XLF
FinancialsState Street Financial Select Sector SPDR ETF
State Street · Tracks Financial Select Sector Index · Inception Dec 16, 1998
Composite score
Based on a 0.080% expense ratio.
Based on $51.35B in net assets.
Top-10 holdings represent 56.3% of net assets.
Financials base · ETF wrapper · 1.43% 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 v0.5.1).
Use XLF in our tools
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
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Asset-location optimizer — places each fund in taxable / tax-deferred / Roth.
Top holdings
| # | Holding | Weight |
|---|---|---|
| 1 | Berkshire Hathaway Inc | 12.46% |
| 2 | JPMorgan Chase & Co | 11.24% |
| 3 | Visa Inc | 7.20% |
| 4 | Mastercard Inc | 5.77% |
| 5 | Bank of America Corp | 4.59% |
| 6 | Goldman Sachs Group Inc/The | 3.60% |
| 7 | Wells Fargo & Co | 3.49% |
| 8 | Citigroup Inc | 2.81% |
| 9 | Morgan Stanley | 2.81% |
| 10 | American Express Co | 2.30% |
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