Energy Select Sector SPDR Fund (XLE): A Gateway to the U.S. Energy Sectorv
Denver, CO
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January 22, 2025 05:00 AM Eastern Standard Time
In an evolving global marketplace where energy continues to be a critical driver of economic activities, the Energy Select Sector SPDR Fund (XLE) stands out as a useful tool for investors seeking exposure to the U.S. energy sector. Designed to mirror the Energy Select Sector Index, XLE offers an opportunity to engage with this pivotal industry without the need for direct stock selection.
XLE encompasses a diverse array of companies in oil, gas, consumable fuels, and energy equipment and services. Investors may benefit from a broad exposure to the top U.S. energy firms while mitigating the risks typically associated with investing in individual stocks.
Key Features of the Energy Select Sector SPDR Fund (XLE):
Portfolio: XLE provides investors with access to a wide range of companies, capturing the breadth of the energy sector.
Passive Management Strategy: XLE tracks the Energy Select Sector Index, offering a straightforward and efficient investment in the Energy components of the S&P 500.
Low Expense Ratio: With a total expense ratio of just 0.09%*, XLE remains a cost-effective choice for those interested in the energy market.
Top Holdings** of XLE Include:
Exxon Mobil (23.15%)
Chevron (15.37%)
ConocoPhillips (8.14%)
Williams Companies (4.60%)
EOG Resources (4.53%)
ONEOK (4.34%)
Schlumberger (4.00%)
Kinder Morgan (3.92%)
Phillips 66 (3.48%)
Marathon Petroleum (3.32%)
These holdings collectively represent a wide range of companies, offering a broad perspective on the energy sector.
XLE’s investment strategy aligns with the broader trends impacting the energy sector. By offering a portfolio of energy companies, it caters to investors interested in gaining insight into the dynamics shaping the future of energy, without the complexities of managing a portfolio of individual stocks. This approach is particularly pertinent in a sector known for its rapid technological advancements and geopolitical influences.
With more than $33 billion in assets under management, XLE remains a substantial presence in the investment community. It provides a lens through which to view the U.S. energy sector's pivotal roles and challenges, all while maintaining accessibility for a broad range of investors.
For more information about the Energy Select Sector SPDR Fund (XLE), please visit Select Sector SPDR.
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 12/31/24 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.
SEL008138 EXP 3/31/25
Contact Details
Dan Dolan
+1 203-935-8103
Company Website
