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Upturn AI SWOT - About
Health Care Select Sector SPDR® Fund (XLV)
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Upturn Advisory Summary
04/01/2025: XLV (1-star) is a SELL. SELL since 1 days. Profits (-2.48%). Updated daily EoD!
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit -5.66% | Avg. Invested days 53 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 7906328 | Beta 0.64 | 52 Weeks Range 134.81 - 157.72 | Updated Date 04/2/2025 |
52 Weeks Range 134.81 - 157.72 | Updated Date 04/2/2025 |
Upturn AI SWOT
Health Care Select Sector SPDR® Fund
ETF Overview
Overview
The Health Care Select Sector SPDRu00ae Fund (XLV) seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the Health Care Select Sector Index. It invests in companies in the healthcare sector, including pharmaceuticals, healthcare providers & services, and healthcare equipment & supplies. The fund uses a replication strategy, holding all or substantially all of the securities in the Health Care Select Sector Index in approximately the same weighting.
Reputation and Reliability
State Street Global Advisors (SSGA) is a well-established and reputable ETF provider with a long track record of managing sector-specific funds.
Management Expertise
SSGA has extensive experience managing sector ETFs, with a team of professionals dedicated to tracking the index effectively.
Investment Objective
Goal
The primary goal of the Health Care Select Sector SPDRu00ae Fund is to closely match the returns of the Health Care Select Sector Index.
Investment Approach and Strategy
Strategy: The ETF aims to replicate the performance of the Health Care Select Sector Index.
Composition The ETF primarily holds stocks of companies within the healthcare sector, including pharmaceuticals, healthcare providers, and medical device manufacturers.
Market Position
Market Share: XLV holds a significant market share within the healthcare ETF sector, indicating its popularity and size.
Total Net Assets (AUM): 41180000000
Competitors
Key Competitors
- iShares U.S. Healthcare ETF (IYH)
- Vanguard Health Care ETF (VHT)
- Invesco S&P 500 Equal Weight Health Care ETF (RYH)
Competitive Landscape
The healthcare ETF sector is competitive, with several large players vying for market share. XLV benefits from its high AUM and liquidity, while competitors may offer slightly different index methodologies or expense ratios. XLVu2019s advantages include its brand recognition and deep liquidity.
Financial Performance
Historical Performance: Historical performance data should be obtained from reputable financial data providers.
Benchmark Comparison: The ETF's performance is typically compared to the Health Care Select Sector Index.
Expense Ratio: 0.1
Liquidity
Average Trading Volume
XLV typically exhibits high average trading volume, indicating good liquidity.
Bid-Ask Spread
XLV generally has a tight bid-ask spread, reflecting its high liquidity and efficient trading.
Market Dynamics
Market Environment Factors
Economic indicators, healthcare policy changes, pharmaceutical innovation, and demographic trends all affect XLV.
Growth Trajectory
The growth trajectory of XLV is tied to the overall performance of the healthcare sector, influenced by factors like aging populations and advancements in medical technology.
Moat and Competitive Advantages
Competitive Edge
XLV benefits from its first-mover advantage in the sector ETF space, its strong brand recognition, and deep liquidity. Its replication strategy ensures close tracking of the Health Care Select Sector Index. The fund's size and AUM also provide economies of scale, potentially leading to tighter bid-ask spreads and lower tracking error compared to smaller competitors. This combination of factors makes it a preferred choice for investors seeking broad exposure to the healthcare sector.
Risk Analysis
Volatility
XLV's volatility is generally moderate, reflecting the inherent stability of the healthcare sector.
Market Risk
Market risk is present due to the potential for economic downturns or changes in investor sentiment affecting the healthcare sector.
Investor Profile
Ideal Investor Profile
The ideal investor for XLV is one seeking broad exposure to the U.S. healthcare sector, potentially for diversification or sector-specific growth.
Market Risk
XLV is suitable for long-term investors seeking exposure to the healthcare sector, as well as active traders due to its high liquidity.
Summary
The Health Care Select Sector SPDRu00ae Fund (XLV) offers broad exposure to the U.S. healthcare sector, tracking the Health Care Select Sector Index. Managed by State Street Global Advisors, it benefits from high liquidity and a low expense ratio. It's a suitable choice for investors seeking long-term growth within healthcare or those looking for a liquid trading instrument. However, investors should consider the inherent risks associated with sector-specific investments and potential regulatory changes affecting the healthcare industry.
Similar Companies
IYH
iShares U.S. Healthcare ETF
IYH
iShares U.S. Healthcare ETF
PJP
Invesco Dynamic Pharmaceuticals ETF
PJP
Invesco Dynamic Pharmaceuticals ETF
VHT
Vanguard Health Care Index Fund ETF Shares
VHT
Vanguard Health Care Index Fund ETF Shares
XHE
SPDR® S&P Health Care Equipment ETF
XHE
SPDR® S&P Health Care Equipment ETF
Sources and Disclaimers
Data Sources:
- State Street Global Advisors (SSGA)
- ETF.com
- Morningstar
- Yahoo Finance
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Investors should consult with a qualified financial advisor before making any investment decisions. Market data is subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Health Care Select Sector SPDR® Fund
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
In seeking to track the performance of the index, the fund employs a replication strategy. It generally invests substantially all, but at least 95%, of its total assets in the securities comprising the index. The index includes companies from the following industries: pharmaceuticals; health care equipment & supplies; health care providers & services; biotechnology; life sciences tools & services; and health care technology. The fund is non-diversified.
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