ETFOptimize | High-performance ETF-based Investment Strategies

Quantitative strategies, Wall Street-caliber research, and insightful market analysis since 1998.


ETFOptimize | HOME
Close Window

XLRE ETF Provides Comprehensive Access to the Real Estate Sector

--News Direct--

The Select Sector SPDR Real Estate Sector ETF (XLRE) continues to be a compelling choice for investors seeking strategically tailored exposure to the diverse real estate industry. Since its inception in 2015, XLRE has provided a focused pathway into Real Estate Investment Trusts (REITs) and real estate management and development markets, while maintaining a disciplined approach to its portfolio design.

A Purposeful Portfolio

XLRE is comprised of 31 holdings, offering exposure to key real estate industries including industrial, data center, and telecommunications. This ETF emphasizes large cap Real Estate companies concentrating a significant portion of its allocation—over 60%—into its top 10 holdings.

Top Holdings* include:

  • ProLogis – 9.61%

  • American Tower A – 9.43%

  • Welltower – 8.65%

  • Equinix – 7.36%

  • Simon Property A – 4.72%

  • Realty Income – 4.71%

  • Public Storage – 4.37%

  • Digital Realty – 4.20%

  • Crown Castle – 4.20%

  • CBRE – 3.58%

Low-Cost Investment Solution

One of XLRE’s key advantages is its extremely competitive expense ratio of 0.08%**. This low-cost structure aims to provide investors with an affordable option by minimizing fees. For those exploring sector-specific investments, this cost-effective option may present a desirable entry point into the real estate market.

Transparency Through Consistent Reporting

XLRE distinguishes itself through its commitment to daily transparency. The ETF ensures its investors have access to the most up-to-date and accurate information regarding portfolio holdings and allocations, equipping them with the knowledge necessary for informed decision-making.

Exposure to Established Market Participants

XLRE exclusively focuses on companies within the S&P 500, aligning its portfolio with some of the most recognizable and largest names in the real estate industry. This approach allows investors to benefit from the influence of large-cap companies while still accessing sector-specific opportunities.

Accessing Opportunities in Real Estate Investments

XLRE provides a thoughtful solution for investors aiming to integrate real estate into their broader investment portfolios. With its structure, low expense ratio, and dedication to transparency, XLRE embodies a strategic and efficient approach to real estate.

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 3/31/25 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.

SEL008298 EXP 5/31/25

Contact Details

Dan Dolan

+1 203-935-8103

dan.dolan@sectorspdrs.com

Company Website

https://www.sectorspdrs.com/

View source version on newsdirect.com: https://newsdirect.com/news/xlre-etf-provides-comprehensive-access-to-the-real-estate-sector-418462062

Stock Quote API & Stock News API supplied by www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the following
Privacy Policy and Terms Of Service.


 

IntelligentValue Home
Close Window

DISCLAIMER

All content herein is issued solely for informational purposes and is not to be construed as an offer to sell or the solicitation of an offer to buy, nor should it be interpreted as a recommendation to buy, hold or sell (short or otherwise) any security.  All opinions, analyses, and information included herein are based on sources believed to be reliable, but no representation or warranty of any kind, expressed or implied, is made including but not limited to any representation or warranty concerning accuracy, completeness, correctness, timeliness or appropriateness. We undertake no obligation to update such opinions, analysis or information. You should independently verify all information contained on this website. Some information is based on analysis of past performance or hypothetical performance results, which have inherent limitations. We make no representation that any particular equity or strategy will or is likely to achieve profits or losses similar to those shown. Shareholders, employees, writers, contractors, and affiliates associated with ETFOptimize.com may have ownership positions in the securities that are mentioned. If you are not sure if ETFs, algorithmic investing, or a particular investment is right for you, you are urged to consult with a Registered Investment Advisor (RIA). Neither this website nor anyone associated with producing its content are Registered Investment Advisors, and no attempt is made herein to substitute for personalized, professional investment advice. Neither ETFOptimize.com, Global Alpha Investments, Inc., nor its employees, service providers, associates, or affiliates are responsible for any investment losses you may incur as a result of using the information provided herein. Remember that past investment returns may not be indicative of future returns.

Copyright © 1998-2017 ETFOptimize.com, a publication of Optimized Investments, Inc. All rights reserved.