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Utilities Select Sector SPDR® ETF XLU

Medalist Rating as of | See State Street Investment Hub

Morningstar’s Analysis XLU

Will XLU outperform in future?

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

A strong management team and sound investment process underpin Utilities Select Sector SPDR ® ETF's Morningstar Medalist Rating of Bronze.

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Morningstar Manager Research

Summary

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

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Portfolio Holdings XLU

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 59.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NextEra Energy Inc

14.30 2.0 Bil
Utilities

Southern Co

7.90 1.1 Bil
Utilities

Duke Energy Corp

7.23 999.3 Mil
Utilities

Constellation Energy Corp

6.30 870.8 Mil
Utilities

Sempra

4.46 616.0 Mil
Utilities

American Electric Power Co Inc

4.44 613.3 Mil
Utilities

Dominion Energy Inc

4.07 562.1 Mil
Utilities

PG&E Corp

3.59 496.1 Mil
Utilities

Exelon Corp

3.51 484.5 Mil
Utilities

Public Service Enterprise Group Inc

3.37 466.1 Mil
Utilities