Skip to Content
Morningstar

Energy Select Sector SPDR® ETF XLE

Morningstar Medalist Rating
Medalist Rating as of | See State Street Investment Hub

Morningstar’s Analysis XLE

Will XLE outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable XLE’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the XLE management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of XLE’s parent organization’s priorities and whether they’re in line with investors’ interests.

Energy Select Sector SPDR ® ETF’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings XLE

More XLE Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 76.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Exxon Mobil Corp

23.21 9.5 Bil
Energy

Chevron Corp

16.26 6.7 Bil
Energy

ConocoPhillips

9.13 3.7 Bil
Energy

EOG Resources Inc

4.59 1.9 Bil
Energy

Marathon Petroleum Corp

4.53 1.9 Bil
Energy

Schlumberger Ltd

4.39 1.8 Bil
Energy

Phillips 66

4.11 1.7 Bil
Energy

Pioneer Natural Resources Co

3.74 1.5 Bil
Energy

Valero Energy Corp

3.46 1.4 Bil
Energy

Williams Companies Inc

2.74 1.1 Bil
Energy