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

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60.57 -0.41  -0.67% NYSE Arca Jun 27, 16:59 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 5.42% 7.50% 78
3M 9.41% 10.30% 57
6M 21.46% 19.13% 22
1Y 34.69% 19.30% 9
3Y 19.33% 10.02% 1
5Y 19.83% 18.23% 36
As of June 26, 2017
Returns for periods of 1 year and above are annualized.

XHE Asset Allocation

Type % Net % Long % Short
Cash 0.11% 0.11% 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 0.00 0.00 0.00
As of June 23, 2017

XHE Region Exposure

Americas 98.21%
North America 98.21%
Latin America 0.00
Greater Europe 1.79%
United Kingdom 1.79%
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 June 23, 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 June 23, 2017

XHE Stock Market Capitalization

Giant 1.76%
Large 17.41%
Medium 26.48%
Small 30.82%
Micro 23.53%
As of June 23, 2017

XHE Stock Style Exposure

Large Cap Value 0.00
Large Cap Blend 7.27%
Large Cap Growth 12.61%
Mid Cap Value 0.00
Mid Cap Blend 5.43%
Mid Cap Growth 22.04%
Small Cap Value 4.37%
Small Cap Blend 10.98%
Small Cap Growth 37.30%
As of June 23, 2017
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XHE Top 10 Holdings

Symbol Name % Weight Price % Chg
PODD Insulet Corp 2.03% 49.05 -2.33%
DXCM DexCom Inc 1.91% 74.92 -3.64%
PEN Penumbra Inc 1.85% 84.80 -2.47%
GKOS Glaukos Corp 1.84% 41.46 -6.09%
MMSI Merit Medical Systems Inc 1.83% 37.15 -0.67%
RMD ResMed Inc 1.82% 77.06 -0.81%
NVRO Nevro Corp 1.81% 71.28 -3.34%
MASI Masimo Corp 1.80% 92.48 -1.09%
LIVN LivaNova PLC 1.79% 61.94 +0.29%
IART Integra Lifesciences Holdings Corp 1.78% 53.74 -0.43%
As of June 23, 2017
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XHE Ratings

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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 -2.819M
3M 13.87M
6M 29.59M
YTD 29.59M
1Y 57.82M
3Y 67.39M
5Y 69.21M
10Y --
As of May 31, 2017

XHE Risk Info

Beta (5Y) 0.8518
Max Drawdown (All) 25.46%
Historical Sharpe (10Y) --
Historical Sortino (All) 1.472
30-Day Rolling Volatility 13.02%
Daily Value at Risk (VaR) 1% (All) 3.12%
Monthly Value at Risk (VaR) 1% (All) 12.86%

XHE Fundamentals

Dividend Yield TTM (6-27-17) 0.08%
SEC Yield (6-23-17) 0.04%
Weighted Average PE Ratio 35.83
Weighted Average Price to Sales Ratio 3.266
Weighted Average Price to Book Ratio 3.794
Weighted Median ROE 4.96%
Weighted Median ROA 3.50%
Forecasted Dividend Yield 0.38%
Forecasted PE Ratio 33.51
Forecasted Price to Sales Ratio 3.154
Forecasted Price to Book Ratio 3.310
Number of Holdings 67
As of June 23, 2017

XHE Growth Estimates

Forecasted 5 Yr Earnings Growth 13.02%
Forecasted Book Value Growth 7.09%
Forecasted Cash Flow Growth 7.92%
Forecasted Earnings Growth 16.06%
Forecasted Revenue Growth 3.35%
As of June 23, 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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