The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.
The 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 55.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Berkshire Hathaway Inc Class B | 13.18 | 5.0 Bil | Financial Services |
JPMorgan Chase & Co | 9.99 | 3.8 Bil | Financial Services |
Visa Inc Class A | 7.65 | 2.9 Bil | Financial Services |
Mastercard Inc Class A | 6.55 | 2.5 Bil | Financial Services |
Bank of America Corp | 4.83 | 1.8 Bil | Financial Services |
Wells Fargo & Co | 3.68 | 1.4 Bil | Financial Services |
The Goldman Sachs Group Inc | 2.60 | 988.3 Mil | Financial Services |
S&P Global Inc | 2.50 | 950.8 Mil | Financial Services |
American Express Co | 2.26 | 860.0 Mil | Financial Services |
Morgan Stanley | 2.13 | 807.3 Mil | Financial Services |