Energy Select Sector SPDR Fund XLE: Historical Returns

The weighted harmonic average of current share price divided by the forecasted one year earnings per share for each security in the fund. Negative and positive outliers are included in the calculation. Non-diversified funds that focus on a relatively small number of securities tend to be more volatile than diversified funds and the market as a whole. Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations.

In this capacity, he manages a diverse group of equity and derivative-based index portfolios and has played a significant role designing proprietary portfolio management software. Prior to joining the Global Equity Beta Solutions Group, he worked as an application developer in Investor Technology Services within State Street Corporation. He also worked as a business analyst in State Street’s London and Sydney offices. Mr. Janowsky holds a Bachelor of Science in Business Administration from Bucknell University and a Master of Business Administration from the Carroll School of Management at Boston College. He has also earned the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the Boston Security Analysts Society.

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Dividend History

Investors may acquire ETFs and tender them for redemption through the Fund in Creation Unit Aggregations only. You’ll discover the details on 4 stocks and funds that pay you massive dividends as high as 7.8%. © 2023 Market data provided is at least 10-minutes delayed and hosted by Barchart Solutions.

• Karl Schneider, CAIA, is a Vice President of SSGA and SSGA FM, and Head of U.S.
• ETFs are subject to risk similar to those of stocks including those regarding short-selling and margin account maintenance.
• This may cause the fund to experience tracking errors relative to performance of the index.
• Performance of an index is not illustrative of any particular investment.
• Schedule monthly income from dividend stocks with a monthly payment frequency.
• Investors buy and sell them like stocks, typically through a brokerage account.

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Energy Select Sector SPDR Fund Dividends

In this capacity, Mr. Feehily has oversight of the North American Passive Equity teams in Boston and Montreal. In addition, Mr. Feehily is a member of the Senior Management https://currency-trading.org/education/morning-star-traders-located-at-near-jakhariya/ Group. Mr. Feehily rejoined SSgA in 2010 after spending the previous four years at State Street Global Markets LLC where he helped to build the Exposure Solutions business.

(Also known as Mid Price) The price between the best price of the sellers for a trading unit of a given security and the best price of the buyer of a trading unit of a given security. The weighted average of the underlyings’ indicated annual dividend divided by price, expressed as a percentage. Equity securities may fluctuate in value and can decline significantly in response to the activities of individual companies and general market and economic conditions.

About MarketBeat

As with all stocks, you may be required to deposit more money or securities into your margin account if the equity, including the amount attributable to your ETF shares, declines. The products and services described on this web site are intended to be made available only to persons in the United States or as otherwise qualified and permissible under local law. The information on this web site is only for such persons.

• Reproduction of such information in any form is prohibited.
• Past performance is not a reliable indicator of future performance.
• Passively managed funds invest by sampling the index, holding a range of securities that, in the aggregate, approximates the full Index in terms of key risk factors and other characteristics.
• He has also earned the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the Boston Security Analysts Society.
• Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations.

ETFs trade like stocks, are subject to investment risk, fluctuate in market value and may trade at prices above or below the ETFs net asset value. Brokerage commissions and ETF expenses will reduce returns. An annualized yield that is calculated by dividing the net investment income earned by the fund over the most recent 30-day period by the current maximum offering price that does not account for expense ratio waivers. The Fund https://trading-market.org/fidelity-international-usage-agreement/ seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the Energy Select Sector Index. Under normal market conditions, the fund generally invests substantially all, but at least 95%, of its total assets in the securities comprising the Index. Ted Janowsky, CFA, is a Vice President of SSGA and a Senior Portfolio Manager in the Global Equity Beta Solutions Group.

Energy Select Sector SPDR Fund (XLE)

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XLE – Fund Manager Analysis

Equity Strategies for GEBS, where in addition to overseeing the management of the U.S. equity index strategies, he also serves as a portfolio manager for a number of the group’s passive equity portfolios. Previously within GEBS, he served as a portfolio manager and product specialist for synthetic beta strategies, including commodities, buy/write, and hedge fund replication. Prior to joining GEBS, Mr. Schneider worked as a portfolio manager in SSGA’s Currency Management Group, managing both active currency selection and traditional passive hedging overlay portfolios. Mr. Schneider holds a BS in finance and investments from Babson College and an MS in finance from Boston College. He has earned the Chartered Alternative Investment Analyst designation.

Persons under these restrictions must not access the Site. Performance returns for periods of less than one year are not annualized. The companies included in each Select Sector Index are selected on the basis of general industry classification from a universe of companies defined by the Standard & Poor’s 500 Composite Stock® Index (“S&P 500®”). The eleven Select Sector Indexes (each a “Select Sector Index”) upon which the Select Sector SPDR Funds are based together comprise all of the companies in the S&P 500. It is gross of any fee waivers or expense reimbursements. The information contained herein does not constitute the provision of investment advice.

The Energy Select Sector SPDR Fund

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The Fund’s investments are subject to changes in general economic conditions, general market fluctuations and the risks inherent in investment in securities markets. The Fund is subject to the risk that geopolitical events will disrupt securities markets and adversely affect global economies and markets. Local, regional or global events such as war, acts of terrorism, the spread of infectious illness or other public health issues, or other events could have a significant impact on the Fund and its investments. If you trade your shares at another time, your return may differ. Karl Schneider, CAIA, is a Vice President of SSGA and SSGA FM, and Head of U.S.

They have been calculated using the historical series of equivalent ETFs / Assets. In the following chart, we show how past returns (x-axis) and subsequent returns (y-axis) are related. Historical returns and Metrics of Energy Select Sector SPDR Fund (XLE) ETF.