XLE 📈 Energy Sector SPDR Fund - Overview

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

XLE: Oil, Gas, Fuel, Energy, Equipment, Services

The Energy Select Sector SPDR Fund is an exchange-traded fund (ETF) that aims to replicate the performance of a specific index, which focuses on the energy sector. To achieve this, the fund invests at least 95% of its total assets in the securities that make up the index, providing investors with broad exposure to the energy industry.

The index includes a diverse range of energy companies, categorized into two main industries: oil, gas, and consumable fuels; and energy equipment and services. This means that the fund's portfolio comprises companies involved in the exploration, production, and distribution of energy resources, as well as those that provide equipment and services to support the energy industry.

As a non-diversified fund, the Energy Select Sector SPDR Fund is allowed to invest a larger portion of its assets in a smaller number of securities, which can result in a more concentrated portfolio. This approach can be beneficial for investors who want to gain targeted exposure to the energy sector, but it also increases the risk of volatility.

The fund is listed on the NYSE Arca exchange under the ticker symbol XLE and is domiciled in the United States. For more information about the fund, investors can visit the website of the fund's issuer, State Street Global Advisors, at http://www.spdrs.com.

Additional Sources for XLE ETF

XLE ETF Overview

Market Cap in USD 37,637m
Category Equity Energy
TER 0.09%
IPO / Inception 1998-12-16

XLE ETF Ratings

Growth 5y 71.1%
Fundamental -
Dividend 52.7%
Rel. Performance Sector -1.4
Analysts -
Fair Price Momentum 99.00 USD
Fair Price DCF -

XLE Dividends

Dividend Yield 12m 3.15%
Yield on Cost 5y 6.47%
Annual Growth 5y -2.86%
Payout Consistency 95.98%

XLE Growth Ratios

Growth Correlation 3m 83.8%
Growth Correlation 12m 54.4%
Growth Correlation 5y 93.7%
CAGR 5y 15.47%
CAGR/Mean DD 5y 1.16
Sharpe Ratio 12m 0.65
Alpha -17.88
Beta 0.98
Volatility 18.46%
Current Volume 10588.4k
Average Volume 20d 12118.3k
What is the price of XLE stocks?
As of December 03, 2024, the stock is trading at USD 94.52 with a total of 10,588,419 shares traded.
Over the past week, the price has changed by -0.87%, over one month by +5.53%, over three months by +7.07% and over the past year by +15.53%.
Is Energy Sector SPDR Fund a good stock to buy?
Yes. Based on ValueRay Analyses, Energy Sector SPDR Fund (NYSE ARCA:XLE) is currently (December 2024) a good stock to buy. It has a ValueRay Growth Rating of 71.09 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 December 2024 is 99.00. This means that XLE is currently overvalued and has a potential downside of 4.74%.
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 110 in December 2025. The stock is currently trading at 94.52. This means that the stock has a potential upside of +16.4%.
Issuer Forecast Upside
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 110 16.4%