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Upturn AI SWOT - About
SPDR® S&P Pharmaceuticals ETF (XPH)
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Upturn Advisory Summary
07/30/2025: XPH (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 10.19% | Avg. Invested days 54 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 07/30/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.65 | 52 Weeks Range 35.14 - 48.30 | Updated Date 06/30/2025 |
52 Weeks Range 35.14 - 48.30 | Updated Date 06/30/2025 |
Upturn AI SWOT
SPDR® S&P Pharmaceuticals ETF
ETF Overview
Overview
The SPDRu00ae S&P Pharmaceuticals ETF (XPH) seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P Pharmaceuticals Select Industry Index. It focuses on the pharmaceuticals sector and aims to capture the performance of companies involved in the research, development, production, and marketing of pharmaceuticals.
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 ETFs and tracking various market indices.
Investment Objective
Goal
To provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P Pharmaceuticals Select Industry Index.
Investment Approach and Strategy
Strategy: XPH aims to track the S&P Pharmaceuticals Select Industry Index.
Composition The ETF primarily holds stocks of pharmaceutical companies.
Market Position
Market Share: XPH has a moderate market share within the pharmaceuticals ETF sector.
Total Net Assets (AUM): 354529825.5
Competitors
Key Competitors
- IHE
- PJP
- DRGS
Competitive Landscape
The pharmaceutical ETF market is moderately competitive. XPH benefits from SSGA's reputation and relatively broad exposure but faces competition from more targeted or lower-cost alternatives. Competitors may focus on specific segments or employ different weighting methodologies. XPH's equal weighting offers diversification within the sector compared to market-cap weighted alternatives.
Financial Performance
Historical Performance: Historical performance data is unavailable at the time of this response.
Benchmark Comparison: Performance data would be needed for an effective benchmark comparison.
Expense Ratio: 0.35
Liquidity
Average Trading Volume
XPH generally exhibits moderate average trading volume, indicating reasonable liquidity.
Bid-Ask Spread
The bid-ask spread for XPH is typically small, reflecting its reasonable liquidity.
Market Dynamics
Market Environment Factors
Economic indicators, healthcare policy changes, drug pricing regulations, and pharmaceutical innovation impact XPH.
Growth Trajectory
XPH's growth is tied to the overall performance of the pharmaceutical industry, innovation in drug development, and demographic trends.
Moat and Competitive Advantages
Competitive Edge
XPH's competitive advantage lies in its brand recognition through State Street and its access to the S&P Pharmaceuticals Select Industry Index. The equal weighting of the ETF provides diversification across the pharmaceutical sector. This reduces reliance on the performance of a few dominant companies. The fund offers a focused approach to investing in pharmaceutical companies.
Risk Analysis
Volatility
XPH's volatility is generally correlated with the overall market and the healthcare sector.
Market Risk
Specific risks include regulatory changes impacting drug pricing, patent expirations, clinical trial failures, and competition from generic drugs.
Investor Profile
Ideal Investor Profile
Investors seeking targeted exposure to the pharmaceutical sector, looking for diversification within the industry, and those comfortable with sector-specific risk.
Market Risk
XPH is suitable for investors with a moderate to high risk tolerance seeking long-term growth or tactical sector allocation.
Summary
SPDRu00ae S&P Pharmaceuticals ETF (XPH) offers exposure to the pharmaceutical industry by tracking the S&P Pharmaceuticals Select Industry Index. It is managed by SSGA, a reputable ETF provider. The fund's equal weighting strategy offers diversification within the sector. It's suitable for investors with a moderate risk tolerance looking to invest in the pharmaceutical industry and willing to accept sector-specific risks.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SPDR official website
- ETF.com
- Yahoo Finance
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Market conditions and fund performance can change.
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 Pharmaceuticals 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 Pharmaceuticals 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 pharmaceuticals 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.