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Upturn AI SWOT - About
SPDR® S&P Software & Services ETF (XSW)
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Upturn Advisory Summary
08/14/2025: XSW (1-star) is currently NOT-A-BUY. Pass it for now.
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 21.27% | Avg. Invested days 49 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 08/14/2025 |
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. It invests in a wide range of software and service companies within the S&P Total Market Index.
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 managing a wide variety of ETFs across different asset classes and sectors.
Investment Objective
Goal
To provide investment results that closely correspond to the performance of the S&P Software & Services Select Industry Index.
Investment Approach and Strategy
Strategy: Tracks the S&P Software & Services Select Industry Index using a replication strategy.
Composition Primarily holds stocks of U.S. software and services companies.
Market Position
Market Share: XSW's market share represents a portion of the total assets invested in ETFs focused on software and services.
Total Net Assets (AUM): 487811040
Competitors
Key Competitors
- iShares Expanded Tech-Software Sector ETF (IGV)
- First Trust Cloud Computing ETF (SKYY)
- Global X Cloud Computing ETF (CLOU)
Competitive Landscape
The software and services ETF market is competitive, with several ETFs offering exposure to similar companies. XSW offers more diversified exposure across the software and services sectors compared to more niche ETFs, but it may have lower potential for outperformance during bull markets. More specialized ETFs like SKYY or CLOU might concentrate on faster growing segments but could be more volatile.
Financial Performance
Historical Performance: Historical performance varies with market conditions. Past performance is not indicative of future results.
Benchmark Comparison: The ETF's performance should closely track the S&P Software & Services Select Industry Index.
Expense Ratio: 0.35
Liquidity
Average Trading Volume
The ETF typically has moderate trading volume, indicating reasonable liquidity.
Bid-Ask Spread
The bid-ask spread is usually tight, suggesting relatively low transaction costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and technological advancements significantly affect the software and services sectors.
Growth Trajectory
The ETF's growth is tied to the overall expansion and innovation within the software and services industries. Holdings adjust periodically based on index methodology.
Moat and Competitive Advantages
Competitive Edge
XSW's strength comes from its broad diversification across the software and services industries, minimizing the impact of individual company underperformance. Its low expense ratio compared to some competitors makes it an attractive option for cost-conscious investors. The fund's focus on a wide array of software and services provides balanced exposure within the technology sector. As an ETF tracking the S&P Software & Services Select Industry Index, XSW offers transparency and replicability that appeals to passive investors.
Risk Analysis
Volatility
The ETF experiences moderate volatility due to its focus on the technology sector, which can be sensitive to market fluctuations.
Market Risk
The ETF is susceptible to market risk, particularly related to economic downturns and changes in investor sentiment toward technology stocks.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking exposure to the software and services sector and is comfortable with moderate volatility.
Market Risk
Suitable for long-term investors seeking diversified exposure to the software and services industry, as well as passive index followers.
Summary
XSW offers diversified exposure to the US software and services sector through a passively managed ETF tracking the S&P Software & Services Select Industry Index. Its low expense ratio and moderate volatility make it an attractive option for investors seeking long-term growth potential within the technology industry. The fundu2019s success depends heavily on growth within the software and services sectors. Investors should carefully consider market risks before investing. However, the fund is a straightforward instrument for accessing the software and services market.
Peer Comparison
Sources and Disclaimers
Data Sources:
- State Street Global Advisors
- FactSet
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market conditions and investment strategies can change over time. 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 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.