XLF - Financial Sector SPDR Fund - Stock & Dividends

Exchange: USA Stocks • Country: USA • Currency: USD • Type: Etf • ISIN: US81369Y6059 • Financial

Banks, Insurance, Financial Services, Capital Markets, Mortgage, Consumer Finance

The Financial Select Sector SPDR Fund is an exchange-traded fund (ETF) that tracks the performance of the financial sector. It invests at least 95% of its assets in a basket of securities that make up the underlying index, which is comprised of companies classified as financials according to the Global Industry Classification Standard.

These companies operate in various industries, including financial services, insurance, banking, capital markets, mortgage real estate investment trusts, and consumer finance. This means the fund provides exposure to a broad range of financial institutions, from banks and insurance companies to investment firms and mortgage providers.

As a non-diversified fund, it may focus on a specific segment of the financial sector, which can result in higher returns but also increased risk. The fund is listed on the NYSE Arca exchange under the ticker symbol XLF and is managed by State Street Global Advisors, a leading asset management company.

For more information about the fund, including its investment strategy, risks, and performance, you can visit the fund's website at http://www.spdrs.com. The fund is domiciled in the United States and is subject to US regulatory oversight.

Drawdown (Underwater) Chart

Drawdown / Underwater Chart for XLF - Financial Sector SPDR Fund  - Stock & Dividends

Overall Trend and Yearly Seasonality

Drawdown / Underwater Chart for XLF - Financial Sector SPDR Fund  - Stock & Dividends

XLF ETF Overview

Market Cap in USD 40,597m
Category Financial
TER 0.09%
IPO / Inception 1998-12-16

XLF ETF Ratings

Growth 5y 54.7
Fundamental -
Dividend 38.9
Rel. Performance vs Sector -0.09
Analysts -
Fair Price Momentum 42.00 USD
Fair Price DCF -

XLF Dividends

Dividend Yield 12m 1.53%
Yield on Cost 5y 2.58%
Dividends CAGR 5y 2.22%
Payout Consistency 94.7%

XLF Growth Ratios

Growth 12m 23.62%
Growth Correlation 12m 73%
Growth Correlation 3m 39%
CAGR 5y 11.07%
CAGR/Mean DD 5y 1.06
Sharpe Ratio 12m 1.51
Alpha vs SP500 12m -1.69
Beta vs SP500 5y weekly 1.12
ValueRay RSI 65.78
Volatility GJR Garch 1y 11.88%
Price / SMA 50 3.1%
Price / SMA 200 11.44%
Current Volume 47220k
Average Volume 20d 38380k

External Links for XLF ETF

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Fund Manager Positions
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What is the price of XLF stocks?
As of July 21, 2024, the stock is trading at USD 42.85 with a total of 47,219,951 shares traded.
Over the past week, the price has changed by +1.11%, over one month by +3.69%, over three months by +6.54% and over the past year by +22.44%.
What are the forecast for XLF stock price target?
According to ValueRays Forecast Model, XLF Financial Sector SPDR Fund will be worth about 46.9 in July 2025. The stock is currently trading at 42.85. This means that the stock has a potential upside of +9.4%.
Issuer Forecast Upside
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 46.9 9.40