State Street
SXLU.L
IE00BWBXMB69
State Street® SPDR® S&P® U.S. Utilities Select Sector UCITS ETF (Acc)
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About this ETF

The State Street SPDR S&P U.S. Utilities Select Sector UCITS ETF USD seeks to track the S&P Utilities Select Sector Daily Capped 35/20 index. The S&P Utilities Select Sector Daily Capped 35/20 index tracks the US utilities sector.

TER
0.15%

Total Expense Ratio per year

Fund Size
€166.84M

Assets under management

Holdings
31

Underlying equities

Dividend Yield
0%

Accumulating

Fundamentals & Estimates

Weighted valuation multiples and analyst forecasts

Valuation Multiples
Weighted P/E
18.63
Weighted Fwd P/E
15.81
💰 Revenue Estimates
Current Year CY
+9.65% ⌀ 12 Analysts Coverage
Next Year NY
+6% ⌀ 13 Analysts Coverage
📈 EPS Estimates (Earnings Per Share)
Current Year CY
+20.2% ⌀ 16 Analysts Coverage
Next Year NY
+8.59% ⌀ 17 Analysts Coverage

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ETF Profile
Provider
State Street
 State Street
Fund Type
ETF
Type
Passive
Inception Date
07/07/2015 (11 yrs)
Index Group
S&P Utilities Select Sector Daily
Index
S&P Utilities Select Sector Daily Capped 35/20
Region
-
Country
United States
Sector
Utilities
Strategy
-
Theme
-
Distribution Policy
Accumulating
Replication
Full replication
Sustainable
No

🛡️ Risk & Structural Analysis

Multi-Factor Risk Model & Market Data

5/7 Elevated
10/100 Low (Concentration Risk)
Diversification Score
10/100 Low (Concentration Risk)
5Y Volatility
17.1% p.a.
Max Drawdown (5Y)
-26.2%
Sharpe Ratio (5Y)
0.28
Beta Factor
1.09
Notes & Warnings
Fund Volume (AUM) Solid fund volume
🟡 Moderate analyst coverage (16.4 analysts)
⚠️ Elevated top 10 holdings concentration: 59% of fund in top 10 positions.
🔴 Severe sector concentration risk: 100% in "Utilities".
🔴 Extreme industry concentration: 78% in "Utilities - Regulated Electric".
⚠️ Elevated Interest Rate Sensitivity: 100% in rate-sensitive or leverage-heavy industries (real estate, banks, utilities).
⚠️ Elevated Regulatory & Policy Risk: 100% in heavily regulated industries (defense, regulated utilities, healthcare policy).
ende