How have XLU shares performed in 2024?

Utilities Select Sector SPDR Fund's stock was trading at $63.33 at the beginning of 2024. Since then, XLU stock has increased by 0.4% and is now trading at $63.61. View the best growth stocks for 2024 here .

What does XLU invest in?

Utilities Select Sector SPDR Fund is a equity fund issued by SSgA. XLU focuses on utilities investments and follows the S&P Utilities Select Sector Index. The fund's investments total to approximately $11.75 billion assets under management.

What stocks does Utilities Select Sector SPDR Fund hold?

XLU invests in 31 holdings. Some of the stocks in their portfolio include NextEra Energy (NEE) , Southern (SO) , Duke Energy (DUK) , Constellation Energy (CEG) , American Electric Power (AEP) , Sempra (SRE) , Dominion Energy (D) , Exelon (EXC) , PG&E (PCG) and Public Service Enterprise Group (PEG) .

What is the management fee for Utilities Select Sector SPDR Fund?

Utilities Select Sector SPDR Fund's management fee is 0.03% and has other expenses of 0.07%. The net expense ratio for XLU is 0.10%.

What other stocks do shareholders of Utilities Select Sector SPDR Fund own?

Based on aggregate information from My MarketBeat watchlists, some companies that other Utilities Select Sector SPDR Fund investors own include AT&T (T) , Verizon Communications (VZ) , Cisco Systems (CSCO) , Johnson & Johnson (JNJ) , Intel (INTC) , Health Care Select Sector SPDR Fund (XLV) , Technology Select Sector SPDR Fund (XLK) , Financial Select Sector SPDR Fund (XLF) , Walt Disney (DIS) and NVIDIA (NVDA) .

Who are Utilities Select Sector SPDR Fund's major shareholders?

Utilities Select Sector SPDR Fund's stock is owned by many different retail and institutional investors. Top institutional shareholders include Factory Mutual Insurance Co. (0.92%), CWM LLC (0.07%), Wealth Enhancement Advisory Services LLC (0.08%), Clarity Financial LLC (0.05%), Kwmg LLC (0.05%) and Dynamic Advisor Solutions LLC (0.04%).

How do I buy shares of Utilities Select Sector SPDR Fund?

Shares of XLU stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services. Compare Top Brokerages Here .

NYSEARCA:XLU

Utilities Select Sector SPDR Fund (XLU) Price, Holdings, & News

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Free XLU Stock Alerts

$63.61

-0.59 (-0.92%)

(As of 04/15/2024 ET)

Compare

Today's Range: $63.37
▼
$64.91
50-Day Range: $59.99
▼
$65.96
52-Week Range: $54.77
▼
$70.28

Volume: 13.99 million shs
Average Volume: 16.07 million shs
Market Capitalization: $11.64 billion

Assets Under Management: $11.75 billion
Dividend Yield: 3.24%
Net Expense Ratio: 0.10%

Stock Analysis Chart Headlines Holdings Ownership Ratings

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About Utilities Select Sector SPDR Fund (NYSEARCA:XLU)

Select Sector Utilities Select Sector SPDR Fund (the Fund), formerly Utilities Select Sector SPDR Fund, seeks to provide investment results that correspond to the price and yield performance of the Utilities Select Sector of the S&P 500 Index (the Index). The Index includes companies from industries, such as electric utilities, multi-utilities, independent power producers and energy traders, and gas utilities. The Fund utilizes a passive or indexing investment approach to attempt to approximate the investment performance of the Index. The Fund’s investment advisor is SSgA Funds Management, Inc.

XLU Stock Price History

30 days | 90 days | 365 days | Advanced Chart

XLU ETF News Headlines

March 25, 2024 | marketbeat.com

Shifting Momentum in Utilities, Time to Buy?

In the exchange-traded funds (ETFs) world, the Utilities Select Sector SPDR Fund NYSE: XLU remains a significant player, although it has seen a modest performance this year, with gains of nearly 1% year-to-date. Despite this, the XLU exhibits intriguing technical signals, suggesting a potential breakout and momentum shift that investors should closely monitor.

March 25, 2024 | marketbeat.com

Shifting Momentum in Utilities, Time to Buy? (XLU)

The XLU indicates a major potential momentum shift as it consolidates above its 200-day SMA, prompting investor attention to key levels and its top holdings.

April 16, 2024 | InvestorPlace (Ad)

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Utilities Select Sector SPDR Fund (XLU)

March 31, 2024 | seekingalpha.com

Utilities Are Breaking Out: 4 Reasons To Buy XLU

March 30, 2024 | investorplace.com

The Utility Cash Flow Kings: 3 Stocks for Consistent Income Generation

March 29, 2024 | nasdaq.com

Wednesday Sector Leaders: Utilities, Materials

March 27, 2024 | za.investing.com

BTIG: Thinking ahead to April - SMH vs. XLU; Amazon Bullish

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March 15, 2024 | seekingalpha.com

XLU: A Poorly Positioned Fund With Minimal Upside

See More Headlines

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Fund Details

Issuer: SSgA
Fund Name: Utilities Select Sector SPDR Fund
Tax Classification: Regulated Investment Company
Stock Exchange: NYSEARCA
Current Symbol: NYSEARCA:XLU
Inception Date: 12/16/1998
Fund Manager: Mike Feehily, Karl Schneider, Dwayne Hancock
Previous Symbol: NYSE:XLU
Web: www.sectorspdr.com
Phone: +1-866-7872257

Fund Focus

Asset Class: Equity
Benchmark: S&P Utilities Select Sector Index
Category: Sector
Focus: Utilities
Development Level: Developed Markets
Region: North America
Number of Holdings: 31

Fund Statistics

Assets Under Management: $11.75 billion
Average Daily Volume: $14.50 million
Discount/Premium: -0.01%

Administrator, Advisor and Custodian

Administrator: State Street Bank and Trust Company
Advisor: SSgA Funds Management, Inc.
Custodian: State Street Bank and Trust Company
Distributor: ALPS Portfolio Solutions Distributor, Inc.
Transfer Agent: State Street Bank and Trust Company
Trustee: N/A
Lead Market Maker: Jane Street

Options

Optionable: Optionable
Options Volume: 31,653
Put Options: 10,840
Call Options: 20,813
Short Interest: 32,130,000 shs

Miscellaneous

Outstanding Shares: 182,920,000
Beta: 0.53
Creation Unit: 50,000
Creation Fee: $500.00

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Utilities Select Sector SPDR Fund Expenses

Type	XLU	Utilities ETFs	Equity ETFs	NYSEARCA ETFs	All ETFs
Management Fee	0.03%	0.42%	0.54%	0.50%	0.51%
Other Expenses	0.07%	0.76%	0.54%	0.64%	0.58%
Total Expense	0.10%	0.80%	0.70%	0.74%	0.70%
Fee Waiver	0.00%	-1.10%	-0.55%	-0.68%	-0.57%
Net Expense	0.10%	0.48%	0.60%	0.57%	0.58%

Utilities Select Sector SPDR Fund (XLU) Holdings & Exposure

Top 10 XLU Holdings

XLU Sector Exposure

XLU Industry Exposure

Full Holdings Details

Key Executives

Michael Feehily
Member of the Management Board
John A. Tucker (Age 1)
Member of the Management Board

Similar ETFs

Institutional Ownership

View All Institutional Transactions

XLU ETF - Frequently Asked Questions

How have XLU shares performed in 2024?: Utilities Select Sector SPDR Fund's stock was trading at $63.33 at the beginning of 2024. Since then, XLU stock has increased by 0.4% and is now trading at $63.61.
View the best growth stocks for 2024 here.
What does XLU invest in?: Utilities Select Sector SPDR Fund is a equity fund issued by SSgA. XLU focuses on utilities investments and follows the S&P Utilities Select Sector Index. The fund's investments total to approximately $11.75 billion assets under management.
What stocks does Utilities Select Sector SPDR Fund hold?: XLU invests in 31 holdings. Some of the stocks in their portfolio include NextEra Energy (NEE), Southern (SO), Duke Energy (DUK), Constellation Energy (CEG), American Electric Power (AEP), Sempra (SRE), Dominion Energy (D), Exelon (EXC), PG&E (PCG) and Public Service Enterprise Group (PEG).
What is the management fee for Utilities Select Sector SPDR Fund?: Utilities Select Sector SPDR Fund's management fee is 0.03% and has other expenses of 0.07%. The net expense ratio for XLU is 0.10%.

What other stocks do shareholders of Utilities Select Sector SPDR Fund own?: Based on aggregate information from My MarketBeat watchlists, some companies that other Utilities Select Sector SPDR Fund investors own include AT&T (T), Verizon Communications (VZ), Cisco Systems (CSCO), Johnson & Johnson (JNJ), Intel (INTC), Health Care Select Sector SPDR Fund (XLV), Technology Select Sector SPDR Fund (XLK), Financial Select Sector SPDR Fund (XLF), Walt Disney (DIS) and NVIDIA (NVDA).
Who are Utilities Select Sector SPDR Fund's major shareholders?: Utilities Select Sector SPDR Fund's stock is owned by many different retail and institutional investors. Top institutional shareholders include Factory Mutual Insurance Co. (0.92%), CWM LLC (0.07%), Wealth Enhancement Advisory Services LLC (0.08%), Clarity Financial LLC (0.05%), Kwmg LLC (0.05%) and Dynamic Advisor Solutions LLC (0.04%).
How do I buy shares of Utilities Select Sector SPDR Fund?: Shares of XLU stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services.
Compare Top Brokerages Here.

This page (NYSEARCA:XLU) was last updated on 4/16/2024 by MarketBeat.com Staff

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