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XTN - ETF AI Analysis

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XTN

SPDR S&P Transportation ETF (XTN)

Rating:65Neutral
Price Target:
XTN, the SPDR S&P Transportation ETF, has a solid overall rating that reflects a mix of strong and weaker transportation companies. Higher-quality holdings like Delta Air Lines, Kirby, Matson, SkyWest, and Ryder support the fund’s rating through solid financial performance, growth potential, and generally positive outlooks, while weaker names such as Avis Budget and RXO, which face leverage, profitability, and cash flow challenges, weigh it down. The main risk factor is that the fund is concentrated in the transportation sector, so it is heavily exposed to industry-specific and economic-cycle risks.
Positive Factors
Broad Transportation Exposure
The fund holds a wide mix of transportation companies, which helps spread risk across different parts of the industry.
Strong Recent Performance
The ETF has shown solid gains over the past three months and year to date, indicating positive recent momentum.
Generally Strong Top Holdings
Most of the largest positions have delivered strong or steady gains so far this year, supporting the fund’s overall returns.
Negative Factors
High Industry Concentration
With almost all assets in the industrials sector and focused on transportation, the fund is heavily exposed to downturns in this single area of the economy.
Limited Geographic Diversification
The ETF is invested almost entirely in U.S. companies, offering little protection if the U.S. market or economy weakens.
Moderate Expense Ratio
The fund’s expense ratio is not especially low, which can slightly reduce long-term returns compared with cheaper index ETFs.

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

XTN Summary

SPDR S&P Transportation ETF (XTN) is a fund that follows the S&P Transportation Select Industry Index, focusing on U.S. transportation companies. It holds a mix of airlines, trucking firms, shipping, and delivery companies that help move goods and people. Well-known names in the fund include United Parcel Service (UPS) and Southwest Airlines. Someone might invest in XTN to bet on growth in shipping, travel, and e-commerce while spreading risk across many transportation stocks. A key risk is that it is heavily tied to the transportation sector, so it can rise or fall sharply with fuel costs, the economy, and travel demand.
How much will it cost me?The SPDR S&P Transportation ETF (XTN) 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 the average for passively managed ETFs because it focuses on a specific niche—the transportation sector—rather than tracking a broad market index.
What would affect this ETF?The SPDR S&P Transportation ETF (XTN) could benefit from trends like increasing e-commerce, advancements in logistics technology, and economic growth, which drive demand for transportation services. However, it may face challenges from rising fuel costs, regulatory changes, or economic slowdowns that impact transportation activity. Its strong focus on U.S.-based industrials and top holdings in logistics, airlines, and railroads makes it sensitive to these factors.

XTN Top 10 Holdings

XTN is very much a U.S. transportation story, with trucks, ships, and planes doing most of the heavy lifting. On the positive side, logistics and freight names like XPO, Old Dominion, and Kirby have been rising over the past few months, helping pull the fund forward despite some recent choppiness. FedEx and Matson have also been generally supportive, though they’ve cooled off lately. Offsetting that strength, Southwest Airlines and Knight Transportation have been lagging, acting like a headwind in an otherwise steadily moving industrials convoy.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Avis Budget3.50%$9.34M$6.71B175.17%
41
Neutral
Delta Air Lines2.87%$7.66M$43.60B79.22%
80
Outperform
RXO, Inc.2.83%$7.57M$2.45B3.18%
44
Neutral
Kirby2.73%$7.30M$7.29B52.43%
77
Outperform
Matson2.69%$7.18M$5.06B48.35%
77
Outperform
Landstar System2.67%$7.12M$5.56B19.49%
67
Neutral
ArcBest2.62%$7.01M$2.24B57.96%
66
Neutral
SkyWest2.62%$7.01M$3.70B14.06%
74
Outperform
Ryder System2.60%$6.96M$8.12B53.96%
73
Outperform
Schneider National2.59%$6.93M$4.74B24.79%
59
Neutral

XTN Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
97.04
Negative
100DMA
93.81
Positive
200DMA
88.73
Positive
Market Momentum
MACD
-0.96
Negative
RSI
55.17
Neutral
STOCH
93.00
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For XTN, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 91.07, equal to the 50-day MA of 97.04, and equal to the 200-day MA of 88.73, indicating a neutral trend. The MACD of -0.96 indicates Negative momentum. The RSI at 55.17 is Neutral, neither overbought nor oversold. The STOCH value of 93.00 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for XTN.

XTN Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$269.83M0.35%
65
Neutral
$858.81M0.60%
72
Outperform
$760.80M0.40%
72
Outperform
$668.49M0.60%
70
Neutral
$402.63M0.57%
72
Outperform
$321.23M0.60%
71
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
XTN
SPDR S&P Transportation ETF
95.63
31.09
48.17%
FTXR
First Trust Nasdaq Transportation ETF
RSPN
Invesco S&P 500 Equal Weight Industrials ETF
FXR
First Trust Industrials/Producer Durables AlphaDEX Fund
PKB
Invesco Dynamic Building & Construction ETF
PRN
Invesco DWA Industrials Momentum 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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