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Technology Select Sector SPDR® Fund(XLK)
Top performer 
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
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- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
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Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for XLK
10/01/2026: XLK (5-star) is a STRONG-BUY. BUY for 9 days. Simulated Profits (1.52%). Updated daily EoD!
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit 45.55% | Avg. Invested days 50 | Today’s Advisory Strong Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/01/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Oct 1, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $127.79B |
| Issuer | State Street Investment Management |
| Expense Ratio | 0.09% |
| Distribution Yield | 0.43% |
| Inception | Dec 16, 1998 |
Performance
| Period | Total Return |
|---|---|
| YTD | +36.81% |
| 1 Year | +41.92% |
| 3 Year | +34.35% |
| 5 Year | +21.05% |
| 10 Year | +24.79% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 31.53% |
| 3Y Volatility | 23.25% |
| 3Y Sharpe Ratio | 1.03 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
| Sustainability Rating | 5 / 5 |
| Benchmark | MSCI ACWI NR USD |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Mega Cap | 54.77% |
| Large Cap | 36.49% |
| Mid Cap | 8.28% |
| Small Cap | 0.36% |
Top Sectors
| Sector | Weight |
|---|---|
| Technology | 100.00% |
| Basic Materials | 0.00% |
| Consumer Cyclicals | 0.00% |
| Financial Services | 0.00% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 23.04x |
| Portfolio P/B | 9.33x |
| Portfolio P/S | 7.46x |
| Holdings Turnover | 19.0% |
Top Holdings
| Holding | Weight |
|---|---|
| NVIDIA | 15.59% |
| Apple | 13.90% |
| Microsoft | 10.64% |
| Advanced Micro Devices | 5.06% |
| Broadcom | 4.68% |
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