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Upturn AI SWOT - About
SPDR® S&P Oil & Gas Equipment & Services ETF (XES)
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Upturn Advisory Summary
08/14/2025: XES (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 -34.76% | Avg. Invested days 22 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.34 | 52 Weeks Range 50.89 - 97.47 | Updated Date 06/29/2025 |
52 Weeks Range 50.89 - 97.47 | Updated Date 06/29/2025 |
Upturn AI SWOT
SPDR® S&P Oil & Gas Equipment & Services ETF
ETF Overview
Overview
The SPDRu00ae S&P Oil & Gas Equipment & Services ETF (XES) seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P Oil & Gas Equipment & Services Select Industry Index. It focuses on companies involved in providing equipment and services for the oil and gas industry.
Reputation and Reliability
State Street Global Advisors (SSGA) is a well-established and reputable issuer with a long track record in the ETF market.
Management Expertise
SSGA has considerable expertise in managing sector-specific ETFs and a dedicated team focused on tracking indices.
Investment Objective
Goal
To provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P Oil & Gas Equipment & Services Select Industry Index.
Investment Approach and Strategy
Strategy: The ETF employs a replication strategy, attempting to hold all of the stocks in the S&P Oil & Gas Equipment & Services Select Industry Index in proportion to their weighting in the index.
Composition The ETF holds stocks of companies within the oil and gas equipment and services sector.
Market Position
Market Share: XES has a moderate market share within the oil and gas equipment and services ETF segment.
Total Net Assets (AUM): 615600000
Competitors
Key Competitors
- Invesco Dynamic Oil & Gas Services ETF (PXJ)
- VanEck Oil Services ETF (OIH)
Competitive Landscape
The oil and gas equipment and services ETF market is relatively concentrated. XES benefits from its established brand and tracking of a widely recognized index. However, competitors may offer lower expense ratios or slightly different sector exposures.
Financial Performance
Historical Performance: Historical performance varies with the cyclical nature of the oil and gas industry. Data needed to be retrieved from available sources.
Benchmark Comparison: The ETF's performance should closely track the S&P Oil & Gas Equipment & Services Select Industry Index.
Expense Ratio: 0.35
Liquidity
Average Trading Volume
XES exhibits good liquidity, with a healthy average daily trading volume making it easy for investors to buy and sell shares.
Bid-Ask Spread
The bid-ask spread for XES is typically tight, reflecting its good liquidity and minimizing trading costs.
Market Dynamics
Market Environment Factors
The performance of XES is significantly affected by oil prices, drilling activity, geopolitical events, and technological advancements in the oil and gas sector.
Growth Trajectory
Growth is closely tied to global energy demand and investment in oil and gas exploration and production. The fund's strategy and holdings remain consistent with tracking the underlying index.
Moat and Competitive Advantages
Competitive Edge
XES benefits from the brand recognition of the SPDR family of ETFs and its established position as a tracker of a well-known oil and gas equipment and services index. Its strength is derived from its low cost basis and the familiarity and reputation of its issuer, SSGA. The fund's competitive edge lies in its liquidity and focused exposure to the oilfield service sector. The ETF's long-standing presence in the market makes it a credible option for many investors.
Risk Analysis
Volatility
XES is subject to high volatility due to the cyclical nature of the oil and gas industry and fluctuating energy prices.
Market Risk
The ETF is exposed to market risk related to the oil and gas sector, including commodity price fluctuations, regulatory changes, and technological disruptions.
Investor Profile
Ideal Investor Profile
Investors seeking targeted exposure to the oil and gas equipment and services sector to capitalize on anticipated growth in oil and gas exploration and production.
Market Risk
XES is best suited for investors with a higher risk tolerance due to its sector-specific focus and sensitivity to energy price fluctuations. It could be suitable for both active traders and long-term investors with a bullish outlook on the energy sector.
Summary
The SPDRu00ae S&P Oil & Gas Equipment & Services ETF (XES) provides targeted exposure to companies involved in the oil and gas equipment and services sector, tracking the S&P Oil & Gas Equipment & Services Select Industry Index. Its performance is highly correlated with oil prices and drilling activity, making it a volatile but potentially rewarding investment. Managed by State Street Global Advisors, XES offers good liquidity and a moderate expense ratio. This fund is more suitable for investors with a high-risk tolerance who believe in the growth of the oil and gas sector.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SPDR Official Website
- SSGA Official Website
- ETF.com
- Yahoo Finance
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered as investment advice. Past performance is not indicative of future results. 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 Oil & Gas Equipment & 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 Oil & Gas Equipment & Services Select Industry 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 oil and gas equipment and services 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.