— Know what they know.
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XLF

State Street Financial Select Sector SPDR ETF
1W: -2.3% 1M: -1.2% 3M: +9.1% YTD: +4.2% 1Y: +8.0% 3Y: +72.7% 5Y: +60.9%
$57.25
+0.38 (+0.67%)
 
Weekly Expected Move ±1.8%
$55 $56 $57 $58 $59
ETF AMEX · AUM $58.2B
Key Statistics
AUM$58.2B
Holdings77
Top 10 Wt57.2%
Volume34,436,738
Avg Volume33,443,891
Beta0.75
Portfolio Fundamentals
P/E15.6
P/B2.4
Div Yield1.51%
ROE15.7%
% Profitable92%
Inception1998-12-22
Sector Allocation
Financial Services 98.2%
Technology 1.6%
Other 0.2%
Top 10 Holdings
# Name Ticker Weight % Market Value Shares
1 JPMORGAN CHASE + CO JPM 11.81% $6.5B 18,156,053
2 BERKSHIRE HATHAWAY INC CL B BRK-B 11.54% $6.3B 12,422,466
3 VISA INC CLASS A SHARES V 7.57% $4.1B 11,245,966
4 MASTERCARD INC A MA 5.69% $3.1B 5,467,304
5 BANK OF AMERICA CORP BAC 5.08% $2.8B 44,238,812
6 GOLDMAN SACHS GROUP INC GS 3.77% $2.1B 1,998,978
7 WELLS FARGO + CO WFC 3.41% $1.9B 20,735,465
8 MORGAN STANLEY MS 3.21% $1.8B 8,122,402
9 CITIGROUP INC C 2.92% $1.6B 11,556,692
10 SCHWAB (CHARLES) CORP SCHW 2.16% $1.2B 11,077,181

Recent Holding Changes

Date Holding Change Details
2026-09-11 MSCI Changed 490369 → 493333
2026-09-11 AON Changed 1438546 → 1447210
2026-09-11 MCO Changed 1011905 → 1017947
2026-09-11 FIS Changed 3481226 → 3502202
2026-09-11 ARES Changed 1420679 → 1429229

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