Utilities Select Sector SPDR Fund
XLU

$71.17

0.98%

Market Cap: 14.9B

0

Funds holding %

of 6,702 funds

–

Analysts bullish %

0

News positive %

of 8 articles

Fund manager confidence

Based on 2024 Q1 SEC filings by fund managers ($100M+ AUM)

8% less repeat investments, than reductions

Existing positions increased: 383 | Existing positions reduced: 418

4% less funds holding

Funds holding: 1,118 [Q4 2023] → 1,069 (-49) [Q1 2024]

6.36% less ownership

Funds ownership: 76.65% [Q4 2023] → 70.28% (-6.36%) [Q1 2024]

8% less funds holding in top 10

Funds holding in top 10: 24 [Q4 2023] → 22 (-2) [Q1 2024]

20% less capital invested

Capital invested by funds: $10.9B [Q4 2023] → $8.73B (-$2.16B) [Q1 2024]

32% less first-time investments, than exits

New positions opened: 106 | Existing positions closed: 155

46% less call options, than puts

Call options by funds: $1.17B | Put options by funds: $2.15B

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Research analyst outlook

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

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Financial journalist opinion

Based on 8 articles about XLU published over the past 30 days

Zacks Investment Research

Worried About Tech Selloff? ETF Strategies to Play

On Jul 24, 2024, the Nasdaq 100 Index experienced a significant downturn. These ETF strategies may prove helpful in riding out the situation.

Worried About Tech Selloff? ETF Strategies to Play

CNBC Television

Final Trades: Lockheed Martin, TE Connectivity, U.S. 2 Year Treasuries and the XLU

The Investment Committee give you their top stocks to watch for the second half.

Final Trades: Lockheed Martin, TE Connectivity, U.S. 2 Year Treasuries and the XLU

Utilities Stocks Are Powering Up: XLU on the Verge of a Breakout

In the exchange-traded funds (ETFs) world, the Utilities Select Sector SPDR Fund NYSE: XLU demonstrates a notable bullish setup. The XLU is now up almost 12% year-to-date, consolidating in a bullish wedge just under 3% away from its 52-week high and trading above all major moving averages.

Utilities Stocks Are Powering Up: XLU on the Verge of a Breakout

Investors Business Daily

Utility ETF Option Trade Could Return 15% In About 2 Months

Selling this spread would generate roughly $65 in premium, for 15% return in 65 days.

Utility ETF Option Trade Could Return 15% In About 2 Months

Very Good News For Utilities: XLU

Utility stocks have underperformed the market recently due to rising interest rates. However, there are three major macro factors that are likely going to push utilities higher relative to the broader market moving forward. We discuss the ramifications for The Utilities Select Sector SPDR® Fund ETF, as well as some of our top picks of the moment in the utilities space.

Very Good News For Utilities: XLU

Zacks Investment Research

5 ETF Predictions for the Second Half of 2024

We have highlighted five trends that may influence the market in the rest of the year.

5 ETF Predictions for the Second Half of 2024

High-Growth High-Yields: The More They Drop, The More I Buy

Every now and then the market offers up some fat pitches. Recently, the market has produced several opportunities that offer the rare combination of high yield and high growth, alongside having a strong balance sheet and significant competitive advantages. I share three of these highly compelling opportunities.

High-Growth High-Yields: The More They Drop, The More I Buy

XLU: Negative FCF May Lead To Dividend Cuts

The XLU portfolio has a substantial negative FCF estimated for the next two years of over US$14bn per year. High capex requirements for capacity expansion may lead to increased debt, reduced dividends, or capital raises for XLU holdings. Portfolio consensus price target upside potential of 9% seems reasonable, barring dividend cuts.

XLU: Negative FCF May Lead To Dividend Cuts

The ETF Flowdown: Q2 2024

Markets steadily march on to record highs, as Q2 2024 wraps up. Many patterns that emerged earlier in the year once again prevailed through the fog of geopolitical and rate uncertainty.

The ETF Flowdown: Q2 2024

Very Good News For High Yield Stocks

High-yield stocks have underperformed in recent years. However, there has been meaningful good news recently that suggests that high-yield stocks may outperform moving forward. We discuss these reasons and also share some of our top picks of the moment.

Very Good News For High Yield Stocks

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