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XLF

State Street Financial Select Sector SPDR ETF
1W: +1.5% 1M: +6.4% 3M: +10.6% YTD: +3.6% 1Y: +7.6% 3Y: +66.5% 5Y: +74.5%
$57.60
+0.72 (+1.27%)
 
Weekly Expected Move ±2.0%
$54 $55 $56 $57 $59
ETF AMEX · AUM $57.2B
Key Statistics
AUM$57.2B
Holdings77
Top 10 Wt56.8%
Volume33,399,557
Avg Volume35,366,401
Beta0.75
Portfolio Fundamentals
P/E17.3
P/B2.3
Div Yield1.49%
ROE14.0%
% Profitable90%
Inception1998-12-22
Sector Allocation
Financial Services 98.3%
Technology 1.6%
Other 0.1%
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 JPMORGAN CHASE + CO JPM 11.89% $6.6B 18,741,776
2 BERKSHIRE HATHAWAY INC CL B BRK-B 11.40% $6.3B 12,823,122
3 VISA INC CLASS A SHARES V 7.42% $4.1B 11,608,829
4 MASTERCARD INC A MA 5.47% $3.0B 5,643,652
5 BANK OF AMERICA CORP BAC 5.09% $2.8B 45,666,039
6 GOLDMAN SACHS GROUP INC GS 3.93% $2.2B 2,063,343
7 WELLS FARGO + CO WFC 3.32% $1.8B 21,404,522
8 MORGAN STANLEY MS 3.23% $1.8B 8,384,513
9 CITIGROUP INC C 2.83% $1.6B 11,929,653
10 AMERICAN EXPRESS CO AXP 2.18% $1.2B 3,722,500

Recent Holding Changes

Date Holding Change Details
2026-07-28 FDS Changed 256291 → 254848
2026-07-28 AIG Changed 3729369 → 3708501
2026-07-28 CME Changed 2548780 → 2534572
2026-07-28 V Changed 11674097 → 11608829
2026-07-28 BRK-B Changed 12895272 → 12823122

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms