SPDR® S&P Health Care Equipment ETF (XHE)

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60.20 +0.04  +0.06% NYSE Arca Aug 18, 20:00 Delayed 2m USD
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XHE Price Chart

XHE Key Stats

XHE Performance

  Total Return Cat. Total Return (NAV) % Rank in Cat. (NAV)
1M -2.68% -3.43% 36
3M 6.71% 4.10% 19
6M 10.07% 5.50% 7
1Y 17.19% 8.08% 5
3Y 20.00% 7.76% 1
5Y 18.90% 16.66% 28
10Y -- 11.44% --
As of Aug. 18, 2017. Returns for periods of 1 year and above are annualized.

XHE Asset Allocation

Type % Net % Long % Short
Cash 0.00 0.00 0.00
Stock 99.89% 99.89% 0.00
Bond 0.00 0.00 0.00
Convertible 0.00 0.00 0.00
Preferred 0.00 0.00 0.00
Other 0.11% 0.11% 0.00
As of Aug. 17, 2017

XHE Region Exposure

Americas 98.19%
North America 98.19%
Latin America 0.00
Greater Europe 1.81%
United Kingdom 1.81%
Europe Developed 0.00
Europe Emerging 0.00
Africa/Middle East 0.00
Greater Asia 0.00
Japan 0.00
Australasia 0.00
Asia Developed 0.00
Asia Emerging 0.00
Market Classification
% Developed Markets 100.0%
% Emerging Markets 0.00
As of Aug. 17, 2017. Region breakdown data is calculated by using the long position holdings of the portfolio.

XHE Stock Sector Exposure

Basic Materials 0.00
Communication Services 0.00
Consumer Cyclical 0.00
Consumer Defensive 0.00
Energy 0.00
Financial Services 0.00
Healthcare 100.0%
Industrials 0.00
Real Estate 0.00
Technology 0.00
Utilities 0.00
As of Aug. 18, 2017

XHE Stock Market Capitalization

Giant 1.70%
Large 17.60%
Medium 27.86%
Small 30.41%
Micro 22.43%
As of Aug. 17, 2017

XHE Stock Style Exposure

Large Cap Value 0.00
Large Cap Blend 5.38%
Large Cap Growth 14.58%
Mid Cap Value 0.00
Mid Cap Blend 8.59%
Mid Cap Growth 20.16%
Small Cap Value 4.61%
Small Cap Blend 7.58%
Small Cap Growth 39.09%
As of Aug. 18, 2017
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XHE Top 10 Holdings

Symbol Name % Weight Price % Chg
OSUR OraSure Technologies Inc 2.35% 20.26 +1.45%
PODD Insulet Corp 2.33% 54.82 +0.44%
NXTM NxStage Medical Inc 2.26% 29.25 +0.03%
NVRO Nevro Corp 2.13% 84.01 +0.32%
MMSI Merit Medical Systems Inc 2.04% 40.75 -0.24%
ALGN Align Technology Inc 2.00% 168.61 -0.44%
HYH Halyard Health Inc 1.97% 42.53 +0.31%
WMGI Wright Medical Group NV 1.93% 28.72 +2.35%
ABMD Abiomed Inc 1.90% 152.14 -1.02%
ISRG Intuitive Surgical Inc 1.89% 984.31 +1.15%
As of Aug. 18, 2017
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XHE One Page Reports

XHE Basic Info

Style
Equity Style Mid Cap/Growth
Broad Asset Class Sector Equity
Broad Category Equity
Category Name Health
Prospectus Objective Specialty - Health
Fund Owner Firm Name SPDR State Street Global Advisors
Benchmark Index
S&P HealthCare Equip Sel Industry TR USD
100.0%

XHE Manager Info

Name Tenure
Kala O’Donnell 0.32 yrs
Karl Schneider 2.50 yrs
Michael Feehily 5.50 yrs

XHE Net Fund Flows

1M 6.105M
3M 18.25M
6M 42.96M
YTD 50.66M
1Y 78.89M
3Y 88.46M
5Y 90.27M
10Y --
As of July 31, 2017

XHE Risk Info

Beta (5Y) 0.8188
Max Drawdown (All) 25.46%
Historical Sharpe (10Y) --
Historical Sortino (All) 1.504
30-Day Rolling Volatility 12.01%
Daily Value at Risk (VaR) 1% (All) 3.03%
Monthly Value at Risk (VaR) 1% (All) 12.84%

XHE Fundamentals

Dividend Yield TTM (8-18-17) 0.08%
SEC Yield (8-17-17) 0.00
Weighted Average PE Ratio 36.68
Weighted Average Price to Sales Ratio 3.378
Weighted Average Price to Book Ratio 3.905
Weighted Median ROE 5.20%
Weighted Median ROA 3.55%
Forecasted Dividend Yield 0.37%
Forecasted PE Ratio 36.49
Forecasted Price to Sales Ratio 3.289
Forecasted Price to Book Ratio 3.425
Number of Holdings 66
As of Aug. 18, 2017

XHE Growth Estimates

Forecasted 5 Yr Earnings Growth 12.94%
Forecasted Book Value Growth 7.35%
Forecasted Cash Flow Growth 7.92%
Forecasted Earnings Growth 16.52%
Forecasted Revenue Growth 3.25%
As of Aug. 18, 2017

XHE Comparables

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XHE Attributes

Key Dates
Inception Date 1/26/2011
Last Annual Report Date 6/30/2016
Last Prospectus Date 10/31/2016
Attributes
Exchange Traded Share Yes
Exchange Traded Note No
Enhanced Index Fund No
Index Fund Yes
Inverse Fund No
Leveraged Fund No
Fund of Funds No
Currency Hedged Fund No
Synthetic Replication Fund No
Has Dividend Investment Plan No
General Availability
Available for Insurance Product No
Available for Retirement Plan No
Available for RRSP No

XHE Excel Add-In Codes

  • Name: =YCI("XHE","name")
  • Broad Asset Class: =YCI("XHE", "broad_asset_class")
  • Broad Category: =YCI("XHE", "broad_category_group")
  • Prospectus Objective: =YCI("XHE", "prospectus_objective")

To find the codes for any of our financial metrics, see our Complete Reference of Metric Codes.

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