The Energy Select Sector SPDR® Fund

Shareclass

The Energy Select Sector SPDR® ETF (XLE)

Type

Exchange-traded fund

Manager

State Street

Investments in major fossil fuel companies

Top 200 carbon reserves

$6.05 BILLION

Top 200 carbon reserves

$3.96 BILLION

Top 200 carbon reserves

$1.89 BILLION

Top 200 carbon reserves

$1.1 BILLION

Top 200 carbon reserves

$728.1 MILLION

Top 200 carbon reserves

$655.56 MILLION

Fossil fuel holdings

Energy sector

Top 200 owners of carbon reserves

Carbon Underground 200

holdings

$16.8B

invested

64%

of portfolio

Coal industry

Coal miners, coal services, owners of coal reserves

holdings

$549.06M

invested

2.09%

of portfolio

Oil/gas industry

Oil/gas producers and refiners, oil field services and equipment companies, pipeline operators

holdings

$26.09B

invested

99%

of portfolio

Utility sector

Top 50 coal-fired utilities

Macroclimate 50

No direct stock holdings

Fossil-fired utilities

Utilities burning fossil fuels or distributing gas

No direct stock holdings

When calculating a portfolio's screen exposure, we only consider long investments, ignoring any shorts or liabilities.

All fossil fuel companies

23 holdings

1. Exxon Mobil Corp
$6.05B
23%
2. Chevron Corp
$3.96B
15%
3. ConocoPhillips
$1.89B
7.16%
4. Williams Companies Inc
$1.36B
5.16%
5. EOG Resources Inc
$1.1B
4.19%

See all

See the impact of your investments

Regular updates on sustainability risks and ethical concerns in everyday investment products

Sustainability report card

As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.

The Energy Select Sector SPDR® Fund XLE

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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Financial performance

Performance data provided by

Find more financial data on XLE at Morningstar.com

Current fund

XLE

The 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: 5/31/25

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

-4.83% less in annualized returns

More invested in fossil fuels

90% more invested

Lower fossil finance risk score

20 points lower

Lower fossil insurance risk score

17 points lower

Less invested in Clean200

20.28% less invested

Current fund

XLE

The 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: 5/31/25

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

-4.83% less in annualized returns

More invested in fossil fuels

90% more invested

Lower fossil finance risk score

20 points lower

Lower fossil insurance risk score

17 points lower

Less invested in Clean200

20.28% less invested

Current fund

XLE

The 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: 5/31/25

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

-4.83% less in annualized returns

More invested in fossil fuels

90% more invested

Lower fossil finance risk score

20 points lower

Lower fossil insurance risk score

17 points lower

Less invested in Clean200

20.28% less invested

Month-end trailing returns

Performance as of date: 5/31/25

Morningstar suggested benchmark: MSCI ACWI NR USD

Annualized returns

Climate analysis

1-yr

3-yr

5-yr

10-yr

This fund
XLE - The Energy Select Sector SPDR® Fund

-9.54%

1.42%

21%

4.56%

99%

Benchmark

14%

12%

13%

9.39%

8.81%

Fund compared to benchmark

-23.04%

-10.92%

7.53%

-4.83%

90% higher

Find more financial data on XLE at Morningstar.com

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Action toolkit

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Feb 6, 2025

We analyzed 10 defined contribution plans offered by five large universities: Columbia, Harvard, Northwestern, Princeton, and Notre Dame. We found that billions of dollars in university employee retirement savings are invested in companies with significant environmental and social risks.

You Might be Invested in Military Weapon Manufacturers

Feb 4, 2025

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Disclaimer: As You Sow is not an investment adviser

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Fossil fuel companiesare fueling the climate crisis.

See the impact of your investments

Regular updates on sustainability risks and ethical concerns in everyday investment products

Environment

Social

Disclaimer: As You Sow is not an investment adviser