Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
Financial Select Sector SPDR® Fund (XLF)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
04/04/2025: XLF (4-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 22.75% | Avg. Invested days 60 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 04/04/2025 |
Key Highlights
Volume (30-day avg) 56799337 | Beta 1.08 | 52 Weeks Range 38.92 - 52.44 | Updated Date 04/6/2025 |
52 Weeks Range 38.92 - 52.44 | Updated Date 04/6/2025 |
Upturn AI SWOT
Financial Select Sector SPDR® Fund
ETF Overview
Overview
The Financial Select Sector SPDRu00ae Fund (XLF) seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of publicly traded equity securities of companies in the Financial Select Sector Index.
Reputation and Reliability
State Street is a reputable and reliable issuer with a long track record in the ETF market.
Management Expertise
State Street has a team of experienced professionals managing its ETFs.
Investment Objective
Goal
To provide investment results that, before expenses, correspond generally to the price and yield performance of publicly traded equity securities of companies in the Financial Select Sector Index.
Investment Approach and Strategy
Strategy: The fund employs a replication strategy, attempting to hold all securities in the same proportion as the index.
Composition The ETF holds stocks of companies in the financial sector, including banks, insurance companies, and other financial services firms.
Market Position
Market Share: XLF holds a significant market share within the financial sector ETF category.
Total Net Assets (AUM): 34820000000
Competitors
Key Competitors
- VFH
- IXG
- KBE
- FNCL
Competitive Landscape
The financial sector ETF market is competitive. XLF's large AUM gives it liquidity and recognition advantages. However, competitors may offer lower expense ratios or slightly different index exposures.
Financial Performance
Historical Performance: Historical performance varies with the financial sector's performance. Data is unavailable, but this depends on prevailing economic conditions.
Benchmark Comparison: XLF's performance should closely track the Financial Select Sector Index.
Expense Ratio: 0.12
Liquidity
Average Trading Volume
XLF exhibits high liquidity with a high average daily trading volume.
Bid-Ask Spread
XLF generally has a tight bid-ask spread due to its high trading volume.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, regulatory changes, and market sentiment all influence XLF's performance.
Growth Trajectory
XLF's growth trajectory mirrors the financial sector's overall health and performance, often tied to economic cycles and regulatory landscapes.
Moat and Competitive Advantages
Competitive Edge
XLF's first-mover advantage, large AUM, and recognition provide a competitive edge. Its high liquidity and narrow bid-ask spread make it attractive to investors. Its long track record also contributes to its attractiveness and investor confidence. The broad coverage of the financial sector within the S&P 500 offers diversification. XLF is a simple and liquid way to get exposure to the financial sector.
Risk Analysis
Volatility
XLF's volatility is similar to that of the broader financial sector, which can be more volatile than the overall market.
Market Risk
XLF is exposed to risks specific to the financial sector, such as interest rate risk, credit risk, and regulatory risk.
Investor Profile
Ideal Investor Profile
Investors seeking broad exposure to the U.S. financial sector are the ideal investors for XLF.
Market Risk
XLF is suitable for long-term investors seeking sector exposure and active traders due to its high liquidity.
Summary
The Financial Select Sector SPDRu00ae Fund (XLF) offers broad exposure to the U.S. financial sector, tracking the Financial Select Sector Index. Its large AUM and high liquidity make it a popular choice for investors. The fund's performance is closely tied to the financial sector's overall health. Investors should be aware of the risks associated with the financial sector, including interest rate and regulatory risks. XLF is appropriate for both long-term and active investors looking to gain exposure to financials.
Similar Companies
FNCL
Fidelity® MSCI Financials Index ETF
FNCL
Fidelity® MSCI Financials Index ETF
IAI
iShares U.S. Broker-Dealers & Securities Exchanges ETF
IAI
iShares U.S. Broker-Dealers & Securities Exchanges ETF
KBE
SPDR® S&P Bank ETF
KBE
SPDR® S&P Bank ETF
VFH
Vanguard Financials Index Fund ETF Shares
VFH
Vanguard Financials Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- State Street Global Advisors website
- ETF.com
- Yahoo Finance
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Consult with a financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Financial Select Sector SPDR® Fund
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally invests substantially all, but at least 95%, of its total assets in the securities comprising the index. The index includes companies that have been identified as Financial companies by the Global Industry Classification Standard, including securities of companies from the following industries: financial services; insurance; banks; capital markets; mortgage real estate investment trusts; and consumer finance. The fund is non-diversified.
Upturn is now on iOS and Android!
Experience Upturn on your mobile. Install it now!
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.