Should You Invest in the State Street SPDR S&P Transportation ETF (XTN)?

Core Viewpoint - The State Street SPDR S&P Transportation ETF (XTN) provides broad exposure to the Industrials - Transportation/Shipping segment, appealing to both retail and institutional investors due to its low costs and tax efficiency [1][2]. Group 1: Fund Overview - XTN is a passively managed ETF launched on January 26, 2011, with assets exceeding $211.13 million, positioning it as an average-sized ETF in its category [1][3]. - The ETF aims to match the performance of the S&P Transportation Select Industry Index, which represents the transportation segment of the S&P Total Market Index [3]. Group 2: Costs and Performance - The annual operating expense ratio for XTN is 0.35%, making it one of the least expensive options in the market, with a 12-month trailing dividend yield of 0.74% [4]. - As of January 9, 2026, XTN has increased by approximately 6.12% year-to-date and 9.9% over the past year, with trading prices ranging from $62.77 to $97.06 in the last 52 weeks [7]. Group 3: Sector Exposure and Holdings - The ETF is fully allocated to the Industrials sector, with Hunt (JBHT) making up about 3.29% of total assets, and the top 10 holdings representing approximately 29.49% of total assets under management [5][6]. Group 4: Alternatives - XTN holds a Zacks ETF Rank of 3 (Hold), indicating it is a viable option for investors seeking exposure to the Industrials ETFs area, alongside alternatives like U.S. Global Jets ETF (JETS) and iShares U.S. Transportation ETF (IYT) [8][9].