Morningstar

State Street® Utilities Select Sector SPDR® ETF XLU

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

Morningstar’s Analysis XLU

Will XLU outperform in the 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 XLU’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the XLU 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 XLU’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

State Street®UtilSelSectSPDR®ETF holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings XLU

More XLU Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 57.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NextEra Energy Inc

12.91 3B
Utilities

Southern Co

7.64 2B
Utilities

Duke Energy Corp

7.12 2B
Utilities

Constellation Energy Corp

6.31 1B
Utilities

American Electric Power Co Inc

5.00 1B
Utilities

Dominion Energy Inc

4.33 986M
Utilities

Sempra

4.01 912M
Utilities

Entergy Corp

3.59 816M
Utilities

Xcel Energy Inc

3.56 810M
Utilities

Exelon Corp

3.41 776M
Utilities

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