State Street Utilities Select Sector SPDR ETF XLU

ASignal view: Not yet rated

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.

Fund facts

Category
Utilities
Expense ratio
0.08%
AUM
$23.06B

Sector breakdown

Utilities100.0%

Asset allocation

Stock Position99.7%
Cash Position0.3%

Signal overlay

ASignal covers 10 of 10 top holdings. Weighted across covered holdings:

BULLISH 0% · NEUTRAL 87% · BEARISH 13%

Top holdings

SymbolNameWeightASignal
NEENextEra Energy Inc13.0%Neutral
SOSouthern Co7.7%Neutral
DUKDuke Energy Corp7.0%Neutral
CEGConstellation Energy Corp6.0%Neutral
AEPAmerican Electric Power Co Inc5.0%Neutral
DDominion Energy Inc4.4%Bearish
SRESempra4.2%Neutral
ETREntergy Corp3.5%Neutral
XELXcel Energy Inc3.5%Neutral
VSTVistra Corp3.4%Bearish
State Street Utilities Select Sector SPDR ETF (XLU) ETF - holdings, fund data, ASignal view