Utilities Select Sector SPDR Fund (XLU)
| Assets | $13.92B |
| Expense Ratio | 0.09% |
| PE Ratio | 23.93 |
| Shares Out | 202.82M |
| Dividend (ttm) | $2.19 |
| Dividend Yield | 3.23% |
| Ex-Dividend Date | Jun 24, 2024 |
| Payout Ratio | 77.29% |
| 1-Year Return | +3.17% |
| Volume | 8,139,869 |
| Open | 67.83 |
| Previous Close | 67.67 |
| Day's Range | 67.72 - 68.15 |
| 52-Week Low | 54.77 |
| 52-Week High | 72.91 |
| Beta | 0.55 |
| Holdings | 33 |
| Inception Date | Dec 16, 1998 |
About XLU
Fund Home PageThe Utilities Select Sector SPDR Fund (XLU) is an exchange-traded fund that is based on the S&P Utilities Select Sector index, a market-cap-weighted index of US utilities stocks drawn exclusively from the S&P 500. XLU was launched on Dec 16, 1998 and is issued by State Street.
Top 10 Holdings
59.18% of assets| Name | Symbol | Weight |
|---|---|---|
| NextEra Energy, Inc. | NEE | 14.00% |
| The Southern Company | SO | 8.16% |
| Duke Energy Corporation | DUK | 7.44% |
| Constellation Energy Corporation | CEG | 6.08% |
| Sempra | SRE | 4.64% |
| American Electric Power Company, Inc. | AEP | 4.45% |
| Dominion Energy, Inc. | D | 3.95% |
| PG&E Corporation | PCG | 3.59% |
| Public Service Enterprise Group Incorporated | PEG | 3.53% |
| Exelon Corporation | EXC | 3.33% |
Dividends
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Jun 24, 2024 | $0.55508 | Jun 26, 2024 |
| Mar 18, 2024 | $0.51956 | Mar 21, 2024 |
| Dec 18, 2023 | $0.59717 | Dec 21, 2023 |
| Sep 18, 2023 | $0.5216 | Sep 21, 2023 |
| Jun 20, 2023 | $0.5366 | Jun 23, 2023 |
| Mar 20, 2023 | $0.48975 | Mar 23, 2023 |
News
The Investment Committee talks their utilities investing playbook
Utilities is one of the best performing sectors this year. The Committee share their top Utilities plays.
Record heat impact on utilities: Here's what to know
CNBC's Pippa Stevens reports on news regarding beneficiaries of record heat across the United States.
Utilities, the Original Tech Stocks, Are Back!
The philosopher Nietzsche developed the concept of “eternal recurrence,” or that our lives will repeat infinitely. A look at the utilities sector might bear out the truth of this.
Buy XLRE on comparative underperformance, and avoid XLU on AI-fueled run-up
On today's edition of Good Buy or Goodbye Interactive Brokers Chief Strategist Steve Sosnick breaks down two interest rate-sensitive sectors in a higher-for-longer economic backdrop. Sosnick sees the ...
Mitigate Concentration Risk With Equal Weight ETF EQL
Interest rates, inflation, and geopolitical uncertainty all pose their own challenges to investors. Perhaps one of the most concerning, however, may be concentration risk.
Utilities are 'selling the shovels' for AI the 'gold rush'
The utilities sector has outperformed this year, closing its best May since 2003. KeyBanc Capital Markets Equity Research Analyst Sophie Karp and eToro US Investment and Options Analyst Bret Kenwell j...
AI could demand a shocking amount of electricity — check out this chart
While you might be trying to use less electricity in order to save money, developers of artificial-intelligence tools are heading in the other direction.
The Unlikely Stocks That Became a Hot Bet on AI
The staid utilities industry has become a top-performing sector.
Hightower's Stephanie Link explains why the rally in utilities is just the beginning
Stephanie Link, Hightower Chief Investment Strategist, joins 'Closing Bell Overtime' to talk the utilities sector taking off recently.
Utility Stocks Have Jumped. Why It Might Be Time to Sell.
The sector's shares have moved higher, but expected dividends payments haven't grown much.
Final Trades: General Motors, Verizon and the XLU
The Investment Committee give you their top stocks to watch for the second half.
Final Trade: UNH, XLU, EXC, META
The final trades of the day with CNBC's Melissa Lee and the Fast Money traders.
Final Trades: KWEB, XLE, XLU & RIG
The final trades of the day with CNBC's Melissa Lee and the Fast Money traders.
Final Trades: Gartner, United Airlines & more
The "Halftime Report" traders give their top picks to watch for the second half.
Stocks: Why utilities could be October's standout star
Stocks have been feeling the heat in the month of October, with only a few sectors being the exception. One of which is the utilities sector, leading in monthly gains while lagging the farthest behind...
The Bond Sell-Off Might Be Over. Buy These Stocks to Win.
Bond yields are showing signs that they have peaked. If they keep dropping, it would make a host of stocks look attractive including Duke Energy, Coca-Cola, Procter & Gamble, and Johnson & Johnson.
Dislocation in utilities has created an attractive buying opportunity, says KeyBanc's Sophie Karp
Sophie Karp, utilities and alternative energy analyst at KeyBanc, joins 'The Exchange' to discuss how rising rates hurt the utilities sector dividend yield, dislocation in utilities prices creating op...
Steer clear of financials, 'uphill climb' ahead: Strategist
The rise in U.S. Treasury yields has battered utility stocks. It's part of the reason why EP Wealth Advisors Managing Director of Portfolio Strategy Adam Phillips is advising investors hold an underwe...
Chart Master: What's next for the traditional safety plays
Carter Worth, Worth Charting, joins 'Fast Money' to talk safety trades in the current market.
Utilities suffer steepest one-day-decline since April 2020
Utilities are often viewed as a safe investment with a reliable dividend but recently, the sector has been hit by rising interest rates. The Utilities Select Sector SPDR Fund (XLU) is down 21% year-to...
Utilities stocks ‘decimated' by rising rates fall into uncommon trading territory, Bespoke chart shows
Utilities stocks have dropped into unusual territory, after being “decimated” by rising interest rates, according to Bespoke Investment Group.
Utilities stocks are on pace for worst day since 2020 as Treasury yields resume climb
The S&P 500 utilities sector XX:SP500.55 declined by 5.6% on Monday afternoon, reaching its lowest level since June 2020 in the final hour of trading as Treasury yields resumed their climb after the U...