XLU: Why I Am Upgrading Utilities

I upgrade State Street Utilities Select Sector SPDR ETF from Sell to Hold after a notable price decline and improved valuation metrics. XLU's price-to-book is now 2.3x, P/E is 19.4x, and dividend yield stands at 2.85%. Interest rate trends and recession risk remain key headwinds, but XLU is no longer excessively expensive.

Seeking Alpha • Dec 12, 2025

Utilities Have Slumped. It's Their Time to Shine Again.

Utilities have lagged as investors chased riskier assets, but lower valuations and steady earnings growth are drawing renewed attention.

Barrons • Dec 12, 2025

The Top 3 Investment Themes That Will Dominate 2026

The stock market has enjoyed a remarkable run over the past 12 months. Driven by a successful soft landing engineered by the Federal Reserve and the initial excitement surrounding generative artificial intelligence (AI), 2025 rewarded risk-taking.

MarketBeat • Dec 10, 2025

Buy these 4 Utility ETFs to Ride the AI Boom Before 2025 Ends

Utility ETFs like XLU gain momentum as AI-driven data center power demand and falling rate expectations boost the sector's appeal.

Zacks Investment Research • Dec 2, 2025

State Street Now Distributor for Select Sector SPDR ETFs

State Street Investment Management (SSIM) has been the investment advisor for the Select Sector SPDR ETFs since 1998. It will now take over the distribution and marketing for these funds.

ETF Trends • Dec 1, 2025

5 ETFs Primed to Soar if the Fed Cuts Rates in December

XLK and other sector ETFs set to gain as expectations surge for a potential Federal Reserve rate cut in December.

Zacks Investment Research • Nov 28, 2025

7%+ Yields: I Am Giving Thanks For My Favorite Black Friday Special

I am thankful for many things this year. I am particularly thankful for my favorite Black Friday special from Mr. Market. I detail why I like this high-yielding bargain.

Seeking Alpha • Nov 28, 2025

VIDEO: ETF of the Week: XLU

On this episode of the “ETF of the Week” podcast, VettaFi's Head of Research, Todd Rosenbluth, discussed the Utilities Select Sector SPDR Fund (XLU) with Chuck Jaffe of Money Life. The pair discussed several topics related to the fund to give investors a deeper understanding of the ETF.

ETF Trends • Nov 25, 2025

ETF Diet Leans Defensive — Less Froth, More Safety As Jobless Rate Hits 2021 High

The latest jobs report has put the ETF market into a dilemma. With the unemployment rate rising to 4.4%, the highest level since October 2021, and December rate-cut odds shrinking to 28%, trimming risk and loading up on steadier, low-beta staples may prove to be a prudent move.

Benzinga • Nov 21, 2025

Resist AI FOMO And Stick With Your Long-Term Plan

AI stocks are getting a lot of hype right now. But history shows that revolutionary technologies almost always become overvalued and overinvested, leading to eventual corrections. Disciplined, long-term investing - resisting FOMO and sticking to a well-designed plan -remains the best path to enduring wealth.

Seeking Alpha • Nov 21, 2025