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SPDR® S&P Oil & Gas Equipment & Services ETF (XES)
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Upturn Advisory Summary
12/05/2025: 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 -14.09% | Avg. Invested days 31 | 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 12/05/2025 |
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 to the oil and gas industry.
Reputation and Reliability
State Street Global Advisors (SSGA) is a well-established and reputable ETF issuer with a long track record.
Management Expertise
SSGA has extensive experience in managing index-tracking ETFs, with a dedicated team focused on sector-specific funds.
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: Tracks the S&P Oil & Gas Equipment & Services Select Industry Index.
Composition Primarily holds stocks of companies involved in oil and gas equipment and services.
Market Position
Market Share: XES has a significant market share within the oil and gas equipment and services ETF category.
Total Net Assets (AUM): 62490000
Competitors
Key Competitors
- Invesco Dynamic Oil & Gas Services ETF (PXJ)
- VanEck Oil Services ETF (OIH)
Competitive Landscape
The competitive landscape is dominated by a few key players. XES offers a relatively broad exposure to the oil and gas equipment and services sector compared to some more concentrated competitors. Competitors may have a different expense ratio or different tracking error.
Financial Performance
Historical Performance: Historical performance can be found on the SSGA website. The fund's historical performance is closely related to the underlying index and the performance of the energy sector.
Benchmark Comparison: The ETF's performance should closely track the S&P Oil & Gas Equipment & Services Select Industry Index. Discrepancies may arise from tracking error and fund expenses.
Expense Ratio: 0.35
Liquidity
Average Trading Volume
XES exhibits moderate liquidity, facilitating relatively easy buying and selling for most investors.
Bid-Ask Spread
The bid-ask spread is generally reasonable, reflecting sufficient trading activity for the ETF.
Market Dynamics
Market Environment Factors
The performance of XES is heavily influenced by oil and gas prices, exploration and production activities, and geopolitical events impacting the energy sector.
Growth Trajectory
The growth trajectory of XES is closely tied to the cyclical nature of the oil and gas industry, with periods of expansion and contraction depending on market conditions and energy demand.
Moat and Competitive Advantages
Competitive Edge
XES benefits from SSGA's established brand and reputation as a leading ETF provider. Its competitive advantage lies in its broad exposure to the oil and gas equipment and services sector within the S&P index. Furthermore, it has a relatively low expense ratio compared to some competitors. It's simple index tracking strategy also lowers risk.
Risk Analysis
Volatility
XES experiences relatively high volatility due to the inherent volatility of the oil and gas industry.
Market Risk
Market risk stems from fluctuations in oil and gas prices, regulatory changes, and technological advancements that could impact the demand for oil and gas equipment and services.
Investor Profile
Ideal Investor Profile
Investors seeking exposure to the oil and gas equipment and services sector as part of a broader portfolio, or those who have a bullish outlook on the energy sector, may find XES suitable.
Market Risk
XES is best suited for investors with a moderate to high risk tolerance and a longer-term investment horizon, acknowledging the cyclical nature of the oil and gas industry.
Summary
SPDRu00ae S&P Oil & Gas Equipment & Services ETF (XES) offers targeted exposure to the oil and gas equipment and services sector by tracking the S&P Oil & Gas Equipment & Services Select Industry Index. Managed by State Street Global Advisors, it benefits from their established brand and expertise. The ETF is subject to the volatility of the energy sector and broader market risks. It is suitable for investors who are bullish on the oil and gas industry and can tolerate moderate to high volatility.
Similar ETFs
Sources and Disclaimers
Data Sources:
- SSGA Website
- ETF.com
- Yahoo Finance
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market conditions and investment strategies may change over time.
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.