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Morningstar

SPDR® S&P Oil & Gas Equipment&Svcs ETF XES

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

Morningstar’s Analysis XES

Will XES 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 XES’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the XES 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 XES’s parent organization’s priorities and whether they’re in line with investors’ interests.

SPDR ® S&P Oil& Gas Equipment& Svcs 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 cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings XES

More XES Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 43.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Tidewater Inc

5.01 14.9 Mil
Energy

TechnipFMC PLC

4.64 13.8 Mil
Energy

Weatherford International PLC Ordinary Shares - New

4.40 13.1 Mil
Energy

Valaris Ltd

4.39 13.0 Mil
Energy

Transocean Ltd

4.38 13.0 Mil
Energy

Cactus Inc Class A

4.21 12.5 Mil
Energy

Liberty Energy Inc Class A

4.16 12.3 Mil
Energy

ChampionX Corp

4.15 12.3 Mil
Energy

Noble Corp PLC Class A

4.13 12.3 Mil
Energy

Archrock Inc

4.13 12.2 Mil
Energy