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Upturn AI SWOT - About
SPDR® S&P Software & Services ETF (XSW)
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Upturn Advisory Summary
10/10/2025: XSW (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 21.14% | Avg. Invested days 46 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 10/10/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.16 | 52 Weeks Range 136.75 - 205.86 | Updated Date 06/29/2025 |
52 Weeks Range 136.75 - 205.86 | Updated Date 06/29/2025 |
Upturn AI SWOT
SPDR® S&P Software & Services ETF
ETF Overview
Overview
The SPDRu00ae S&P Software & Services ETF (XSW) seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P Software & Services Select Industry Index. The fund invests in a diverse range of software and services companies, offering exposure to a dynamic sector.
Reputation and Reliability
State Street Global Advisors (SSGA) is a well-established and reputable asset manager with a long track record in the ETF market.
Management Expertise
SSGA has a large and experienced team of investment professionals managing its ETFs.
Investment Objective
Goal
To provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P Software & Services Select Industry Index.
Investment Approach and Strategy
Strategy: The ETF employs a replication strategy, aiming to hold all or substantially all of the securities in the underlying index.
Composition The ETF holds stocks of companies in the software and services sector.
Market Position
Market Share: XSW's market share within the software and services ETFs varies depending on the specific sub-segment and competitive landscape.
Total Net Assets (AUM): 391500000
Competitors
Key Competitors
- IGV
- CLOU
- WCLD
Competitive Landscape
The software and services ETF market is competitive, with XSW competing against larger, more established funds like IGV and thematic funds like CLOU. XSW offers broad exposure within the sector, while competitors may focus on specific sub-sectors or growth themes. XSW benefits from SSGA's reputation but faces challenges in gaining market share against funds with higher AUM and more focused investment mandates.
Financial Performance
Historical Performance: Historical performance data should be obtained from reliable financial data providers such as Yahoo Finance, Google Finance, or Bloomberg.
Benchmark Comparison: The ETF's performance should be compared to the S&P Software & Services Select Industry Index to assess its tracking effectiveness.
Expense Ratio: 0.35
Liquidity
Average Trading Volume
XSW exhibits a moderate average daily trading volume, typically sufficient for most retail investors.
Bid-Ask Spread
The bid-ask spread for XSW is generally tight, indicating reasonable trading costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, technological advancements, and regulatory changes can significantly affect the software and services sector and, consequently, XSW's performance.
Growth Trajectory
XSW's growth trajectory is closely tied to the overall growth of the software and services industry and SSGA is constantly monitoring and adjusts the fund accordingly.
Moat and Competitive Advantages
Competitive Edge
XSW's competitive edge lies in its broad exposure to the software and services sector and State Street's (SSGA) reputation. The fund offers a relatively cost-effective way to gain access to a diverse range of companies within this sector. As an index-tracking ETF, its management style is more passive, relying on the underlying index's construction. However, the fund doesn't have the unique thematic focus or concentration that can drive higher returns in some competitor funds.
Risk Analysis
Volatility
XSW's volatility is generally moderate to high, reflecting the inherent volatility of the technology sector.
Market Risk
XSW is subject to market risk, including the risk of declines in the overall stock market and sector-specific risks related to the software and services industry, such as technological obsolescence and changing consumer preferences.
Investor Profile
Ideal Investor Profile
The ideal investor for XSW is someone seeking exposure to the software and services sector as part of a diversified portfolio and has a moderate to high risk tolerance.
Market Risk
XSW is suitable for long-term investors seeking capital appreciation and willing to accept the volatility associated with the technology sector. Active traders might use it for short-term sector rotation strategies.
Summary
The SPDRu00ae S&P Software & Services ETF (XSW) offers broad exposure to the software and services sector through a relatively low-cost index-tracking approach. SSGA's established reputation ensures reliability, though the fund faces competition from larger and more specialized ETFs. Investors should consider their risk tolerance and investment objectives before investing in XSW, as it is subject to market and sector-specific risks. Overall, XSW is a reasonable choice for investors seeking passive exposure to the software and services industry.
Peer Comparison
Sources and Disclaimers
Data Sources:
- State Street Global Advisors (SSGA) website
- Yahoo Finance
- ETF.com
- Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual financial circumstances and consultation with a qualified financial advisor. Market share percentages may not total 100% due to rounding and the inclusion of other smaller competitors.
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 Software & 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 Software & Services 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 software 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.