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SPDR┬« S&P Software & Services ETF – XSW ETF Overview

Last PriceToday's Change52-Week RangeTrading Volume
98.550.43 (+0.44%)78.61 - 100.64449.0 (Below Avg)

Market data as of 2:42PM 03/27/15. Quotes are delayed by at least 15 min.

Overview - XSW

The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index derived from the computer software segment of a U.S. total market composite index. In seeking to track the performance of the S&P Software & Services Select Industry Index (the "index"), the fund employs a sampling strategy. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index represents the software and services industry group of the S&P Total Stock Market Index ("S&P TMI"). The fund is non-diversified.

Previous Close98.12
Day's Range97.97 - 98.55
Avg Volume (10 Day)2.3K
Total Assets$29.77M
Expense Ratio0.35%
Yield (Trailing 12 Mo.)0.51%
Fund Inception09/28/2011

Trailing Total Returns - XSW

as of 02/28/2015
TimeframeXSWS&P 500Technology
1 Month9.43%5.75%8.41%
3 Month6.45%2.31%5.03%
1 Year7.21%15.51%15.10%
3 Year19.45%18.00%16.42%
5 Year--16.18%15.75%
10 Year--7.99%8.59%
Since Inception24.46%10.71%--

Stock Sector Allocation - XSW

as of 02/28/2015
Basic Materials 0.00%
Consumer Cyclical
Financial Services
Real Estate
Consumer Defensive 0.00%
Healthcare 0.00%
Utilities 0.00%
Communication Services
Energy 0.00%

Top Ten Holdings - XSW

as of 02/28/2015
CompanyYTD Return% of Assets

Valuation & Growth - XSW

as of 02/28/2015
ValuationXSWCategory Range
Price/Cash Flow15.61
Dividend Yield0.43
LT Earnings13.49
Historical Earnings19.73
Sales Growth3.22
Cash-Flow Growth1.51
Book-Value Growth4.45
Key:  Lo 

Morningstar Summary - XSW, 3 Year

Management Style
Large Cap
Medium Cap
Small Cap
Ratingvs Category
RiskAbove Avg
ReturnAbove Avg
Key:  Lo 

Risk Analysis - XSW, 3 Year

Standard Deviation14.76
Sharpe Ratio1.28

Tax Analysis - XSW, 3 Year Avg

Pretax Return19.45%
Tax-adjusted Return18.52%
Tax Cost Ratio0.78%
Potential Cap Gains22.43%

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