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Utilities Select Sector SPDR Fund (XLU) — RQD Stock Rating Cockpit

$43.67 +0.67% NYSE • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $43.64

Utilities Select Sector SPDR Fund (XLU) earns a Roarable Rating of C- (Hold) with 59/100 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.

ROARABLE C- • HOLD / WATCH Cap $19.00B
📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card
⚡ INSTANT AI QUANT PREVIEW • $0 FREE TIER Click Any Pre-Computed AI Quant Specialist Briefing on XLU Below — or Connect Your Own ChatGPT / Claude
🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief) Is XLU stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
▼

As of 2026-11-03, Utilities Select Sector SPDR Fund (NYSE: XLU) is rated C- (Hold / HOLD) by Roarable's 5-pillar RQD engine with a composite confidence score of 59/100 at a spot price of $43.67 (+0.67% 1D, market cap $19.00B). Pillar breakdown: Fundamental Cash Engine 7/20, Institutional 13F & Options Flow 13/20, SEC Balance-Sheet Forensics 15/20, FRED Macro Regime Fit 7/20, and Executive Insider Alignment 17/20. Across 40 tracked ETF / Index issuers, XLU ranks #20 in composite RQD confidence.

✓ Pre-computed one-to-many AI Quant brief
🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief) How does XLU compare to XLC and JEPQ in the ETF / Index sector?
▼

Within the ETF / Index sector (GICS Power & AI Grid Utilities), XLU carries a Roarable C- (59/100 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 (36/100 RQD, P/E N/A, ROIC —, cap $20.00B) and JEPQ (JPMorgan Nasdaq Equity Premium Income ETF) posts a D grade (44/100 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).

✓ Pre-computed one-to-many AI Quant brief
🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for XLU?
▼

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.

✓ Pre-computed one-to-many AI Quant brief
🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).
INTERACTIVE SCENARIO DECK:
🛡️ Portfolio Crash X-Ray
EXT / AFTER-HRS: $43.64 (-0.07%)🧬 ETF Open-End Share Creation/Redemption⚙️ Cash Engine: 7/20 (D-) • Liquid Basket
Verify 90D Bucket Audit →
📊 Historical Track Record: Scores of 59/100 (C-) historically posted market-perform odds over rolling 90-day windows (+0.2% avg 90D alpha vs SPY • 53.1% hit rate — wait for RQD ≥ 70 breakout).
Audit Bucket Track Record →
RQD QUANT TACHOMETERHOLD / WATCH • C-
025507510059
Quant Analyst Panel Split (Battleground)
Cash
SEC
Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR RQD RADARRw C · Rk D+
Fund (7)Whales (13)Struct (15)Macro (7)Flow (17)
Each axis scored 0–20
12M PRICE TARGET CONE+0.5% Base Target
$52 Bull$44 Base$34 Bear
📬 FREE XLU RATING-CHANGE & BRIEFING ALERTSManage / Unsubscribe
WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for XLU)Realized 20D OHLCV Swing Band: ±2.9%
Deterministic 5-Pillar Attribution (59/100 Composite)
🔍 WHY XLU SCORES 59/100 (C-) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag
▲ #1 Bullish Driver: Insider Conviction & Share Dilution+17/20 pts (29% of score)

SEC Form 4 / 13F Thermometer: 85% Net Buy • ETF Open-End Share Creation/Redemption

▲ #2 Bullish Driver: SEC 10-K Forensic Risk+15/20 pts (25% of score)

Diversified basket structure mitigates single-issuer 10-K restatement risk

▼ #1 Drag / Risk Factor: Macro Regime Fit7/20 pts (-13 pt drag)

Macro rate sensitivity & RSI-14 (67) create a -13 pt regime headwind

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current
Q1 (-3Q)
51
Grade C-$41.72+0.7% Next Q
Q2 (-2Q)
54
Grade C-$42.00+1.2% Next Q
Q3 (-1Q)
56
Grade C$42.49+2.8% Next Q
Current
59
Grade C-$43.67+0.2% Hist 90D α
Trajectory: C- (51) → C- (59)Full Audit →
⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER

⚔️ Adversarial Opposing Case: Why the XLU Bull Thesis Could Fail

Gideon Ashmere Forensic Desk →

Even with a 59/100 (C-) 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.

⚠️ Forensic Kill-Switch #1

Corporate GAAP gross margin, Altman-Z, and Form 4 insider metrics are N/A for ETF fund structures.

⚠️ Forensic Kill-Switch #2

Underlying index basket remains sensitive to Federal Reserve liquidity and Treasury yield swings.

⚠️ Forensic Kill-Switch #3

Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($41.78) or 200D SMA ($44.31) invalidates the momentum regime and cuts Target Base ($43.87) toward Bear Floor ($34.22).

🎲 LIVE PREDICTION MARKET ODDS TIED TO $XLU• $2.4M Crowd Pool • Kalshi / Polymarket Composite
Contract: “XLU Beats Next Quarter EPS Consensus (Quarterly Rebalance / Distribution) & Holds Above 200D SMA”
YES 59%NO 41%Trade / Inspect Odds →
RSI-14 MOMENTUMBULLISH MOMENTUM
6730 Oversold · 70 Hot
ALTMAN-Z SHIELDETF / Index Composite — N/A for Fund Structure
N/A (ETF)Fund Structure
PIOTROSKI F-SCOREETF / Index Composite — N/A for Fund Structure
N/A (ETF)Fund Structure
52-WEEK LASER RANGE53% OF RANGE
L: $39$43.67H: $48
1. Basket Liquidity & Structure● WEAK
ETF / Index composite efficiency

ETF / Index Composite — N/A for corporate GAAP gross margins; reflects underlying basket liquidity and structure.

Factor Grade: D-RQD 7 / 20
2. Institutional Basket Flow● BUYING
13F & index options positioning

Tracks institutional 13F ETF basket allocations and index options positioning (corporate CEO Form 4 rules N/A for fund structure).

Factor Grade: BRQD 30 / 40
3. Hidden Risks & Market Weather● WATCH
Macro regime & rate sensitivity

Evaluates index basket sensitivity to Federal Reserve liquidity and Treasury yield shifts (corporate 10-K Altman-Z / Piotroski checks N/A for ETF structure).

Factor Grade: D+RQD 22 / 40
MULTI-MODEL QUANT PANEL DELIBERATION

Quant Analyst Panel Split (Battleground) on XLU

Cash & Moat Bull AI
Index Basket & Yield Model
BEARISH (35)

ETF / Index Composite — N/A for Fund Structure (single-company ROIC and GAAP gross margin do not apply to index funds).

SEC Forensic Auditor AI
Fund Structure & Liquidity Guard
BULLISH (75)

ETF / Index Composite — N/A for Fund Structure (corporate Altman-Z and Piotroski 9-point checks do not apply to ETFs).

Whale & Macro Hawk AI
Options Skew, 13F & Fed NetLiq
NEUTRAL (62)

30/40 institutional & smart-money positioning score with 7/20 macro alignment.

Bull Case: Why Buyers Like XLU
  • ✓Diversified GICS Power & AI Grid Utilities basket eliminates single-company earnings blowup risk.
  • ✓Deep intraday secondary-market liquidity with transparent underlying index holdings.
Bear Case: What Could Go Wrong
  • !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.
  • !Broad market drawdowns affect index vehicles in lockstep with constituent weights.
ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Quantitative Research Desk

Scheduled RQD Strong Buys & Whale Accumulation Briefing (XLU Tape Review)

  • ✓Breakdown of the highest-scoring RQD Green-Light breakouts across our 5,200+ rated universe
  • ✓Forensic Red-Light accounting & dilution traps to review on your watchlist
  • ✓Includes downloadable .ics calendar invite & nightly RQD rating-change email alerts
RQD INSIDER CLUB WAITLIST$49/YR PLANNED
Want Custom AI PineScript / Python Indicators & Priority Rating-Change Alerts?
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XLU // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -5.82%📐 HORIZONTAL RANGE
2026-11-03O $43.38H $43.67L $43.38C $43.67VOL 30.29M
RES: $48.37SUP: $37.76SMA50: $41.78SMA200: $44.31
$47.40$45.13$42.86$40.59$38.33RES $48.37SUP $37.76$43.672026-05-042026-06-182026-08-052026-09-212026-11-03
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

XLU Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 XLU Butterfly Map → + Track XLU →
Share Count & Dilution Monitor

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle
ETF / Index Composite — N/A for Fund Structure

Single-issuer corporate Reverse-DCF growth hurdles do not apply to index funds or ETFs.

Ellis Vennor Setup Ledger

No active Ellis Vennor swing setup published on XLU today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for XLU. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for XLU today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →
DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (XLU)

ETF / Index Rank #20 of 40 ⚔️ XLC vs XLU Full Matrix →

1. Head-to-Head ETF / Index Peer Comparison (XLU vs. XLC, JEPQ, XLI, XLP)

Industry: GICS Power & AI Grid Utilities (1 Tracked Issuers)

Across 40 tracked ETF / Index securities in the Roarable RQD universe, Utilities Select Sector SPDR Fund (XLU) ranks #20 by composite RQD confidence (59/100, grade C-) 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 81/100 (A-) compared with XLU at 59/100 (C-).

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
C- 59/100 — — — +0.67% $19.00B Benchmark Subject
XLC
Communication Services Select Sector SPDR
D- 36/100 — — — -1.31% $20.00B /xlc-vs-xlu →
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
D 44/100 — — — -3.13% $21.00B /jepq-vs-xlu →
XLI
Industrial Select Sector SPDR Fund
D+ 53/100 — — — -1.63% $21.00B /xli-vs-xlu →
XLP
Consumer Staples Select Sector SPDR
A- 81/100 — — — +1.39% $17.00B /xlp-vs-xlu →

2. XLU ETF Structure, Technical Regime & Benchmark Role Breakdown

EXCHANGE-TRADED FUND / COMPOSITE VEHICLE • NYSE

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 $43.67, XLU trades vs. its 50-day SMA of $41.78 and 200-day SMA of $44.31 on daily liquidity of 30,290,850 shares.

50D SMA Level
$41.78
Medium-Term Trend Anchor
200D SMA Level
$44.31
Institutional Secular Line
52-Week Range Pos
53.0%
$39.03 – $47.80
RSI-14 Momentum
67.0
BULLISH MOMENTUM
Volume Liquidity
30,290,850
AUM Cap $19.00B

3. XLU Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is XLU stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

As of 2026-11-03, Utilities Select Sector SPDR Fund (NYSE: XLU) is rated C- (Hold / HOLD) by Roarable's 5-pillar RQD engine with a composite confidence score of 59/100 at a spot price of $43.67 (+0.67% 1D, market cap $19.00B). Pillar breakdown: Fundamental Cash Engine 7/20, Institutional 13F & Options Flow 13/20, SEC Balance-Sheet Forensics 15/20, FRED Macro Regime Fit 7/20, and Executive Insider Alignment 17/20. Across 40 tracked ETF / Index issuers, XLU ranks #20 in composite RQD confidence.

How does XLU compare to XLC and JEPQ in the ETF / Index sector?

Within the ETF / Index sector (GICS Power & AI Grid Utilities), XLU carries a Roarable C- (59/100 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 (36/100 RQD, P/E N/A, ROIC —, cap $20.00B) and JEPQ (JPMorgan Nasdaq Equity Premium Income ETF) posts a D grade (44/100 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).

What are the biggest fundamental strengths and SEC risk factors for XLU?

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.

Where is XLU trading relative to its 50-day, 200-day, and 52-week technical levels?

XLU last traded at $43.67 (+0.67% on volume of 30,290,850 shares), positioning the stock +4.52% above its 50-day simple moving average ($41.78) and -1.44% below its 200-day simple moving average ($44.31). Across its 52-week range of $39.03 to $47.80, XLU sits at the 52.9% percentile with a 14-day RSI of 67.0 (BULLISH MOMENTUM) and an implied next-earnings move of ±2.9% ($42.40 to $44.94).

Direct Sub-Reports: XLU RQD Cockpit XLU 12M Forecast XLU Earnings & Move XLU Dividends & DRIP XLU Insiders & 13F XLU Whale Options XLU Profit Sankey XLU News & Why
ROARABLE RATING BRIEF • RQD 59/100 (C-) ✓ SEC XBRL & RQD VERIFIED

XLU — Utilities Select Sector SPDR Fund: What the Facts Mean to a Prospective Investor

Methodology: RQD v6.2 Deterministic 5-Pillar & SEC XBRL Audit
Updated: 2026-11-03

1. Roarable Rating Brief: What This Means to a Prospective Investor

Utilities Select Sector SPDR Fund (XLU) earns a live Roarable RQD composite score of 59/100, corresponding to a C- letter grade (Roarable Hold) at a spot price of $43.67 (+0.67% 1D, market capitalization $19.00B).

  • Fundamental Cash Engine (7/20): Anchored by return on invested capital (ROIC) of —, gross margin of —, operating margin of —, and free cash flow yield of —.
  • Whale 13F & Options Flow (13/20) + Insider Conviction (17/20): Tracks institutional 13F accumulation, CBOE options call/put positioning, and SEC Form 4 / Congressional PTR filings.
  • Macro Regime Fit (7/20) + Forensic Balance Sheet (15/20): Incorporates a 1.00x equity beta, Altman Z-Score of N/A, Piotroski F-Score of N/A, and Debt/Equity of N/A.

2. Business Model, Unit Margins & SEC Financial Trajectory

..0B in assets under management. 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.

3. Institutional Bull vs. Bear Thesis & Valuation Tradeoff

  • 🐂 Primary Bull Case (C- • RQD 59/100): Diversified GICS Power & AI Grid Utilities basket eliminates single-company earnings blowup risk. Deep intraday secondary-market liquidity with transparent underlying index holdings. With Fundamental Cash Engine at 7/20 and Institutional Whale Flow at 13/20, sustained execution supports upside toward the upper end of the $39.03 – $47.80 52-week range.
  • 🐻 Primary Bear Case & Valuation Risk: Corporate GAAP gross margin, Altman-Z, and Form 4 insider metrics are N/A for ETF fund structures. Investors must weigh current valuation against — operating margins and a 1.00x macro beta.

4. 2nd-Order Butterfly Ripples & Key Questions to Watch

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.

  • Key Question #1: Can XLU sustain or expand its — operating margin and — ROIC against GICS Power & AI Grid Utilities peers over the next 4 quarters?
  • Key Question #2: Will free cash flow conversion (— FCF yield) strengthen balance-sheet liquidity (Altman Z-Score N/A) toward the $47.80 52-week high?
  • Key Question #3: How sensitive is XLU's equity valuation to ETF / Index capital spending cycles and macro interest-rate shifts (Beta 1.00x)?

XLU Live News Feed, Press Releases & Catalyst Wire

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

💬 Jump to XLU Debate Forum (3) ↓
🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE 3 Active Posts & Replies

XLU Bull vs. Bear Conversation Board — What's Your Call at $43.67?

🐂 67% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON XLU 🐻 33% BEARISH CONVICTION
1. Pick Your Side on XLU:
💡 Tip: Back up your call with a price target or RQD metric to get upvoted to the top.
MA MacroHawk_NYC RQD DEBATE OPENER • Cross-Asset Macro Desk 🐂 BULLISH 🎯 Target: $52.84 (+21.0%)
📌 Pinned Debate

Insider conviction (17/20) and a strong forensic balance-sheet pillar (15/20) offset weak macro fit, with defensive sector leadership i

Insider conviction (17/20) and a strong forensic balance-sheet pillar (15/20) offset weak macro fit, with defensive sector leadership in the news wire.. When you look under the hood at XLU, Fundamental Cash Engine is 7/20 with 0.0% gross margins and 0.0% ROIC. Bears are staring in the rearview mirror while institutional 13F flow (13/20) has been quietly accumulating below $47.80. My 12M target is $52.84.

SectorRotator 🐂 BULL

@MacroHawk_NYC Agree on the RQD 59/100 quality, though with 1.0 beta I'm scaling in with half-size at $43.67 and keeping dry powder in case we test $40.61.

SH ShortSeller_Dan RQD DEBATE OPENER • Forensic Short Bias 🐻 BEARISH 🎯 Target: $34.94 (-20.0%)
Spot @ $43.67

A 58 RQD score (D+) with ROIC and FCF yield both at 0% and macro-regime fit at 6/20 signals weak fundamentals for the fund.

Fading this rally in XLU at $43.67. A 58 RQD score (D+) with ROIC and FCF yield both at 0% and macro-regime fit at 6/20 signals weak fundamentals for the fund.. With a beta of 1.0 and the stock sitting at $43.67 (52-wk range $39.03–$47.80), the easy multiple expansion is already priced in.

LIVE TAPE