The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.
Financial Select Sector SPDR® ETF XLF
Morningstar’s Analysis XLF
Will XLF outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 55.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Berkshire Hathaway Inc Class B | 13.26 | 4.9 Bil | Financial Services |
JPMorgan Chase & Co | 9.54 | 3.5 Bil | Financial Services |
Visa Inc Class A | 7.90 | 2.9 Bil | Financial Services |
Mastercard Inc Class A | 6.96 | 2.5 Bil | Financial Services |
Bank of America Corp | 4.45 | 1.6 Bil | Financial Services |
Wells Fargo & Co | 3.77 | 1.4 Bil | Financial Services |
S&P Global Inc | 2.42 | 887.8 Mil | Financial Services |
The Goldman Sachs Group Inc | 2.42 | 885.9 Mil | Financial Services |
American Express Co | 2.28 | 834.6 Mil | Financial Services |
Progressive Corp | 2.24 | 820.7 Mil | Financial Services |