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XLRE ETF – A Strategic Approach to Real Estate Investment

News provided by news direct2024-11-22

--News Direct--

The Select Sector SPDR Real Estate Sector ETF (XLRE), introduced in 2015, remains a relevant option in the real estate investment landscape. Designed for investors keen on exploring Real Estate Investment Trusts (REITs) and real estate management and development markets, XLRE offers a focused strategy that includes key sectors like Industrial, Data Center, and Telecommunications.

Portfolio and Holdings*

The fund currently maintains a portfolio of 31 stocks dedicating a substantial share—more than 60%—to its top ten holdings. This allocation strategy demonstrates XLRE's approach to maintaining a focused portfolio of real estate investments.

Prominent Holdings Include:

ProLogis (9.50%)
American Tower A (9.06%)
Equinix (7.83%)
Welltower (7.09%)
Digital Realty Trust (4.98%)
Public Storage (4.71%)
Simon Property A (4.71%)
Realty Income (4.70%)
Crown Castle (4.24%)
CBRE (3.58%)

Low Expense Ratio

One of XLRE’s standout features is its expense ratio, which is currently at 0.09%**. This cost-effective structure provides an option for investors seeking exposure to the real estate sector without incurring high fees.

Transparency and Reporting

XLRE prides itself on transparency, offering daily reporting on portfolio holdings and allocations. This practice allows investors to have a clear and up-to-date understanding of where their funds are invested.

S&P 500 Component Companies

By including only S&P 500 component companies, XLRE ensures that its portfolio is primarily comprised of large-cap names in the real estate sector. This alignment offers investors a predictable and reliable pathway for real estate investment.

Investor Considerations

Investors considering the XLRE ETF as part of their portfolio can benefit from its strategic approach to the real estate sector. By focusing on a concentrated collection of high-quality real estate companies, XLRE provides an opportunity to gain targeted exposure.

About XLRE

The Select Sector SPDR Real Estate Sector ETF (XLRE) serves as a gateway to real estate investment opportunities, simplifying access to REITs and Real Estate Management & Development markets. With over $7 billion in assets under management, XLRE has a dedicated focus on sectors such as Industrial, Data Center, and Telecommunications.

DISCLAIMER:This is a work of research and should not be taken as investment or financial advice. Therefore, Select Sector SPDRs or the publisher is not liable for any decision made based on the publication.

About the Company:

Select Sector SPDR ETFs offer flexibility and customization opportunities. Many investors have similar outlooks, but no two are exactly alike. Select Sector SPDR ETFs let investors select the sectors that best meet their investment goals.

*Holdings, Weightings & Assets as of 10/31/24 subject to change

**Ordinary brokerage fees apply

DISCLOSURES

The S&P 500 Index is an unmanaged index of 500 common stocks that is generally considered representative of the U.S. stock market. The index is heavily weighted toward stocks with large market capitalizations and represents approximately two-thirds of the total market value of all domestic common stocks. The S&P 500 Index figures do not reflect any fees, expenses or taxes. An investor should consider investment objectives, risks, fees and expenses before investing.

One may not invest directly in an index.

Transparent ETFs provide daily disclosure of portfolio holdings and weightings

All ETFs are subject to risk, including loss of principal. Sector ETF products are also subject to sector risk and nondiversification risk, which generally will result in greater price fluctuations than the overall market. Diversification does not eliminate risk.

An investor should consider investment objectives, risks, charges and expenses carefully before investing. To obtain a prospectus, which contains this and other information, call 1-866-SECTOR-ETF (732-8673) or visit www.sectorspdrs.com. Read the prospectus carefully before investing.

ALPS Portfolio Solutions Distributor, Inc., a registered broker-dealer, is distributor for the Select Sector SPDR Trust.

Media Contact:

Company: Select Sector SPDRs

Contact: Dan Dolan*

Address: 1290 Broadway, Suite 1000, Denver, CO 80203

Country: United States

Email: dan.dolan@sectorspdrs.com

Website: https://www.sectorspdrs.com/

*Dan Dolan is a Registered Representative of ALPS Portfolio Solutions Distributor, Inc. ALPS Portfolio Solutions Distributor, Inc., a registered broker-dealer, is the distributor for the Select Sector SPDR Trust.

SEL007974 EXP 1/31/25