State Street® SPDR® S&P® Retail ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
State Street® SPDR® S&P® Retail ETF XRT
Morningstar’s Analysis XRT
Will XRT outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the XRT management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of XRT’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 18.3
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Victoria's Secret & Co | 2.31 | 7M | Consumer Cyclical |
Grocery Outlet Holding Corp | 2.05 | 6M | Consumer Defensive |
Macy's Inc | 1.92 | 6M | Consumer Cyclical |
Murphy USA Inc | 1.86 | 6M | Consumer Cyclical |
Sonic Automotive Inc Class A | 1.82 | 6M | Consumer Cyclical |
Etsy Inc | 1.74 | 5M | Consumer Cyclical |
Kohl's Corp | 1.73 | 5M | Consumer Cyclical |
Casey's General Stores Inc | 1.73 | 5M | Consumer Cyclical |
Pricesmart Inc | 1.65 | 5M | Consumer Defensive |
Best Buy Co Inc | 1.65 | 5M | Consumer Cyclical |
United States