more narrowly focused tech ETFs. XLK's market cap focus gives it an advantage. The others tend to focus on growth stocks.
Financial Performance
Historical Performance: Historical performance data is readily available, showing competitive returns relative to its benchmark. Requires accessing updated sources for current return figures.
Benchmark Comparison: Generally tracks the Technology Select Sector Index closely, but some tracking error can occur due to expenses and fund management.
Expense Ratio: 0.09
Liquidity
Average Trading Volume
XLK demonstrates strong liquidity, evidenced by its high average trading volume.
Bid-Ask Spread
The bid-ask spread for XLK is typically tight, reflecting its high liquidity and investor interest.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and technological innovation all impact XLK's performance. Sector-specific news and developments influence XLK greatly.
Growth Trajectory
XLK's growth is tied to the performance of the technology sector, which is heavily influenced by innovation and market trends. Holdings change infrequently.
Moat and Competitive Advantages
Competitive Edge
XLK benefits from its low expense ratio, providing a cost-effective way to gain exposure to the technology sector. Its large AUM contributes to high liquidity, which reduces trading costs. XLK's narrow index provides focused technology exposure, and the fundu2019s size contributes to tracking precision. SSGA's brand also enhances investor confidence.
Risk Analysis
Volatility
XLK can exhibit high volatility, especially during periods of market uncertainty or sector-specific downturns.
Market Risk
The ETF is exposed to market risk associated with the technology sector, which can be sensitive to economic cycles, regulatory changes, and technological disruption.
Investor Profile
Ideal Investor Profile
Investors seeking targeted exposure to the technology sector within the S&P 500 would find XLK to be a good choice.
Market Risk
XLK is suitable for long-term investors who believe in the growth potential of the technology sector, but active traders may also use it for tactical allocation.
Summary
The Technology Select Sector SPDRu00ae Fund (XLK) offers focused exposure to the technology sector within the S&P 500. With a low expense ratio and high liquidity, it is a cost-effective tool for investors seeking to capitalize on the growth of the technology industry. XLK's performance is closely tied to the technology sector, which can result in higher volatility. It is suitable for investors with a long-term investment horizon and a belief in the continued growth of technology companies, but can be subject to concentrated risks.
Similar Companies
FTEC
Fidelity® MSCI Information Technology Index ETF
FTEC
Fidelity® MSCI Information Technology Index ETF
IXN
iShares Global Tech ETF
IXN
iShares Global Tech ETF
SMH
VanEck Semiconductor ETF
SMH
VanEck Semiconductor ETF
SOXX
iShares Semiconductor ETF
SOXX
iShares Semiconductor ETF
TECL
Direxion Daily Technology Bull 3X Shares
TECL
Direxion Daily Technology Bull 3X Shares
VGT
Vanguard Information Technology Index Fund ETF Shares
VGT
Vanguard Information Technology Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- State Street Global Advisors (SSGA) website
- ETF.com
- Morningstar
- 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.
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.
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