(XRT) S&P Retail - Overview
ETF Category: Consumer Cyclical | Exchange: NYSE ARCA (USA) | Market Cap: 113m USD | Total Return: 4.6% in 12m
TER: 0.35%
Avg Turnover: 346M
Warnings
No concerns identified
Tailwinds
No distinct edge detected
The SPDR S&P Retail ETF (XRT) tracks the S&P Retail Select Industry Index through a sampling strategy, maintaining at least 80% of its assets in the underlying securities. This index represents the retail segment of the S&P Total Market Index, providing broad exposure to the consumer cyclical space.
The fund utilizes an equal-weighted methodology, which reduces concentration risk compared to market-cap-weighted funds and provides higher exposure to small and mid-cap retail firms. This sector is characterized by high sensitivity to interest rates and shifts in discretionary consumer spending patterns.
Evaluating the underlying fundamentals of these holdings on ValueRay can help determine if current valuations align with long-term growth trends.
- Consumer discretionary spending levels shift with fluctuating interest rate environments
- Quarterly earnings performance from equal-weighted apparel and specialty retail holdings
- Inflationary pressure on operating margins across diverse sub-industry retail segments
- E-commerce penetration rates influence traditional brick-and-mortar revenue sustainability
- Labor market strength and wage growth impact national household consumption patterns
Over the past week, the price has changed by -1.95%, over one month by -10.05%, over three months by -9.86% and over the past year by +4.64%.
| Analysts Target Price | - | - |