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Upturn AI SWOT - About
SPDR® S&P Aerospace & Defense ETF (XAR)
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Upturn Advisory Summary
08/14/2025: XAR (1-star) is a SELL. SELL since 2 days. Profits (23.69%). 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.
Analysis of Past Performance
Type ETF | Historic Profit 51.04% | Avg. Invested days 79 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.19 | 52 Weeks Range 137.00 - 210.74 | Updated Date 06/30/2025 |
52 Weeks Range 137.00 - 210.74 | Updated Date 06/30/2025 |
Upturn AI SWOT
SPDR® S&P Aerospace & Defense ETF
ETF Overview
Overview
The SPDRu00ae S&P Aerospace & Defense ETF (XAR) seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P Aerospace & Defense Select Industry Index. It offers exposure to U.S. companies involved in aerospace and defense.
Reputation and Reliability
State Street Global Advisors (SSGA) is a well-established and reputable ETF issuer with a long track record in the market.
Management Expertise
SSGA has extensive experience in managing index-tracking ETFs and a dedicated team of portfolio managers.
Investment Objective
Goal
The ETF aims to provide investment results that correspond to the S&P Aerospace & Defense Select Industry Index.
Investment Approach and Strategy
Strategy: The ETF employs a replication strategy, investing in all or a representative sample of the securities in the index.
Composition The ETF holds stocks of U.S. aerospace and defense companies.
Market Position
Market Share: XAR holds a significant, but not dominant, market share within the aerospace and defense ETF sector.
Total Net Assets (AUM): 637700000
Competitors
Key Competitors
- iShares U.S. Aerospace & Defense ETF (ITA)
- Invesco Aerospace & Defense ETF (PPA)
Competitive Landscape
The aerospace and defense ETF market is dominated by ITA and XAR. XAR's equal-weighted methodology offers broader exposure and potentially different risk/return characteristics compared to ITA's market-cap weighted approach. PPA, while smaller, provides another alternative with a focus on companies involved in the aerospace and defense industries, but often at a higher expense ratio compared to the major players.
Financial Performance
Historical Performance: Historical performance data is best obtained from reliable financial data providers.
Benchmark Comparison: The ETF's performance should be compared to the S&P Aerospace & Defense Select Industry Index.
Expense Ratio: 0.35
Liquidity
Average Trading Volume
XAR generally exhibits good liquidity with healthy daily trading volume.
Bid-Ask Spread
The bid-ask spread for XAR is typically tight, reflecting good liquidity and ease of trading.
Market Dynamics
Market Environment Factors
Economic indicators, geopolitical events, government defense spending, and commercial aerospace demand influence XAR's performance.
Growth Trajectory
XAR's growth is tied to the overall aerospace and defense industry, with potential shifts based on global security concerns and technological advancements.
Moat and Competitive Advantages
Competitive Edge
XARu2019s competitive advantage lies in its equal-weighted methodology, offering broader exposure across the aerospace and defense sector compared to market-cap weighted alternatives. This approach reduces concentration risk and may capture smaller companies with growth potential. The ETF's association with State Street Global Advisors also provides a level of credibility and investor trust. XAR is a popular choice due to its comparatively low expense ratio against comparable options in this specific sector. Investors benefit from a fund that attempts to equally represent a broader range of companies involved in aerospace and defense, thus potentially offering a more balanced portfolio.
Risk Analysis
Volatility
XAR's volatility is generally correlated with the broader stock market and the aerospace and defense industry.
Market Risk
Specific risks include defense spending cuts, geopolitical instability, and economic downturns impacting commercial aerospace demand. The potential for political decisions influencing defense contracts and government spending poses a concentration risk.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking targeted exposure to the aerospace and defense sector and understands the associated risks.
Market Risk
XAR is suitable for investors seeking strategic exposure to this specific sector, possibly as part of a broader portfolio and not as a core holding.
Summary
XAR provides targeted exposure to the aerospace and defense industry. Its equal-weighted approach differentiates it from market-cap weighted competitors. Investors should consider the ETF's expense ratio, liquidity, and specific risks related to the sector. Geopolitical events, defense spending policies, and technological innovation can impact the fund's performance. XAR suits investors seeking targeted sector exposure and who are comfortable with the industry's inherent risks.
Peer Comparison
Sources and Disclaimers
Data Sources:
- State Street Global Advisors (SSGA) website
- ETF.com
- Morningstar
- Yahoo Finance
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Market data is dynamic and may change frequently. Investors should consult with a qualified financial advisor before making any investment decisions.
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 Aerospace & Defense 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 Aerospace & Defense 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 aerospace and defense segment of the S&P Total Market Index (S&P TMI).
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.