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 cost advantage over competitors, priced within the lowest 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 14.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Carvana Co Class A

1.58 5.4 Mil
Consumer Cyclical

Bath & Body Works Inc

1.58 5.3 Mil
Consumer Cyclical

Lithia Motors Inc Class A

1.52 5.1 Mil
Consumer Cyclical

Dillard's Inc Class A

1.49 5.1 Mil
Consumer Cyclical

Monro Inc

1.47 5.0 Mil
Consumer Cyclical

American Eagle Outfitters Inc

1.47 5.0 Mil
Consumer Cyclical

Signet Jewelers Ltd

1.47 5.0 Mil
Consumer Cyclical

Victoria's Secret & Co

1.47 5.0 Mil
Consumer Cyclical

Asbury Automotive Group Inc

1.46 4.9 Mil
Consumer Cyclical

Warby Parker Inc Ordinary Shares - Class A

1.45 4.9 Mil
Healthcare

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