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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 43.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Tidewater Inc

5.02 14.9 Mil
Energy

TechnipFMC PLC

4.60 13.7 Mil
Energy

Valaris Ltd

4.44 13.2 Mil
Energy

Transocean Ltd

4.37 13.0 Mil
Energy

Weatherford International PLC Ordinary Shares - New

4.34 12.9 Mil
Energy

Cactus Inc Class A

4.20 12.5 Mil
Energy

Archrock Inc

4.20 12.5 Mil
Energy

Noble Corp PLC Class A

4.15 12.3 Mil
Energy

Baker Hughes Co Class A

4.13 12.3 Mil
Energy

ChampionX Corp

4.12 12.2 Mil
Energy