XLF - Financial Sector SPDR Fund - Stock & Dividends

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

Banks, Insurance, Mortgages, Capital Markets, Financial Services

The Financial Select Sector SPDR Fund is an exchange-traded fund (ETF) that tracks the performance of the financial sector in the US market. It invests at least 95% of its assets in a diversified portfolio of securities from companies classified as financials by the Global Industry Classification Standard (GICS).

These companies come from a range of industries, including financial services, insurance, banking, capital markets, mortgage real estate investment trusts (REITs), and consumer finance. This means the fund provides exposure to a broad spectrum of financial institutions, from banks and insurance companies to investment firms and mortgage lenders.

As a non-diversified fund, the Financial Select Sector SPDR Fund may have a higher concentration of assets in a particular sector or industry, which can increase its potential for growth but also raises its risk profile. This fund is listed on the NYSE Arca exchange under the ticker symbol XLF.

The fund is managed by State Street Global Advisors, a leading global asset management company based in the United States. You can find more information about the fund on the State Street Global Advisors website at http://www.spdrs.com.

Drawdown (Underwater) Chart

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

XLF ETF Overview

Market Cap in USD 45,577m
Category Financial
TER 0.09%
IPO / Inception 1998-12-16

XLF ETF Ratings

Growth 5y 67.5
Fundamental -
Dividend 41.9
Rel. Performance vs Sector 0.59
Analysts -
Fair Price Momentum 50.22 USD
Fair Price DCF -

XLF Dividends

Dividend Yield 12m 1.41%
Yield on Cost 5y 2.57%
Dividends CAGR 5y 2.22%
Payout Consistency 94.7%

XLF Growth Ratios

Growth 12m 50.04%
Growth Correlation 12m 96.3%
Growth Correlation 3m 89.8%
CAGR 5y 12.84%
CAGR/Mean DD 5y 1.25
Sharpe Ratio 12m 3.58
Alpha vs SP500 12m 5.57
Beta vs SP500 5y weekly 1.11
ValueRay RSI 77.60
Volatility GJR Garch 1y 11.55%
Price / SMA 50 5.02%
Price / SMA 200 13.53%
Current Volume 26207.4k
Average Volume 20d 34285.9k

External Links for XLF ETF

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What is the price of XLF stocks?
As of October 22, 2024, the stock is trading at USD 47.24 with a total of 26,207,439 shares traded.
Over the past week, the price has changed by +0.94%, over one month by +3.84%, over three months by +10.03% and over the past year by +49.02%.
What are the forecast for XLF stock price target?
According to ValueRays Forecast Model, XLF Financial Sector SPDR Fund will be worth about 55.9 in October 2025. The stock is currently trading at 47.24. This means that the stock has a potential upside of +18.37%.
Issuer Forecast Upside
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 55.9 18.4