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Upturn AI SWOT - About
Financial Select Sector SPDR® Fund (XLF)
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Upturn Advisory Summary
07/29/2025: XLF (4-star) is a STRONG-BUY. BUY since 54 days. Profits (4.14%). Updated daily EoD!
Upturn Star Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type ETF | Historic Profit 35.54% | Avg. Invested days 77 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 07/29/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.05 | 52 Weeks Range 40.06 - 52.27 | Updated Date 06/29/2025 |
52 Weeks Range 40.06 - 52.27 | Updated Date 06/29/2025 |
Upturn AI SWOT
Financial Select Sector SPDR® Fund
ETF Overview
Overview
The Financial Select Sector SPDRu00ae Fund (XLF) seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of publicly traded equity securities of companies in the Financial Select Sector Index.
Reputation and Reliability
State Street Global Advisors (SSGA) is a well-established and reputable ETF provider with a long track record.
Management Expertise
SSGA has extensive experience in managing sector-based ETFs and employing index replication strategies.
Investment Objective
Goal
To provide investment results that, before expenses, correspond generally to the price and yield performance of the Financial Select Sector Index.
Investment Approach and Strategy
Strategy: The fund employs a replication strategy, attempting to hold all stocks in the Financial Select Sector Index in proportion to their weighting in the index.
Composition The ETF primarily holds stocks of companies in the financial services sector, including banks, insurance companies, and investment firms.
Market Position
Market Share: XLF holds a significant market share within the financial sector ETF space.
Total Net Assets (AUM): 38400000000
Competitors
Key Competitors
- Invesco KBW Bank ETF (KBWB)
- iShares U.S. Financials ETF (IYF)
- Vanguard Financials ETF (VFH)
Competitive Landscape
The financial sector ETF market is competitive, with several large ETFs vying for assets. XLF benefits from high liquidity and brand recognition, while competitors may offer more focused or diversified exposure within the financial sector. XLF's disadvantage is its narrow focus.
Financial Performance
Historical Performance: Historical performance varies with market conditions and the performance of the financial sector. Data needs to be pulled from reliable sources.
Benchmark Comparison: XLF's performance should closely track the Financial Select Sector Index, with minor deviations due to expenses and tracking error.
Expense Ratio: 0.12
Liquidity
Average Trading Volume
XLF generally has very high average trading volume, making it easy to buy or sell shares quickly.
Bid-Ask Spread
The bid-ask spread for XLF is typically very tight due to its high liquidity, minimizing trading costs.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates, inflation, and GDP growth significantly impact the financial sector and XLF's performance. Regulatory changes and market sentiment also play a role.
Growth Trajectory
XLF's growth trajectory is dependent on the overall health and performance of the financial sector, which can be cyclical.
Moat and Competitive Advantages
Competitive Edge
XLF benefits from its first-mover advantage, brand recognition, and high liquidity. Its large AUM allows for efficient trading and lower expense ratios compared to smaller competitors. XLF's simplicity and close tracking of the Financial Select Sector Index appeal to a broad range of investors. However, its concentrated exposure to the financial sector can be a disadvantage during economic downturns. The ETF is a standard benchmark for the financial sector.
Risk Analysis
Volatility
XLF's volatility is closely tied to the volatility of the financial sector, which can be higher than the overall market.
Market Risk
XLF is subject to market risk, particularly related to the performance of financial institutions and the overall economic climate. Interest rate changes, regulatory issues, and credit risk can significantly impact XLF's value.
Investor Profile
Ideal Investor Profile
Investors seeking targeted exposure to the financial sector and who believe in the long-term growth potential of financial institutions.
Market Risk
XLF is suitable for both long-term investors seeking sector diversification and active traders looking to capitalize on short-term market movements in the financial sector.
Summary
The Financial Select Sector SPDRu00ae Fund (XLF) offers investors targeted exposure to the financial sector. It is a highly liquid ETF with a reasonable expense ratio, making it a popular choice for both long-term investors and active traders. The ETF's performance is closely tied to the performance of the Financial Select Sector Index and the overall health of the financial industry. However, investors should be aware of the risks associated with concentrated sector exposure. XLF remains a core holding for investors seeking financial sector exposure.
Peer Comparison
Sources and Disclaimers
Data Sources:
- State Street Global Advisors (SSGA) website
- ETF.com
- Morningstar.com
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor. Market data is subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Financial Select Sector SPDR® Fund
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally invests substantially all, but at least 95%, of its total assets in the securities comprising the index. The index includes companies that have been identified as Financial companies by the Global Industry Classification Standard, including securities of companies from the following industries: financial services; insurance; banks; capital markets; mortgage real estate investment trusts; and consumer finance. The fund is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.