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Utilities Select Sector SPDR Fund (XLU) Offers Strategic Insights with Top Holdings

News provided by news direct2025-02-12

--News Direct--

The Utilities Select Sector SPDR Fund (XLU), a prominent player in the utilities investment landscape, continues to offer investors a reliable avenue for informed decision-making through its strategic focus and robust portfolio. With over $17 billion in assets and a low total expense ratio of 0.08%*, XLU stands as a cost-effective gateway to one of the most essential sectors of the economy.

Strategic Investment Approach

XLU's investment strategy is designed to align with the unique dynamics of the utilities sector, a pillar of economic infrastructure. By focusing on companies that are integral to powering homes and businesses across the nation, XLU provides investors with exposure to key players within the S&P 500.

Top Holdings** in XLU

The Utilities Select Sector SPDR Fund's top holdings underscore its dedication to maintaining an impactful portfolio. These key players collectively represent approximately 60% of the fund's total assets. The top 10 holdings are as follows:

NextEra Energy: 12.35%
Constellation Energy: 7.87%
Southern: 7.72%
Duke Energy: 7.26%
Vistra: 4.80%
Sempra: 4.41%
American Electric Power: 4.40%
Dominion Energy: 3.92%
Public Service Enterprise: 3.49%
Exelon: 3.37%

These companies are pivotal in providing essential services and driving forward the nation’s economic engine. The inclusion of these holdings in XLU reflects its focus on providing exposure to significant companies within the utilities sector.

Transparency in Core Holdings

XLU provides detailed information about its core holdings, offering investors a clear view of the fund’s composition. This transparency allows stakeholders to better understand its allocation within the utilities sector, ensuring access to relevant and comprehensive data on the fund’s structure and focus.

Looking Ahead

As the utilities sector continues to evolve, XLU remains steadfast in its mission to provide a comprehensive investment option. Investors and industry observers are encouraged to leverage the fund’s detailed holdings information to gain a deeper understanding of the intricacies of utilities ETFs and the broader market.

For more information on the Utilities Select Sector SPDR Fund and to view up-to-date holdings, please visit the website.

DISCLAIMER:This is a work of research and should not be taken as investment or financial advice. Therefore, Select Sector SPDRs or the publisher is not liable for any decision made based on the publication.

About the Company:

Select Sector SPDR ETFs offer flexibility and customization opportunities. Many investors have similar outlooks, but no two are exactly alike. Select Sector SPDR ETFs let investors select the sectors that best meet their investment goals.

*Ordinary brokerage fees apply

**Holdings, Weightings & Assets as of 1/31/25 subject to change

DISCLOSURES

The S&P 500 Index is an unmanaged index of 500 common stocks that is generally considered representative of the U.S. stock market. The index is heavily weighted toward stocks with large market capitalizations and represents approximately two-thirds of the total market value of all domestic common stocks. The S&P 500 Index figures do not reflect any fees, expenses or taxes. An investor should consider investment objectives, risks, fees and expenses before investing.

One may not invest directly in an index.

Transparent ETFs provide daily disclosure of portfolio holdings and weightings

All ETFs are subject to risk, including loss of principal. Sector ETF products are also subject to sector risk and nondiversification risk, which generally will result in greater price fluctuations than the overall market. Diversification does not eliminate risk.

An investor should consider investment objectives, risks, charges and expenses carefully before investing. To obtain a prospectus, which contains this and other information, call 1-866-SECTOR-ETF (732-8673) or visit www.sectorspdrs.com. Read the prospectus carefully before investing.

ALPS Portfolio Solutions Distributor, Inc., a registered broker-dealer, is distributor for the Select Sector SPDR Trust.

Media Contact:

Company: Select Sector SPDRs

Contact: Dan Dolan*

Address: 1290 Broadway, Suite 1000, Denver, CO 80203

Country: United States

Email: dan.dolan@sectorspdrs.com

Website: https://www.sectorspdrs.com/

*Dan Dolan is a Registered Representative of ALPS Portfolio Solutions Distributor, Inc. ALPS Portfolio Solutions Distributor, Inc., a registered broker-dealer, is the distributor for the Select Sector SPDR Trust.

SEL008204 EXP 4/30/25