Morningstar

State Street® Energy Select Sector SPDR® ETF XLE

Morningstar Medalist Rating
Medalist Rating as of | See State Street Investment Hub

Morningstar’s Analysis XLE

Will XLE outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable XLE’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the XLE management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of XLE’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

State Street®EngySelSectSPDR®ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings XLE

More XLE Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 78.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

ExxonMobil Holdings Corp

24.07 11B
Energy

Chevron Corp

18.12 8B
Energy

ConocoPhillips

7.19 3B
Energy

Marathon Petroleum Corp

4.94 2B
Energy

Phillips 66

4.64 2B
Energy

Valero Energy Corp

4.60 2B
Energy

EOG Resources Inc

4.04 2B
Energy

Williams Companies Inc

4.00 2B
Energy

SLB Ltd

3.71 2B
Energy

Kinder Morgan Inc Class P

3.13 1B
Energy

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