Morningstar Magazine - June/July 2018 - 1
XLF
FINANCIAL Sector SPDR ETF Top 10 Holdings*
Company Name
Symbol
Weight
JPM
11.27%
BRK.b
11.26%
Bank of America
BAC
8.64%
Wells Fargo
WFC
6.89%
C
5.30%
GS
2.54%
US Bancorp
USB
2.39%
American Express
AXP
2.15%
Morgan Stanley
MS
2.15%
PNC Finl Services
PNC
2.07%
JP Morgan Chase
Berkshire Hathaway B
Citigroup
Goldman Sachs
*Components and weightings as of 4/30/18. Please see website for daily updates. Holdings subject to change.
The next chapter in investing™
Visit www.sectorspdrs.com or call 1-866-SECTOR-ETF
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 or visit www.sectorspdrs.com. Read the prospectus carefully before investing.
The S&P 500, SPDRs®, and Select Sector SPDRs® are registered trademarks of Standard & Poor's Financial Services LLC. and have been licensed for use. The stocks included in each
Select Sector Index were selected by the compilation agent. Their composition and weighting can be expected to differ to that in any similar indexes that are published by S&P. 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. Investors cannot invest directly in an index. The S&P
500 Index figures do not reflect any fees, expenses or taxes. Ordinary brokerage commissions apply. ETFs are considered transparent because their portfolio holdings are disclosed
daily. Liquidity is characterized by a high level of trading activity.
Select Sector SPDRs are subject to risks similar to those of stocks, including those regarding short-selling and margin account maintenance. All ETFs are subject to risk, including
possible loss of principal. Funds focusing on a single sector generally experience greater volatility. Diversification does not eliminate the risk of experiencing investment losses.
**Gross & Net Expenses are the same - 0.13%.
ALPS Portfolio Solutions Distributor, Inc., a registered broker-dealer, is distributor for the Select Sector SPDR Trust.
http://www.sectorspdrs.com
http://www.sectorspdrs.com
Table of Contents for the Digital Edition of Morningstar Magazine - June/July 2018
Contents
Morningstar Magazine - June/July 2018 - Cover1
Morningstar Magazine - June/July 2018 - Cover2
Morningstar Magazine - June/July 2018 - 1
Morningstar Magazine - June/July 2018 - 2
Morningstar Magazine - June/July 2018 - Contents
Morningstar Magazine - June/July 2018 - 4
Morningstar Magazine - June/July 2018 - 5
Morningstar Magazine - June/July 2018 - 6
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Morningstar Magazine - June/July 2018 - Cover3
Morningstar Magazine - June/July 2018 - Cover4
Morningstar Magazine - June/July 2018 - Cover1I
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Morningstar Magazine - June/July 2018 - Cover4I
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