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Utilities Select Sector Spdr

The Utilities Select Sector SPDR Fund (XLU) is a non-diversified, open-end investment company whose shares seek to track the investment results of the Utilities Select Sector Index.

The Utilities Select Sector SPDR Fund seeks to provide investment results that correspond generally to the price and yield performance, before expenses and lower expenses, of the Utilities Select Sector Index. Utilities Select Sector Index comprises companies in the utilities sector of the S&P 500 Index.

Investments in the Utilities Select Sector SPDR Fund attempt to take advantage of seasoned investors and professional management who actively monitor the utilities sector'

XLU is a sector exchange-traded fund issued by the SPDR State Street Global Advisors that looks to replicate the utilities sector of the S&P 500 index, an index of 500 of the biggest publicly-traded companies in the US. As with other SPDR exchange-traded funds, it is itself traded on an exchange just like stocks. Investors who have an interest in the generally consistent and predictable returns offered by electric, gas and water firms may find the Utilities SPDR exchange-traded fund (ETF) attractive.

It is classified as a Utilities fund and is a popular way to shift the exposure of a portfolio towards this sector. This fund is balanced by owning equal proportions of a wide list of the biggest utilities to electricity companies. The major business for 98% of the fund's portfolio is providing electricity, drinking water, gas or drainage services.

The Utilities SPDR ETF (XLU) tracks the performance of the S&P 500 Utilities Index, an index that tracks the utilities' sector's overall performance. It holds 28 public utility companies, including electric and gas firms, which encompasses virtually all of the market capitalisation of the utilities sector.

Overall, the Utilities SPDR exchange-traded fund (ETF) tracks a small sector of the market, just utilities, and can be used as a defensive strategy in a portfolio. One attraction of the Utilities SPDR ETF (XLU) is that the majority of the funds that it holds are 'essential services' stocks, which provide safe-haven characteristics during a market crash.

TRADING

Volume: 6,797,734

Net Asset Value (NAV) is $4,614,839,325

LAST PRICE

$61.83 as of 4:00 PM ET 11/03/22

Invesco

Yield

3.43%

MARKET CAP

$14.8 B

P/E Ratio (Forward)

13.35

EPS (ttm)

$4.63

EBITDA

$15.6 B

PEG Ratio (Forward)

3.63

BOOK VALUE PER SHARE

$33.66

PRICE/BOOK

1.84

TURNOVER

$251.6 M

All values are in USD thousands

Data is currently not available

Growth

* Revenue Growth (ttm)

13.38%

* Revenue Growth (5-year estimate)

4.78%

* Earnings Growth (5-year estimate)

9.48%

* Earnings Growth (10-year estimate)

9.14%

* Sales Growth (5-year estimate)

4.31%

* Sales Growth (10-year estimate)

3.8%

Value

Price/Earnings To Growth (PEG) Ratio (Forward)

3.63

Price to Book (MRQ)

1.84

Price to Sales (TTM)

2.08

RETURN

Return on Equity (ROE) (TTM)

9.5%

Return on Assets (ROA) (TTM)

4.07%

Return on Invested Capital (ROIC) (TTM)

4.6%

EMPLOYEES

Number of Employees

Not Available

AVERAGE FLIPBOARD

**Scout Votes**

No Steals

**Investor's Interest**

Sector/Industry Rankings

Zacks Industry

Rank

25

The Utilities SPDR Fund (XLU) is ranked within a publicly traded Utilities ETF—which tracks an index of utility stocks that are trading on US stock exchanges—and a Sector— Electric Utilities Industry—within the broader Finance Sector (S&P 500). Through analysis of Utilities SPDR's performance, investors can get a quick snapshot of stock performance and sector weightings. The Utilities SPDR ETF is one of the most liquid utilities ETFs available to retail investors.

Investors seeking utility exposure in their portfolio would be wise to give the Utilities SPDR exchange-traded fund (ETF) a close look. It owns most major electric, gas, and water utilities, the very firms that society can least do without. It seeks to give utilities exposure at a low cost and can protect investor assets from market volatility. Examining the Utilities SPDR ETF's underlying holdings will reveal its potential utility and mix of utility companies and sectors. This research may help make a bet on society's most fundamental commodities.

Disclaimer With the exception of Visa, all of the securities in the fund's portfolio are utilities. Visa is not a utility.

We believe utilities have a place in people's long-term portfolios as they tend to rise during bad market times, which makes them a solid long-term investment suitable for nearly any portfolio.

Investors can also gain exposure to the utilities sector through individual stocks such as NextEra Energy (NEE), Dominion Energy (D), Duke Energy (DUK) and Sempra Energy (SRE).