Utilities Select Sector SPDR Fund
XLU
Market cap $18.3B

79.25 USD

+0.69

0.88%

At close Oct 11, 4:00 PM EDT

After hours

79.28

+0.03

0.04%

1 day

0.88%

5 days

-2.21%

1 month

2.55%

3 months

12.03%

6 months

22.51%

Year to date

23.35%

1 year

33.06%

5 years

23.98%

0

Funds holding %

of 6,740 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

74% more first-time investments, than exits

New positions opened: 176 | Existing positions closed: 101

50% more funds holding in top 10

Funds holding in top 10: 22 [Q1] → 33 (+11) [Q2]

10% more capital invested

Capital invested by funds: $9.52B [Q1] → $10.4B (+$905M) [Q2]

7% more funds holding

Funds holding: 1,095 [Q1] → 1,170 (+75) [Q2]

9% more repeat investments, than reductions

Existing positions increased: 430 | Existing positions reduced: 393

1.22% less ownership

Funds ownership: 76.6% [Q1] → 75.38% (-1.22%) [Q2]

26% less call options, than puts

Call options by funds: $1.47B | Put options by funds: $1.98B

See Fund Rankings

Research analyst outlook

We haven’t received any recent analyst ratings for XLU.

See Analyst Rankings

Financial journalist opinion

Based on 18 articles about XLU published over the past 30 days

Utilities stocks hit record surge in 2024, but analysts warn of possible correction

Utilities stocks have experienced an extraordinary rally throughout 2024, becoming one of Wall Street's most talked-about trades of the year. But with valuations soaring and economic indicators shifting, some financial professionals are cautioning that the surge might have gone too far too fast.

Utilities stocks hit record surge in 2024, but analysts warn of possible correction

CNBC Television

Market Navigator: Downgrading utilities trade

Katie Stockton, Fairlead Strategies founder, joins 'Power Lunch' to discuss downgrading the utilities trade.

Market Navigator: Downgrading utilities trade

Schaeffers Research

Target This AI-Adjacent Sector Right Now

Subscribers to Chart of the Week received this commentary on Sunday, October 6.

Target This AI-Adjacent Sector Right Now

Zacks Investment Research

Should You Invest in the Utilities Select Sector SPDR ETF (XLU)?

If you're interested in broad exposure to the Utilities - Broad segment of the equity market, look no further than the Utilities Select Sector SPDR ETF (XLU), a passively managed exchange traded fund launched on 12/16/1998.

Should You Invest in the Utilities Select Sector SPDR ETF (XLU)?

Bad News For High Yield Stocks

High-yield stocks have surged in recent months. However, recently, news hit that threatens to end the rally in much of the sector. We share which part of the high-yield space is likely going to benefit from this bad news, as well as how we are positioning our portfolio overall.

Bad News For High Yield Stocks

Why utilities could benefit from AI-driven power demand

Nuclear energy is in focus as big tech companies like Alphabet (GOOG, GOOGL) and Microsoft (MSFT) turn to nuclear energy to meet the power-intensive needs of their artificial intelligence (AI) data centers. Durgesh Chopra, Evercore ISI managing director, joins Josh Schafer and Madison Mills on Market Domination to take a look at the energy sector.

Why utilities could benefit from AI-driven power demand

Zacks Investment Research

Utilities ETF (XLU) Hits New 52-Week High

For investors seeking momentum, Utilities Select Sector SPDR XLU is probably on the radar. The fund just hit a 52-week high and is up 49% from its 52-week low price of $54.77/share.

Utilities ETF (XLU) Hits New 52-Week High

The More It Underperforms, The More I Buy

There is a leading blue-chip that has been a serial underperformer over the past half decade. However, it has a very strong balance sheet, a sky-high yield that is well covered, and it continues to grow its payout year after year. I discuss this opportunity and share why the more it underperforms, the more I buy it.

The More It Underperforms, The More I Buy

Zacks Investment Research

9 Top Global ETF Trends So Far This Year

Wall Street delivered a solid rally in the first nine months of 2024.

9 Top Global ETF Trends So Far This Year

An Important Warning Before Buying Dividend Stocks

Dividend stocks have been soaring in recent months. However, there is reason to believe that the party may not last much longer. We share our concerns and how we are positioning our portfolio as a result.

An Important Warning Before Buying Dividend Stocks

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