ThredUp Inc vs State Street Real Estate Select Sector SPDR ETF — how do they compare? ThredUp Inc trades at $2.48 (market cap $308.63M), while State Street Real Estate Select Sector SPDR ETF trades at $41.61 (market cap $7.61B). The key difference: State Street Real Estate Select Sector SPDR ETF is far larger — about 24.7× ThredUp Inc's market cap, and State Street Real Estate Select Sector SPDR ETF is trading nearer its 52-week high, ThredUp Inc nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold ThredUp Inc for 29 Days and State Street Real Estate Select Sector SPDR ETF for 75 Days on average.
| TDUP | XLRE | |
|---|---|---|
Market Cap | $308.63M | $7.61B |
Volume | 3,024,364 | 7,876,569 |
Sector | Consumer Cyclical | Sector/Thematic |
52-Week High | $9.41 | $46.01 |
52-Week Low | $2.12 | $40.01 |
Typical Hold Time | 29 Days | 75 Days |
Enterprise Value | $306.81M | — |
Signals from Pluang's Aura AI — not financial advice
ThredUp (TDUP) trades at $2.35, up 5.86% today, with a bearish technical signal and mixed financials. Revenue grew to $310.81M in 2025, but net losses persist at -$20.21M, though margins improved. Recent news highlights a record Q2 2026 with 17% revenue growth but also a fraud investigation and lowered guidance, causing volatility. Cash flow turned positive in 2025 at $3.09M, but debt-to-asset ratios remain elevated.
Outlook is cautious; analyst consensus is 57% buy, but profitability challenges and legal risks weigh. The stock faces headwinds from promotional pressures and investor skepticism, though expansion into live shopping offers growth potential. Risks include sustained losses, competitive threats, and macroeconomic sensitivity.
XLRE trades at $40.85 with a modest 0.69% daily gain, though technical indicators signal a bearish trend with selling pressure outweighing buying signals 14-5. The ETF's low expense ratio of 0.08% and focus on 30 U.S. large-cap real estate holdings provide cost efficiency, while recent news highlights competition from digital infrastructure ETFs amid rising bond yields.
Outlook remains cautious due to bearish technicals and interest rate sensitivity, though the 3.2% dividend yield offers income appeal. Key risks include Fed policy volatility and sector rotation away from traditional REITs, requiring monitoring of macroeconomic shifts for potential rebound opportunities.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
ThredUp Inc is an online resale platform for women and kids apparel, shoes, and accessories. It generates revenue from items that are sold to buyers through the website, mobile app, and RaaS partners.
Read more on TDUP →XLRE tracks the Real Estate Select Sector Index, providing exposure to S&P 500 real estate companies. It focuses on equity REITs across residential, industrial, and healthcare sub-sectors, with top holdings like Welltower, Prologis, and American Tower.
Read more on XLRE →