SPDR ETFs: record by period

Record

170 funds with a full year

SPDR’s 1-Year Record

151 of 170 Made Money19 lostSPDR typical +8.4% · All ETFs +7.8%

Made money · 151

More than 30%10BestXLE+48.2%

20–30%26

10–20%42

5–10%14

0–5%59

Lost money · 19

0–5%13

5–10%3

More than 10%3WorstCNRG−19.1%

SPDR ETFs · past-year returns · 170 funds with a full year · as of Nov 5, 2026

SPDR’s Returns by Bucket

BucketYTD1YMoney made

Low-cost core12 funds · $1.08T+13.3%+13.4%$128B

Sectors32 funds · $426B+18.7%+20.2%$66.4B

US stocks25 funds · $148B+13.8%+16.0%$20.1B

International20 funds · $77.3B+12.6%+16.0%$10.4B

Income19 funds · $33.4B+19.8%+23.5%$6.3B

Bonds & cash62 funds · $186B+1.4%+1.9%$3.4B

Commodities3 funds · $163B−5.7%+1.3%$2.0B

Unsorted9 funds · $10.4B+4.7%+5.7%$367M

Thematic4 funds · $9.0B+6.8%+2.7%$34.3M

Thematic income1 fund · $33.3M+10.9%+9.6%$2.9M

SPDR ETFs by bucket · asset-weighted returns · money made is an estimate: AUM × return · Nov 5, 2026

SPDR’s Returns by Sector

$17.1Bmade by XLK, State Street Technology Select Sector SPDR,
the most of SPDR’s 32 sector ETFs

SectorYTD1YMoney made

XLKState Street Technology Select Sector SPDR+23.0%+17.5%$17.1B

XLEState Street Energy Select Sector SPDR+44.9%+48.2%$14.5B

XLVState Street Health Care Select Sector SPDR+24.0%+33.5%$12.3B

XLFState Street Financial Select Sector SPDR+9.4%+15.3%$7.2B

XBIState Street SPDR S&P Biotech+30.6%+45.4%$3.3B

XLIState Street Industrial Select Sector SPDR+10.1%+11.0%$3.1B

XLPState Street Consumer Staples Select Sector SPDR+20.6%+24.8%$3.1B

XLBState Street Materials Select Sector SPDR+20.4%+28.9%$1.9B

XOPState Street SPDR S&P Oil & Gas Exploration & Production+43.8%+43.3%$1.3B

XLREState Street Real Estate Select Sector SPDR+14.5%+14.4%$1.0B

KREState Street SPDR S&P Regional Banking+16.4%+26.2%$818M

XLYState Street Consumer Discretionary Select Sector SPDR+3.1%+1.9%$414M

RWRState Street SPDR Dow Jones REIT+17.8%+18.8%$292M

KBEState Street SPDR S&P Bank+13.7%+22.2%$268M

XNTKState Street SPDR NYSE Technology+17.7%+11.6%$179M

RWOState Street SPDR Dow Jones Global Real Estate+12.9%+14.0%$154M

XLUState Street Utilities Select Sector SPDR+4.3%+0.6%$145M

XPHState Street SPDR S&P Pharmaceuticals+17.0%+32.1%$112M

KIEState Street SPDR S&P Insurance+10.6%+19.4%$94.5M

XTLState Street SPDR S&P Telecom+21.2%+21.7%$80.4M

XHBState Street SPDR S&P Homebuilders+5.4%+5.1%$79.3M

XHSState Street SPDR S&P Health Care Services+40.0%+44.5%$70.5M

XRTState Street SPDR S&P Retail+10.6%+16.7%$62.7M

XESState Street SPDR S&P Oil & Gas Equipment & Services+22.7%+22.2%$61.5M

KCEState Street SPDR S&P Capital Markets+9.8%+13.2%$51.8M

XTNState Street SPDR S&P Transportation+14.4%+24.0%$42.4M

XSWState Street SPDR S&P Software & Services+12.7%+6.4%$29.5M

XHEState Street SPDR S&P Health Care Equipment+12.8%+23.8%$29.4M

RWXState Street SPDR Dow Jones International Real Estate−1.8%+1.1%$2.5M

TEKXState Street Galaxy Transformative Tech Accelerators+21.6%+6.3%$682K

XITKState Street SPDR FactSet Innovative Technology+5.5%+0.4%$274K

XLCState Street Communication Services Select Sector SPDR−10.0%−6.5%−$1.5B

SPDR sector ETFs · estimate: AUM × return · as of Nov 5, 2026

SPDR’s Best ETFs

YTD

+44.9%XLE, State Street Energy Select Sector SPDR, led SPDR

1XLEState Street Energy Select Sector SPDR+44.9%

2XOPState Street SPDR S&P Oil & Gas Exploration & Production+43.8%

3XHSState Street SPDR S&P Health Care Services+40.0%

4XSDState Street SPDR S&P Semiconductor+37.9%

5XLEIState Street Energy Select Sector SPDR Premium Income+32.9%

6CERYState Street SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1+32.2%

7XBIState Street SPDR S&P Biotech+30.6%

8NANRState Street SPDR S&P North American Natural Resources+25.5%

SPDR ETFs · year-to-date returns · as of Nov 5, 2026

SPDR’s Worst ETFs

YTD

−11.9%GXC, State Street SPDR S&P China

1GXCState Street SPDR S&P China−11.9%

2XLCState Street Communication Services Select Sector SPDR−10.0%

3CNRGState Street SPDR S&P Kensho Clean Power−8.8%

4XMEState Street SPDR S&P Metals & Mining−7.4%

5XARState Street SPDR S&P Aerospace & Defense−6.4%

6GLDGold−6.0%

7GLDMGold MiniShares Trust−5.8%

8PSKState Street SPDR ICE Preferred Securities−5.5%

SPDR ETFs · year-to-date returns · as of Nov 5, 2026

SPDR’s ETF Returns

YTD

138–33up · down this year
of 171 funds that traded Jan 1

Funds per 5-point band of YTD return (%). 16 are 2026 launches.

Typical+7.9%

BestXLE +44.9%

WorstGXC −11.9%

SPDR ETFs · year-to-date returns · as of Nov 5, 2026

Top 12 SPDR ETFs

XLE+48.2%

XLV+33.5%

SPDW+19.0%

SPYV+18.7%

XLK+17.5%

XLF+15.3%

DIA+14.2%

SPYM+13.5%

SPY+13.4%

SPYG+9.2%

BIL+3.7%

GLD+1.0%

Best first · dashed line = SPDR typical +8.4%

SPDR ETFs · past-year returns · as of Nov 5, 2026

SPDR’s Money Made

$194Bmade by the 12 largest · 82% of $237B

SPDR ETFs · past-year money made · as of Nov 5, 2026 · estimate: AUM × return

SPDR’s Best and Worst ETFs

Best 5 of 170

XLEState Street Energy Select Sector SPDR+48.2%

XBIState Street SPDR S&P Biotech+45.4%

XHSState Street SPDR S&P Health Care Services+44.5%

XOPState Street SPDR S&P Oil & Gas Exploration & Production+43.3%

XLEIState Street Energy Select Sector SPDR Premium Income+37.0%

Worst 5 of 170

CNRGState Street SPDR S&P Kensho Clean Power−19.1%

GXCState Street SPDR S&P China−15.2%

HAILState Street SPDR S&P Kensho Smart Mobility−10.8%

XARState Street SPDR S&P Aerospace & Defense−8.8%

PSKState Street SPDR ICE Preferred Securities−6.5%

End-of-day Nov 5, 2026 · funds with a full year

SPDR’s Record by Bucket

Low-cost core7 of 7

Sectors31 of 32

Bonds & cash43 of 53

Commodities3 of 3

US stocks20 of 24

International20 of 20

Income19 of 19

Unsorted5 of 7

Thematic2 of 4

Thematic income1 of 1

SPDR ETFs · past-year returns · as of Nov 5, 2026

Money Made by ETF Issuers

$1.66Tmade by all US ETFs · an estimate

#IssuerMade

1Vanguard$488B

2iShares$435B

3SPDR$237B

4Invesco$102B

5Schwab$92.2B

End-of-day Nov 5, 2026

SPDR’s Losing ETFs

19funds lost money10 bond funds · 4 US stock funds · 2 thematic funds · 2 unsorted funds · 1 sector fund

FundCategoryPast year1Y ▲Assets

CNRGState Street SPDR S&P Kensho Clean PowerUS stocks−19.1%$161M

GXCState Street SPDR S&P ChinaThematic−15.2%$427M

HAILState Street SPDR S&P Kensho Smart MobilityUS stocks−10.8%$16.0M

XARState Street SPDR S&P Aerospace & DefenseThematic−8.8%$5.2B

PSKState Street SPDR ICE Preferred SecuritiesUnsorted−6.5%$612M

XLCState Street Communication Services Select Sector SPDRSectors−6.5%$21.6B

SPTLState Street SPDR Portfolio Long Term TreasuryBonds & cash−3.7%$11.7B

SPDR ETFs · past-year returns · as of Nov 5, 2026 · worst first

SPDR’s Newest ETFs

17funds not in the record yet

First 1Y onFunds

Nov 17, 2026LVLN

Feb 10, 2027MMK

Feb 25, 2027MYHA MYHB MYHC MYHD MYHE

Mar 10, 2027PRAB

Jun 23, 2027QNDX

Sep 1, 2027UCBG

Sep 23, 2027MYCP MYHF MYML

A fund joins Win % and typical return once it has a full year of prices.

SPDR ETFs · launched in the past year · as of Nov 5, 2026

SSPDR

Record

SPDR