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 55.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Berkshire Hathaway Inc Class B | 13.20 | 5.1 Bil | Financial Services |
JPMorgan Chase & Co | 10.14 | 3.9 Bil | Financial Services |
Visa Inc Class A | 7.73 | 3.0 Bil | Financial Services |
Mastercard Inc Class A | 6.51 | 2.5 Bil | Financial Services |
Bank of America Corp | 4.81 | 1.9 Bil | Financial Services |
Wells Fargo & Co | 3.69 | 1.4 Bil | Financial Services |
The Goldman Sachs Group Inc | 2.61 | 1.0 Bil | Financial Services |
S&P Global Inc | 2.41 | 932.0 Mil | Financial Services |
American Express Co | 2.33 | 900.2 Mil | Financial Services |
Progressive Corp | 2.18 | 841.6 Mil | Financial Services |