Utilities Select Sector SPDR Fund (XLU) earns a Roarable Rating of D+ (Sell) with 58/100 RQD Confidence. As an exchange-traded fund, single-company GAAP gross margins, Altman-Z, and CEO Form 4 insider metrics are N/A for fund structure; its score reflects basket trend, institutional flow, and macro regime alignment.
As of 2026-11-02, Utilities Select Sector SPDR Fund (NYSE: XLU) is rated D+ (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 58/100 at a spot price of $43.43 (+1.51% 1D, market cap $19.00B). Pillar breakdown: Fundamental Cash Engine 7/20, Institutional 13F & Options Flow 13/20, Executive Insider Alignment 15/20, FRED Macro Regime Fit 6/20, and SEC Balance-Sheet Forensics 17/20. Across 40 tracked ETF / Index issuers, XLU ranks #20 in composite RQD confidence.
Within the ETF / Index sector (GICS Power & AI Grid Utilities), XLU carries a Roarable D+ (58/100 RQD), trailing P/E of N/A, gross margin of N/A (ETF), and ROIC of N/A (ETF). By comparison, XLC (Communication Services Select Sector SPDR) holds a D- grade (37/100 RQD, P/E N/A, ROIC —, cap $20.00B) and JEPQ (JPMorgan Nasdaq Equity Premium Income ETF) posts a D grade (46/100 RQD, P/E N/A, ROIC —, cap $21.00B). Among the 5-stock peer group, XLU leads on earnings multiple (N/A) while XLU leads on capital efficiency (— ROIC).
For Utilities Select Sector SPDR Fund (XLU), key quantitative strengths include Diversified GICS Power & AI Grid Utilities basket eliminates single-company earnings blowup risk. and Deep intraday secondary-market liquidity with transparent underlying index holdings., while primary risk factors center on Corporate GAAP gross margin, Altman-Z, and Form 4 insider metrics are N/A for ETF fund structures. and Underlying index basket remains sensitive to Federal Reserve liquidity and Treasury yield swings.. Institutional options positioning shows a 50% call / 50% put premium split.
Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer
SEC Form 4 / 13F Thermometer: 85% Net Buy • ETF Open-End Share Creation/Redemption
Diversified basket structure mitigates single-issuer 10-K restatement risk
Macro rate sensitivity & RSI-14 (65.1) create a -14 pt regime headwind
Even with a 58/100 (D+) score, XLU faces multiple-compression risk if current valuation multiples re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.
Corporate GAAP gross margin, Altman-Z, and Form 4 insider metrics are N/A for ETF fund structures.
Underlying index basket remains sensitive to Federal Reserve liquidity and Treasury yield swings.
Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($41.77) or 200D SMA ($44.30) invalidates the momentum regime and cuts Target Base ($43.43) toward Bear Floor ($33.88).
Utilities Select Sector SPDR Fund (XLU) advanced +1.51% to $43.43, trading at 50% of its 52-week range ($39.03 – $47.8). ETF / Index Composite (GICS Power & AI Grid Utilities) tracking macro liquidity and institutional flow.
Yahoo Finance report covering Utilities Select Sector SPDR Fund (XLU) market action, institutional positioning, and fundamental catalysts.
TradingView report covering Utilities Select Sector SPDR Fund (XLU) market action, institutional positioning, and fundamental catalysts.
kalkine.ca report covering Utilities Select Sector SPDR Fund (XLU) market action, institutional positioning, and fundamental catalysts.
Benzinga report covering Utilities Select Sector SPDR Fund (XLU) market action, institutional positioning, and fundamental catalysts.
TradingView report covering Utilities Select Sector SPDR Fund (XLU) market action, institutional positioning, and fundamental catalysts.
TradingView report covering Utilities Select Sector SPDR Fund (XLU) market action, institutional positioning, and fundamental catalysts.
kalkine.ca report covering Utilities Select Sector SPDR Fund (XLU) market action, institutional positioning, and fundamental catalysts.
TradingView report covering Utilities Select Sector SPDR Fund (XLU) market action, institutional positioning, and fundamental catalysts.
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Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).
Single-issuer corporate Reverse-DCF growth hurdles do not apply to index funds or ETFs.
No active Ellis Vennor swing setup published on XLU today. View full Setup Ledger →
No direct multi-tier Butterfly edges indexed yet for XLU. Explore sector supply chains on /butterfly.
Across 40 tracked ETF / Index securities in the Roarable RQD universe, Utilities Select Sector SPDR Fund (XLU) ranks #20 by composite RQD confidence (58/100, grade D+) and #23 by equity capitalization ($19.00B). Within this direct 5-issuer industry benchmark cohort, XLU leads on earnings valuation at N/A trailing P/E, while XLU leads on capital efficiency and profitability with ETF composite structure and benchmark tracking. XLP currently holds the highest overall quantitative score in the immediate peer group at 80/100 (B+) compared with XLU at 58/100 (D+).
| Ticker / Company | Roarable Grade | RQD Score | Trailing P/E | Gross Margin | ROIC | 1D Change | Market Cap | Head-to-Head |
|---|---|---|---|---|---|---|---|---|
| XLU
ACTIVE
Utilities Select Sector SPDR Fund | D+ | 58/100 | — | — | — | +1.51% | $19.00B | Benchmark Subject |
| XLC Communication Services Select Sector SPDR | D- | 37/100 | — | — | — | -1.91% | $20.00B | /xlc-vs-xlu → |
| JEPQ JPMorgan Nasdaq Equity Premium Income ETF | D | 46/100 | — | — | — | -1.15% | $21.00B | /jepq-vs-xlu → |
| XLI Industrial Select Sector SPDR Fund | D | 51/100 | — | — | — | +0.96% | $21.00B | /xli-vs-xlu → |
| XLP Consumer Staples Select Sector SPDR | B+ | 80/100 | — | — | — | +1.52% | $17.00B | /xlp-vs-xlu → |
Because Utilities Select Sector SPDR Fund (XLU) is structured as an exchange-traded fund / composite basket rather than a single operating corporation filing 10-K GAAP income statements, Roarable evaluates XLU on technical trend regime, moving-average dispersion, 52-week range positioning, relative strength (RSI-14), and secondary-market share volume liquidity. At $43.43, XLU trades vs. its 50-day SMA of $41.77 and 200-day SMA of $44.30 on daily liquidity of 30,290,850 shares.
As of 2026-11-02, Utilities Select Sector SPDR Fund (NYSE: XLU) is rated D+ (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 58/100 at a spot price of $43.43 (+1.51% 1D, market cap $19.00B). Pillar breakdown: Fundamental Cash Engine 7/20, Institutional 13F & Options Flow 13/20, Executive Insider Alignment 15/20, FRED Macro Regime Fit 6/20, and SEC Balance-Sheet Forensics 17/20. Across 40 tracked ETF / Index issuers, XLU ranks #20 in composite RQD confidence.
Within the ETF / Index sector (GICS Power & AI Grid Utilities), XLU carries a Roarable D+ (58/100 RQD), trailing P/E of N/A, gross margin of N/A (ETF), and ROIC of N/A (ETF). By comparison, XLC (Communication Services Select Sector SPDR) holds a D- grade (37/100 RQD, P/E N/A, ROIC —, cap $20.00B) and JEPQ (JPMorgan Nasdaq Equity Premium Income ETF) posts a D grade (46/100 RQD, P/E N/A, ROIC —, cap $21.00B). Among the 5-stock peer group, XLU leads on earnings multiple (N/A) while XLU leads on capital efficiency (— ROIC).
For Utilities Select Sector SPDR Fund (XLU), key quantitative strengths include Diversified GICS Power & AI Grid Utilities basket eliminates single-company earnings blowup risk. and Deep intraday secondary-market liquidity with transparent underlying index holdings., while primary risk factors center on Corporate GAAP gross margin, Altman-Z, and Form 4 insider metrics are N/A for ETF fund structures. and Underlying index basket remains sensitive to Federal Reserve liquidity and Treasury yield swings.. Institutional options positioning shows a 50% call / 50% put premium split.
XLU last traded at $43.43 (+1.51% on volume of 30,290,850 shares), positioning the stock +3.97% above its 50-day simple moving average ($41.77) and -1.96% below its 200-day simple moving average ($44.30). Across its 52-week range of $39.03 to $47.80, XLU sits at the 50.2% percentile with a 14-day RSI of 65.1 (BULLISH MOMENTUM) and an implied next-earnings move of ±3.0% ($42.13 to $44.73).
Why XLU ETF advanced +1.51% Today — RQD Quant Desk Flash. ETF / Index Composite (GICS Power & AI Grid Utilities) tracking macro liquidity and institutional flow.
Per the Roarable RQD rating, XLU scores 58 out of 100 (grade D+; verdict: Roarable Sell — Weak Fundamentals / Trim, ETF Composite Methodology). The five pillars are:
For a prospective investor, the practical reading is that the rating's downgrade is driven mainly by the cash-engine and macro-fit pillars, while the balance-sheet and insider-flow pillars offer partial offset. Upside drivers in this framework would be improvement in institutional flow and sector-level macro conditions; valuation tradeoffs depend on data not present in the sources. This is an analytical summary, not personalized financial advice.
Per the profile, XLU is a Utilities Select Sector SPDR Fund listed on NYSE, classified under the ETF / Index sector and the GICS Power & AI Grid Utilities industry. Per the profile, it is described as a liquid institutional exchange-traded fund with approximately $19.0B in assets under management. The fund's holdings, fee structure, and constituent weights are not available in source data. Because it is an ETF, the "how it makes money" question is answered through its underlying holdings' revenues, which are not itemized in the sources.
Per the recent news section, five items reference XLU:
Risk watch items implied by the headlines include rate sensitivity (the yield-linked report) and defensive-rotation dependence. The Butterfly Supply-Chain Graph reports no links and no proprietary signals.
Per the Butterfly Supply-Chain Graph, supply chain is listed as NONE, with no butterfly links and no proprietary signals. Upstream and downstream dependencies are therefore not available in source data. The news wire does point to a sector-level ripple path: the power-stock rally tied to a nuclear power deal in the headlines suggests that utility-adjacent demand themes can move holdings together. Investors should watch yield levels, since the kalkine.ca headline ties XLU's direction to rates. Sector correlation coefficients are not available in source data.
Real-time company headlines, analyst actions, and sector developments for Utilities Select Sector SPDR Fund (XLU) • Click "Debate This Headline" to argue it in the Roar Pit below
Yahoo Finance report covering Utilities Select Sector SPDR Fund (XLU) market action, institutional positioning, and fundamental catalysts.
TradingView report covering Utilities Select Sector SPDR Fund (XLU) market action, institutional positioning, and fundamental catalysts.
kalkine.ca report covering Utilities Select Sector SPDR Fund (XLU) market action, institutional positioning, and fundamental catalysts.
Benzinga report covering Utilities Select Sector SPDR Fund (XLU) market action, institutional positioning, and fundamental catalysts.
TradingView report covering Utilities Select Sector SPDR Fund (XLU) market action, institutional positioning, and fundamental catalysts.
TradingView report covering Utilities Select Sector SPDR Fund (XLU) market action, institutional positioning, and fundamental catalysts.
kalkine.ca report covering Utilities Select Sector SPDR Fund (XLU) market action, institutional positioning, and fundamental catalysts.
TradingView report covering Utilities Select Sector SPDR Fund (XLU) market action, institutional positioning, and fundamental catalysts.
Welcome to the XLU (Utilities Select Sector SPDR Fund) Roar Pit. Current RQD Composite is 58/100 (Roarable Sell — Weak Fundamentals / Trim (ETF Composite Methodology)) in GICS Power & AI Grid Utilities. Bulls point to operating leverage and sector positioning, while bears focus on macro rate sensitivity and margin execution. Pick your side (🐂 Bull or 🐻 Bear) and drop your price target below.
Everyone in here is repeating the bull case on XLU, but look at what you are paying: current EV/EBITDA multiples with tightening sector spreads. Unless Utilities Select Sector SPDR Fund expands free cash flow yield next quarter, I would rather wait for a pullback closer to the 200-day moving average before touching this.
Looking at the 5-pillar RQD breakdown on XLU, the market is fixating on short-term headline noise in GICS Power & AI Grid Utilities and ignoring the balance sheet and cash flow trajectory. At $43.43 (52-wk range $39.03 - $47.80), any beat on forward guidance forces shorts and underweight funds to chase.
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