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Upturn AI SWOT - About
SPDR® S&P Oil & Gas Equipment & Services ETF (XES)
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Upturn Advisory Summary
10/15/2025: 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 -28.89% | Avg. Invested days 27 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/15/2025 |
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 that provide equipment and services for the oil and gas industry.
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 ETFs across various sectors and asset classes.
Investment Objective
Goal
To provide investment results that 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 primarily engaged in the oil and gas equipment and services sector.
Market Position
Market Share: XES holds a significant portion of the market share within the oil and gas equipment and services ETF segment.
Total Net Assets (AUM): 849120000
Competitors
Key Competitors
- iShares U.S. Oil Equipment & Services ETF (IEZ)
Competitive Landscape
The competitive landscape is concentrated with XES holding a dominant market share, but IEZ remains a competitor. XES has an advantage due to it's first mover advantage. IEZ tries to lower expense ratio to attract more investors.
Financial Performance
Historical Performance: Historical performance can be reviewed through available data sources to understand long term track record.
Benchmark Comparison: The ETF's performance is compared to the S&P Oil & Gas Equipment & Services Select Industry Index to assess its tracking effectiveness.
Expense Ratio: 0.35
Liquidity
Average Trading Volume
The average daily trading volume is reasonably high, facilitating relatively easy buying and selling.
Bid-Ask Spread
The bid-ask spread is typically tight, suggesting relatively low trading costs.
Market Dynamics
Market Environment Factors
Economic indicators such as oil prices, energy demand, and geopolitical events can significantly affect the ETF.
Growth Trajectory
The growth trajectory depends on the cyclical nature of the oil and gas industry and technological advancements in equipment and services.
Moat and Competitive Advantages
Competitive Edge
XES benefits from its established presence and relatively high AUM. It effectively tracks the S&P Oil & Gas Equipment & Services Select Industry Index. There are no unique investment strategies or superior management. However, SSGA's overall reputation is strong.
Risk Analysis
Volatility
The ETF can exhibit high volatility due to the cyclical nature of the oil and gas industry.
Market Risk
Specific risks include commodity price fluctuations, regulatory changes, and technological obsolescence within the oil and gas sector.
Investor Profile
Ideal Investor Profile
Investors seeking targeted exposure to the oil and gas equipment and services sector and who are comfortable with sector-specific risks.
Market Risk
Suitable for investors with a higher risk tolerance looking for potential growth in the oil and gas sector, not passive index followers.
Summary
SPDRu00ae S&P Oil & Gas Equipment & Services ETF (XES) provides concentrated exposure to the oil and gas equipment and services sector. It tracks the S&P Oil & Gas Equipment & Services Select Industry Index. This ETF is suitable for investors with higher risk tolerance seeking exposure to potential growth. It exhibits high volatility but offers targeted exposure.
Peer Comparison
Sources and Disclaimers
Data Sources:
- State Street Global Advisors (SSGA)
- ETF.com
- Bloomberg
- Yahoo Finance
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Past performance is not indicative of future results. 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 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.