Utilities Select Sector SPDR Fund

XLU

Market cap $20.9B

Overview Fund Activity

84.35 USD

+0.21

0.25%

At close Updated Sep 17, 4:00 PM EDT

Pre-market

After hours

84.57

+0.22

0.26%

1 day

0.25%

5 days

-0.19%

1 month

-1.06%

3 months

4.98%

6 months

6.5%

Year to date

10.59%

1 year

6.66%

5 years

41.6%

10 years

96.76%

0

Funds holding %

of 7,463 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

52% more first-time investments, than exits

New positions opened: 161 | Existing positions closed: 106

27% more repeat investments, than reductions

Existing positions increased: 559 | Existing positions reduced: 440

7% more capital invested

Capital invested by funds: $10.9B [Q1] → $11.6B (+$733M) [Q2]

3.0% more ownership

Funds ownership: 62.77% [Q1] → 65.77% (+3.0%) [Q2]

2% more funds holding

Funds holding: 1,342 [Q1] → 1,374 (+32) [Q2]

6% less funds holding in top 10

Funds holding in top 10: 35 [Q1] → 33 (-2) [Q2]

59% less call options, than puts

Call options by funds: $1.22B | Put options by funds: $2.93B

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Financial journalist opinion

Based on 11 articles about XLU published over the past 30 days

3 Dividend Stocks I'm Buying As Irrational Exuberance Takes Over

Current market conditions reflect irrational exuberance, with surging valuations in stocks, precious metals, crypto, and collectibles reminiscent of past bubbles. Conflicting economic signals persist: inflation data is mixed, the labor market is weakening, but affluent consumer spending and bank lending remain resilient. Dividend growth investing remains my preferred strategy, with a focus on high-quality REITs, utilities, and my favorite cash equivalent ETF.

3 Dividend Stocks I'm Buying As Irrational Exuberance Takes Over

CNBC Television

Final Trade: XLU, UNH, C, JPM

The final trades of the day with CNBC's Melissa Lee and the Fast Money traders.

Final Trade: XLU, UNH, C, JPM

Portfolio Review: 3 Stocks And 3 ETFs I'm Buying To Boost My Passive Income

Given heightened economic uncertainty, I am leaning more defensive and sticking with my dividend growth investing strategy, emphasizing diversification and income stability. The frozen housing market, soft labor conditions, and stagnating consumer spending signal potential economic weakness, despite optimism in select sectors like tech. My ETF portfolio review shows shifting leadership, with midstream energy outperforming previously, but preferreds and tech-focused ETFs now leading as trends evolve.

Portfolio Review: 3 Stocks And 3 ETFs I'm Buying To Boost My Passive Income

The Great Disconnect: AI Stocks Soar While The Economy Stalls

AI is fueling massive stock gains, but the real economy tells a different story. Can productivity gains catch up before the next downturn hits? Investors need to know where the real opportunities — and risks — lie.

The Great Disconnect: AI Stocks Soar While The Economy Stalls

Schaeffers Research

35 ETFs to Watch After the S&P 500's Most Recent Surge

Over the last 100 trading days, or roughly five months, the S&P 500 Index (SPX) has surged more than 25%.

35 ETFs to Watch After the S&P 500's Most Recent Surge

SPX Pullback as Investors Prepare for September, XLK v. XLU Broad Market Signals

The SPX pulled back to begin Friday's trading session ahead of a long holiday weekend. Kevin Green says it signals investors bracing for September volatility and rebalancing.

SPX Pullback as Investors Prepare for September, XLK v. XLU Broad Market Signals

In Trump's market, oil and gas stocks have not been the big energy winners

The Trump administration has promoted an energy policy favorable to oil and gas, but the utilities sector within the S&P 500 has been the much stronger performer this year. The Utilities Select Sector SPDR (XLU) has tripled the return generated by the Energy Select Sector SPDR (XLE) this year.

In Trump's market, oil and gas stocks have not been the big energy winners

XLU: Utility Dividend Spread To Treasuries Is Too Low, Creating Overvaluation Risk

XLU's dividend is a tiny 2.65% today, with its spread to Treasuries seemingly bouncing off long-term lows. The stagnation in gold's price indicates that investor appetite for "monetary devaluation hedges" is slowing, impacting real interest rate proxies like utilities. In the short-term, deflation may be a greater risk than inflation, but as in 2020, I expect the Fed will shift too dovish, due to debt concerns.

XLU: Utility Dividend Spread To Treasuries Is Too Low, Creating Overvaluation Risk

Zacks Investment Research

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

Looking for broad exposure to the Utilities - Broad segment of the equity market? You should consider the Utilities Select Sector SPDR ETF (XLU), a passively managed exchange traded fund launched on December 16, 1998.

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

The Motley Fool

AI Needs a Lot of Power. Here Are 3 Top Ways to Cash In on the AI Power Boom.

Artificial intelligence will require a staggering amount of power in the coming years. According to the International Energy Agency, power demand by data centers will more than double by 2030 to 945 terawatt-hours.

AI Needs a Lot of Power. Here Are 3 Top Ways to Cash In on the AI Power Boom.

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