Morningstar

State Street® 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 the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

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.

by Morningstar Automated Analysis
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 16.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Ollie's Bargain Outlet Holdings Inc

1.75 7M
Consumer Defensive

GameStop Corp Class A

1.75 7M
Consumer Cyclical

Victoria's Secret & Co

1.68 7M
Consumer Cyclical

Burlington Stores Inc

1.66 6M
Consumer Cyclical

Warby Parker Inc Ordinary Shares - Class A

1.61 6M
Healthcare

Revolve Group Inc Class A

1.57 6M
Consumer Cyclical

Kohl's Corp

1.56 6M
Consumer Cyclical

BJ's Wholesale Club Holdings Inc

1.54 6M
Consumer Defensive

Gap Inc

1.53 6M
Consumer Cyclical

American Eagle Outfitters Inc

1.53 6M
Consumer Cyclical

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