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

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76.29 -0.04  -0.05% NYSE Arca May 25, 20:00 Delayed 2m USD
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XHE Performance

  Total Return (Price) Total Return (NAV) Cat. Total Return (NAV) % Rank in Cat. (NAV)
1M 8.24% 8.11% 4.80% 11
3M 12.51% 12.58% 1.18% 3
6M 16.00% 15.87% 8.08% 9
YTD 18.46% 18.75% 6.19% 9
1Y 32.67% 32.93% 17.32% 11
3Y 21.42% 21.39% 3.68% 1
5Y 21.74% 21.78% 13.81% 4
10Y -- -- 13.36% --
As of May 25, 2018. Returns for periods of 1 year and above are annualized.

XHE Asset Allocation

Type % Net % Long % Short
Cash 0.05% 0.05% 0.00%
Stock 99.95% 99.95% 0.00%
Bond 0.00% 0.00% 0.00%
Convertible 0.00% 0.00% 0.00%
Preferred 0.00% 0.00% 0.00%
Other 0.00% 0.00% 0.00%
As of May 24, 2018

XHE Region Exposure

Americas 98.51%
North America 98.51%
Latin America 0.00%
Greater Europe 1.49%
United Kingdom 1.49%
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 May 24, 2018. 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 May 24, 2018

XHE Stock Market Capitalization

Giant 3.17%
Large 16.02%
Medium 35.75%
Small 37.85%
Micro 7.21%
As of May 24, 2018

XHE Stock Style Exposure

Large Cap Value 0.00%
Large Cap Blend 6.15%
Large Cap Growth 13.04%
Mid Cap Value 0.00%
Mid Cap Blend 7.57%
Mid Cap Growth 28.18%
Small Cap Value 1.57%
Small Cap Blend 11.44%
Small Cap Growth 32.06%
As of May 24, 2018
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XHE Top 10 Holdings

Symbol Name % Weight Price % Chg
DXCM DexCom Inc 2.27% 88.00 +0.59%
INGN Inogen Inc 2.13% 174.33 +1.68%
ABMD Abiomed Inc 2.09% 394.28 -0.05%
PEN Penumbra Inc 2.05% 157.05 +0.67%
QDEL Quidel Corp 1.97% 61.20 -1.13%
HAE Haemonetics Corp 1.91% 90.66 +0.31%
WMGI Wright Medical Group NV 1.87% 24.82 -0.04%
NEOG Neogen Corp 1.86% 73.36 -0.19%
MMSI Merit Medical Systems Inc 1.85% 53.55 -1.65%
ALGN Align Technology Inc 1.82% 318.54 +0.47%
As of May 24, 2018
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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 0.99 yrs
Karl Schneider 3.17 yrs
Michael Feehily 6.17 yrs

XHE Net Fund Flows

1M 39.18M
3M 46.35M
6M 85.90M
YTD 56.65M
1Y 110.42M
3Y 172.13M
5Y 187.91M
10Y --
As of April 30, 2018

XHE Risk Info

Beta (5Y) 0.791
Max Drawdown (All) 22.05%
Historical Sharpe (10Y) --
Historical Sortino (All) 1.623
30-Day Rolling Volatility 12.17%
Daily Value at Risk (VaR) 1% (All) 3.04%
Monthly Value at Risk (VaR) 1% (All) 11.98%

XHE Fundamentals

Dividend Yield TTM (5-25-18) 0.02%
SEC Yield (5-24-18) -0.03%
Weighted Average PE Ratio 37.16
Weighted Average Price to Sales Ratio 3.999
Weighted Average Price to Book Ratio 4.432
Weighted Median ROE 2.95%
Weighted Median ROA 3.00%
Forecasted Dividend Yield 0.31%
Forecasted PE Ratio 28.88
Forecasted Price to Sales Ratio 3.835
Forecasted Price to Book Ratio 4.048
Number of Holdings 70
As of May 24, 2018

XHE Growth Estimates

Forecasted 5 Yr Earnings Growth 13.71%
Forecasted Book Value Growth 6.71%
Forecasted Cash Flow Growth 9.44%
Forecasted Earnings Growth 11.40%
Forecasted Revenue Growth 4.62%
As of May 24, 2018

XHE Comparables

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XHE Attributes

Key Dates
Inception Date 1/26/2011
Termination Date
Last Annual Report Date 6/30/2017
Last Prospectus Date 10/31/2017
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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