XLF
FinancialsState Street Financial Select Sector SPDR ETF
State Street · Tracks Financial Select Sector Index · Inception Dec 16, 1998
Trailing returns
through Oct 23, 2026- 1 year
- +9.9%
- 3 year
- +22.4%
- annualized
- 5 year
- +8.9%
- annualized
Price return from month-end closes, distributions reinvested at month end. Excludes trading costs, bid-ask spreads and taxes. Past performance says nothing about future returns and is not part of the composite score — see the methodology for what the score does measure.
Composite score
Based on a 0.080% expense ratio.
Based on $50.97B in net assets.
Top-10 holdings represent 57.6% of net assets.
Financials base · ETF wrapper · 1.48% TTM yield.
The composite is a weighted average of the four core sub-scores above (cost, tax efficiency, liquidity, concentration). Missing sub-scores fall back to the per-category median when the category has at least 50% data coverage, so funds without (e.g.) parsed N-PORT holdings aren't accidentally boosted by renormalization. Tracking quality is shown where computable but isn't currently part of the composite weighting. See methodology for formulas, the tracking-quality partial-coverage rationale, and the dimensions we deliberately don't score (methodology v0.5.2).
Look through XLF, or compare the fee
Tool · Look-through
Underlying holdings, with other funds added
Add tickers and weights; N-PORT positions are summed across the basket.
Tool · Cost
Compare XLF's fee against another fund
Compounds the 0.080% expense ratio against a peer over decades.
Tool · Overlap
Compare XLF's holdings with peers
Pairwise holdings heatmap, pre-loaded with similar Financials funds.
Tool · TLH
Find a tax-loss harvesting partner for XLF
Ranks every catalog fund by holdings overlap, flags wash-sale risk.
Tool · Placement
Asset location for XLF across account types
Asset-location optimizer — places each fund in taxable / tax-deferred / Roth.
Top holdings
| # | Holding | Weight |
|---|---|---|
| 1 | Berkshire Hathaway Inc | 12.08% |
| 2 | JPMorgan Chase & Co | 11.55% |
| 3 | Visa Inc | 7.50% |
| 4 | Mastercard Inc | 5.46% |
| 5 | Bank of America Corp | 4.90% |
| 6 | Goldman Sachs Group Inc/The | 3.93% |
| 7 | Wells Fargo & Co | 3.33% |
| 8 | Morgan Stanley | 3.30% |
| 9 | Citigroup Inc | 3.14% |
| 10 | American Express Co | 2.37% |
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