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Investor Insights

This summary was created by AI, based on 3 opinions in the last 12 months.

The experts' reviews on SPDR Utilities E.T.F. (XLU-N) suggest that the sector has benefited from falling interest rates and an expected increase in energy demand, particularly from data centres. However, there is indication of topping out and seasonal weakness in the near future. The stock is considered defensive and good for investors, driven by A.I. demand and Bitcoin. Overall, the stock is expected to see flatter gains ahead, with solid dividends but slightly high valuations.

Consensus
Defensive
Valuation
Fair Value
PAST TOP PICK
(A Top Pick May 03/24, Up 19%)

(Note the short timeframe.)  Sector has been helped by falling interest rates, plus forecasted huge uptick in energy requirements by data centres. Also benefits from being defensive. This is the soft way to play that trend. Now seeing topping out and seasonal weakness (January/February). Not a preferred sector at present.

E.T.F.'s
WEAK BUY

A contrarian call that he picks for defence. Dividends are solid, though valuations are a little high. Is up 7.5% in May but expects flatter gains ahead.

E.T.F.'s
TOP PICK

Another defensive name that is good for investors. A.I. demand along with Bitcoin driving need for energy. Large energy suppliers are seeing record growth. Expecting upward trend to continue. Falling interest rates will be good for utility balance sheets. 

E.T.F.'s
BUY

Utilities bottomed around Oct. 2. Withe change in the yield curve, she's buying more utilities and REITs to get yield.

E.T.F.'s
BUY

Have undperformed this year, but this will enjoy clean energy growth as a tailwind.

E.T.F.'s
premium

This is a Panic-proof Portfolio opinion which is available only for Premium members

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Apr 19/22, Down 9%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with XLU has triggered its stop at $68. To remain disciplined we recommend covering the position at this time. This will result in a net investment gain of 2%, when combined with previous buy recommendations.
E.T.F.'s
premium

This is a Panic-proof Portfolio opinion which is available only for Premium members

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly We again reiterate this ultra low-MER US utilities based ETF as a defensive TOP PICK. Utilities are better able to pass along the impact of rising interest rates and inflation along to customers within its rate base. We recommend trailing up the stop (from $64) to $68. Yield 2.64%
E.T.F.'s
premium

This is a Panic-proof Portfolio opinion which is available only for Premium members

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O’Reilly This US utilities based ETF is a defensive holding that provides a good yield and it is reiterated as a TOP PICK. This holding helps mitigate the impact of rising interest rates and inflation on a portfolio as these factors are generally passed along to customers. We recommend trailing up the stop (from $58) to $64. Yield 2.66%
E.T.F.'s
premium

This is a Panic-proof Portfolio opinion which is available only for Premium members

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly We reiterate XLU, a US-based utilities ETF, as a defensive holding that provides a solid yield. This can act as a hedge against investor equity holding in case of a broad market retracement. A good place to be during this uncertainty in Europe. We recommend trailing up the stop (from $54) to $58. Yield 2.98%
E.T.F.'s
premium

This is a Panic-proof Portfolio opinion which is available only for Premium members

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly Thus utilities based ETF is a defensive holding that provides a solid yield. This can act as a hedge against investor equity holding in case of a broad market retracement. Utility holdings also benefit during a prolonged low interest rate environment. We would trade this with a $54 stop-loss. Yield 3.38%
E.T.F.'s
SELL
He would sell some positions. It's done very well, but he doesn't expect a repeat this year. There probably won't be a huge capital gain though you will continue to get dividends. It might not do as well as the index.
E.T.F.'s
PAST TOP PICK
(A Top Pick May 09/18, Up 19%) This was a call on interest rates abating. He likes the risk diversification of the ETF. He has moved more to real estate, but would still hold.
E.T.F.'s
WAIT
Utilities sector in the US. It is more correlated with interest rates and when they fall this is good for the sector. He does not like it on a risk/reward basis. It is expensive right now. If stocks collapse, then this will be the safest sector to invest in and generate a yield.
E.T.F.'s
TOP PICK
Utilities. He thinks rates are going higher but less so now. They are not as big a headwind as they could have been. The top three names are renewables. You have better predictability of revenue, which is good in a downturn. They are definitely defensive.
E.T.F.'s
PAST TOP PICK

(A Top Pick September 12/17 Up 2%) This was a bit of a gamble, but worked out on a total return basis. They saw this as a lifejacket in a market nearing peak levels.

E.T.F.'s
Showing 1 to 15 of 35 entries

SPDR Utilities E.T.F.(XLU-N) Rating

Ranking : 4 out of 5

Bullish - Buy Signals / Votes : 2

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 0

Total Signals / Votes : 2

Stockchase rating for SPDR Utilities E.T.F. is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

SPDR Utilities E.T.F.(XLU-N) Frequently Asked Questions

What is SPDR Utilities E.T.F. stock symbol?

SPDR Utilities E.T.F. is a American stock, trading under the symbol XLU-N on the NYSE Arca (XLU). It is usually referred to as AMEX:XLU or XLU-N

Is SPDR Utilities E.T.F. a buy or a sell?

In the last year, 2 stock analysts published opinions about XLU-N. 2 analysts recommended to BUY the stock. 0 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for SPDR Utilities E.T.F..

Is SPDR Utilities E.T.F. a good investment or a top pick?

SPDR Utilities E.T.F. was recommended as a Top Pick by on . Read the latest stock experts ratings for SPDR Utilities E.T.F..

Why is SPDR Utilities E.T.F. stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is SPDR Utilities E.T.F. worth watching?

2 stock analysts on Stockchase covered SPDR Utilities E.T.F. In the last year. It is a trending stock that is worth watching.

What is SPDR Utilities E.T.F. stock price?

On 2024-12-11, SPDR Utilities E.T.F. (XLU-N) stock closed at a price of $77.995.