NYSEArca - Delayed Quote USD

The Utilities Select Sector SPDR Fund (XLU)

76.29 +0.57 (+0.75%)
At close: August 30 at 4:00 PM EDT
76.41 +0.12 (+0.16%)
After hours: August 30 at 7:07 PM EDT
Loading Chart for XLU
DELL
  • Previous Close 75.72
  • Open 75.86
  • Bid --
  • Ask --
  • Day's Range 75.58 - 76.40
  • 52 Week Range 54.77 - 76.40
  • Volume 7,754,435
  • Avg. Volume 9,650,165
  • Net Assets 15.91B
  • NAV 76.29
  • PE Ratio (TTM) 26.84
  • Yield 3.01%
  • YTD Daily Total Return 22.42%
  • Beta (5Y Monthly) 0.75
  • Expense Ratio (net) 0.09%

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.

SPDR State Street Global Advisors

Fund Family

Utilities

Fund Category

15.91B

Net Assets

1998-12-16

Inception Date

Performance Overview: XLU

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Trailing returns as of 8/31/2024. Category is Utilities.

YTD Return

XLU
22.42%
Category
14.05%
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1-Year Return

XLU
25.31%
Category
11.03%
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3-Year Return

XLU
6.92%
Category
5.33%
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Holdings: XLU

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Top 10 Holdings (59.10% of Total Assets)

SymbolCompany% Assets
NEE
NextEra Energy, Inc. 14.15%
SO
The Southern Company 8.23%
DUK
Duke Energy Corporation 7.60%
CEG
Constellation Energy Corporation 5.39%
AEP
American Electric Power Company, Inc. 4.66%
SRE
Sempra 4.57%
D
Dominion Energy, Inc. 4.04%
PEG
Public Service Enterprise Group Incorporated 3.58%
PCG
PG&E Corporation 3.52%
EXC
Exelon Corporation 3.35%

Sector Weightings

Recent News: XLU

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Research Reports: XLU

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