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Upturn AI SWOT - About
Technology Select Sector SPDR® Fund (XLK)
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Upturn Advisory Summary
08/22/2025: XLK (4-star) is a STRONG-BUY. BUY since 73 days. Profits (20.80%). 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 51.83% | Avg. Invested days 66 | Today’s Advisory Regular Buy |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 08/22/2025 |
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. It invests in a wide range of technology companies and companies providing technology-related services.
Reputation and Reliability
State Street Global Advisors (SSGA) is a reputable and well-established issuer of ETFs, known for its broad range of investment products and extensive experience in the market.
Management Expertise
SSGA has a dedicated team of investment professionals with expertise in index tracking and sector-specific investing.
Investment Objective
Goal
The fund seeks to closely match the risk and return characteristics of the S&P Technology Select Sector Index.
Investment Approach and Strategy
Strategy: The fund employs a passive management strategy, seeking to replicate the composition and weighting of its underlying index.
Composition The ETF primarily holds stocks of companies within the technology sector, with some exposure to technology-related service providers. The fund does not invest in bonds or commodities.
Market Position
Market Share: XLK holds a significant market share within the technology ETF sector.
Total Net Assets (AUM): 72810000000
Competitors
Key Competitors
- Invesco QQQ Trust (QQQ)
- Vanguard Information Technology ETF (VGT)
- iShares U.S. Technology ETF (IYW)
Competitive Landscape
The technology ETF sector is highly competitive, with several large players vying for market share. XLK's expense ratio is competitive. The larger AUM provides liquidity, but competitors such as QQQ track different indices, offering diverse exposure. XLK's focused approach and high liquidity make it a strong contender, but alternatives may be more suitable depending on specific investor goals.
Financial Performance
Historical Performance: Historical performance data is dependent on real-time market data and can be found on financial websites.
Benchmark Comparison: XLK's performance is designed to closely track the performance of its benchmark, the Technology Select Sector Index, reflecting the efficacy of its passive management strategy.
Expense Ratio: 0.09
Liquidity
Average Trading Volume
XLK exhibits high liquidity, as it generally has a high average trading volume.
Bid-Ask Spread
The bid-ask spread for XLK is typically tight, reflecting its high liquidity and active trading.
Market Dynamics
Market Environment Factors
Technology is a dynamic sector, influenced by innovation, economic cycles, and global trends. Factors such as interest rates, inflation, and supply chain issues influence the technology sector and the ETF.
Growth Trajectory
XLK's growth is tied to the overall performance of the technology sector, and shifts in strategy or holdings are rare due to its passive management approach.
Moat and Competitive Advantages
Competitive Edge
XLK's competitive advantages stem from its focus on the technology sector within the S&P 500, its low expense ratio, and high liquidity due to its large AUM. The fund's reputation and the backing of SSGA provides additional credibility. XLK's transparent and straightforward investment approach, which closely mirrors its target index, appeals to investors seeking precise exposure. However, its narrow focus may expose investors to higher sector-specific risk compared to more diversified ETFs.
Risk Analysis
Volatility
XLK's volatility tends to mirror the volatility of the technology sector, which can be higher than the overall market due to rapid innovation and evolving business models.
Market Risk
The ETF is susceptible to market risks affecting the technology sector, including economic downturns, regulatory changes, and technological disruptions.
Investor Profile
Ideal Investor Profile
The ideal investor is one looking for targeted exposure to the technology sector as part of a broader diversified portfolio.
Market Risk
XLK is suitable for long-term investors, who are seeking targeted exposure to the technology sector, and can tolerate the inherent volatility.
Summary
The Technology Select Sector SPDRu00ae Fund (XLK) offers a liquid and low-cost way to gain exposure to the technology sector within the S&P 500. Its passive management strategy aims to closely track its underlying index. While this can be a volatile sector, XLK's transparency and focus make it a popular choice for many investors. The ETF's performance is directly linked to the health of the technology sector, which makes it important to consider the sector specific risks associated before investing in the ETF.
Peer Comparison
Sources and Disclaimers
Data Sources:
- State Street Global Advisors (SSGA)
- Yahoo Finance
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. 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.