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Morningstar

The Financial Select Sector SPDR® ETF XLF

Morningstar Medalist Rating
Medalist Rating as of | See State Street Investment Hub

Morningstar’s Analysis XLF

Will XLF outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable XLF’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the XLF management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of XLF’s parent organization’s priorities and whether they’re in line with investors’ interests.

The Financial Select Sector SPDR ® ETF’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings XLF

More XLF Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 54.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Berkshire Hathaway Inc Class B

13.24 5.5 Bil
Financial Services

JPMorgan Chase & Co

10.10 4.2 Bil
Financial Services

Visa Inc Class A

6.74 2.8 Bil
Financial Services

Mastercard Inc Class A

5.95 2.5 Bil
Financial Services

Bank of America Corp

4.78 2.0 Bil
Financial Services

Wells Fargo & Co

3.51 1.5 Bil
Financial Services

The Goldman Sachs Group Inc

2.68 1.1 Bil
Financial Services

S&P Global Inc

2.61 1.1 Bil
Financial Services

American Express Co

2.30 964.5 Mil
Financial Services

Morgan Stanley

2.19 915.9 Mil
Financial Services