This article first appeared on GuruFocus.
State Street Utilities Select Sector SPDR ETF (XLU) was the sole fund in this report, and its ETF activity on Monday, Nov. 9 was entirely one-sided: $576.0 million bought and nothing sold. All 31 positions were increased and none decreased, against $23.81 billion in assets.
What did XLU buy on Monday?
Its largest buys by dollar value were NEE ($76.0 million), SO ($45.1 million) and DUK ($41.9 million).
The largest buy was NextEra Energy, where XLU added 874,475 shares worth $76.0 million, keeping it the top holding at 13.18% of assets. Southern Co drew $45.1 million on 482,342 shares, Duke Energy $41.9 million on 326,909 shares, Constellation Energy $38.1 million on 138,075 shares and American Electric Power $29.3 million on 228,284 shares. There were no new positions and no exits.
How does XLU invest?
XLU is an equity sector utilities fund holding 31 stocks, with 59.0% of assets in its 10 largest holdings and 100.0% of classified stocks in utilities. All of its portfolio sits in large caps, with 0.0% in mid caps and 0.0% in small caps. It charges 0.08% and its top holdings are NextEra Energy at 13.18%, Southern Co at 7.83%, Duke Energy at 7.27%, Constellation Energy at 6.62% and American Electric Power at 5.08%. The fund has a GF Score of 75, a P/E of 22.38, a P/B of 1.92, a dividend yield of 2.75% and a year-to-date return of 4.58%.
State Street Utilities Select Sector SPDR ETF (XLU) at a glance
See the full State Street Utilities Select Sector SPDR ETF profile, or compare it with similar funds in the ETF Screener. Its biggest buy this time, NEE, has its own GF Value page and stock summary.
More on GuruFocus: ETF Trends | ETF Screener
What should investors watch next for XLU?
With every position raised and no sells, watch whether XLU‘s next update shows further broad additions or a shift toward trimming its heaviest weights such as NextEra Energy.
Based on holdings changes reported by State Street Utilities Select Sector SPDR ETF (XLU) for Nov. 9, 2026, US-listed stocks only.
Source: finance.yahoo.com — article syndicated from the publisher’s feed; all rights remain with the original publisher.
