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Upturn AI SWOT - About
Financial Select Sector SPDR® Fund (XLF)
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Upturn Advisory Summary
09/12/2025: XLF (4-star) is a STRONG-BUY. BUY since 86 days. Simulated Profits (6.11%). 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 38.11% | Avg. Invested days 84 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 09/12/2025 |
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 significant expertise in managing sector-specific and index-tracking ETFs.
Investment Objective
Goal
Seeks to provide investment results that correspond generally to the price and yield performance of the Financial Select Sector Index.
Investment Approach and Strategy
Strategy: Tracks the Financial Select Sector Index, a capitalization-weighted index representing the financial sector of the S&P 500.
Composition Primarily holds stocks of companies in the financial sector, including banks, insurance companies, and financial services firms.
Market Position
Market Share: XLF holds a significant market share within the financial sector ETF market.
Total Net Assets (AUM): 37290000000
Competitors
Key Competitors
- VFH
- IYF
- FXO
Competitive Landscape
The financial sector ETF market is competitive, with several large players. XLF benefits from its first-mover advantage and high AUM, but VFH and IYF offer similar exposure at potentially lower costs or with slightly different weighting methodologies. The advantages XLF has include high AUM and trading volume which create very tight bid-ask spreads. The disadvantage XLF faces is that it does not offer exposure to specific segments within the financial sector.
Financial Performance
Historical Performance: Historical performance varies with market conditions; refer to fund factsheet for detailed data.
Benchmark Comparison: The ETF's performance closely tracks the Financial Select Sector Index.
Expense Ratio: 0.12
Liquidity
Average Trading Volume
XLF demonstrates high liquidity with a high average daily trading volume.
Bid-Ask Spread
XLF typically has a tight bid-ask spread, reflecting its high liquidity.
Market Dynamics
Market Environment Factors
Performance is influenced by interest rates, economic growth, and regulatory changes affecting the financial sector.
Growth Trajectory
Growth trends follow the overall health of the financial sector, with potential for expansion or contraction depending on market conditions. There are no significant strategy or holdings changes.
Moat and Competitive Advantages
Competitive Edge
XLF's first-mover advantage, substantial AUM, and high trading volume create a strong network effect, leading to tighter bid-ask spreads and enhanced liquidity. Its established brand recognition and wide availability also contribute to its competitive edge. XLF is simple to understand, and has a history of following its benchmark closely. The high trading volume makes it a desirable option for both large and small trades alike.
Risk Analysis
Volatility
Volatility is correlated with the broader financial market and can be affected by economic news and events.
Market Risk
Subject to market risk and sector-specific risks affecting financial institutions, such as interest rate changes and regulatory scrutiny.
Investor Profile
Ideal Investor Profile
Investors seeking exposure to the U.S. financial sector and a cost-effective way to gain diversification within that sector.
Market Risk
Suitable for long-term investors seeking sector exposure and active traders looking for tactical opportunities in the financial market.
Summary
XLF is a well-established and liquid ETF offering broad exposure to the U.S. financial sector. It is suitable for investors seeking to track the performance of this sector and benefit from its growth potential. XLF has high average trading volume, and therefore, has tight bid-ask spreads. Investors should consider the risks associated with investing in a single sector and be aware of the fund's expense ratio. XLF is a great investment option for those looking for immediate exposure to the financial sector.
Peer Comparison
Sources and Disclaimers
Data Sources:
- State Street Global Advisors (SSGA) Website
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Market conditions can change rapidly, and past performance is not indicative of future results.
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.