XTL - ETF AI Analysis

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SPDR S&P Telecom ETF (XTL)

Rating:61Neutral

Price Target:―

XTL, the SPDR S&P Telecom ETF, has a solid overall rating driven mainly by strong, well-established holdings like F5 Networks, Ciena, Iridium Communications, and Motorola Solutions, which benefit from healthy financial performance, growth prospects, and generally supportive technical or valuation profiles. However, weaker names such as AST SpaceMobile and Applied Optoelectronics, which face profitability, cash flow, and valuation challenges, weigh on the fund, and investors should also note the risk that comes from its focus on the telecom and communications space, which concentrates exposure in a single sector.

Positive Factors

Strong Recent Performance

The ETF has shown solid gains over the past three months and year-to-date, indicating positive recent momentum.

Leading Holdings Performing Well

Several of the largest positions, including Ondas Holdings and AST SpaceMobile, have delivered strong year-to-date gains that support the fund’s returns.

Focused Exposure to Telecom-Related Technology

The fund concentrates on technology and communication services companies tied to telecom, giving investors targeted exposure to this niche area.

Negative Factors

High Concentration in Top Positions

The top 10 holdings make up a significant portion of the portfolio, increasing the impact that any single stock’s weakness can have on the ETF.

Narrow Sector Focus

With most assets in technology and communication services, the ETF is vulnerable to downturns in these related sectors.

Limited Geographic Diversification

The fund is almost entirely invested in U.S. companies, offering little protection if the U.S. market or domestic telecom industry faces challenges.

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

AUM261.33M

RegionNorth America

Expense Ratio0.35%

Beta1.06

IssuerSPDR

Inception DateJan 26, 2011

Dividend Yield0.92%

Asset ClassEquity

Index TrackedS&P Telecom Select Industry

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume21,848

30 Day Avg. Volume18,305

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

195.64

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering40

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. telecom and communication technology companies. It holds a mix of firms involved in wireless networks, internet infrastructure, and communication equipment, including well-known names like Motorola Solutions and Ciena. Someone might invest in XTL to bet on long-term growth in areas like 5G, data usage, and digital communication, while getting diversification across many telecom 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 very much a niche telecom and connectivity play, with a U.S.-heavy lineup of smaller, more speculative names driving the action. High-fliers like Ondas and AST SpaceMobile have been rising sharply, giving the fund a shot of adrenaline but also adding volatility. ViaSat and Ciena are also pulling their weight with steadier upward trends, helped by growth in data and network demand. On the flip side, more traditional players like Motorola Solutions and Frontier feel heavier, with mixed or lagging momentum that keeps the ETF from fully capitalizing on its stronger tech-oriented bets.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
LITE	Lumentum Holdings	5.14%	$13.30M	$41.66B	651.11%	61 Neutral
VIAV	Viavi Solutions	4.45%	$11.51M	$6.13B	118.11%	71 Outperform
CIEN	Ciena	4.26%	$11.02M	$41.26B	226.24%	70 Outperform
AAOI	Applied Optoelectronics	4.05%	$10.49M	$3.00B	69.84%	52 Neutral
VSAT	ViaSat	4.03%	$10.43M	$6.33B	408.50%	56 Neutral
VZ	Verizon	3.99%	$10.34M	$208.54B	20.66%	81 Outperform
TDS	Telephone & Data Systems	3.98%	$10.30M	$5.06B	18.53%	56 Neutral
MSI	Motorola Solutions	3.94%	$10.20M	$75.52B	3.49%	70 Neutral
UI	Ubiquiti Networks	3.90%	$10.08M	$42.73B	106.93%	60 Neutral
IRDM	Iridium Communications	3.83%	$9.90M	$2.35B	-29.21%	71 Outperform

XTL Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

159.47

Positive

100DMA

152.59

Positive

200DMA

134.84

Positive

Market Momentum

MACD

4.43

Negative

RSI

64.01

Neutral

STOCH

82.65

Negative

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 166.83, equal to the 50-day MA of 159.47, and equal to the 200-day MA of 134.84, indicating a bullish trend. The MACD of 4.43 indicates Negative momentum. The RSI at 64.01 is Neutral, neither overbought nor oversold. The STOCH value of 82.65 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for XTL.

XTL Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
XTL	―	―	$261.33M	0.35%	―
IYZ	―	―	$777.75M	0.38%	―
SIXG	―	―	$704.34M	0.30%	―
PNQI	―	―	$610.41M	0.60%	―
QCLN	―	―	$601.10M	0.56%	―
FEPI	―	―	$597.60M	0.65%	―

Performance Comparison

XTL

SPDR S&P Telecom ETF

175.85

64.94

58.55%

IYZ

iShares U.S. Telecommunications ETF

―

SIXG

Defiance Connective Technologies Etf

―

PNQI

Invesco NASDAQ Internet ETF

―

QCLN

First Trust Nasdaq Clean Edge Green Energy Index Fund

―

FEPI

REX FANG & Innovation Equity Premium Income 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.

Disclaimer

This 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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