XLREState Street Real Estate Select Sector SPDR ETF

Grow my money10y track recordRanked #80 of 2,992 in this goal

Tracks the price and yield performance of the Real Estate Select Sector Index.

By State Street Investment Management · Launched 2015

Annual Cost

0.08%

#275 of 5,854 · low cost

Fund Size

$8.1B

#327 of 5,854 · large

Return (1Y)Goal

+10.6%

Track Record

10 years

#1,333 of 5,854 · established

Performance

Total-return NAV · USD

Growth of $10,000

$10,571+5.7%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Large

Strategy

Index tracking

Sector

Real estate

Focus

Real Assets

Index tracked

Real Estate Select Sector Index

What it actually holds

By weight

Concentration

Top 10 holdings = 59.0% of fundmoderately concentrated

Welltower Inc

10.2%

Prologis Inc

9.1%

Equinix Inc

7.1%

American Tower Corp

6.0%

Digital Realty Trust Inc

4.6%

Simon Property Group Inc

4.6%

CBRE Group Inc

4.5%

Ventas Inc

4.4%

Realty Income Corp

4.4%

Public Storage

4.2%

Asset allocation

Stocks

99.8%

Cash

0.2%

By sector

Real Estate

100.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

14.2%Moderate

Year-on-year price swings

Max drawdown

-38.8%Severe

Worst peak-to-trough loss

Sharpe (3Y)

0.37Below average

Sortino (3Y)

0.52Moderate downside risk

Listing

Exchange: NYSE Arca

Full fund details

Objective: Tracks the price and yield performance of the Real Estate Select Sector Index.
Strategy: Invests in substantially all publicly traded equity securities of companies in the Real Estate Select Sector Index using a replication strategy. The Fund typically holds securities in approximately the same proportions as the Index, which includes various types of REITs and real estate management companies.
Inception date: October 7, 2015
Fund family: State Street Investment Management

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Data updated on 2026-08-03