XLE
Energy Select Sector SPDR Fund
📎 Investment Objective
The XLE Energy Select Sector SPDR Fund seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the Energy Select Sector Index.
Overview
ETF tracking Energy Select Sector SPDR Fund
Performance
Price Chart
Investment Summary
📎 Investment Objective
The XLE Energy Select Sector SPDR Fund seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the Energy Select Sector Index.
🎯 Investment Strategy
The fund invests substantially all of its assets in the securities included in the Energy Select Sector Index, which includes companies from the following industries: oil, gas and consumable fuels, and energy equipment and services. The fund uses a passive or indexing investment approach to try to track the performance of the index.
✨ Key Features
- Provides exposure to the energy sector of the S&P 500 Index
- Diversified portfolio of large-cap energy companies
- Passively managed to track the Energy Select Sector Index
- Low expense ratio of 0.00%
⚠️ Primary Risks
- Concentration risk as the fund is focused on the energy sector
- Volatility risk as the energy sector can experience significant price swings
- Regulatory and environmental risks impacting energy companies
- Potential for underperformance compared to the broader market
👤 Best For
The XLE Energy Select Sector SPDR Fund may be suitable for investors seeking broad exposure to the energy sector as part of a diversified portfolio. It could be appropriate for investors with a higher risk tolerance who are comfortable with the volatility of the energy sector.
Top Holdings
| Rank | Ticker | Name | Weight | Sector |
|---|---|---|---|---|
| 1 | XOM | EXXON MOBIL CORP | 23.52% | - |
| 2 | CVX | CHEVRON CORP | 17.92% | - |
| 3 | COP | CONOCOPHILLIPS | 6.68% | - |
| 4 | WMB | WILLIAMS COS INC | 4.46% | - |
| 5 | MPC | MARATHON PETROLEUM CORP | 4.10% | - |
| 6 | EOG | EOG RESOURCES INC | 3.99% | - |
| 7 | PSX | PHILLIPS 66 | 3.91% | - |
| 8 | VLO | VALERO ENERGY CORP | 3.79% | - |
| 9 | SLB | SLB LTD | 3.76% | - |
| 10 | KMI | KINDER MORGAN INC | 3.65% | - |
| 11 | BKR | BAKER HUGHES CO | 3.25% | - |
| 12 | OKE | ONEOK INC | 3.03% | - |
| 13 | EQT | EQT CORP | 2.61% | - |
| 14 | TRGP | TARGA RESOURCES CORP | 2.53% | - |
| 15 | OXY | OCCIDENTAL PETROLEUM CORP | 2.10% | - |
Similar ETFs in Energy
View all Energy ETFs →Vanguard Energy ETF
$129.34
First Trust North American Energy Infrastructure Fund
$38.55
State Street SPDR S&P Oil & Gas Exploration & Production ETF
$134.01
iShares Global Clean Energy ETF
$17.02
Fidelity MSCI Energy Index ETF
$25.43
iShares U.S. Energy ETF
$48.80