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US ETFSPDR· XLF· S&P Financial Select

Financial Select Sector SPDR Fund

Issuer: State Street · Expense 0.08%
1Y Return
4.9%
YTD Return
-6.1%
3Y CAGR
5.0%
5Y CAGR
5.0%
1Y Volatility
14.5%
1Y Sharpe
0.10
Max Drawdown
-15.2%
Close
$51.59
Profile
Asset class: equity
Region: US
Currency exposure: native
Monthly dividend: No
Leveraged: No
Pension-eligible: No
ISA-eligible: No
Themes
sector-financials
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Top 27 Holdings · KIS Open API

Official Korea Investment & Securities Open API. As of 2025-12-31.

02JPMorgan Chase & CoJPM11.18%29 gurus ↗
03Visa IncV7.55%38 gurus ↗
04Mastercard IncMA5.97%33 gurus ↗
05Bank of America CorpBAC4.71%30 gurus ↗
06Wells Fargo & CoWFC3.73%28 gurus ↗
07Goldman Sachs Group Inc/TheGS3.36%29 gurus ↗
08Morgan StanleyMS2.73%24 gurus ↗
09Citigroup IncC2.66%27 gurus ↗
10American Express CoAXP2.53%28 gurus ↗
11Charles Schwab Corp/TheSCHW2.13%32 gurus ↗
12S&P Global IncSPGI2.07%26 gurus ↗
13Blackrock IncBLK1.97%28 gurus ↗
14Capital One Financial CorpCOF1.96%36 gurus ↗
15Progressive Corp/ThePGR1.70%29 gurus ↗
17Blackstone IncBX1.45%23 gurus ↗
18CME Group IncCME1.26%26 gurus ↗
19Intercontinental Exchange IncICE1.18%24 gurus ↗
20Marsh & McLennan Cos IncMRSH1.16%24 gurus ↗
21Robinhood Markets IncHOOD1.13%23 gurus ↗
22KKR & Co IncKKR1.12%27 gurus ↗
23US BancorpUSB1.06%22 gurus ↗
24PNC Financial Services Group Inc/ThePNC1.04%25 gurus ↗
25Bank of New York Mellon Corp/TheBK1.03%26 gurus ↗
26Moody's CorpMCO1.00%29 gurus ↗
28Apollo Global Management IncAPO0.86%24 gurus ↗
29Arthur J Gallagher & CoAJG0.85%23 gurus ↗
30Travelers Cos Inc/TheTRV0.82%21 gurus ↗

N gurus = the number of Wall Street gurus (Buffett, Dalio, etc.) holding the same ticker per their latest 13F filings. Click through to see the full guru list on the asset detail page.

Distribution history — Phase 2

Will appear once SEIBro distribution data is loaded.

Gurus holding this ETF — Phase 4

Will appear once 13F holdings data is joined in.

Metrics as of 2026-05-05 · Last close 2026-05-05