
XLF Fund Opens Doors to U.S. Financial Sector
Select Sector SPDR
The Financials Select Sector SPDR Fund ( XLF ) stands as an option for investors seeking exposure to the dynamic U.S. financial sector. By incorporating a broad range of financial stocks from the S&P 500, XLF provides a streamlined entry point to one of the most pivotal segments of the economy. A Balanced Fund XLF employs a modified market capitalization-weighted index strategy, offering investors a balanced approach to financial sector investment. This methodology focuses on well-established, large-cap companies while also capturing sub-sectors such as banking, insurance, credit services, and capital markets. Notable Holdings* Include: Berkshire Hathaway B – 13.98% JP Morgan Chase – 9.82% Visa A – 8.65% Mastercard A – 6.39% Bank of America– 3.96% Wells Fargo – 3.38% Goldman Sachs – 2.44% Progressive – 2.37% S&P Global – 2.29% American Express– 2.14% This mix of holdings provides exposure to various segments of the financial sector. Accessibility for All Investors For investors aiming to enter the financial sector without the complexity of picking individual stocks, XLF presents an accessible and straightforward option. By pooling a collection of financial stocks, the fund eliminates the heavy lifting involved in individual stock selection, making it a practical choice for both seasoned and new investors. A Seamless Gateway to the Financial Sector XLF is engineered to enable investors to take advantage of the financial sector’s critical role in the economy. With its portfolio focused on the financial components of the S&P 500, it provides exposure to various aspects of the financial sector. For more information about the Financial Select Sector SPDR Fund (XLF) and how it may serve your investment needs, please visit our website @ sectorspdrs.com. XLF offers an efficient and accessible pathway into the U.S. financial sector. DISCLAIMER: This is a work of research and should not be taken as investment or financial advice. Therefore, Select Sector SPDRs or the publisher is not liable for any decision made based on the publication. About the Company: Select Sector SPDR ETFs offer flexibility and customization opportunities. Many investors have similar outlooks, but no two are exactly alike. Select Sector SPDR ETFs let investors select the sectors that best meet their investment goals. *Holdings, Weightings & Assets as of 3/31/25 subject to change DISCLOSURES The S&P 500 Index is an unmanaged index of 500 common stocks that is generally considered representative of the U.S. stock market. The index is heavily weighted toward stocks with large market capitalizations and represents approximately two-thirds of the total market value of all domestic common stocks. The S&P 500 Index figures do not reflect any fees, expenses or taxes. An investor should consider investment objectives, risks, fees and expenses before investing. One may not invest directly in an index. Transparent ETFs provide daily disclosure of portfolio holdings and weightings All ETFs are subject to risk, including loss of principal. Sector ETF products are also subject to sector risk and nondiversification risk, which generally will result in greater price fluctuations than the overall market. Diversification does not eliminate risk. An investor should consider investment objectives, risks, charges and expenses carefully before investing. To obtain a prospectus, which contains this and other information, call 1-866-SECTOR-ETF (732-8673) or visit www.sectorspdrs.com. Read the prospectus carefully before investing. ALPS Portfolio Solutions Distributor, Inc., a registered broker-dealer, is distributor for the Select Sector SPDR Trust. Media Contact: Company: Select Sector SPDRs Contact: Dan Dolan* Address: 1290 Broadway, Suite 1000, Denver, CO 80203 Country: United States Email: dan.dolan@sectorspdrs.com Website: https://www.sectorspdrs.com/ *Dan Dolan is a Registered Representative of ALPS Portfolio Solutions Distributor, Inc. ALPS Portfolio Solutions Distributor, Inc., a registered broker-dealer, is the distributor for the Select Sector SPDR Trust. SEL008350 EXP 6/30/25 Contact Details Dan Dolan +1 203-935-8103 dan.dolan@sectorspdrs.com Company Website https://www.sectorspdrs.com/
April 11, 2025 05:00 AM Eastern Daylight Time