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Upturn AI SWOT - About
Energy Select Sector SPDR® Fund (XLE)
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Upturn Advisory Summary
09/15/2025: XLE (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 -30.98% | Avg. Invested days 29 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/15/2025 |
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, offering exposure to integrated oil and gas, exploration and production, refining, and other energy-related sectors.
Reputation and Reliability
State Street Global Advisors (SSGA) is a well-established and reputable asset manager with a long history in the ETF market.
Management Expertise
SSGA has extensive experience in managing sector-specific ETFs and employs a team of experienced investment professionals.
Investment Objective
Goal
To replicate the performance of the Energy Select Sector Index.
Investment Approach and Strategy
Strategy: The fund employs a replication strategy, aiming to hold all stocks in the Energy Select Sector Index in approximately the same weights.
Composition The ETF primarily holds stocks of large-cap U.S. energy companies. It does not invest in bonds or commodities directly.
Market Position
Market Share: XLE holds a significant market share in the energy sector ETF space.
Total Net Assets (AUM): 37990000000
Competitors
Key Competitors
- XLE
- VDE
- IXC
Competitive Landscape
The energy ETF market is dominated by a few large players. XLE's advantage lies in its high liquidity and brand recognition, making it a preferred choice for many investors. However, competitors like VDE offer slightly different weighting methodologies or broader exposure, which might appeal to investors seeking alternatives.
Financial Performance
Historical Performance: Historical performance can be found on SSGA's website or financial data providers like Yahoo Finance, Google Finance or Bloomberg.
Benchmark Comparison: The ETF's performance is closely aligned with the Energy Select Sector Index.
Expense Ratio: 0.1
Liquidity
Average Trading Volume
XLE exhibits high liquidity, reflected in its substantial average daily trading volume.
Bid-Ask Spread
The bid-ask spread for XLE is typically tight, indicating efficient trading conditions.
Market Dynamics
Market Environment Factors
Economic indicators, oil prices, geopolitical events, and regulatory changes significantly impact the energy sector and, consequently, XLE's performance.
Growth Trajectory
XLE's growth trajectory is closely tied to the performance of the underlying energy companies and the overall health of the energy sector. Recent trends include increased volatility due to fluctuating oil prices and evolving energy policies.
Moat and Competitive Advantages
Competitive Edge
XLE's competitive edge stems from its status as one of the largest and most liquid energy sector ETFs, providing investors with easy access to a broad basket of leading energy companies. Its low expense ratio and close tracking of the Energy Select Sector Index further enhance its appeal. The fund's established track record and strong brand recognition also contribute to its competitive advantage. As a result, XLE remains a popular choice for investors seeking exposure to the U.S. energy market.
Risk Analysis
Volatility
XLE's volatility is generally high due to the inherent volatility of the energy sector.
Market Risk
The ETF is subject to market risk, including fluctuations in oil prices, regulatory changes, and geopolitical events that affect the energy sector.
Investor Profile
Ideal Investor Profile
Investors seeking exposure to the U.S. energy sector and who are comfortable with the associated volatility. This includes both institutional and retail investors.
Market Risk
XLE is suitable for both active traders seeking short-term gains and long-term investors looking for sector-specific exposure within a diversified portfolio.
Summary
The Energy Select Sector SPDRu00ae Fund (XLE) offers investors a convenient way to gain exposure to the U.S. energy sector. As one of the largest and most liquid energy ETFs, it closely tracks the Energy Select Sector Index. The fund is subject to the volatility of the energy market and is suitable for investors with a moderate to high risk tolerance. SSGA manages the ETF, leveraging its expertise to provide efficient access to the energy sector and replicating the index.
Peer Comparison
Sources and Disclaimers
Data Sources:
- State Street Global Advisors (SSGA), Yahoo Finance, Google Finance, Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and a thorough understanding of the risks involved.
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.