XSW - ETF AI Analysis
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SPDR S&P Software & Services ETF (XSW)
Rating:64Neutral
Price Target:―
Positive Factors
Strong Top Holdings Momentum
Several of the largest positions have shown strong gains this year, which has helped support the fund despite recent weakness.
Broad Software & Services Exposure
The ETF holds many different software and services companies, which spreads risk across a wide range of businesses within the industry.
Focused Technology Allocation
With most assets in technology and related areas, the fund is well positioned to benefit when the software sector is performing well.
Negative Factors
Recent Weak Overall Performance
The fund has experienced weak returns so far this year and over the last few months, which may concern investors looking for near-term strength.
High Sector Concentration
The ETF is heavily concentrated in technology, so a downturn in the software industry could hurt the fund more than a more diversified ETF.
Limited Geographic Diversification
Almost all holdings are U.S.-based, which means the fund offers little protection if the U.S. market or economy faces challenges.
XSW vs. SPDR S&P 500 ETF (SPY)
AUM412.36M
RegionNorth America
Expense Ratio0.35%
Beta1.29
IssuerSPDR
Inception DateSep 28, 2011
Dividend YieldN/A
Asset ClassEquity
Index TrackedS&P Software & Services Select Industry
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume35,303
30 Day Avg. Volume86,853
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
221.60Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering133
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
XSW Summary
The SPDR S&P Software & Services ETF (XSW) is a fund that follows the S&P Software & Services Select Industry Index, focusing mainly on U.S. technology companies. It holds a wide mix of software and IT service firms, including names like Unity Software and Clear Secure, that benefit from trends such as cloud computing, cybersecurity, and digital tools used by businesses. Someone might invest in XSW to seek growth and to get diversified exposure to many software companies in a single investment. A key risk is that it is heavily concentrated in tech stocks, so its price can swing sharply with changes in the technology sector.
How much will it cost me?The SPDR S&P Software & Services ETF (XSW) has an expense ratio of 0.35%, which means you’ll pay $3.50 per year for every $1,000 invested. This expense ratio is slightly higher than average for ETFs because it tracks a specialized sector and is not passively managed like broad market index funds.
What would affect this ETF?The SPDR S&P Software & Services ETF (XSW) could benefit from ongoing advancements in cloud computing, cybersecurity, and AI, as these technologies drive demand for software solutions and digital transformation. However, rising interest rates or economic slowdowns could negatively impact the growth-focused companies in this ETF, especially those with higher debt or reliance on venture capital. Its heavy exposure to U.S.-based technology firms makes it sensitive to regulatory changes or shifts in tech sector sentiment.
XSW Top 10 Holdings
XSW may be labeled a software and services ETF, but its recent story is being written by a pack of high-octane, U.S.-listed crypto and AI infrastructure names. Riot Platforms, Cipher Mining, TeraWulf, and Cleanspark have been rising, giving the fund a speculative, digital-assets flavor that can supercharge returns when sentiment is strong. Arteris has also been climbing, adding a chip-design twist to the mix. On the flip side, Take-Two looks steady to slightly soft, while Par Technology is clearly lagging and quietly tugging on performance from the back of the pack.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Porch Group | 1.20% | $4.99M | $1.35B | 17.43% | 57 Neutral | |
| Tenable Holdings | 1.00% | $4.15M | $2.96B | -21.30% | 61 Neutral | |
| Roblox | 0.99% | $4.10M | $36.89B | -49.52% | 51 Neutral | |
| Netskope, Inc. | 0.98% | $4.04M | $3.66B | ― | 47 Neutral | |
| Par Technology | 0.97% | $4.00M | $630.65M | -76.89% | 48 Neutral | |
| Palo Alto Networks | 0.95% | $3.93M | $234.54B | 40.86% | 73 Outperform | |
| Arteris | 0.93% | $3.84M | $2.04B | 432.73% | 50 Neutral | |
| Digital Turbine | 0.92% | $3.83M | $1.04B | 80.31% | 50 Neutral | |
| Qualys | 0.92% | $3.82M | $3.92B | -22.70% | 78 Outperform | |
| Yext | 0.91% | $3.77M | $380.94M | -51.83% | 63 Neutral |
XSW Technical Analysis
Positive
―
Price Trends
164.01
Positive
156.46
Positive
172.78
Positive
Market Momentum
2.83
Negative
66.84
Neutral
87.99
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For XSW, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 167.16, equal to the 50-day MA of 164.01, and equal to the 200-day MA of 172.78, indicating a bullish trend. The MACD of 2.83 indicates Negative momentum. The RSI at 66.84 is Neutral, neither overbought nor oversold. The STOCH value of 87.99 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for XSW.
XSW Peer Comparison
Comparison Results
Performance Comparison
XSW
SPDR S&P Software & Services ETF
176.45
-17.37
-8.96%
PTF
Invesco DWA Technology Momentum ETF
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QQH
HCM Defender 100 Index ETF
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IETC
iShares Evolved US Technology ETF
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GTOP
Goldman Sachs Technology Opportunities ETF
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WCLD
WisdomTree Cloud Computing Fund
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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