XLUI ETF

XLUI ETF
$23.44
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Fund Essentials - as of Jun 30, 2026

Net Assets
$27M
Expense Ratio
0.35%
Dividend Yield (Current)
14.04%
Holdings
7
Inception Date
Jul 29, 2025
Fund Family
State Street Investment Management
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD+7.18%
1 Year+8.20%

Asset Allocation

Other: 100.10%
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Top Holdings

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TickerNameWeight
XLUUtilities Select Sector Spdr F100.57%
-State Street Utilities Select Jul26 47 Call0.00%
-State Street Utilities Select Jul26 46.5 Call-0.02%
-State Street Utilities Select Jul26 45.5 Call-0.03%
-State Street Utilities Select Aug26 47 Call-0.04%
Top 10 Concentration: 99.81%Report Date: Jun 30, 2026
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Dividend Summary

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Dividend Yield (Current)
14.04%
Frequency
Monthly
Latest Distribution
$0.14
Aug 3, 2026
12M Distributions
12 payments
Total: $3.52

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This ETF
PRO
Peer Avg
PRO

XLUI ETF Overview

XLUI ETF (State Street Utilities Select Sector SPDR Premium Income ETF) is managed by State Street Investment Management with $27.0M in net assets. XLUI expense ratio is 0.35%, holding 7 positions across sectors including Utilities. Inception date: 2025-07-29.

XLUI performance shows a YTD return of 7.18%. The 1-year return is 8.20%. XLUI dividend yield stands at 14.04%, paid monthly.

XLUI top holdings include Utilities Select Sector Spdr F (100.6%), State Street Utilities Select Jul26 47 Call (0.0%), State Street Utilities Select Jul26 46.5 Call (-0.0%), State Street Utilities Select Jul26 45.5 Call (-0.0%), State Street Utilities Select Aug26 47 Call (-0.0%). Go to all XLUI holdings, XLUI sectors, or XLUI dividends.

XLUI can be compared against other funds. Use XLUI overlap to find shared positions, or XLUI vs another fund for a side-by-side view. XLUI alternatives are available via the screener, along with tax-loss harvesting opportunities.

1 Month
-1.34%
YTD
+7.18%
1 Year
+8.20%
3 Year
N/A

Top 10 Holdings (99.8% of portfolio)

#TickerNameSectorWeight
1XLUUtilities Select Sector Spdr FUtilities100.57%
2-State Street Utilities Select Jul26 47 CallOther-
3-State Street Utilities Select Jul26 46.5 CallOther-0.02%
4-State Street Utilities Select Jul26 45.5 CallOther-0.03%
5-State Street Utilities Select Aug26 47 CallOther-0.04%
6-US DollarOther-0.10%
7-State Street Utilities Select Jul26 46 CallOther-0.57%