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Upturn AI SWOT - About
SPDR® S&P Software & Services ETF (XSW)
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Upturn Advisory Summary
04/01/2025: XSW (1-star) is currently NOT-A-BUY. Pass it for now.
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 -2.13% | Avg. Invested days 43 | Today’s Advisory PASS |
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) 52240 | Beta 1.14 | 52 Weeks Range 136.80 - 205.94 | Updated Date 04/2/2025 |
52 Weeks Range 136.80 - 205.94 | Updated Date 04/2/2025 |
Upturn AI SWOT
SPDR® S&P Software & Services ETF
ETF Overview
Overview
The SPDRu00ae S&P Software & Services ETF (XSW) seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P Software & Services Select Industry Index. It focuses on the software and services sector, employing a representative sampling strategy.
Reputation and Reliability
State Street Global Advisors (SSGA) is a reputable and reliable ETF issuer with a long track record.
Management Expertise
SSGA has extensive experience and expertise in managing index-tracking ETFs.
Investment Objective
Goal
To provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P Software & Services Select Industry Index.
Investment Approach and Strategy
Strategy: Tracks the S&P Software & Services Select Industry Index, which represents the software and services sub-industries within the S&P Total Market Index.
Composition Primarily holds stocks of companies in the software and services sector.
Market Position
Market Share: XSW has a moderate market share within the software and services ETF category.
Total Net Assets (AUM): 344180000
Competitors
Key Competitors
- IGV
- PSJ
- SOXX
- SMH
Competitive Landscape
The software and services ETF industry is competitive. XSW competes with larger ETFs like IGV that have more AUM and potentially tighter spreads. XSW offers exposure to smaller companies in the sector, which can lead to higher growth potential but also greater volatility. XSW differs from competitors like SOXX or SMH which focuses specifically on semiconductor companies.
Financial Performance
Historical Performance: Historical performance data is available from SSGA and major financial data providers.
Benchmark Comparison: XSW's performance should be compared to the S&P Software & Services Select Industry Index to assess tracking effectiveness.
Expense Ratio: 0.35
Liquidity
Average Trading Volume
XSW's average trading volume indicates moderate liquidity.
Bid-Ask Spread
The bid-ask spread reflects the cost of trading XSW and varies depending on market conditions.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, technological advancements, and regulatory changes can influence XSW's performance.
Growth Trajectory
Growth depends on the overall performance of the software and services sector and XSW's ability to track its underlying index.
Moat and Competitive Advantages
Competitive Edge
XSW provides targeted exposure to the software and services sector, allowing investors to fine-tune their portfolio allocation. Its representative sampling strategy aims to closely track the index while managing costs. The ETF's relatively small size compared to larger peers can offer exposure to smaller, potentially faster-growing companies. However, this can also result in higher volatility. SSGA's reputation adds credibility.
Risk Analysis
Volatility
XSW's volatility is influenced by the inherent volatility of the software and services sector.
Market Risk
Market risk includes factors such as economic downturns, sector-specific challenges, and changes in investor sentiment.
Investor Profile
Ideal Investor Profile
Investors seeking targeted exposure to the software and services sector.
Market Risk
Suitable for long-term investors seeking sector-specific growth potential, but may also appeal to active traders due to the sector's volatility.
Summary
The SPDRu00ae S&P Software & Services ETF (XSW) offers focused exposure to the software and services sector by tracking the S&P Software & Services Select Industry Index. While it provides a way to target a specific growth area, its smaller size and focus on smaller companies within the sector lead to potential higher volatility. Investors should consider their risk tolerance and the ETF's expense ratio. SSGAu2019s experienced management contributes to its reliability, although its market share is smaller than some of its key competitors.
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SMH
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SOXX
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Sources and Disclaimers
Data Sources:
- State Street Global Advisors (SSGA)
- FactSet
- Morningstar
- Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and do not constitute investment advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor.
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 SPDR® S&P Software & Services ETF
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 S&P Software & Services Select Industry Index (the index), the fund employs a sampling strategy. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index represents the software and services segment of the S&P Total Market Index (S&P TMI).
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