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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’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the lowest 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 145
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 9.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MicroStrategy Inc Class A

0.98
3,689,590
Technology

Roblox Corp Ordinary Shares - Class A

0.94
3,519,857
Communication Services

Varonis Systems Inc

0.93
3,491,889
Technology

Engagesmart Inc

0.92
3,455,129
Technology

Alkami Technology Inc

0.91
3,420,135
Technology

Agilysys Inc

0.90
3,392,320
Technology

Vertex Inc Class A

0.90
3,382,530
Technology

Cleanspark Inc

0.89
3,354,417
Financial Services

Palantir Technologies Inc Ordinary Shares - Class A

0.89
3,335,947
Technology

CrowdStrike Holdings Inc Class A

0.88
3,303,351
Technology