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Financial Select Sector SPDR® ETF XLF

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.

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.

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Morningstar Manager Research

Summary

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

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Portfolio Holdings XLF

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 55.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Berkshire Hathaway Inc Class B

13.64 5.0 Bil
Financial Services

JPMorgan Chase & Co

9.58 3.5 Bil
Financial Services

Visa Inc Class A

8.08 3.0 Bil
Financial Services

Mastercard Inc Class A

6.96 2.6 Bil
Financial Services

Bank of America Corp

4.25 1.6 Bil
Financial Services

Wells Fargo & Co

3.50 1.3 Bil
Financial Services

S&P Global Inc

2.52 929.3 Mil
Financial Services

The Goldman Sachs Group Inc

2.32 855.9 Mil
Financial Services

American Express Co

2.22 820.7 Mil
Financial Services

BlackRock Inc

2.06 761.3 Mil
Financial Services