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 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 operate in various 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 range 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. 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 firm.

For more information about the fund, including its investment strategy, performance, and holdings, you can visit the website of State Street Global Advisors at http://www.spdrs.com. The fund is domiciled in the United States and is subject to US regulatory requirements and 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 54.3
Fundamental -
Dividend 38.8
Rel. Performance vs Sector -0.05
Analysts -
Fair Price Momentum 42.74 USD
Fair Price DCF -

XLF Dividends

Dividend Yield 12m 1.51%
Yield on Cost 5y 2.54%
Dividends CAGR 5y 2.22%
Payout Consistency 94.7%

XLF Growth Ratios

Growth 12m 25.45%
Growth Correlation 12m 75%
Growth Correlation 3m 42%
CAGR 5y 10.98%
CAGR/Mean DD 5y 1.06
Sharpe Ratio 12m 1.66
Alpha vs SP500 12m 2.73
Beta vs SP500 5y weekly 1.12
ValueRay RSI 58.61
Volatility GJR Garch 1y 13.43%
Price / SMA 50 4.08%
Price / SMA 200 12.14%
Current Volume 32636.3k
Average Volume 20d 38083.7k

External Links for XLF ETF

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What is the price of XLF stocks?
As of July 27, 2024, the stock is trading at USD 43.41 with a total of 32,636,269 shares traded.
Over the past week, the price has changed by +1.31%, over one month by +5.83%, over three months by +6.77% and over the past year by +24.99%.
What are the forecast for XLF stock price target?
According to ValueRays Forecast Model, XLF Financial Sector SPDR Fund will be worth about 47.7 in July 2025. The stock is currently trading at 43.41. This means that the stock has a potential upside of +9.91%.
Issuer Forecast Upside
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 47.7 9.91