For institutional / professional investors use only.
Investing in Exchange Traded Funds (ETFs) like the offers a dynamic way to gain exposure to specific market sectors. XRT, in particular, focuses on the retail industry, providing a targeted investment vehicle for those looking to capitalize on the performance of retail companies. This sector can be influenced by a wide array of economic factors, making XRT a potentially valuable tool for portfolio diversification and strategic asset allocation.
It’s crucial for investors to understand the nature of ETFs. Like all investments, investing in XRT involves risk, including the potential loss of principal. ETFs trade on exchanges similar to stocks, and their market value can fluctuate based on market conditions and investor sentiment. Furthermore, the price at which XRT trades may be above or below its net asset value. Investors should also be aware that brokerage commissions and ETF expenses will reduce overall investment returns.
The S&P 500® Index, upon which XRT and other SPDR® ETFs are based, is a product of S&P Dow Jones Indices LLC. While these indices provide the framework for ETFs like XRT, it’s important to note that these ETFs are not sponsored, endorsed, sold, or promoted by S&P DJI, Dow Jones, or their affiliates. These entities bear no responsibility for the advisability of investing in such products, nor do they have liability for errors, omissions, or interruptions of the indices.
Distribution and Important Information
The SPDR® S&P® Retail ETF (XRT) and other SPDR® ETFs are distributed by State Street Global Advisors Funds Distributors, LLC, a member of FINRA and SIPC. State Street Global Advisors, and its affiliates, provide various services to SPDR ETFs and receive fees for these services. It is also important to note the distinction from other distributors like ALPS Distributors, Inc., which distributes for DIA, MDY, and SPY, and ALPS Portfolio Solutions Distributor, Inc., for Select Sector SPDRs, none of which are affiliated with State Street Global Advisors Funds Distributors, LLC.
Important Considerations for Qualified Investors
This information regarding XRT and other investment products is intended exclusively for qualified investors. Nothing on this site or in this communication should be interpreted as a solicitation to buy or an offer, or recommendation, to acquire or dispose of any security, commodity, or investment. The suitability of investment products like XRT varies for different categories of investors, and not all products are available to all investors. The information provided here is not intended for distribution or use in any jurisdiction where such distribution or use would be against the law or regulations.
Investment Advice and Risk Disclosure
The information provided is for informational purposes only and does not constitute investment advice. It should not be considered a solicitation to buy or an offer to sell securities like XRT. Investment decisions should be made considering individual investment objectives, risk tolerance, tax status, and investment horizon. Consulting with a qualified tax and financial advisor is highly recommended before making any investment decisions related to XRT or other ETFs. While the information presented is obtained from sources believed to be reliable, State Street makes no warranty regarding its accuracy and shall not be liable for decisions made based on this information.
Compliance and Investor Responsibility
Access to information about XRT and other investment products is granted on the understanding that individuals accessing it are doing so on their own initiative and are responsible for adhering to local laws and regulations. This site is not directed at individuals in jurisdictions where its publication or availability is prohibited. Persons under such restrictions must not access this site.
Information for Non-U.S. Investors
The products and services described, including information on XRT, are intended to be available only to persons in the United States or as otherwise permitted under local law. This information is specifically for such persons, and nothing herein constitutes a solicitation to buy or an offer to sell a security in any jurisdiction where such action would be unlawful.
Prior to investing in XRT or any ETF, it is essential to consider the fund’s investment objectives, risks, charges, and expenses. For a prospectus or summary prospectus containing this and other crucial information, please call 1-866-787-2257 for ETFs, or consult your financial advisor. Read the prospectus carefully before investing.
Not FDIC Insured * No Bank Guarantee * May Lose Value
AdTrax Code: 6729648.2.1.AM.INST
Expiration Date: 30 June 2025
