State Street Utilities Select Sector SPDR

    XLU ·NYSEARCA
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    State Street Utilities Select Sector SPDR ETF (the “Fund”) seeks to provide

    Investment Strategy

    In seeking to track the performance of the Index, the Fund employs a replication strategy, which means that the Fund typically invests in substantially all of the securities represented in the Index in approximately the same proportions as the Index.

    Fees & Expenses

    Net Expense Ratio0.08%
    Management Fee0.03%
    12b-1 Fee0.02%
    Portfolio Turnover2%

    Reported Performance

    Average annual returns as reported in the fund's most recent prospectus. Past performance does not guarantee future results.

    1-Year Return16.01%
    5-Year Avg Annual9.64%
    10-Year Avg Annual10.48%

    Holdings

    34 positions as of 2025-12-31. Total net assets: $21,765,248,011. Expense ratio: 0.08%. Source: SEC N-PORT-P filing.

    Top 10 holdings

    Name Ticker Weight Value
    NextEra Energy Inc NEE 12.69% $2,761,582,788
    Constellation Energy Corp CEG 8.37% $1,822,260,630
    Southern Co/The SO 7.29% $1,585,947,820
    Duke Energy Corp DUK 6.92% $1,505,557,644
    American Electric Power Co Inc AEP 4.68% $1,019,475,543
    Sempra SRE 4.37% $951,827,915
    Vistra Corp VST 3.90% $848,720,024
    Dominion Energy Inc D 3.80% $826,383,124
    Exelon Corp EXC 3.34% $727,404,158
    Xcel Energy Inc XEL 3.32% $721,663,385

    Country

    CountryWeight
    United States 100.3%
    Total 100.3%

    Region

    RegionWeight
    Americas 100.3%
    Total 100.3%

    Market classification

    MarketWeight
    Developed 100.3%
    Total 100.3%

    Sector

    SectorWeight
    Utilities 99.8%
    Unknown 0.5%
    Total 100.3%

    Market cap

    CapWeight
    Large 95.7%
    Mid 4.1%
    Non-equity 0.5%
    Total 100.3%

    Asset class

    ClassWeight
    Equity-common 99.8%
    Short-term investment 0.5%
    Total 100.3%

    Issuer type

    TypeWeight
    Corporate 99.8%
    Registered fund 0.5%
    Total 100.3%

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    Held by

    holders ( registered funds via N-PORT, institutional investors via 13F). Showing top by dollar value.

    Holder Type ETF MF Position ($) % of holder Δ % of holder Holder AUM