Utilities Select Sector SPDR Fund (XLU)
| Assets | $14.52B |
| Expense Ratio | 0.10% |
| PE Ratio | 22.27 |
| Shares Out | n/a |
| Dividend (ttm) | $2.12 |
| Dividend Yield | 3.35% |
| Ex-Dividend Date | Sep 18, 2023 |
| Payout Ratio | 74.60% |
| 1-Year Return | -12.82% |
| Volume | 12,293,232 |
| Open | 63.13 |
| Previous Close | 63.41 |
| Day's Range | 62.87 - 63.71 |
| 52-Week Low | 60.35 |
| 52-Week High | 73.79 |
| Beta | n/a |
| Holdings | 32 |
| 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 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
59.13% of assets| Name | Symbol | Weight |
|---|---|---|
| NextEra Energy, Inc. | NEE | 14.45% |
| The Southern Company | SO | 8.13% |
| Duke Energy Corporation | DUK | 7.68% |
| Sempra | SRE | 4.83% |
| American Electric Power Company, Inc. | AEP | 4.39% |
| Exelon Corporation | EXC | 4.30% |
| Dominion Energy, Inc. | D | 4.23% |
| PG&E Corporation | PCG | 3.85% |
| Constellation Energy Corporation | CEG | 3.77% |
| Xcel Energy Inc. | XEL | 3.49% |
Dividends
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| 2023-09-18 | $0.5216 | 2023-09-21 |
| 2023-06-20 | $0.5366 | 2023-06-23 |
| 2023-03-20 | $0.48975 | 2023-03-23 |
| 2022-12-19 | $0.57224 | 2022-12-22 |
| 2022-09-19 | $0.50142 | 2022-09-22 |
| 2022-06-21 | $0.5154 | 2022-06-24 |
News
'Defensive' Stocks Are Getting Crushed in a Falling Market. Why It's Time to Buy.
The problem isn't the outlook for earnings at utilities and makers of consumer staples. Higher yields on Treasury debt are hurting the shares.
3 ETFs for the Conservative Investor to Buy and Hold
For a conservative investor seeking exposure to the equity markets while prioritizing stability and long-term wealth preservation, investing in Exchange-Traded Funds (ETFs) or indices can be an attrac...
Final Trades: Uber, Hess & more
The "Halftime Report" traders give their top picks to watch for the second half.
The Fed Will Send These Safe Dividends Soaring In 2024
We're bullish on utilities now because this economy is bogging out. We got more proof of that last week, with China posting an anemic 0.8% growth rate in Q2.
VettaFi Voices On: The Coming End of Earnings Season
Hi VettaFi Voices, we are heading toward the last week of the Q2 earnings season. Now seems like a good time to assess how things have gone so far and what we can expect from next week.
Keybanc: The northeast heatwave translates into more demand, not stronger earnings
Sophie Karp, Equity Research Analyst at Keybac Capital Markets, discusses how the upcoming U.S. heatwave may impact utility stocks.
Final Trades: American Express, JPMorgan, Microsoft & XLU
The "Halftime Report" traders give their top picks to watch for the second half.
Mizuho: Utilities have underperformed this year, but earnings look promising
Anthony Crowdell, Mizuho Research Analyst, discusses the utilities sector following the Fed's latest rate decision.
Utilities Stocks and Other Sectors Offer Safety in the Debt-Ceiling Showdown
On average, the S&P 500 utilities sector drops only in the low-single-digit percentage points when debt-ceiling concerns rear their head, according to a study by RBC.
Market multiples telling investors who's winning A.I. race, says Trivariate's Adam Parker
Adam Parker, Trivariate Research CEO, joins 'Closing Bell' to discuss his latest market moves including an upgrade for staples and utilities.
Final Trades: Berkshire Hathaway, Transocean & Utilities (XLU)
The "Halftime Report" traders give their top picks to watch for the second half.
Focus on unloved utility names, says KeyBanc's Sophie Karp
Sophie Karp, KeyBanc utilities analyst, joins 'Power Lunch' to discuss whether utilities have peaked and selective buys in the sector.
Utilities Could Play Larger Renewables Role in 2023
This is likely to be a pivotal year in terms of elevated adoption of renewable energy sources around the world, indicating that traditional utilities can play a more prominent role in the proliferatio...
XLU Offers Defense, Healthy Income
The utilities sector is often thought of as a bond proxy, meaning it's vulnerable to rising interest rates. Those vulnerabilities are on display this year, but investors should be careful about ignori...
Janney Montgomery Scott's Mark Luschini urges near-term caution
Mark Luschini, Janney Montgomery Scott chief investment strategist, joins 'Power Lunch' to discuss September's Fed minutes, cautious sectors to invest in, and forces influencing defensive stock prices...
Now is the time to map out future investments, says FBB's Mike Bailey
Mike Bailey, FBB Capital Partners director of research, joins 'Power Lunch' to discuss investing in market lows, directing investments toward defensive stocks like utilities, and timing how to spend e...
Understanding Utilities ETF Opportunity
With interest rates rising and more hikes likely on the way as the Federal Reserve looks to cool inflation, rate-sensitive sectors may not be appealing to investors.
Low Volatility ETFs: Smooth Ride Amid Gyrating Markets?
Strategies seek to ease anxieties in uncertain times.
Renewable Energy Providing Catalyst for Utilities Sector
The utilities sector is usually vulnerable to rising interest rates and high inflation – the exact scenarios investors are contending with this year. Yet, the sector is a shining star in 2022.
ETF of the Week: Utilities Select Sector SPDR Fund (XLU)
VettaFi's vice chairman Tom Lydon discussed the Utilities Select Sector SPDR Fund (XLU) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.” Another in a recent tilt toward more ...