XLF

Financial Select Sector SPDR ETF

1.40% Yield
$53.1B
Assets Under Management
0.08%
Expense Ratio
Quarterly
Distribution Frequency
1998
Inception Year

The Verdict

Best for investors seeking focused exposure to U.S. financial sector leaders.

About XLF

XLF provides targeted exposure to the financial services sector, including banks, insurance companies, investment firms, and financial technology. Large portfolio includes industry giants like JPMorgan, Berkshire Hathaway, and Visa. Best for investors bullish on financial sector performance.

Financials Sector

Top 10 Holdings

Company Weight
Berkshire Hathaway13.2%
JPMorgan Chase10.8%
Visa Inc7.5%
Mastercard Inc6.9%
Bank of America5.2%
Wells Fargo3.8%
Morgan Stanley3.5%
Goldman Sachs2.9%
BlackRock Inc2.7%
Charles Schwab2.4%

Sector Allocation

Banks: 38.5%
Financial Services: 32.7%
Insurance: 20.3%
Capital Markets: 8.5%

5-Year Dividend History

Year Annual Dividend Growth
2025$1.22+3.4%
2024$1.18+5.4%
2023$1.12+3.7%
2022$1.08+5.9%
2021$1.02--