Energy Select Sector SPDR® Fund

Shareclass

Energy Select Sector SPDR® ETF (XLE)

Type

Exchange-traded fund

Manager

State Street

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

90.1

percentile

Universe: Groups

Group: Sector Equity Funds

Ranking: 88 out of 876 funds

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Groups

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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Top scoring holdings

The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Chevron Corp
17% of assets
$6.24B invested
2. Exxon Mobil Corp
23% of assets
$8.18B invested
3. Occidental Petroleum Corp
2.63% of assets
$942.13M invested
4. ConocoPhillips
8.73% of assets
$3.12B invested
5. ONEOK Inc
2.88% of assets
$1.03B invested
6. Williams Companies Inc
2.88% of assets
$1.03B invested
7. Baker Hughes Co Class A
1.96% of assets
$700.94M invested
8. APA Corp
0.6% of assets
$215.11M invested
9. Phillips 66
4.12% of assets
$1.48B invested
10. Pioneer Natural Resources Co
3.61% of assets
$1.29B invested

Bottom scoring holdings

The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. EOG Resources Inc
4.36% of assets
$1.56B invested
2. Coterra Energy Inc Ordinary Shares
1.28% of assets
$456.51M invested
3. EQT Corp
1.01% of assets
$359.74M invested
4. Diamondback Energy Inc
2.15% of assets
$769.07M invested
5. Targa Resources Corp
1.44% of assets
$515.69M invested
6. Devon Energy Corp
1.86% of assets
$664.57M invested
7. Hess Corp
2.65% of assets
$948.54M invested
8. Halliburton Co
2.06% of assets
$738.96M invested
9. Marathon Oil Corp
0.93% of assets
$334.11M invested
10. Valero Energy Corp
3.17% of assets
$1.13B invested

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Financial performance

Performance data provided by

Find more financial data on XLE at Morningstar.com

Gender Equality and Returns

Returns chart for Energy Select Sector SPDR® Fund

Enlarge

The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.

Benchmarking tool

Current fund

XLE

Energy Select Sector SPDR® Fund

Family

State Street

Category

Equity Energy

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 2/29/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

4.72% less in annualized returns

Higher overall gender equality score

1 / 100 points higher

Same gender balance in leadership and workforce score

0 / 40 points

Lower equal compensation and work life balance score

1 / 30 points lower

Higher policies promoting gender equality score

1 / 20 points higher

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

XLE

Energy Select Sector SPDR® Fund

Family

State Street

Category

Equity Energy

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 2/29/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

4.72% less in annualized returns

Higher overall gender equality score

1 / 100 points higher

Same gender balance in leadership and workforce score

0 / 40 points

Lower equal compensation and work life balance score

1 / 30 points lower

Higher policies promoting gender equality score

1 / 20 points higher

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

XLE

Energy Select Sector SPDR® Fund

Family

State Street

Category

Equity Energy

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 2/29/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

4.72% less in annualized returns

Higher overall gender equality score

1 / 100 points higher

Same gender balance in leadership and workforce score

0 / 40 points

Lower equal compensation and work life balance score

1 / 30 points lower

Higher policies promoting gender equality score

1 / 20 points higher

Same commitment, transparency, and accountability score

0 / 10 points

Month-end trailing returns

Performance as of date: 2/29/24

Morningstar suggested benchmark: MSCI ACWI NR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
XLE - Energy Select Sector SPDR® Fund

6.6%

26%

11%

3.82%

55 / 100 points

Benchmark

23%

6.8%

11%

8.54%

54 / 100 points

Fund compared to benchmark

-16.7%

20%

0.68%

-4.72%

1 / 100 points higher

Find more financial data on XLE at Morningstar.com

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