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Upturn AI SWOT - About
SPDR® S&P Biotech ETF (XBI)
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Upturn Advisory Summary
10/29/2025: XBI (3-star) is a STRONG-BUY. BUY since 101 days. Simulated Profits (31.73%). Updated daily EoD!
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 49.25% | Avg. Invested days 67 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/29/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.8 | 52 Weeks Range 66.65 - 105.45 | Updated Date 06/30/2025 |
52 Weeks Range 66.65 - 105.45 | Updated Date 06/30/2025 |
Upturn AI SWOT
SPDR® S&P Biotech ETF
ETF Overview
Overview
The SPDRu00ae S&P Biotech ETF (XBI) seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P Biotechnology Select Industry Index. It focuses on the biotechnology sector, utilizing a full replication strategy to hold all or substantially all of the component securities of the index.
Reputation and Reliability
State Street Global Advisors (SSGA) is a well-established and reputable ETF provider with a long track record.
Management Expertise
SSGA has extensive experience in managing index-tracking ETFs, including those focused on specific sectors like biotechnology.
Investment Objective
Goal
To provide investment results that correspond generally to the total return performance of the S&P Biotechnology Select Industry Index.
Investment Approach and Strategy
Strategy: Tracks the S&P Biotechnology Select Industry Index using a full replication strategy.
Composition Primarily holds stocks of US biotechnology companies.
Market Position
Market Share: XBI holds a significant market share within the biotechnology ETF sector.
Total Net Assets (AUM): 7330000000
Competitors
Key Competitors
- iShares Biotechnology ETF (IBB)
- ARK Genomic Revolution ETF (ARKG)
- VanEck Biotech ETF (BBH)
Competitive Landscape
The biotechnology ETF market is competitive, with XBI, IBB, and ARKG being major players. XBI's equal-weighting strategy offers diversification, while IBB's market-cap weighting favors larger companies. ARKG offers exposure to innovative genomic companies but at a higher risk. XBI may provide exposure to smaller and mid-cap biotech firms, potentially offering higher growth but also higher volatility.
Financial Performance
Historical Performance: Historical performance data needs to be sourced directly from financial data providers. The data would be presented in a structured array format here.
Benchmark Comparison: Benchmark comparison data needs to be sourced directly from financial data providers and would be presented as a structured array.
Expense Ratio: 0.035
Liquidity
Average Trading Volume
XBI exhibits high liquidity due to its large AUM and popularity, allowing for easy buying and selling of shares.
Bid-Ask Spread
XBI typically has a tight bid-ask spread, indicating lower transaction costs for investors.
Market Dynamics
Market Environment Factors
Economic conditions, FDA regulations, clinical trial results, and technological advancements significantly affect XBI's performance.
Growth Trajectory
XBI's growth trajectory is tied to the overall health of the biotechnology sector and the success of its constituent companies.
Moat and Competitive Advantages
Competitive Edge
XBI's primary competitive advantage is its equal-weighting methodology, which provides broader exposure to smaller and mid-cap biotechnology companies. This contrasts with market-cap-weighted ETFs that are heavily influenced by larger companies. The equal-weight strategy potentially offers higher growth prospects but also increases volatility. XBI's lower expense ratio compared to some actively managed biotech ETFs also makes it attractive to cost-conscious investors.
Risk Analysis
Volatility
XBI can exhibit high volatility due to the inherent risks associated with the biotechnology sector, including clinical trial failures and regulatory hurdles.
Market Risk
XBI is subject to market risk, as the value of its holdings can fluctuate based on overall market conditions and investor sentiment towards the biotechnology sector.
Investor Profile
Ideal Investor Profile
XBI is suitable for investors seeking exposure to the biotechnology sector and willing to accept a higher level of risk. Investors who believe in the long-term growth potential of biotech and are comfortable with volatility may find XBI appealing.
Market Risk
XBI is best suited for long-term investors with a higher risk tolerance, rather than active traders looking for short-term gains.
Summary
The SPDRu00ae S&P Biotech ETF (XBI) offers investors diversified exposure to the US biotechnology sector. Its equal-weighting methodology provides broader exposure than market-cap-weighted funds, potentially leading to higher growth but also increased volatility. It is a cost-effective option for investors seeking to capitalize on the long-term growth potential of biotechnology. However, investors should be aware of the inherent risks associated with the sector, including clinical trial failures and regulatory changes.
Similar ETFs
Sources and Disclaimers
Data Sources:
- State Street Global Advisors (SSGA), ETF.com, Bloomberg, Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and do not constitute financial advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions. Market share data is estimated and may vary depending on the source.
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 Biotech 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 Biotechnology 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 biotechnology 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.