XLFState Street Financial Select Sector SPDR ETF
Tracks the price and yield performance of publicly traded equity securities in the Financial Select Sector Index.
By State Street Investment Management · Launched 1998
Annual Cost
0.08%
#275 of 5,853 · low cost
Fund Size
$51.4B
#63 of 5,853 · large
Return (1Y)Goal
+9.7%
Track Record
27 years
#54 of 5,853 · established
Performance
Total-return NAV · USDGrowth of $10,000
$11,095+11.0%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Large
Strategy
Index tracking
Sector
FinancialsIndex tracked
Financial Select Sector Index
What it actually holds
By weightConcentration
Top 10 holdings = 56.3% of fundmoderately concentrated
Berkshire Hathaway Inc
12.5%
JPMorgan Chase & Co
11.2%
Visa Inc
7.2%
Mastercard Inc
5.8%
Bank of America Corp
4.6%
Goldman Sachs Group Inc/The
3.6%
Wells Fargo & Co
3.5%
Citigroup Inc
2.8%
Morgan Stanley
2.8%
American Express Co
2.3%
Asset allocation
Stocks
99.9%
Cash
0.1%
By sector
Financial Services
98.2%
Technology
1.6%
Industrials
0.2%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
14.8%Moderate
Year-on-year price swings
Max drawdown
-42.9%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.93Decent risk-adjusted returns
Sortino (3Y)
1.32Good downside protection
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Tracks the price and yield performance of publicly traded equity securities in the Financial Select Sector Index.
- Strategy
- Invests in substantially all of the securities in the Financial Select Sector Index using a replication strategy. Covers financial services, insurance, banks, capital markets, REITs, and consumer finance.
- Inception date
- December 16, 1998
- Fund family
- State Street Investment Management
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Data updated on 2026-08-02