XLIState Street Industrial Select Sector SPDR ETF

Grow my money27y track recordRanked #21 of 2,960 in this goal

Seeks to provide investment results that correspond to the price and yield performance of publicly traded equity securities of companies in the Industrial Select Sector Index.

By State Street Investment Management · Launched 1998

Annual Cost

0.08%

#408 of 5,562 · low cost

Fund Size

$30.2B

#107 of 5,562 · large

Return (1Y)Goal

+26.7%

Track Record

27 years

#56 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$12,601+26.0%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Large

Strategy

Index tracking

Sector

Industrials

Index tracked

Industrial Select Sector Index

What it actually holds

By weight

Concentration

Top 10 holdings = 38.9% of fund✓ well diversified

General Electric Co

6.8%

Caterpillar Inc

5.6%

RTX Corp

5.2%

GE Vernova Inc

3.7%

Boeing Co/The

3.6%

Uber Technologies Inc

3.6%

Union Pacific Corp

2.9%

Honeywell International Inc

2.6%

Eaton Corp PLC

2.6%

Deere & Co

2.5%

Asset allocation

Stocks

100.0%

Cash

0.1%

By sector

Industrials

93.8%

Technology

5.9%

Consumer Cyclical

0.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

16.2%Moderate

Year-on-year price swings

Max drawdown

-42.3%Severe

Worst peak-to-trough loss

Sharpe (3Y)

1.08Strong risk-adjusted returns

Sortino (3Y)

1.63Good downside protection

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks to provide investment results that correspond to the price and yield performance of publicly traded equity securities of companies in the Industrial Select Sector Index.
Strategy: Invests primarily in publicly traded equity securities of companies in the industrial sector to track the Industrial Select Sector Index. The Fund aims to replicate the performance of the Index by holding the same securities in approximately the same proportions as their weightings in the Index.
Inception date: December 16, 1998
Fund family: State Street Investment Management