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Energy Select Sector SPDR® Fund (XLE)
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Upturn Advisory Summary
11/04/2025: XLE (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit -31.92% | Avg. Invested days 31 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/04/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.89 | 52 Weeks Range 73.89 - 95.58 | Updated Date 06/29/2025 |
52 Weeks Range 73.89 - 95.58 | Updated Date 06/29/2025 |
Upturn AI SWOT
Energy Select Sector SPDR® Fund
ETF Overview
Overview
The Energy Select Sector SPDRu00ae Fund (XLE) seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the Energy Select Sector Index. It focuses on large-cap U.S. energy companies and uses a replication strategy.
Reputation and Reliability
State Street Global Advisors (SSGA) is a well-established and reputable ETF provider with a long track record in the industry.
Management Expertise
SSGA has extensive experience managing sector-specific ETFs and employs a dedicated team of portfolio managers and analysts.
Investment Objective
Goal
The fund seeks to closely track the investment results of an index composed of energy companies within the S&P 500.
Investment Approach and Strategy
Strategy: The fund employs a replication strategy, meaning it invests in all the stocks of the underlying index in proportion to their weighting in the index.
Composition The ETF primarily holds stocks of large-cap U.S. energy companies included in the Energy Select Sector Index.
Market Position
Market Share: XLE is one of the largest and most liquid energy sector ETFs.
Total Net Assets (AUM): 38690000000
Competitors
Key Competitors
- Vanguard Energy ETF (VDE)
- iShares U.S. Energy ETF (IYE)
- Invesco DB Energy Fund (DBE)
Competitive Landscape
The energy ETF market is concentrated among a few major players. XLE benefits from its first-mover advantage, high AUM, and liquidity. Competitors like VDE offer a slightly different index and lower expense ratio, while IYE provides a broader selection of energy-related stocks. DBE tracks an energy commodity index instead of focusing on equities.
Financial Performance
Historical Performance: Historical performance varies with energy sector cycles, but generally mirrors the Energy Select Sector Index. Specific numerical data is available from financial data providers.
Benchmark Comparison: XLE's performance closely tracks the Energy Select Sector Index. Deviations are due to tracking error and fund expenses.
Expense Ratio: 0.1
Liquidity
Average Trading Volume
XLE exhibits high liquidity, with a significant average daily trading volume, facilitating easy entry and exit for investors.
Bid-Ask Spread
XLE typically has a tight bid-ask spread, reflecting its high liquidity and minimizing trading costs.
Market Dynamics
Market Environment Factors
XLE's performance is highly sensitive to oil prices, geopolitical events, regulatory changes, and broader economic conditions affecting the energy sector.
Growth Trajectory
Growth depends on the outlook for energy demand and production, technological advancements in energy extraction and renewable alternatives.
Moat and Competitive Advantages
Competitive Edge
XLE's competitive edge stems from its substantial AUM, high liquidity, and established brand recognition. As the first and largest energy sector ETF, it benefits from network effects and economies of scale. The low expense ratio compared to some competitors also attracts cost-conscious investors. Its narrow focus on large-cap energy stocks in the S&P 500 offers targeted exposure to a specific market segment.
Risk Analysis
Volatility
XLE's volatility is high, reflecting the inherent volatility of the energy sector and its sensitivity to commodity prices.
Market Risk
Market risk includes exposure to fluctuations in oil and gas prices, regulatory changes impacting the energy industry, and broader economic downturns.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking targeted exposure to the energy sector, believes in the long-term prospects of energy companies, and understands the associated volatility.
Market Risk
XLE is suitable for investors with a higher risk tolerance who want to express a specific view on the energy sector. It may not be suitable for conservative investors or those seeking stable income.
Summary
The Energy Select Sector SPDRu00ae Fund (XLE) offers a liquid and cost-effective way to gain exposure to the large-cap U.S. energy sector. Its performance is closely tied to the Energy Select Sector Index and influenced by factors affecting oil and gas prices. While offering diversification within the energy sector, XLE is subject to significant volatility. It is suitable for investors with a higher risk tolerance seeking targeted exposure to energy companies. Its low expense ratio and high liquidity make it a popular choice among sector-specific ETFs.
Similar ETFs
Sources and Disclaimers
Data Sources:
- State Street Global Advisors (SSGA)
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be based on your individual circumstances and risk tolerance. Past performance is not indicative of future results.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Energy Select Sector SPDR® Fund
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
In seeking to track the performance of the index, the fund employs a replication strategy. It generally invests substantially all, but at least 95%, of its total assets in the securities comprising the index. The index includes companies that have been identified as Energy companies by the GICS®, including securities of companies from the following industries: oil, gas and consumable fuels; and energy equipment and services. It is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.