Investors looking to venture into the U.S. financial sector have a compelling option with the Financial Select Sector SPDR Fund (XLF). This fund is designed to offer a focused approach to engaging with the financial segment of the economy, comprising a broad spectrum of financial stocks from the S&P 500.

A Balanced Approach to Financial Investment

XLF employs a modified market capitalization-weighted index strategy targeting some of the most prominent financial companies in the United States. This approach concentrates on well-established, large-cap companies across various financial sub-sectors such as banking, credit services, capital markets, and insurance.

Key Holdings of XLF*

The Financial Select Sector SPDR Fund (XLF) encompasses a diverse range of holdings, giving investors a broad view of the financial landscape. Some of the key components include:

Berkshire Hathaway B (12.37%): A conglomerate with a diverse range of business interests.

JP Morgan Chase (10.07%): A leading global financial services firm.

Visa A (7.40%): A major player in the digital payments industry.

Mastercard A (6.15%): Known for its payment processing solutions.

Bank of America (4.54%): A multinational banking and financial services corporation.

Wells Fargo (3.70%): Offering a variety of financial services.

Goldman Sachs (2.69%): Specializes in investment banking and wealth management.

American Express (2.42%): Renowned for its global payment card services.

S&P Global (2.36%): Recognized for its financial data and analytics services.

Morgan Stanley (2.36%): Specializes in investment banking and wealth management.

Accessible Investment in the Financial Sector

Designed with accessibility in mind, the Financial Select Sector SPDR Fund (XLF) provides an entry point for those interested in the financial sector's dynamics. By investing in XLF, investors can gain exposure to a comprehensive array of financial institutions without the need to select individual stocks themselves. The fund’s approach aims to offer balanced exposure, making it a practical choice for those looking to engage with the sector.

Learn More

To understand more about the Financial Select Sector SPDR Fund (XLF) and how it might align with your investment goals, we encourage you to visit our website or connect with our investor relations team. Explore the opportunities that XLF presents and see how it can fit into your broader investment strategy.

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 11/25/24 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.

SEL007984 EXP 1/31/25

Dan Dolan

+1 203-935-8103

dan.dolan@sectorspdrs.com

https://www.sectorspdrs.com/

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