Utilities Select Sector SPDR Fund (XLU)
| Assets | $18.98B |
| Expense Ratio | 0.09% |
| PE Ratio | 27.98 |
| Shares Out | 233.17M |
| Dividend (ttm) | $2.21 |
| Dividend Yield | 2.78% |
| Ex-Dividend Date | Sep 23, 2024 |
| Payout Ratio | 77.81% |
| 1-Year Return | +38.70% |
| Volume | 17,558,349 |
| Open | 81.02 |
| Previous Close | 81.31 |
| Day's Range | 79.24 - 81.09 |
| 52-Week Low | 56.91 |
| 52-Week High | 82.06 |
| Beta | 0.60 |
| Holdings | 34 |
| 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
59.11% of assets| Name | Symbol | Weight |
|---|---|---|
| NextEra Energy, Inc. | NEE | 14.00% |
| The Southern Company | SO | 7.95% |
| Duke Energy Corporation | DUK | 7.16% |
| Constellation Energy Corporation | CEG | 6.95% |
| American Electric Power Company, Inc. | AEP | 4.32% |
| Sempra | SRE | 4.19% |
| Dominion Energy, Inc. | D | 3.90% |
| Public Service Enterprise Group Incorporated | PEG | 3.66% |
| Vistra Corp. | VST | 3.65% |
| PG&E Corporation | PCG | 3.34% |
Dividends
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Sep 23, 2024 | $0.53949 | Sep 25, 2024 |
| 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 |
News
Bad News For High Yield Stocks
High-yield stocks have surged in recent months. However, recently, news hit that threatens to end the rally in much of the sector. We share which part of the high-yield space is likely going to benefi...
Why utilities could benefit from AI-driven power demand
Nuclear energy is in focus as big tech companies like Alphabet (GOOG, GOOGL) and Microsoft (MSFT) turn to nuclear energy to meet the power-intensive needs of their artificial intelligence (AI) data ce...
The More It Underperforms, The More I Buy
There is a leading blue-chip that has been a serial underperformer over the past half decade. However, it has a very strong balance sheet, a sky-high yield that is well covered, and it continues to gr...
An Important Warning Before Buying Dividend Stocks
Dividend stocks have been soaring in recent months. However, there is reason to believe that the party may not last much longer. We share our concerns and how we are positioning our portfolio as a res...
Buy The Dip: 10% Yields Getting Way Too Cheap
The high-yield space has undergone a sharp bifurcation recently. We discuss what this bifurcation is and what is driving it. We discuss two quality and growing 10%-yields that are way too cheap right ...
Utilities ETFs: Plugged in for 2024
As an “old economy” sector, utilities are notable for their steady revenue streams. They also typically serve as a defensive segment of a portfolio.
XLU: AI Growth Spurt Drives The Breakout Story
XLU ETF has surged over 30% in the past year, driven by a dovish Fed and the AI growth story. The utilities sector is becoming increasingly pivotal to meeting the surge in electricity demand. The Fed'...
Utilities Reacting To Reactor News
Although the S&P 500 finished in the red on the day, there is one sector reaching fresh 52-week highs: Utilities. Whereas Communication Services is only up 0.17%, the Utilities sector is flying with a...
An Important Warning For Dividend Investors After The Fed's Big Rate Cut
The Federal Reserve's 50-basis-point rate cut seems like a big tailwind for dividend stocks. However, the rate cut also brings several warnings to the dividend stock space. We discuss what these are a...
What I Wish I Knew Before Becoming A Stock Picker
Picking individual stocks can outperform the market if you enjoy analyzing companies and have the discipline to manage your investments carefully. There are important lessons that investors need to fo...
Positioning Ahead of the Fed: ETFs for a Lower Rate Era
The first cut is the deepest — so they say. As with all complicated relationships, this mantra may certainly ring true for the Federal Reserve and the markets — at least from a psychological standpoin...
Final Trade: NEE, GLD, XLU & IOT
The final trades of the day with the Fast Money traders.
How I Would Invest $100,000 For Big Dividends In September 2024
I discuss which areas of the market are most opportunistic for generating high yield income right now. I share some of my top picks within those sectors. I also share how I would deploy $100,000 of ne...
Final Trade: TGT, MTCH, XLU & IBM
The final trades of the day with the Fast Money traders.
10 Stocks And 5 Funds For A Powerful Dividend Snowball
We share the criteria by which we select dividend stocks. We share 10 stocks that meet these criteria. We also share five funds that provide an alternative path to achieving somewhat similar results w...
My Top Investment In September As Rate Cuts And The Election Come Into Focus
I provide weekly economic insights and a buy list to help investors make informed decisions, emphasizing the importance of understanding economic cycles and political impacts. I analyze political prop...
If I Could Only Own 3 Funds For The Next Recession
The risk of a recession hitting the economy is rising. As a result, investors may want to batten down the hatches. We share three funds that we would buy to protect us from a recession if we could onl...
XLU: Not Likely To Be A Safe Haven In A Troubled Market
Investors considering hedging bets may think XLU offers a safe haven based on backtesting. The Utility sector outperformed the S&P 500 during the "lost decade" of the 2000s. But its current valuation ...
Are Utilities The New Must-Own Equity Sector?
XLU is now outperforming the US stock market broadly defined by a comfortable margin. Lower Treasury yields offer stronger comparisons for payout rates in utility stocks.
Why investors should buy into logistics, skip utilities
On Yahoo Finance's Good Buy or Goodbye, host Julie Hyman is joined by Great Hill Capital Chairman and Managing Member Tom Hayes to discuss his top stock picks and avoidances in the logistics and utili...
Disruptive Theme of the Week: Playing Defense
When markets correct, it is a good time to revisit which equity market sectors are “defensive” themes. Certain products and services are nondiscretionary in nature that we cannot live without.
These Stocks Held Up During the Selloff. What That Reveals About the Market.
The market's bounceback after August's early plunge—and investors' willingness to reward good news—mean the decline looks more like a typical selloff.
Big Dividends From A Recession-Resistant Portfolio
There are growing risks of a recession hitting due to weakening job numbers, rising unemployment, and weakening consumer spending capacity. We share a portfolio of high-yield stocks that should be abl...