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Utilities Select Sector SPDR® Fund (XLU)
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Upturn Advisory Summary
11/26/2025: XLU (2-star) is a SELL. SELL since 4 days. Simulated Profits (1.54%). Updated daily EoD!
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit 4.01% | Avg. Invested days 42 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/26/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.71 | 52 Weeks Range 65.78 - 82.60 | Updated Date 06/29/2025 |
52 Weeks Range 65.78 - 82.60 | Updated Date 06/29/2025 |
Upturn AI SWOT
Utilities Select Sector SPDR® Fund
ETF Overview
Overview
The Utilities Select Sector SPDRu00ae Fund (XLU) seeks to provide investment results that, before fees and expenses, correspond generally to the price and yield performance of publicly traded equity securities of companies in the Utilities Select Sector Index.
Reputation and Reliability
State Street Global Advisors (SSGA) is a reputable and reliable issuer, known for managing a wide range of ETFs and other investment products.
Management Expertise
SSGA has a team of experienced investment professionals managing the XLU fund.
Investment Objective
Goal
To provide investment results that, before fees and expenses, correspond generally to the price and yield performance of the Utilities Select Sector Index.
Investment Approach and Strategy
Strategy: Tracks a specific index (Utilities Select Sector Index).
Composition Primarily holds stocks of companies in the utilities sector, including electric utilities, gas utilities, and water utilities.
Market Position
Market Share: XLU holds a significant market share within the utilities sector ETF space.
Total Net Assets (AUM): 13880000000
Competitors
Key Competitors
- VPU
- FXU
- IDU
- UTES
Competitive Landscape
The utilities ETF market is moderately concentrated. XLU's size and first-mover advantage give it an edge, while competitors offer similar exposure at varying expense ratios or with different weighting methodologies.
Financial Performance
Historical Performance: Historical data needs to be dynamically updated.
Benchmark Comparison: XLU's performance closely tracks the Utilities Select Sector Index. Any deviations are primarily due to expense ratios and tracking error.
Expense Ratio: 0.09
Liquidity
Average Trading Volume
XLU exhibits high liquidity with robust average trading volume, facilitating easy entry and exit for investors.
Bid-Ask Spread
The bid-ask spread for XLU is generally tight, reflecting its high liquidity.
Market Dynamics
Market Environment Factors
Economic conditions, interest rate movements, regulatory changes, and infrastructure investments can all impact the utilities sector and XLU's performance.
Growth Trajectory
Growth typically aligns with the broader economic environment and infrastructure development. Strategy is consistent and long-term.
Moat and Competitive Advantages
Competitive Edge
XLU benefits from its first-mover advantage and large AUM, resulting in high liquidity and tight tracking of the underlying index. Its low expense ratio makes it competitive. The fund's simple and transparent methodology is also an advantage. These factors contribute to XLU maintaining a strong position within the utilities sector ETF market.
Risk Analysis
Volatility
The utilities sector is generally less volatile than the broader market, however, sector-specific risks, such as regulatory changes, could impact volatility.
Market Risk
XLU's market risk is tied to the performance of the utilities sector, which can be affected by interest rates, inflation, and regulatory changes.
Investor Profile
Ideal Investor Profile
Investors seeking stable income and moderate capital appreciation may find XLU suitable. It appeals to those wanting sector-specific exposure to utilities.
Market Risk
XLU is suitable for long-term investors and passive index followers.
Summary
XLU is a well-established ETF offering exposure to the utilities sector. Its low expense ratio and high liquidity make it a popular choice for investors. The fund tracks its benchmark closely, providing transparent and reliable performance. However, investors should be aware of sector-specific risks and consider their own investment objectives before investing. It's a solid choice for those seeking stable, income-generating utilities exposure.
Similar ETFs
Sources and Disclaimers
Data Sources:
- State Street Global Advisors website
- ETF.com
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Market share and performance data are approximate and may vary. 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 Utilities 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 securities of companies from the following industries: electric utilities; water utilities; multi-utilities; independent power and renewable electricity producers; and gas utilities. The fund 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.