XTL - ETF AI Analysis
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SPDR S&P Telecom ETF (XTL)
Rating:64Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown strong gains so far this year and over the past few months, indicating solid recent momentum.
Leading Holdings Performing Well
Many of the top positions, including several telecom and networking names, have delivered strong year-to-date results that support the fund’s overall performance.
Targeted Sector Exposure
The fund focuses mainly on technology and communication services, giving investors concentrated access to telecom-related growth areas.
Negative Factors
High Sector Concentration
With most assets in technology and communication services, the ETF is heavily exposed to downturns in these specific industries.
Limited Geographic Diversification
Almost all holdings are in U.S. companies, so the fund offers little exposure to telecom opportunities in other regions.
Moderate Expense Ratio
The fund’s fee is not especially low, which can slightly reduce long-term returns compared with cheaper index ETFs.
XTL vs. SPDR S&P 500 ETF (SPY)
AUM733.13M
RegionNorth America
Expense Ratio0.35%
Beta1.05
IssuerSPDR
Inception DateJan 26, 2011
Dividend Yield0.88%
Asset ClassEquity
Index TrackedS&P Telecom Select Industry
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume123,807
30 Day Avg. Volume81,246
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
239.72Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering41
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
XTL Summary
The SPDR S&P Telecom ETF (XTL) is a fund that follows the S&P Telecom Select Industry Index, focusing on U.S. companies involved in phone, internet, and digital communication. It holds a mix of telecom and tech firms that help build and run networks, including names like Iridium Communications and Ciena. Someone might invest in XTL to bet on the long-term growth of connectivity, 5G, and internet infrastructure, while getting diversification across many telecom-related stocks in one fund. A key risk is that it is heavily focused on the telecom and tech sectors, so its price can swing more if those industries struggle.
How much will it cost me?The SPDR S&P Telecom ETF (XTL) has an expense ratio of 0.35%, which means you’ll pay $3.50 per year for every $1,000 invested. This is slightly higher than average because it is a sector-focused ETF, which typically involves more specialized management compared to broad-market passive ETFs.
What would affect this ETF?The SPDR S&P Telecom ETF (XTL) could benefit from the growing demand for 5G technology, internet infrastructure, and digital services, as well as advancements in communication technology driven by its strong exposure to the technology and communication services sectors. However, it may face challenges from regulatory changes, competition within the telecom industry, and economic conditions that could impact consumer spending or corporate investments in connectivity solutions. Its focus on U.S.-based companies also makes it sensitive to domestic market trends and policies.
XTL Top 10 Holdings
XTL is leaning hard into U.S.-listed telecom and networking names, with a tech-heavy tilt that makes it more about digital infrastructure than old-school phone companies. Applied Optoelectronics has been the real spark plug lately, with Iridium, Viavi, and Lumentum also rising and helping to pull the fund forward as demand for 5G and cloud connectivity builds. On the flip side, Ubiquiti and Extreme Networks look more like dead weight, with weaker momentum and valuation worries that keep them from fully joining the rally.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Viavi Solutions | 4.55% | $34.36M | $11.05B | 327.00% | 71 Outperform | |
| Iridium Communications | 4.50% | $34.01M | $4.12B | 54.80% | 71 Outperform | |
| Ciena | 4.39% | $33.18M | $73.64B | 661.64% | 70 Outperform | |
| Globalstar | 4.07% | $30.76M | $10.52B | 315.74% | 58 Neutral | |
| Ubiquiti Networks | 3.87% | $29.22M | $62.54B | 216.32% | 60 Neutral | |
| ViaSat | 3.83% | $28.93M | $8.42B | 526.04% | 56 Neutral | |
| Lumen Technologies | 3.81% | $28.78M | $9.10B | 149.72% | 55 Neutral | |
| Lumentum Holdings | 3.76% | $28.43M | $62.95B | 1330.89% | 61 Neutral | |
| Arista Networks | 3.67% | $27.71M | $222.76B | 120.24% | 83 Outperform | |
| Applied Optoelectronics | 3.66% | $27.65M | $12.80B | 1015.38% | 52 Neutral |
XTL Technical Analysis
Positive
―
Price Trends
196.87
Positive
178.44
Positive
157.60
Positive
Market Momentum
7.01
Positive
68.38
Neutral
47.24
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For XTL, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 212.61, equal to the 50-day MA of 196.87, and equal to the 200-day MA of 157.60, indicating a bullish trend. The MACD of 7.01 indicates Positive momentum. The RSI at 68.38 is Neutral, neither overbought nor oversold. The STOCH value of 47.24 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for XTL.
XTL Peer Comparison
Comparison Results
Performance Comparison
XTL
SPDR S&P Telecom ETF
228.37
131.29
135.24%
SIXG
Defiance Connective Technologies Etf
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QCLN
First Trust Nasdaq Clean Edge Green Energy Index Fund
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FEPI
REX FANG & Innovation Equity Premium Income ETF
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SAMT
Strategas Macro Thematic Opportunities ETF
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PNQI
Invesco NASDAQ Internet ETF
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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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