XLKState Street Technology Select Sector SPDR ETF

Grow my money27y track recordRanked #13 of 2,960 in this goal

Seeks to provide investment results that correspond to the price and yield performance of the Technology Select Sector Index.

By State Street Investment Management · Launched 1998

Annual Cost

0.08%

#408 of 5,562 · low cost

Fund Size

$124.5B

#24 of 5,562 · large

Return (1Y)Goal

+59.6%

Track Record

27 years

#56 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$15,485+54.9%

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

Information technology

Index tracked

Technology Select Sector Index

What it actually holds

By weight

Concentration

Top 10 holdings = 62.4% of fundconcentrated

NVIDIA Corp

14.9%

Apple Inc

13.2%

Microsoft Corp

11.8%

Broadcom Inc

5.4%

Palantir Technologies Inc

3.5%

Advanced Micro Devices Inc

3.0%

Oracle Corp

2.8%

Micron Technology Inc

2.8%

Cisco Systems Inc

2.6%

International Business Machines Corp

2.4%

Asset allocation

Stocks

100.0%

Cash

0.0%

By sector

Technology

99.0%

Communication

1.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

23.1%High

Year-on-year price swings

Max drawdown

-33.6%Severe

Worst peak-to-trough loss

Sharpe (3Y)

1.12Strong risk-adjusted returns

Sortino (3Y)

1.61Good 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 the Technology Select Sector Index.
Strategy: Invests primarily in substantially all securities of the Technology Select Sector Index in approximately the same proportions. Under normal conditions, invests at least 95% of total assets in these securities.
Inception date: December 16, 1998
Fund family: State Street Investment Management