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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 cheapest 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 10.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Matterport Inc Ordinary Shares - Class A

1.85 6.8 Mil
Technology

Aurora Innovation Inc Class A

1.01 3.7 Mil
Technology

Zeta Global Holdings Corp Class A

0.94 3.5 Mil
Technology

Model N Inc

0.93 3.4 Mil
Technology

HashiCorp Inc Ordinary Shares Class A

0.92 3.4 Mil
Technology

Envestnet Inc

0.90 3.3 Mil
Technology

Jamf Holding Corp Ordinary Shares

0.87 3.2 Mil
Technology

Mitek Systems Inc

0.87 3.2 Mil
Technology

Bentley Systems Inc Ordinary Shares - Class B

0.86 3.2 Mil
Technology

Q2 Holdings Inc

0.86 3.2 Mil
Technology