Morningstar

SPDR® S&P Software & Services ETF XSW

Morningstar Medalist Rating
Medalist Rating as of | See State Street Investment Hub

Morningstar’s Analysis XSW

Will XSW outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable XSW’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the XSW management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of XSW’s parent organization’s priorities and whether they’re in line with investors’ interests.

SPDR ® S&P Software& Services ETF earns a Morningstar Medalist Rating of Neutral with strength in areas such as People offset by weaker spots such as Process.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings XSW

More XSW Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 8.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cipher Mining Inc

0.92 3.4 Mil
Financial Services

TeraWulf Inc

0.82 3.0 Mil
Financial Services

MicroStrategy Inc Class A

0.81 3.0 Mil
Technology

Aurora Innovation Inc Class A

0.79 2.9 Mil
Technology

AppLovin Corp Ordinary Shares - Class A

0.78 2.9 Mil
Technology

Progress Software Corp

0.78 2.9 Mil
Technology

Klaviyo Inc Class A common stock

0.78 2.9 Mil
Technology

Unity Software Inc Ordinary Shares

0.77 2.9 Mil
Technology

Hut 8 Corp

0.77 2.9 Mil
Financial Services

SEMrush Holdings Inc Ordinary Shares - Class A

0.77 2.8 Mil
Technology

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