XLRE

Real Estate Select Sector SPDR Fund

$40.95

+0.00%

Market closed. Last update: 10:57 PM ET

📎 Investment Objective

The XLRE ETF seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the Real Estate Select Sector Index.

Overview

ETF tracking Real Estate Select Sector SPDR Fund

Category Real Estate

Issuer State Street

Inception Date 2015-10-08

Market Cap $7.6B

Average Volume N/A

Dividend Yield 3.39%

52-Week Range $37.08 - $45.21

VWAP $40.90

Performance

Loading performance data...

Price Chart

Investment Summary

📎 Investment Objective

The XLRE ETF seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the Real Estate Select Sector Index.

🎯 Investment Strategy

The fund invests substantially all of its assets in the securities included in the Real Estate Select Sector Index, which includes companies from the following industries: real estate management and development and real estate investment trusts (REITs).

✨ Key Features

Provides exposure to the real estate sector of the S&P 500 Index
Diversified portfolio of real estate-related companies and REITs
Low expense ratio of 0.00%
Tracks the performance of the Real Estate Select Sector Index

⚠️ Primary Risks

Concentration risk as the fund is focused on the real estate sector
Sensitivity to interest rate changes that can impact real estate valuations
Potential volatility due to the cyclical nature of the real estate market
Risk of decline in the real estate market or specific REIT holdings

👤 Best For

This ETF may be suitable for investors seeking exposure to the real estate sector as part of a diversified portfolio. It could be appropriate for investors with a medium to long-term investment horizon who are comfortable with the risks associated with the real estate market.

Top Holdings

Rank	Ticker	Name	Weight	Sector
1	WELL	WELLTOWER INC	10.68%	-
2	PLD	PROLOGIS INC	9.62%	-
3	AMT	AMERICAN TOWER CORP	7.09%	-
4	EQIX	EQUINIX INC	6.43%	-
5	SPG	SIMON PROPERTY GROUP INC	5.01%	-
6	O	REALTY INCOME CORP	4.39%	-
7	PSA	PUBLIC STORAGE	4.38%	-
8	CBRE	CBRE GROUP INC A	4.34%	-
9	DLR	DIGITAL REALTY TRUST INC	4.24%	-
10	CCI	CROWN CASTLE INC	4.13%	-
11	VTR	VENTAS INC	3.68%	-
12	VICI	VICI PROPERTIES INC	3.40%	-
13	CSGP	COSTAR GROUP INC	3.04%	-
14	EXR	EXTRA SPACE STORAGE INC	2.93%	-
15	IRM	IRON MOUNTAIN INC	2.83%	-