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Morningstar

SPDR® S&P Retail ETF XRT

Morningstar Medalist Rating
Medalist Rating as of | See State Street Investment Hub

Morningstar’s Analysis XRT

Will XRT outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable XRT’s performance objective and investment process is for both security selection and portfolio construction.

  • 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.

A sound investment process and strong management team underpin SPDR ® S&P Retail ETF's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings XRT

More XRT Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 15.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Carvana Co Class A

1.61 5.7 Mil
Consumer Cyclical

Camping World Holdings Inc Class A

1.60 5.7 Mil
Consumer Cyclical

CarMax Inc

1.56 5.5 Mil
Consumer Cyclical

Chewy Inc

1.53 5.4 Mil
Consumer Cyclical

Upbound Group Inc

1.52 5.4 Mil
Technology

Buckle Inc

1.51 5.4 Mil
Consumer Cyclical

Group 1 Automotive Inc

1.48 5.3 Mil
Consumer Cyclical

Sprouts Farmers Market Inc

1.47 5.2 Mil
Consumer Defensive

Ollie's Bargain Outlet Holdings Inc

1.47 5.2 Mil
Consumer Defensive

Pricesmart Inc

1.47 5.2 Mil
Consumer Defensive