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XLRE

State Street Real Estate Select Sector SPDR ETF
1W: +1.3% 1M: -7.0% 3M: +0.5% YTD: +1.1% 1Y: +0.2% 3Y: +25.3% 5Y: +22.5%
$41.61
+0.66 (+1.61%)
After Hours: $41.67 (+0.06, +0.16%)
Weekly Expected Move ±2.0%
$38 $39 $40 $41 $42
ETF AMEX · AUM $7.8B
ETF-Level Metrics
AUM$7.8B
Holdings32
Top 10 Wt58.8%
Beta1.14
% Profitable75%
Coverage100%
Portfolio Valuation
P/E42.9
P/B3.3
P/S7.8
EV/EBITDA22.6
P/FCF27.1
PEG5.09
Profitability & Returns
Gross Margin31.7%
Net Margin17.9%
ROE8.0%
ROA3.5%
ROIC4.5%
Div Yield3.51%
Leverage & Liquidity
Debt/Equity1.07
Debt/Assets0.46
Net Debt/EBITDA5.2x
Interest Cov3.5x
Current Ratio1.00
Quick Ratio1.00
Growth (YoY)
Revenue+8.6%
Net Income+33.4%
EPS+30.5%
FCF+36.0%
EBITDA+15.8%
Rev CAGR 3Y+9.2%
Quality Scores
Piotroski F6.2
Altman Z1.90
IS Quality66.7
IS Overall53.7
IS Value48.0
Median P/E29.4

Sector Breakdown

2 sectors
Sector # Holdings Total Weight % Avg P/E
Real Estate 31 99.5% 119.9
Other 3 0.2%

Smart Money Overlap

1 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
WELL Welltower Inc. 10.21% 4 Bullish 6 1 -2.4%
Showing 34 of 34 holdings · Page 1 of 1
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 WELLTOWER INC WELL 10.21% $757.8M 3,785,291 148.9 $141.2B Real Estate
2 PROLOGIS INC PLD 9.12% $676.9M 5,042,941 37.7 $124.3B Real Estate
3 EQUINIX INC EQIX 7.20% $534.5M 533,059 72.8 $98.3B Real Estate
4 AMERICAN TOWER CORP AMT 5.89% $437.3M 2,539,824 32.2 $81.3B Real Estate
5 DIGITAL REALTY TRUST INC DLR 4.63% $343.2M 1,889,526 47.7 $62.4B Real Estate
6 SIMON PROPERTY GROUP INC SPG 4.59% $340.8M 1,800,059 13.3 $61.3B Real Estate
7 REALTY INCOME CORP O 4.43% $328.5M 5,273,109 53.2 $58.0B Real Estate
8 CBRE GROUP INC A CBRE 4.42% $327.6M 2,419,928 35.1 $40.7B Real Estate
9 VENTAS INC VTR 4.40% $326.6M 3,955,680 156.1 $39.6B Real Estate
10 PUBLIC STORAGE PSA 4.26% $316.4M 1,137,738 27.6 $49.2B Real Estate
11 CROWN CASTLE INC CCI 3.98% $295.1M 3,626,820 83.1 $37.0B Real Estate
12 IRON MOUNTAIN INC IRM 3.37% $250.4M 2,463,935 212.9 $30.6B Real Estate
13 VICI PROPERTIES INC VICI 3.32% $246.1M 8,901,734 10.6 $29.6B Real Estate
14 EXTRA SPACE STORAGE INC EXR 3.18% $235.8M 1,767,732 29.1 $28.3B Real Estate
15 AVALONBAY COMMUNITIES INC AVB 2.64% $195.8M 1,179,391 22.2 $23.5B Real Estate
16 EQUITY RESIDENTIAL EQR 2.31% $171.7M 2,863,577 20.4 $22.8B Real Estate
17 SBA COMMUNICATIONS CORP SBAC 2.07% $153.3M 887,463 20.6 $21.6B Real Estate
18 WEYERHAEUSER CO WY 1.97% $146.2M 6,001,660 54.4 $17.6B Real Estate
19 COSTAR GROUP INC CSGP 1.90% $140.8M 3,530,240 2222.3 $16.9B Real Estate
20 ESSEX PROPERTY TRUST INC ESS 1.77% $131.4M 536,809 23.7 $15.9B Real Estate
21 KIMCO REALTY CORP KIM 1.71% $126.9M 5,615,061 26.1 $15.3B Real Estate
22 MID AMERICA APARTMENT COMM MAA 1.62% $119.9M 972,201 32.7 $14.6B Real Estate
23 INVITATION HOMES INC INVH 1.58% $117.3M 4,690,431 26.6 $15.7B Real Estate
24 REGENCY CENTERS CORP REG 1.41% $104.9M 1,368,965 23.1 $14.1B Real Estate
25 HOST HOTELS + RESORTS INC HST 1.38% $102.3M 5,319,013 17.3 $13.2B Real Estate
26 HEALTHPEAK PROPERTIES INC DOC 1.28% $95.3M 5,780,496 161.2 $11.5B Real Estate
27 UDR INC UDR 1.16% $86.2M 2,501,212 30.2 $11.4B Real Estate
28 CAMDEN PROPERTY TRUST CPT 1.15% $85.1M 859,979 28.3 $10.6B Real Estate
29 FEDERAL REALTY INVS TRUST FRT 0.94% $69.7M 652,970 22.3 $9.2B Real Estate
30 BXP INC BXP 0.85% $63.0M 1,226,301 29.8 $8.2B Real Estate
31 ALEXANDRIA REAL ESTATE EQUIT ARE 0.76% $56.5M 1,297,178 -5.1 $7.5B Real Estate
32 SSI US GOV MONEY MARKET CLASS Cash 0.20% $14.6M 14,504,765
33 US DOLLAR Private 0.05% $3.5M 3,430,765
34 EMINI S+P REESTATEJUN26 Private -0.01% $-940,584 162,500

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms