(XLE) Energy Sector SPDR Fund - Ratings and Ratios

Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US81369Y5069 • Equity Energy

XLE: Oil, Gas, Energy Equipment, Consumable Fuels, Services

The Energy Select Sector SPDR® Fund (XLE) is designed to replicate the performance of a specific energy sector index. It primarily invests at least 95% of its assets in the securities of the index, which includes companies classified under the Energy sector according to the Global Industry Classification Standard (GICS®). These companies operate across various energy-related industries, such as oil, gas, consumable fuels, and energy equipment and services. The fund is non-diversified, meaning it can concentrate its investments in a smaller number of securities, which may increase volatility. XLE is listed on the NYSE ARCA and is structured as an exchange-traded fund (ETF) focused on the U.S. energy equity sector. It serves as a liquid and cost-effective way for investors to gain exposure to the energy market. For more information, visit http://www.spdrs.com.

Ticker Symbol: XLE | Exchange: NYSE ARCA | Type: ETF | Country Origin: USA | ETF Category: Equity Energy.

Based on the provided data, here is a 3-month forecast for XLE:

Given the current price of 79.37, which is below its 20-day (85.20), 50-day (87.50), and 200-day (88.28) moving averages, XLE is in a bearish trend. The average true range (ATR) of 2.95 suggests moderate volatility. Over the next three months, XLE is likely to face resistance at 86.7, 92.1, and 100.0. The large assets under management (AUM) of $27.066 billion indicate strong investor interest in the energy sector. However, the technical indicators suggest a potential continuation of the downtrend or consolidation within the current range. Investors should monitor for a potential breakout above the 50-day SMA or a further decline below the current support levels.

Additional Sources for XLE ETF

XLE ETF Overview

Market Cap in USD 26,490m
Category Equity Energy
TER 0.09%
IPO / Inception 1998-12-16

XLE ETF Ratings

Growth Rating 67.2
Fundamental -
Dividend Rating 68.6
Rel. Strength -16.6
Analysts -
Fair Price Momentum 86.04 USD
Fair Price DCF -

XLE Dividends

Dividend Yield 12m 3.29%
Yield on Cost 5y 9.02%
Annual Growth 5y 6.19%
Payout Consistency 95.8%

XLE Growth Ratios

Growth Correlation 3m -58.9%
Growth Correlation 12m -14.5%
Growth Correlation 5y 93.8%
CAGR 5y 21.98%
CAGR/Max DD 5y 0.56
Sharpe Ratio 12m 2.06
Alpha -17.27
Beta 0.834
Volatility 37.04%
Current Volume 14860.7k
Average Volume 20d 14640.4k
What is the price of XLE stocks?
As of May 16, 2025, the stock is trading at USD 85.61 with a total of 14,860,666 shares traded.
Over the past week, the price has changed by +4.90%, over one month by +8.30%, over three months by -5.50% and over the past year by -5.84%.
Is Energy Sector SPDR Fund a good stock to buy?
Yes. Based on ValueRay Analyses, Energy Sector SPDR Fund (NYSE ARCA:XLE) is currently (May 2025) a good stock to buy. It has a ValueRay Growth Rating of 67.24 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of XLE as of May 2025 is 86.04. This means that XLE is currently overvalued and has a potential downside of 0.5%.
Is XLE a buy, sell or hold?
Energy Sector SPDR Fund has no consensus analysts rating.
What are the forecast for XLE stock price target?
According to ValueRays Forecast Model, XLE Energy Sector SPDR Fund will be worth about 98.4 in May 2026. The stock is currently trading at 85.61. This means that the stock has a potential upside of +14.9%.
Issuer Forecast Upside
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 98.4 14.9%