ducovest

XLK:ARCA-SPDR Select Sector Fund - Technology (USD)

ETF | Technology | NYSE Arca

Last Closing

USD 239.3

Change

0.00 (0.00)%

Market Cap

USD 12.85B

Volume

3.30M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The investment seeks investment results that, before expenses, correspond generally to the price and yield performance of publicly traded equity securities of companies in the Technology Select Sector Index. In seeking to track the performance of the index, the fund employs a replication strategy, which means that the fund typically invests in substantially all of the securities represented in the index in approximately the same proportions as the index. It generally invests substantially all, but at least 95%, of its total assets in the securities comprising the index. The fund is non-diversified.

Company Website : www.spdrs.com

Currency: USD

Country : USA

Inception Date: 16/12/1998

Primary Benchmark: S&P Technology Select Sector TR USD

Primary Index: MSCI ACWI NR USD

Gross Expense Ratio: 0.15%

Management Expense Ratio: 0.13 %

Unadjusted Closing Price

Adjusted Closing Price

Assets

N/A

Top Holdings

N/A

Top Sectors

N/A

Top Regions

N/A

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2025-01-25 )

Largest Industry Peers for Technology

Symbol Name Mer Price(Change) Market Cap
FTEC Fidelity® MSCI Information Te.. 0.08 %

N/A

 USD 13.09B
ARKK ARK Innovation ETF 0.75 %

N/A

 USD 6.42B
ARKW ARK Next Generation Internet E.. 0.75 %

N/A

 USD 1.75B
HACK Amplify ETF Trust 0.60 %

N/A

 USD 1.73B
FXL First Trust Technology AlphaDE.. 0.63 %

N/A

 USD 1.40B
ARKF ARK Fintech Innovation ETF 0.00 %

N/A

 USD 1.02B
QTUM Defiance Quantum ETF 0.65 %

N/A

 USD 0.93B
IHAK iShares Cybersecurity and Tech.. 0.00 %

N/A

 USD 0.92B
BLOK Amplify Transformational Data .. 0.70 %

N/A

 USD 0.87B
XNTK SPDR Morgan Stanley Technology 0.35 %

N/A

 USD 0.86B

ETFs Containing XLK

TYLG Global X Funds - Global X.. 53.55 % 0.00 %

N/A

 N/A
THLV THOR Financial Technologi.. 19.88 % 0.00 %

N/A

 USD 0.08B
QVOY Ultimus Managers Trust - .. 13.50 % 0.00 %

N/A

 N/A
TACK Fairlead Tactical Sector .. 12.81 % 0.00 %

N/A

 USD 0.21B
PSTR PeakShares Sector Rotatio.. 12.45 % 0.00 %

N/A

 USD 0.02B
DWAT Arrow DWA Tactical: Macro.. 10.74 % 1.40 %

N/A

 USD 2.42M
AESR Anfield U.S. Equity Secto.. 10.58 % 0.00 %

N/A

 USD 0.14B
EQL ALPS Equal Sector Weight .. 0.00 % 0.15 %

N/A

 N/A
FUT:CA 0.00 % 0.81 %

N/A

 N/A
EQL ALPS Equal Sector Weight .. 0.00 % 0.26 %

N/A

 N/A
EQL ALPS Equal Sector Weight .. 0.00 % 0.26 %

N/A

 N/A
XLSR SPDR® SSGA U.S. Sector R.. 0.00 % 0.00 %

N/A

 USD 0.66B
USHG 0.00 % 0.00 %

N/A

 N/A
SCTO 0.00 % 0.69 %

N/A

 N/A
VEGA AdvisorShares STAR Global.. 0.00 % 1.85 %

N/A

 N/A
OCIO ClearShares OCIO ETF 0.00 % 0.54 %

N/A

 USD 0.15B
LCR Managed Portfolio Series 0.00 % 0.00 %

N/A

 USD 0.08B
SSUS Day Hagan/Ned Davis Resea.. 0.00 % 0.00 %

N/A

 USD 0.61B
QPT 0.00 % 0.00 %

N/A

 N/A
QPX AdvisorShares Q Dynamic G.. 0.00 % 0.00 %

N/A

 USD 0.03B
TDSC Cabana Target Drawdown 10.. 0.00 % 0.00 %

N/A

 USD 0.19B
TDSD 0.00 % 0.00 %

N/A

 N/A
TDSE 0.00 % 0.00 %

N/A

 N/A
AGOX Adaptive Alpha Opportunit.. 0.00 % 0.00 %

N/A

 USD 0.32B
CLSM Cabana Target Leading Sec.. 0.00 % 0.00 %

N/A

 USD 0.14B
RSPY 0.00 % 0.00 %

N/A

 N/A

Market Performance

  Market Performance vs. Industry/Classification (Technology) Market Performance vs. Exchange (NYSE Arca)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 2.92% 16% F 54% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 2.92% 16% F 54% F
Trailing 12 Months  
Capital Gain 18.61% 17% F 72% C
Dividend Return 0.76% 94% A 9% A-
Total Return 19.37% 17% F 69% C-
Trailing 5 Years  
Capital Gain 151.60% 68% D+ 91% A-
Dividend Return 6.93% 91% A- 19% F
Total Return 158.54% 80% B- 91% A-
Average Annual (5 Year Horizon)  
Capital Gain 22.06% 84% B 82% B
Dividend Return 22.68% 88% B+ 81% B-
Total Return 0.62% 78% C+ 16% F
Risk Return Profile  
Volatility (Standard Deviation) 23.64% 88% B+ 46% F
Risk Adjusted Return 95.94% 100% F 94% A
Market Capitalization 12.85B 100% F 97% N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

What to not like:

There is nothing we particularly dislike