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 cheapest 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 15.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Carvana Co Class A

1.67 6.4 Mil
Consumer Cyclical

Bath & Body Works Inc

1.54 5.9 Mil
Consumer Cyclical

Lithia Motors Inc Class A

1.53 5.8 Mil
Consumer Cyclical

Monro Inc

1.51 5.7 Mil
Consumer Cyclical

American Eagle Outfitters Inc

1.50 5.7 Mil
Consumer Cyclical

Sprouts Farmers Market Inc

1.47 5.6 Mil
Consumer Defensive

Dillard's Inc Class A

1.47 5.6 Mil
Consumer Cyclical

Boot Barn Holdings Inc

1.46 5.6 Mil
Consumer Cyclical

Victoria's Secret & Co

1.44 5.5 Mil
Consumer Cyclical

AutoNation Inc

1.44 5.5 Mil
Consumer Cyclical

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