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Upturn AI SWOT - About
The Real Estate Select Sector SPDR Fund (XLRE)
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Upturn Advisory Summary
09/15/2025: XLRE (1-star) is currently NOT-A-BUY. Pass it for now.
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% | Avg. Invested days 43 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/15/2025 |
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 fees and expenses, correspond generally to the price and yield performance of the Real Estate Select Sector Index. It invests in real estate companies and REITs (Real Estate Investment Trusts) from the S&P 500.
Reputation and Reliability
State Street is a reputable and well-established ETF issuer with a long track record.
Management Expertise
State Street has significant experience in managing sector-specific ETFs.
Investment Objective
Goal
To provide investment results that, before fees and expenses, correspond generally to the price and yield performance of the Real Estate Select Sector Index.
Investment Approach and Strategy
Strategy: Tracks a specific index (Real Estate Select Sector Index).
Composition Primarily holds stocks of real estate companies and REITs.
Market Position
Market Share: XLRE holds a significant market share within the real estate sector ETF market.
Total Net Assets (AUM): 2500000000
Competitors
Key Competitors
- VNQ
- IYR
- SCHH
Competitive Landscape
The real estate ETF market is competitive, with several major players. XLRE benefits from the SPDR brand and focuses on the S&P 500 real estate components, whereas VNQ is broader. IYR has a higher expense ratio.
Financial Performance
Historical Performance: Historical financial performance data needs to be obtained from financial data providers.
Benchmark Comparison: Benchmark comparison needs to be done by obtaining historical data and comparing returns to the Real Estate Select Sector Index.
Expense Ratio: 0.12
Liquidity
Average Trading Volume
XLRE generally exhibits good liquidity due to its high trading volume.
Bid-Ask Spread
The bid-ask spread for XLRE is typically narrow, indicating efficient trading.
Market Dynamics
Market Environment Factors
Interest rates, economic growth, and demographic trends significantly impact the real estate sector and XLRE's performance.
Growth Trajectory
Growth is tied to the overall real estate market, with holdings adjusted based on the index methodology.
Moat and Competitive Advantages
Competitive Edge
XLRE benefits from the strength of the SPDR brand, which is managed by State Street, providing strong brand recognition. This brand is also a well known and trustworthy entity. It focuses solely on the real estate components of the S&P 500 and offers a low expense ratio. The fund's concentrated approach potentially allows for better tracking of specific sectors within the real estate industry.
Risk Analysis
Volatility
The fund's volatility mirrors the inherent risk of the real estate market.
Market Risk
Changes in interest rates, economic downturns, and property market fluctuations are primary risks.
Investor Profile
Ideal Investor Profile
Investors seeking targeted exposure to the U.S. real estate sector with the S&P 500 as a minimum market cap.
Market Risk
Suitable for long-term investors seeking sector-specific exposure or those using it for tactical asset allocation.
Summary
The Real Estate Select Sector SPDR Fund (XLRE) offers targeted exposure to real estate companies and REITs within the S&P 500. It is a low-cost ETF managed by State Street and offers high liquidity. XLRE is ideal for investors seeking a specific, core real estate investment within the S&P 500. The real estate sector faces challenges and opportunities associated with the interest rate environment and economic climate.
Peer Comparison
Sources and Disclaimers
Data Sources:
- State Street Global Advisors
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and after consulting with a qualified financial advisor.
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.