Utilities Select Sector SPDR Fund
0
Funds holding %
of 6,823 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
148% more first-time investments, than exits
New positions opened: 201 | Existing positions closed: 81
48% more funds holding in top 10
Funds holding in top 10: 33 [Q2] → 49 (+16) [Q3]
25% more repeat investments, than reductions
Existing positions increased: 498 | Existing positions reduced: 399
20% more capital invested
Capital invested by funds: $11.4B [Q2] → $13.7B (+$2.28B) [Q3]
9% more funds holding
Funds holding: 1,176 [Q2] → 1,281 (+105) [Q3]
2.92% less ownership
Funds ownership: 82.36% [Q2] → 79.44% (-2.92%) [Q3]
68% less call options, than puts
Call options by funds: $1.1B | Put options by funds: $3.47B
Research analyst outlook
We haven’t received any recent analyst ratings for XLU.
Financial journalist opinion
Based on 11 articles about XLU published over the past 30 days
Positive
Seeking Alpha
3 days ago
Why Infrastructure Is The Ultimate Play In Your Income Portfolio Now
Many income-production asset classes provide subpar offerings. It is either high yield or high growth and rarely something in the middle. I share why infrastructure could be a solution to fill this gap.
Positive
Seeking Alpha
3 days ago
Why BDCs Will Likely Outperform In 2025
The BDC sector had a lackluster H2 of 2024 after being on a strong run from 2022 to mid 2024. However, recently there has been some great news for BDCs to start 2025. We share our approach to BDCs right now.
Positive
24/7 Wall Street
4 days ago
Billionaire Activist Investor Paul Singer Takes Profits and Rolls It Into These 3 Unexpected Stocks
Paul Singer founded Elliott Investment Management L.P.
Positive
Seeking Alpha
5 days ago
Jerome Powell Is Doing Dividend Investors A Huge Favor
The Fed recently gave dividend investors a huge gift. We discuss what this gift is. We also share some of our top picks of the moment to take advantage of this gift.
Neutral
Seeking Alpha
6 days ago
What I Wish I Knew Before Investing In Dividend Stocks
Dividend investing has been very rewarding for me. However, I have learned a lot of lessons the hard way. I share some of the most important lessons I have learned in this article.
Positive
Seeking Alpha
6 days ago
XLU: On The Verge Of Great Things
The Utilities sector shows promise with AI-driven demand and potential deregulation, but high long-term yields pose challenges for debt refinancing and new projects. XLU ETF offers simple, low-cost exposure to 34 S&P500 utility stocks, with a 0.09% expense ratio and a 2.97% dividend yield. Despite average performance and concentration, XLU is a solid choice for utility exposure.
Neutral
Seeking Alpha
1 week ago
Closed-End Funds: A Look At Comparing Some Energy Infrastructure Plays
The energy sector seems to be in constant boom or bust, resulting in wildly swinging performance from year to year relative to most other sectors. That said, energy is still essential for civilization to function and that requires ways to produce and move it. Today, we are comparing several closed-end funds in the energy infrastructure space, including a few that are more heavily focused on MLPs.
Negative
Seeking Alpha
1 week ago
Very Bad News For Dividend Stocks
Dividend stocks boomed from early July 2024 to late November 2024. However, since then, they have pulled back sharply. I discuss the bad news that may continue weighing on many dividend stocks.
Positive
Seeking Alpha
1 week ago
The More It Drops, The More I Buy
The stock market just suffered a dip, and I am buying it. The long-term outlook has not changed and therefore, the more it drops, the more I will buy. I discuss why and highlight 3 quick picks I'm buying.
Positive
Seeking Alpha
2 weeks ago
My Top 10 Utilities For 2025
Long-term rates have risen, creating potential buying opportunities for utilities like AEP, AWK, AWR, BKH, ES, EVRG, SJW, WEC, WTRG, and XEL. These utilities have strong fundamentals, attractive valuations, and investment-grade balance sheets, offering potential total returns of 20% to 56% by 2025. Despite rate sensitivity, these utilities are well-positioned for long-term growth with secure dividends and robust balance sheets.
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