XLI
Industrial Select Sector SPDR Fund
📎 Investment Objective
The XLI - Industrial Select Sector SPDR Fund seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the Industrial Select Sector Index.
Overview
ETF tracking Industrial Select Sector SPDR Fund
Performance
Price Chart
Investment Summary
📎 Investment Objective
The XLI - Industrial Select Sector SPDR Fund seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the Industrial Select Sector Index.
🎯 Investment Strategy
The fund employs a passive management strategy, attempting to track the performance of its underlying index by holding the same securities as the index in similar proportions.
✨ Key Features
- Provides exposure to the industrial sector of the S&P 500 Index
- Diversified portfolio of large-cap U.S. industrial companies
- Low expense ratio of 0.00%
- Tracks the Industrial Select Sector Index
⚠️ Primary Risks
- Concentration risk as the fund is focused on a single sector
- Susceptibility to economic conditions and factors impacting the industrial sector
- Potential for higher volatility compared to the broader market
- Tracking error risk as the fund may not perfectly replicate the underlying index
👤 Best For
The XLI ETF may be suitable for investors seeking broad exposure to the industrial sector as part of a diversified portfolio. It may be appropriate for investors with a medium to long-term investment horizon who can tolerate the higher volatility associated with a sector-specific fund.
Top Holdings
| Rank | Ticker | Name | Weight | Sector |
|---|---|---|---|---|
| 1 | GE | GENERAL ELECTRIC | 6.94% | - |
| 2 | CAT | CATERPILLAR INC | 5.58% | - |
| 3 | RTX | RTX CORP | 5.01% | - |
| 4 | UBER | UBER TECHNOLOGIES INC | 4.12% | - |
| 5 | GEV | GE VERNOVA INC | 3.27% | - |
| 6 | BA | BOEING CO/THE | 3.16% | - |
| 7 | ETN | EATON CORP PLC | 2.96% | - |
| 8 | UNP | UNION PACIFIC CORP | 2.82% | - |
| 9 | HON | HONEYWELL INTERNATIONAL INC | 2.71% | - |
| 10 | DE | DEERE + CO | 2.56% | - |
| 11 | PH | PARKER HANNIFIN CORP | 2.31% | - |
| 12 | ADP | AUTOMATIC DATA PROCESSING | 2.22% | - |
| 13 | LMT | LOCKHEED MARTIN CORP | 2.01% | - |
| 14 | TT | TRANE TECHNOLOGIES PLC | 1.99% | - |
| 15 | MMM | 3M CO | 1.95% | - |
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