ETF overview
The State Street Financial Select Sector SPDR ETF aims to mirror the price and yield performance of the Financial Select Sector Index, before accounting for expenses. This underlying Index is structured to accurately reflect the financial segment of the S&P 500 Index. The ETF offers targeted investment exposure to various financial sub-sectors, including financial services, insurance, banking, capital markets, mortgage real estate investment trusts (REITs), and consumer finance. Consequently, it enables investors to pursue more granular strategic or tactical portfolio adjustments than typical style-based investment approaches.
Fund facts
- Expense ratio
- 0.08%
- Fund assets
- 52.33B USD (all share classes)
- Issuer
- SPDR
- Inception date
- Dec 16, 1998
- Number of holdings
- 78
Breakdown
Holdings (78)
| Name | Ticker | Weight |
|---|---|---|
| BERKSHIRE HATHAWAY INC CL B | BRK-B | 12.58% |
| JPMORGAN CHASE + CO | JPM | 11.46% |
| VISA INC CLASS A SHARES | V | 8.76% |
| MASTERCARD INC A | MA | 6.40% |
| BANK OF AMERICA CORP | BAC | 4.32% |
| GOLDMAN SACHS GROUP INC | GS | 3.34% |
| WELLS FARGO + CO | WFC | 3.22% |
| MORGAN STANLEY | MS | 2.79% |
| CITIGROUP INC | C | 2.66% |
| AMERICAN EXPRESS CO | AXP | 2.12% |
| and 65 more | ||
Similar ETFs
- State Street SPDR S&P U.S. Financials Select Sector UCITS ETF (Acc)SXLF.L · Overlap 100% · Expense ratio 0.15%
- iShares S&P 500 Financials Sector UCITS ETFIUFS.L · Overlap 100% · Expense ratio 0.15%
- Fidelity MSCI Financials Index ETFFNCL · Overlap 87% · Expense ratio 0.08%
- Vanguard Financials ETFVFH · Overlap 86% · Expense ratio 0.09%
- Invesco Financials S&P US Select Sector UCITS ETFXLFS.L · Overlap 96% · Expense ratio 0.14%
- Xtrackers MSCI USA Financials UCITS ETF 1DXUFN.L · Overlap 96% · Expense ratio 0.12%
- iShares U.S. Financial Services ETFIYG · Overlap 84% · Expense ratio 0.37%
- iShares U.S. Financials ETFIYF · Overlap 77% · Expense ratio 0.37%
Overlap is the share of assets the two funds hold in common.
Historical returns do not guarantee future returns. This is not investment advice.
State Street Financial Select Sector SPDR ETF (XLF)
- Expense ratio
- 0.08%
- Fund assets
- 52.33B USD (all share classes)
- Issuer
- SPDR
- Inception date
- Dec 16, 1998
- Number of holdings
- 78
| Name | Ticker | Weight |
|---|---|---|
| BERKSHIRE HATHAWAY INC CL B | BRK-B | 12.58% |
| JPMORGAN CHASE + CO | JPM | 11.46% |
| VISA INC CLASS A SHARES | V | 8.76% |
| MASTERCARD INC A | MA | 6.40% |
| BANK OF AMERICA CORP | BAC | 4.32% |
| GOLDMAN SACHS GROUP INC | GS | 3.34% |
| WELLS FARGO + CO | WFC | 3.22% |
| MORGAN STANLEY | MS | 2.79% |
| CITIGROUP INC | C | 2.66% |
| AMERICAN EXPRESS CO | AXP | 2.12% |
| and 65 more | ||
The State Street Financial Select Sector SPDR ETF aims to mirror the price and yield performance of the Financial Select Sector Index, before accounting for expenses. This underlying Index is structured to accurately reflect the financial segment of the S&P 500 Index. The ETF offers targeted investment exposure to various financial sub-sectors, including financial services, insurance, banking, capital markets, mortgage real estate investment trusts (REITs), and consumer finance. Consequently, it enables investors to pursue more granular strategic or tactical portfolio adjustments than typical style-based investment approaches.
- State Street SPDR S&P U.S. Financials Select Sector UCITS ETF (Acc)SXLF.L · Overlap 100% · Expense ratio 0.15%
- iShares S&P 500 Financials Sector UCITS ETFIUFS.L · Overlap 100% · Expense ratio 0.15%
- Fidelity MSCI Financials Index ETFFNCL · Overlap 87% · Expense ratio 0.08%
- Vanguard Financials ETFVFH · Overlap 86% · Expense ratio 0.09%
- Invesco Financials S&P US Select Sector UCITS ETFXLFS.L · Overlap 96% · Expense ratio 0.14%
- Xtrackers MSCI USA Financials UCITS ETF 1DXUFN.L · Overlap 96% · Expense ratio 0.12%
- iShares U.S. Financial Services ETFIYG · Overlap 84% · Expense ratio 0.37%
- iShares U.S. Financials ETFIYF · Overlap 77% · Expense ratio 0.37%
Overlap is the share of assets the two funds hold in common.
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