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XLIState Street Industrial Select Sector SPDR ETF

Grow my money27y track recordRanked #21 of 2,993 in this goal

Tracks the price and yield performance of the Industrial Select Sector Index.

By State Street Investment Management · Launched 1998

Annual Cost

0.08%

#275 of 5,853 · low cost

Fund Size

$34.0B

#100 of 5,853 · large

Return (1Y)Goal

+19.8%

Track Record

27 years

#54 of 5,853 · established

Performance

Total-return NAV · USD
Growth of $10,000
$11,881+18.8%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Large

Strategy

Index tracking

Index tracked

Industrial Select Sector Index

What it actually holds

By weight

Concentration

Top 10 holdings = 39.5% of fundwell diversified

Caterpillar Inc
6.5%
General Electric Co
5.9%
RTX Corp
5.1%
GE Vernova Inc
4.7%
Boeing Co/The
3.1%
Uber Technologies Inc
2.9%
Union Pacific Corp
2.9%
Honeywell International Inc
2.8%
Deere & Co
2.8%
Eaton Corp PLC
2.8%

Asset allocation

Stocks
99.9%
Cash
0.1%

By sector

Industrials
94.3%
Technology
5.5%
Consumer Cyclical
0.2%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
16.9%Moderate

Year-on-year price swings

Max drawdown
-42.3%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.93Decent risk-adjusted returns
Sortino (3Y)
1.38Good downside protection

Listing

Exchange
NYSE Arca

Full fund details

Objective
Tracks the price and yield performance of the Industrial Select Sector Index.
Strategy
Employs a replication strategy by investing at least 95% of its total assets in publicly traded equity securities of companies in the Industrial Select Sector Index, which includes aerospace, machinery, and transportation industries. The Index is composed of constituents of the S&P 500 Index.
Inception date
December 16, 1998
Fund family
State Street Investment Management

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Data updated on 2026-08-02