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 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)
AUM476.74M
RegionNorth America
Expense Ratio0.35%
Beta1.05
IssuerSPDR
Inception DateJan 26, 2011
Dividend Yield1%
Asset ClassEquity
Index TrackedS&P Telecom Select Industry
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume156,141
30 Day Avg. Volume50,247
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
221.91Price 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. 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 leaning hard into U.S. telecom tech, with a clear tilt toward networking and optical names rather than old-school phone companies. Applied Optoelectronics is one of the main engines, rising sharply and giving the fund a strong growth flavor, while Lumentum, Ciena, and Viavi are also climbing as demand for cloud and 5G infrastructure builds. On the steadier side, Verizon adds a more defensive backbone, chugging along rather than sprinting. Motorola Solutions and ViaSat are more mixed, occasionally losing steam and modestly tugging on overall returns.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Viavi Solutions | 3.79% | $13.82M | $8.30B | 262.69% | 71 Outperform | |
| Iridium Communications | 3.78% | $13.78M | $3.44B | 40.85% | 71 Outperform | |
| Ciena | 3.78% | $13.78M | $61.40B | 686.42% | 70 Outperform | |
| AT&T | 3.52% | $12.86M | $198.26B | 5.55% | 71 Outperform | |
| Cisco Systems | 3.48% | $12.70M | $317.71B | 47.83% | 77 Outperform | |
| Globalstar | 3.46% | $12.64M | $9.34B | 288.56% | 58 Neutral | |
| Extreme Networks | 3.43% | $12.53M | $2.08B | 39.40% | 59 Neutral | |
| ViaSat | 3.41% | $12.45M | $7.08B | 525.45% | 56 Neutral | |
| Vistance Networks | 3.41% | $12.45M | $4.23B | 415.11% | 60 Neutral | |
| Lumentum Holdings | 3.39% | $12.38M | $55.14B | 1377.76% | 61 Neutral |
XTL Technical Analysis
Positive
―
Price Trends
180.39
Positive
165.46
Positive
148.66
Positive
Market Momentum
3.63
Negative
59.47
Neutral
78.10
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 189.62, equal to the 50-day MA of 180.39, and equal to the 200-day MA of 148.66, indicating a bullish trend. The MACD of 3.63 indicates Negative momentum. The RSI at 59.47 is Neutral, neither overbought nor oversold. The STOCH value of 78.10 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
197.55
104.05
111.28%
IYZ
iShares U.S. Telecommunications ETF
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SIXG
Defiance Connective Technologies Etf
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FEPI
REX FANG & Innovation Equity Premium Income ETF
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QCLN
First Trust Nasdaq Clean Edge Green Energy Index Fund
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SAMT
Strategas Macro Thematic Opportunities 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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