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XTN - ETF AI Analysis

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XTN

SPDR S&P Transportation ETF (XTN)

Rating:64Neutral
Price Target:
XTN, the SPDR S&P Transportation ETF, has a solid but not top-tier rating, reflecting a mix of strong leaders and more challenged holdings in the transportation space. Higher-quality names like Delta Air Lines, United Airlines, SkyWest, Lyft, and Uber support the fund’s rating with improving or strong financial performance, positive earnings commentary, and generally reasonable valuations. However, weaker airline holdings such as Allegiant, JetBlue, Alaska Air, and others with high leverage, cash flow issues, and valuation concerns weigh on the overall score, and the ETF’s heavy concentration in airlines and related transportation companies is a key risk factor.
Positive Factors
Strong Recent Performance
The ETF has delivered strong gains so far this year and over the past few months, showing solid recent momentum.
Broad Transportation Exposure
Holdings span many different transportation companies, which helps spread risk across airlines, shippers, and logistics firms.
Several Strong Top Holdings
A number of the largest positions, such as Matson and CH Robinson, have shown strong performance, supporting the fund’s overall returns.
Negative Factors
Sector Concentration in Industrials
Nearly all of the fund is invested in industrials, so it is heavily exposed to the ups and downs of that single sector.
High U.S. Market Concentration
With almost all assets in U.S. companies, the ETF offers little geographic diversification and is closely tied to the U.S. economy.
Mixed Performance Among Top Holdings
Some major positions, including Lyft and SkyWest, have shown weak or negative performance, which can drag on the fund’s results.

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

XTN Summary

The SPDR S&P Transportation ETF (XTN) is a fund that focuses on the S&P Transportation Select Industry Index, giving you broad exposure to U.S. transportation companies. It holds airlines, trucking firms, rail-related businesses, and logistics companies that help move people and goods, such as Southwest Airlines and American Airlines. Someone might invest in XTN to bet on growth in travel, shipping, and e-commerce, while adding diversification within the industrials sector. A key risk is that it is heavily tied to the transportation industry, so its value 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 the fund’s engine powered by railroads and logistics names. Rail giants like CSX and Union Pacific have been steadily climbing, giving the ETF a solid backbone, while Norfolk Southern adds more rail strength to the mix. On the logistics side, UPS and Hub Group are quietly pulling their weight with steady gains, and Matson has been a real bright spot, racing ahead. Offsetting some of that momentum, airlines like Allegiant and United have been more of a bumpy ride, occasionally dragging on overall performance.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
JetBlue Airways3.42%$13.29M$2.28B41.22%
51
Neutral
SkyWest3.30%$12.83M$4.15B-1.96%
74
Outperform
Allegiant Travel Company3.21%$12.47M$2.64B103.82%
58
Neutral
United Airlines Holdings3.13%$12.14M$39.38B43.47%
74
Outperform
Lyft3.02%$11.72M$6.02B16.45%
69
Neutral
Delta Air Lines3.01%$11.69M$57.50B70.95%
80
Outperform
American Airlines2.99%$11.60M$10.11B38.44%
64
Neutral
Alaska Air2.95%$11.44M$5.29B-7.63%
54
Neutral
Southwest Airlines2.86%$11.12M$22.00B50.91%
66
Neutral
Union Pacific2.81%$10.92M$173.55B33.15%
72
Outperform

XTN Technical Analysis

Technical Analysis Sentiment
Negative
Last Price
Price Trends
50DMA
113.31
Negative
100DMA
106.31
Positive
200DMA
99.40
Positive
Market Momentum
MACD
RSI
STOCH
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For XTN, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 114.07, equal to the 50-day MA of 113.31, and equal to the 200-day MA of 99.40, indicating a neutral trend. The MACD of ― indicates undefined momentum. The RSI at ― is undefined, neither overbought nor oversold. The STOCH value of ― is undefined, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for XTN.

XTN Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$390.43M0.35%
64
Neutral
$740.70M0.60%
71
Outperform
$723.71M0.65%
64
Neutral
$427.58M0.57%
72
Outperform
$420.26M0.60%
70
Outperform
$282.44M0.75%
72
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
XTN
SPDR S&P Transportation ETF
108.97
27.38
33.56%
FXR
First Trust Industrials/Producer Durables AlphaDEX Fund
MISL
First Trust Indxx Aerospace & Defense ETF
PKB
Invesco Dynamic Building & Construction ETF
PRN
Invesco DWA Industrials Momentum ETF
WELD
Tema U.S. Manufacturing & Reshoring 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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