Overview
Description
The SPDR S&P U.S. Financial Select Fund is an exchange-traded fund that aims to mirror the performance of major U.S. financial companies featured in the S&P 500 Index. The fund primarily invests in equity securities of prominent institutions spanning the banking, insurance, capital markets, and consumer finance segments. Key holdings typically include influential firms such as Berkshire Hathaway, JPMorgan Chase, Visa, Mastercard, and Bank of America, providing broad exposure to the diverse U.S. financial services industry.
Designed to offer investors a way to track the financial sector’s overall performance, the fund captures movements in large-cap financial stocks through full physical replication of its targeted index. Its portfolio composition reflects sector weights, ensuring representation across financial services, banks, insurance, capital markets, and related sub-sectors. The fund’s open-ended structure and accumulating distribution policy allow it to reinvest income, supporting growth within the fund. Managed with a focus on transparency, efficient sector exposure, and compliance with regulatory standards, the SPDR S&P U.S. Financial Select Fund serves institutions and individuals seeking broad, diversified access to the U.S. financial sector.
About
Address
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Phone
+353 1 776 3000
Website
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Instrument type
ETF
Country
United Kingdom
MIC code
XLON