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Upturn AI SWOT - About
The Real Estate Select Sector SPDR Fund (XLRE)
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Upturn Advisory Summary
10/30/2025: XLRE (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit -2.18% | Avg. Invested days 38 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/30/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.16 | 52 Weeks Range 35.44 - 44.31 | Updated Date 06/29/2025 |
52 Weeks Range 35.44 - 44.31 | Updated Date 06/29/2025 |
Upturn AI SWOT
The Real Estate Select Sector SPDR Fund
ETF Overview
Overview
The Real Estate Select Sector SPDR Fund (XLRE) 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 Real Estate Select Sector Index. It primarily focuses on real estate investment trusts (REITs) and real estate management and development companies. The fund uses a replication strategy, aiming to hold all stocks in the same weight as the underlying index.
Reputation and Reliability
State Street Global Advisors (SSGA) is a well-established and reputable ETF provider with a long track record.
Management Expertise
SSGA has a team of experienced professionals managing various sector-specific and broad-market ETFs.
Investment Objective
Goal
To provide investment results that correspond generally to the price and yield performance of the Real Estate Select Sector Index.
Investment Approach and Strategy
Strategy: The fund employs a replication strategy, holding all the stocks in the underlying index in the same proportions.
Composition The ETF primarily holds stocks of real estate companies and REITs.
Market Position
Market Share: XLRE has a significant market share among real estate sector ETFs, reflecting its popularity and size.
Total Net Assets (AUM): 2720000000
Competitors
Key Competitors
- Vanguard Real Estate ETF (VNQ)
- iShares U.S. Real Estate ETF (IYR)
- Schwab U.S. REIT ETF (SCHH)
Competitive Landscape
The real estate ETF market is competitive, with VNQ having a larger market share. XLRE's advantages include its focus on the Select Sector Index, while VNQ offers broader exposure and generally lower expense ratio. IYR and SCHH also provide competition in terms of expense ratios and index tracking. XLRE has a greater portion of Real Estate Management and Development than its counterparts.
Financial Performance
Historical Performance: Historical performance data (returns, volatility) would need to be sourced from financial data providers.
Benchmark Comparison: Performance is typically compared against the Real Estate Select Sector Index.
Expense Ratio: 0.12
Liquidity
Average Trading Volume
XLRE exhibits good liquidity, with a high average daily trading volume facilitating easy entry and exit for investors.
Bid-Ask Spread
The bid-ask spread for XLRE is typically tight, indicating efficient trading and lower transaction costs.
Market Dynamics
Market Environment Factors
Interest rate changes, economic growth, and real estate market conditions significantly impact XLRE's performance.
Growth Trajectory
The growth trajectory depends on macroeconomic factors, REIT performance, and investor sentiment toward the real estate sector; shifts in strategy or holdings are minimal due to replication.
Moat and Competitive Advantages
Competitive Edge
XLRE's competitive edge lies in its affiliation with State Street's SPDR series and its specific focus on the Real Estate Select Sector Index which is composed of companies from the S&P 500. This index provides a well-defined and liquid benchmark. The brand recognition and liquidity contribute to its appeal to investors. Its slightly higher expense ratio is balanced by its established presence in the market. The index's focus on large-cap real estate companies offers some stability.
Risk Analysis
Volatility
XLRE's volatility is generally correlated with the overall real estate market and interest rate sensitivity.
Market Risk
Market risk includes factors affecting REITs, such as interest rate hikes, economic downturns, and changes in real estate demand.
Investor Profile
Ideal Investor Profile
Investors seeking targeted exposure to the U.S. real estate sector within the S&P 500, particularly those seeking income and capital appreciation, would be most suitable for this ETF.
Market Risk
XLRE is suitable for both long-term investors seeking sector diversification and those who may engage in tactical allocation within the real estate market.
Summary
The Real Estate Select Sector SPDR Fund (XLRE) provides targeted exposure to the U.S. real estate sector within the S&P 500. It tracks the Real Estate Select Sector Index using a replication strategy. While it faces competition from ETFs with lower expense ratios and broader exposure, XLRE's established presence, liquidity, and focus on the select sector make it a viable option for investors. Its performance is susceptible to interest rate changes and broader economic conditions impacting the real estate market.
Similar ETFs
Sources and Disclaimers
Data Sources:
- State Street Global Advisors (SSGA)
- ETF.com
- Morningstar
- Yahoo Finance
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market data and information are 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 The Real Estate 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 Real Estate companies by the Global Industry Classification Standard (GICS®). 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.