No House member has disclosed a XLU trade since 2025.
From the House's STOCK Act reports (Senate not included). Members disclose trades, not holdings, as value ranges up to 45 days later, so amounts are estimates and “last move” is a hint at who still holds it, not a position. All recent congress trades
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 1.3 | 10.4 | -3.9 | 2.1 | -5.2 | 2.1 | -2.2 | -4.8 | -6.6 | 5.6 | −2.5% | ||
| 2025 | 2.9 | 1.7 | -0.5 | 0.1 | 3.8 | -0.3 | 4.9 | -1.6 | 3.4 | 2.2 | 1.7 | -5.8 | +12.8% |
| 2024 | -3.0 | 1.1 | 5.7 | 1.7 | 9.0 | -6.3 | 6.8 | 4.8 | 5.9 | -1.1 | 3.8 | -8.7 | +19.5% |
| 2023 | -2.0 | -5.9 | 4.1 | 1.9 | -5.9 | 0.8 | 2.5 | -6.1 | -6.4 | 1.3 | 5.1 | 0.9 | −10.2% |
| 2022 | -3.3 | -1.9 | 9.6 | -4.3 | 4.3 | -5.7 | 5.4 | 0.5 | -11.9 | 1.9 | 7.0 | -1.3 | −1.5% |
| 2021 | -0.9 | -6.1 | 9.7 | 4.2 | -2.3 | -3.0 | 4.3 | 3.9 | -6.8 | 4.7 | -1.7 | 8.8 | +14.2% |
| 2020 | 6.7 | -9.9 | -10.9 | 3.3 | 4.2 | -5.5 | 7.8 | -2.6 | 0.2 | 5.1 | 0.7 | -0.2 | −3.0% |
| 2019 | 3.5 | 4.1 | 2.0 | 0.9 | -0.8 | 2.4 | -0.1 | 5.1 | 3.5 | -0.8 | -1.9 | 2.5 | +22.1% |
| 2018 | -3.1 | -3.9 | 3.0 | 2.0 | -1.1 | 1.9 | 1.6 | 1.3 | -1.5 | 2.0 | 3.5 | -4.8 | +0.5% |
| 2017 | 1.3 | 5.3 | -0.9 | 0.8 | 4.1 | -3.5 | 2.4 | 3.3 | -3.5 | 3.9 | 2.7 | -6.9 | +8.5% |
| 2016 | 4.9 | 1.9 | 7.2 | -2.4 | 1.5 | 6.8 | -0.7 | -5.5 | -0.5 | 0.9 | -5.4 | 3.9 | +12.2% |
| 2015 | 2.3 | -6.4 | -1.8 | -0.5 | 0.6 | -6.8 | 6.1 | -3.5 | 2.0 | 1.1 | -2.1 | 1.1 | −8.3% |
| 2014 | 3.0 | 3.5 | 2.5 | 4.2 | -1.1 | 3.6 | -6.8 | 4.9 | -2.7 | 8.0 | 1.2 | 2.7 | +24.4% |
| 2013 | 4.8 | 2.3 | 4.5 | 6.0 | -9.1 | -0.1 | 4.3 | -5.0 | 0.2 | 3.8 | -1.9 | -0.2 | +8.7% |
| 2012 | -3.6 | 0.6 | 0.4 | 1.8 | 0.6 | 3.2 | 2.5 | -4.1 | 0.1 | 1.4 | -4.3 | -1.1 | −2.9% |
| 2011 | 1.2 | 1.2 | -0.7 | 4.0 | 2.1 | -1.2 | -0.9 | 2.2 | -0.8 | 3.7 | 1.0 | 2.2 | +14.8% |
| 2010 | -4.8 | -1.3 | 1.8 | 2.6 | -5.5 | -1.7 | 7.5 | 1.4 | 1.9 | 1.1 | -3.0 | 1.9 | +1.0% |
| 2009 | -0.2 | -12.5 | 0.8 | 1.2 | 3.6 | 4.2 | 3.8 | 1.0 | 0.3 | -3.2 | 4.8 | 4.2 | +6.9% |
| 2008 | -7.3 | -4.1 | 0.9 | 5.1 | 3.6 | -1.5 | -6.4 | -1.1 | -11.8 | -13.0 | 4.2 | -3.6 | −31.4% |
| 2007 | -0.4 | 5.3 | 3.0 | 4.9 | 0.5 | -5.4 | -4.0 | 1.6 | 3.1 | 6.7 | 0.7 | -0.9 | +15.3% |
In seeking to track the performance of the index, the fund employs a replication strategy. It generally invests substantially all, but at least 95%, of its total assets in the securities comprising the index. The index includes securities of companies from the following industries: electric utilities; water utilities; multi-utilities; independent power and renewable electricity producers; and gas utilities. The fund is non-diversified.