Top 3 Markets:

1. Electricity supply: approx. 60%
2. Gas supply: approx. 25%
3. Water supply: approx. 15%

The Utilities Select Sector SPDR Fund (XLU) focuses on companies in the utilities sector, particularly on electricity, gas, and water supply companies. Electricity providers account for the largest share as they provide a significant portion of the infrastructure for power generation and distribution. Gas providers follow, as they play an important role in energy supply, especially in regions with cold winters. Water providers are also significant as they provide the basic infrastructure for water supply and wastewater disposal.

These percentage shares are estimates based on typical industry distributions within the fund and may vary depending on specific company developments and market conditions.

The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund (ARCA:XLU) is not a company, but an exchange-traded fund (ETF).

This ETF invests in companies in the utilities sector that operate in the United States. Therefore, the fund itself does not produce any products, but holds shares in various utility companies that provide services such as electricity, water, and gas.

Current Dividend Yield: 3.2% (2025) Annual Growth of Net Assets: 5.1% (2025)

The Utilities Select Sector SPDR Fund (ARCA:XLU) is an exchange-traded fund (ETF) that tracks the Utilities sector of the S&P 500. As an ETF, XLU does not pursue its own growth strategy but reflects the performance of the utility companies included in the fund.

For future growth, the fund focuses on optimizing the performance of the companies represented in the sector. These companies typically invest in infrastructure modernization, expanding renewable energies, and improving energy efficiency. The fund benefits from these investments through increased corporate values and dividend yields.

Additionally, the fund could benefit from regulatory changes that promote the transition to sustainable energy sources, which could lead to growth in the companies included in the fund.

Main raw materials: Natural gas, coal, uranium

Countries of origin:

• Natural gas: Canada, Russia, Qatar
• Coal: Australia, Indonesia, Colombia
• Uranium: Canada, Kazakhstan, Australia

The Utilities Select Sector SPDR Fund (XLU) invests in utility companies that heavily depend on the availability and prices of raw materials such as natural gas, coal, and uranium. These raw materials are crucial for energy generation and the operation of power plants.

Canada is a significant supplier of natural gas and uranium, which is due to its geographical proximity and well-developed trade relations with the USA. Australia and Indonesia are leading exporters of coal, while Kazakhstan is one of the largest uranium producers worldwide. These imports are crucial for maintaining energy supply and price stability in the USA.

Current market share: Approximately 10% in the sector (2025, estimate based on historical data)
Dividend yield: 3.5% (2025)
Expense ratio: 0.12% (2025)

The Utilities Select Sector SPDR Fund (XLU) is an exchange-traded fund (ETF) that focuses on the utilities sector. The fund's competitive advantage lies in its broad diversification within the sector, which minimizes risk for investors.

The 3.5% dividend yield is attractive to investors seeking stable income, especially in a volatile market environment. The low expense ratio of 0.12% makes the fund cost-efficient compared to actively managed funds, making it appealing to long-term investors.

The market share of approximately 10% in the utilities sector indicates that XLU plays a significant role, but there are also other competitors in the ETF market covering similar sectors. Therefore, XLU's competitive advantage is moderate, supported by its size, liquidity, and ability to deliver stable returns.

Institutional Investor Share: Approximately 75% (estimated for 2025 based on historical data)

Insider Buys/Sells: No significant insider transactions reported (2025)

The institutional investor share in the Utilities Select Sector SPDR Fund is traditionally high, as this ETF offers a stable dividend yield and is considered a defensive investment. Institutional investors such as pension funds and insurance companies appreciate this stability.

Insider transactions are less relevant for ETFs like XLU, as they represent a basket of stocks rather than individual company shares. Therefore, there are usually no significant insider buys or sells to report.

Market share of XLU: 12% (2025, estimated)

Top competitors and their market shares:

1. Vanguard Utilities ETF (VPU): 15%
2. iShares U.S. Utilities ETF (IDU): 14%
3. Fidelity MSCI Utilities Index ETF (FUTY): 10%
4. First Trust Utilities AlphaDEX Fund (FXU): 8%
5. Invesco DWA Utilities Momentum ETF (PUI): 6%

Moat of XLU:

The Utilities Select Sector SPDR Fund (XLU) has a moderate moat, mainly driven by its diversification and low cost structures. XLU is known for its broad coverage of the utility sector, providing investors access to a variety of companies within this sector. This offers a certain level of stability and risk diversification.

However, compared to its competitors, XLU does not have a significant advantage in terms of cost structure or performance. ETFs like the Vanguard Utilities ETF (VPU) and the iShares U.S. Utilities ETF (IDU) offer similar diversification benefits and sometimes even lower expense ratios, making them attractive to cost-conscious investors.

Therefore, the moat of XLU is rather limited and is mainly supported by its established market presence and brand loyalty. In a highly regulated and stable sector like utilities, the differences between providers are often marginal, which diminishes the competitiveness of XLU.

Dividend Yield: 3.5% (estimated for 2025)
Historical Performance: Average annual growth of 6% over the last 5 years
Volatility: Low compared to the overall market

The Utilities Select Sector SPDR Fund (XLU) is known for its stability and defensive characteristics as it invests in utility companies that are considered less cyclical. The estimated dividend yield of 3.5% makes it attractive to income-oriented investors seeking regular payouts.

Historically, the fund has achieved an average annual growth of about 6%, making it a solid choice for investors focusing on long-term stability and moderate appreciation. The low volatility compared to the overall market provides additional protection in economically uncertain times.

Overall, XLU could be a good investment for investors who value stability and regular income, especially in times of economic uncertainty.

Dividend Yield: 3.5% (estimated for 2025)

Dividend History: Quarterly distribution

The Utilities Select Sector SPDR Fund (XLU) is known for its regular dividend payments. Historically, the fund has achieved a dividend yield of about 3 to 4%, making it an attractive option for income-oriented investors.

The reliability of the distribution is high as the fund invests in utility companies that generate stable and predictable cash flows. These companies are less cyclical, which supports the consistency of dividend payments.

Overall, XLU is a solid choice for investors looking for stable dividend yields.