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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 overall rating driven largely by strong holdings like Delta Air Lines and Kirby, which show robust revenue growth, profitability, and generally positive outlooks. Other contributors such as Ryder, Saia, Landstar, and Werner add support through strategic initiatives and healthy balance sheets, even though some face valuation pressures and overbought technical signals. Weaker positions like Avis Budget and RXO, which struggle with high leverage, negative profitability, and bearish momentum, along with the fund’s focus on the transportation sector, are key risks that can hold back the ETF’s rating.
Positive Factors
Strong Recent Performance
The ETF has shown strong gains so far this year and over recent months, indicating solid momentum in the transportation sector.
Leading Holding With Very Strong Results
The largest position, Avis Budget, has delivered very strong year-to-date performance, providing a meaningful boost to the fund.
Broad Mix Within Transportation
The top holdings span airlines, trucking, logistics, and car rentals, helping spread risk across different parts of the transportation industry.
Negative Factors
High Industry Concentration
With the vast majority of assets in industrials and transportation-related companies, the fund is heavily exposed to downturns in this single area of the economy.
U.S.-Only Focus
Almost all of the ETF’s holdings are in U.S. companies, offering little geographic diversification if the U.S. market or economy weakens.
Moderate Expense Ratio
The fund’s expense ratio is not especially low for a passive ETF, which slightly reduces the net return investors keep over time.

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

XTN Summary

The SPDR S&P Transportation ETF (XTN) follows the S&P Transportation Select Industry Index, focusing on U.S. transportation companies like airlines, trucking, and logistics firms. Well-known holdings include Delta Air Lines and JetBlue Airways, along with major freight and shipping companies. An investor might choose this ETF to bet on growth in travel, shipping, and e-commerce, while getting diversification across many transportation businesses instead of picking a single stock. A key risk is that it is heavily tied to the transportation sector, 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 trucks, logistics, and airlines doing most of the heavy lifting. Trucking and logistics names like RXO, ArcBest, Landstar, Werner, and Matson have been rising, giving the fund a solid tailwind as freight and shipping sentiment improves. Delta adds a steady airline engine to the mix, helping smooth out bumps from more cyclical names. On the flip side, Avis Budget has been lagging, acting as a bit of a speed bump, but not enough to derail this transport-heavy, industrials-focused ETF.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
RXO, Inc.3.73%$7.94M$4.02B61.60%
44
Neutral
Avis Budget3.42%$7.28M$5.90B39.54%
41
Neutral
Saia2.99%$6.36M$12.17B72.60%
73
Outperform
ArcBest2.95%$6.28M$2.77B104.99%
66
Neutral
Delta Air Lines2.75%$5.87M$50.02B58.89%
80
Outperform
Landstar System2.75%$5.86M$6.58B41.60%
67
Neutral
Werner Enterprises2.74%$5.83M$2.39B54.46%
67
Neutral
Ryder System2.73%$5.82M$9.44B63.45%
73
Outperform
Schneider National2.72%$5.79M$5.85B43.66%
59
Neutral
Matson2.71%$5.77M$5.50B66.54%
77
Outperform

XTN Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
100.32
Positive
100DMA
99.45
Positive
200DMA
92.54
Positive
Market Momentum
MACD
0.40
Negative
RSI
57.81
Neutral
STOCH
95.26
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 102.90, equal to the 50-day MA of 100.32, and equal to the 200-day MA of 92.54, indicating a bullish trend. The MACD of 0.40 indicates Negative momentum. The RSI at 57.81 is Neutral, neither overbought nor oversold. The STOCH value of 95.26 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
$207.66M0.35%
64
Neutral
$982.59M0.40%
72
Outperform
$781.20M0.65%
68
Neutral
$666.10M0.60%
70
Outperform
$427.45M0.60%
72
Outperform
$423.97M0.57%
73
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
XTN
SPDR S&P Transportation ETF
106.26
29.17
37.84%
RSPN
Invesco S&P 500 Equal Weight Industrials ETF
MISL
First Trust Indxx Aerospace & Defense ETF
FXR
First Trust Industrials/Producer Durables AlphaDEX Fund
PRN
Invesco DWA Industrials Momentum ETF
PKB
Invesco Dynamic Building & Construction 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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