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XLF

State Street Financial Select Sector SPDR ETF
1W: +1.8% 1M: +2.2% 3M: -2.7% YTD: +2.0% 1Y: +6.7% 3Y: +76.7% 5Y: +52.1%
$55.88
-0.14 (-0.24%)
 
Weekly Expected Move ±1.9%
$54 $55 $56 $57 $58
ETF AMEX · AUM $52.0B
Key Statistics
AUM$52.0B
Holdings77
Top 10 Wt57.2%
Volume22,939,067
Avg Volume33,393,914
Beta0.75
Portfolio Fundamentals
P/E15.7
P/B2.3
Div Yield1.54%
ROE15.3%
% Profitable92%
Inception1998-12-22
Sector Allocation
Financial Services 98.2%
Technology 1.6%
Other 0.1%
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 BERKSHIRE HATHAWAY INC CL B BRK-B 12.81% $6.7B 12,147,120
2 JPMORGAN CHASE + CO JPM 11.18% $5.9B 17,337,550
3 VISA INC CLASS A SHARES V 8.82% $4.6B 11,114,805
4 MASTERCARD INC A MA 6.40% $3.4B 5,274,013
5 BANK OF AMERICA CORP BAC 4.17% $2.2B 42,416,499
6 GOLDMAN SACHS GROUP INC GS 3.24% $1.7B 1,899,201
7 WELLS FARGO + CO WFC 3.16% $1.7B 19,723,449
8 MORGAN STANLEY MS 2.72% $1.4B 7,785,249
9 CITIGROUP INC C 2.57% $1.4B 10,940,747
10 AMERICAN EXPRESS CO AXP 2.09% $1.1B 3,435,586

Recent Holding Changes

Date Holding Change Details
2026-10-27 NDAQ Changed 2898413 → 2880201
2026-10-27 WTW Changed 609555 → 605727
2026-10-27 USB Changed 10226229 → 10161965
2026-10-27 MET Changed 3503548 → 3481508
2026-10-27 AIZ Changed 323712 → 321624

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