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XRT - ETF AI Analysis

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XRT

SPDR S&P Retail ETF (XRT)

Rating:67Neutral
Price Target:
XRT, the SPDR S&P Retail ETF, has a solid overall rating, reflecting a portfolio led by strong retailers like Abercrombie & Fitch and Gap, which benefit from robust financial performance, positive earnings calls, and supportive technical trends. Other holdings such as Victoria’s Secret, Murphy USA, Casey’s General Stores, Burlington Stores, and Ingles Markets also add to the fund’s quality through solid operations and generally positive outlooks, even though some face valuation or leverage concerns. The main risks come from weaker names like Grocery Outlet, which struggles with profitability and bearish momentum, and from several holdings showing overbought or bearish technical signals, highlighting the volatility and mixed conditions within the retail sector.
Positive Factors
Broad Retail Exposure
The ETF holds many different retail companies, so it is not overly dependent on any single stock.
Mix of Consumer Segments
Holdings span both consumer cyclical and consumer defensive areas, giving exposure to retailers that can benefit from growth while also including more stable, everyday spending businesses.
Several Strong Top Holdings
Some of the largest positions, such as Etsy, Dick's Sporting Goods, Sonic Automotive, and eBay, have shown strong year-to-date performance that has helped support the fund.
Negative Factors
High U.S. Concentration
Almost all assets are invested in U.S. companies, so the fund offers little geographic diversification outside the U.S. economy.
Heavy Focus on Consumer Cyclical Stocks
With most assets in consumer cyclical names, the ETF can be sensitive to economic slowdowns and changes in consumer spending.
Several Weak Top Holdings
Some key positions, including Grocery Outlet, RealReal, Carvana, and Maplebear, have shown weak year-to-date performance, which can drag on overall returns.

XRT vs. SPDR S&P 500 ETF (SPY)

XRT Summary

The SPDR S&P Retail ETF (XRT) is an exchange-traded fund that follows the S&P Retail Select Industry Index, focusing on U.S. retail companies that sell directly to consumers, both online and in stores. It holds a wide mix of retailers, from e-commerce names like Etsy and eBay to clothing and specialty chains such as Victoria’s Secret and Dick’s Sporting Goods. Someone might invest in XRT to bet on the growth of U.S. consumer spending and to get diversified exposure across many different retailers in one fund. A key risk is that it can rise or fall sharply with changes in the retail sector and overall economy.
How much will it cost me?The SPDR S&P Retail ETF (XRT) has an expense ratio of 0.35%, which means you’ll pay $3.50 per year for every $1,000 invested. This expense ratio is slightly higher than average for ETFs because it is passively managed but follows a specialized index focused on the retail sector, which can involve higher costs due to its unique equal-weighted strategy.
What would affect this ETF?The SPDR S&P Retail ETF (XRT) could benefit from positive consumer spending trends, advancements in e-commerce, and the growth of omnichannel retailing, which align with its focus on the U.S. retail sector. However, it may face challenges from rising interest rates, which can reduce consumer discretionary spending, and economic slowdowns that could negatively impact retail sales. Regulatory changes or shifts in trade policies could also influence the performance of its top holdings, such as Walmart and Etsy.

XRT Top 10 Holdings

XRT is a pure U.S. retail story, and its top names show just how mixed the shopping landscape is. Online-focused players like Etsy and eBay have been rising and quietly pulling the fund forward, while Dick’s Sporting Goods and Sonic Automotive add steady strength from more traditional retail. On the flip side, off-price and niche names like Grocery Outlet and RealReal are lagging, acting like sandbags on performance. With most of its weight in consumer cyclical retailers, the ETF is clearly betting on the resilience of U.S. shoppers.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Carvana Co1.79%$6.36M$89.63B68.40%
66
Neutral
Grocery Outlet Holding1.70%$6.06M$766.58M-50.03%
52
Neutral
Amazon1.68%$5.97M$2.84T39.12%
71
Outperform
RealReal1.65%$5.88M$1.48B90.21%
54
Neutral
Murphy USA1.61%$5.75M$9.83B4.74%
68
Neutral
Etsy1.61%$5.73M$6.04B41.91%
57
Neutral
Sonic Automotive1.58%$5.63M$2.41B17.23%
61
Neutral
Victoria's Secret1.58%$5.62M$4.25B177.11%
71
Outperform
Casey's General1.58%$5.61M$29.55B77.11%
68
Neutral
Dick's Sporting Goods1.56%$5.56M$20.12B20.79%
71
Outperform

XRT Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
83.24
Positive
100DMA
85.49
Positive
200DMA
84.28
Positive
Market Momentum
MACD
0.81
Positive
RSI
56.14
Neutral
STOCH
28.12
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For XRT, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 84.69, equal to the 50-day MA of 83.24, and equal to the 200-day MA of 84.28, indicating a bullish trend. The MACD of 0.81 indicates Positive momentum. The RSI at 56.14 is Neutral, neither overbought nor oversold. The STOCH value of 28.12 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for XRT.

XRT Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$201.24M0.35%
67
Neutral
$951.14M0.38%
70
Neutral
$936.72M0.60%
72
Outperform
$284.24M0.40%
69
Neutral
$269.19M0.60%
67
Neutral
$246.44M0.57%
66
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
XRT
SPDR S&P Retail ETF
85.58
15.95
22.91%
IHE
iShares U.S. Pharmaceuticals ETF
FTXR
First Trust Nasdaq Transportation ETF
RSPD
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
FXD
First Trust Consumer Discretionary AlphaDEX Fund
PEJ
Invesco Dynamic Leisure & Entertainment ETF
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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