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
$21.33B

Sector breakdown

Utilities100.0%

Asset allocation

Stock Position99.8%
Cash Position0.2%

Signal overlay

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

BULLISH 0% · NEUTRAL 88% · BEARISH 12%

Top holdings

SymbolNameWeightASignal
NEENextEra Energy Inc12.7%Neutral
SOSouthern Co7.7%Neutral
DUKDuke Energy Corp7.2%Neutral
CEGConstellation Energy Corp6.7%Neutral
AEPAmerican Electric Power Co Inc5.2%Neutral
DDominion Energy Inc4.3%Neutral
SRESempra4.1%Neutral
ETREntergy Corp3.7%Neutral
XELXcel Energy Inc3.5%Bearish
VSTVistra Corp3.5%Bearish