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Upturn AI SWOT - About
Financial Select Sector SPDR® Fund (XLF)
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Upturn Advisory Summary
10/30/2025: XLF (4-star) is currently NOT-A-BUY. Pass it for now.
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 35.63% | Avg. Invested days 88 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/30/2025 |
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 is a well-established and reputable ETF issuer with a long track record in the industry.
Management Expertise
State Street has significant expertise in managing index-tracking ETFs, including sector-specific funds.
Investment Objective
Goal
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.
Investment Approach and Strategy
Strategy: Tracks a specific index, the Financial Select Sector Index.
Composition Primarily holds stocks of companies in the financial sector, including banks, insurance companies, and investment firms.
Market Position
Market Share: XLF is a major player in the financial sector ETF space.
Total Net Assets (AUM): 35700000000
Competitors
Key Competitors
- VFH
- IXG
- FNCL
Competitive Landscape
The financial sector ETF market is competitive, with several large funds vying for assets. XLF benefits from its first-mover advantage and brand recognition. However, competitors offer similar exposure, sometimes with different weighting methodologies or lower expense ratios.
Financial Performance
Historical Performance: Past performance is not indicative of future results. Performance data should be obtained from reliable financial sources.
Benchmark Comparison: XLF's performance closely tracks the Financial Select Sector Index.
Expense Ratio: 0.12
Liquidity
Average Trading Volume
XLF demonstrates high liquidity with a substantial average daily trading volume.
Bid-Ask Spread
XLF typically has a tight bid-ask spread, minimizing trading costs.
Market Dynamics
Market Environment Factors
Economic indicators, interest rates, and regulatory changes can significantly impact the financial sector and XLF's performance.
Growth Trajectory
XLF's growth is tied to the overall performance of the financial sector and investor sentiment towards financial stocks; adjustments in holdings follow index changes.
Moat and Competitive Advantages
Competitive Edge
XLF's competitive advantages include its large size, high liquidity, and brand recognition as a leading financial sector ETF. It offers broad exposure to the U.S. financial sector, making it a convenient and cost-effective option for investors. The ETF benefits from State Street's established reputation as a reliable ETF provider. However, its capitalization-weighted methodology can lead to concentration in the largest financial institutions.
Risk Analysis
Volatility
XLF's volatility is generally correlated with the volatility of the broader financial sector and the overall market.
Market Risk
XLF is subject to market risk, including the risk of declines in the financial sector due to economic downturns, regulatory changes, or other factors.
Investor Profile
Ideal Investor Profile
Investors seeking broad exposure to the U.S. financial sector may find XLF suitable.
Market Risk
XLF can be suitable for both long-term investors seeking sector diversification and active traders looking to capitalize on short-term trends in the financial sector.
Summary
The Financial Select Sector SPDRu00ae Fund (XLF) offers a convenient way to invest in a broad portfolio of U.S. financial stocks. It tracks the Financial Select Sector Index and is managed by State Street. With its large size and high liquidity, XLF is a popular choice among investors seeking exposure to the financial sector. However, investors should be aware of the sector-specific risks and potential concentration in larger financial institutions. It should be considered to diversify a long term investment portfolio.
Similar ETFs
Sources and Disclaimers
Data Sources:
- State Street Global Advisors website
- ETF.com
- Bloomberg
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
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.