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XRTState Street SPDR S&P Retail ETF

Grow my money#378 of 2944 for Grow my money

Seeks to provide investment results that correspond to the total return performance of an index derived from the retail segment.

State Street Investment Management · Since 2006 (19 years)

Annual Cost

0.35%

#1517 out of 5,332 ETFs

Fund Size

$217M

#2064 out of 5,332 ETFs

Dividend Yield

0.86%

Track Record

19 years

#338 out of 5,332 ETFs

Performance

1 Year

+25.6%

3 Years

+13.6%

5 Years

-0.0%

What's inside

Asset class
Strategy
index tracking
Cap
large

Asset allocation

Stocks
99.9%
Cash
0.1%

Sector breakdown

Consumer Cyclical
76.3%
Consumer Defensive
20.1%
Technology
1.4%
Healthcare
1.2%
Communication
0.9%

Top holdings

Grocery Outlet Holding CorpGO1.6%
Sonic Automotive Inc Class ASAH1.6%
Murphy USA IncMUSA1.6%
Burlington Stores IncBURL1.5%
Casey's General Stores IncCASY1.5%
Group 1 Automotive IncGPI1.5%
BJ's Wholesale Club Holdings IncBJ1.5%
Chewy IncCHWY1.5%
Ingles Markets Inc Class AIMKTA1.5%
Five Below IncFIVE1.5%

Risk profile

Volatility (1Y)

21.0%

High

Max drawdown

-47.0%

Worst peak-to-trough loss

Sharpe (3Y)

0.52

Decent risk-adjusted returns

Sortino (3Y)

0.80

Moderate downside risk

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Data updated on 2026-05-05