Financial Select Sector SPDR Fund (XLF) Buy,…

Home

Daily Stock Opinions and Ratings

Financial Select Sector SPDR Fund (XLF)

52.20

-0.10 (0.19%)

as of Jun 8, 2026, 4:22:37 pm Market Open.

58 watching

Investor Insights

Jun 7, 2026, 12:00 am

This summary was created by AI, based on 9 opinions in the last 12 months.

Experts have a generally positive outlook on the Financial Select Sector SPDR Fund (XLF-N), highlighting the potential for recovery in the U.S. financial sector as deregulation and easing interest rate pressures could enhance net interest margins. They underline that the sector is reasonably priced compared to the broader market, with many financials trading at lower price-to-earnings ratios. The potential for significant earnings recovery, combined with ongoing share buybacks from major banks, adds to the optimism for investors. Additionally, concerns about the Canadian financials being overpriced relative to U.S. counterparts reinforce the appeal of XLF-N, seen as a means to gain exposure to a recovering sector. Nevertheless, some experts caution about potential losses from currency exposure and might see less upside in Canadian financials compared to U.S. options.

Consensus

Positive

Valuation

Undervalued

Similar

JPM, JPM

HOLD

Good long-term hold for the past 20 years, even through all the ups and downs of markets.

Wealthica Track your Stocks in your Watch List

BUY

Financials are the strongest sector this year. XLF is up 19% this year. He holds 35 stocks in financials and 26 outperform the S&P, including Progressive, KKR and Hartford Financial. They have revenue growth and strong momentum.

BUY ON WEAKNESS

Most financials are above their 50-day moving average, technically still in an uptrend. Surprising and healthy. Use volatility like today to put your money to work.

BUY

Holds only the financials, including insurers and bigger banks. Avoid the US regionals.

DON'T BUY

Why are financials labouring today? True, the reports of JPM, Citi and Blackrock were fabulous, but we will have an inverted yield curve (and higher interest rates for longer) which will weigh on net interest income. Not fatal, but he wouldn't step into financials.

BUY

US financials ETF?

In his ETF long/short fund, financials are his second-biggest weighting. XLF includes BRK.B, Visa, JPM, a few regional banks, asset management companies, P&C companies. All are performing well right now. Only made a new high in the last year, start of a new, longer-term bull market.

KIE also looks really good, the insurers. KCE includes asset managers and investment banks, also good.

See his Top Picks.

BUY

Financials will be resilient during a recession. Prefers this ETF than an individual bank stock. In every recession, there's always one industry whose balance sheet is hurt the most. In 2000-1, it was tech. They cleaned up their balance sheet so they could endure the next recession. In 2008, it was financials. Therefore, financials are set up for this year.

BUY

Doesn't expect a recession, but if there is, financials are a good space to be in. Balance sheets are healthy. Will benefit from a lift in economic activity through loans.

Wealthica Track your Stocks in your Watch List

BUY

He sold some of MS shares to buy this, taking profits. A pure momentum trade.

BUY

The VIX at 30 is a signal. She's also watching S&P levels. We're near a bottom. She took off some hedges today. She bought back XLF.

DON'T BUY

The most broadly diversified financials ETF. Bumping along. US bank sector only last year broke above the highs of 2007, a positive backdrop. Instead, look at the KCE, a capital markets ETF with MS, GS and so on. KCE has twice the dividend yield, with a higher growth rate, and outperforming nicely since April. Either go with KCE, or pick an individual name like MS.

COMMENT

Today's hot inflation data triggering a sell-off There's a lot of put-buying today. There was a buyer of 11,000 of the August 31 puts in XLF, for example. Buyers are looking for more downside or get a little protection to the downside. The key market influencer is not oil, but rather it continues to be the 10-year yield: above 3% the markets start selling, and below 3%, they buy. Certainly, energy and food are major contributors to inflation.

BUY

USD ETF for a new investor. You won't find good yield in the US banks, as they're about 1.75%. Try XLF, as it's done well and he'd be buying. If you want to be in USD, this is the place to be.

BUY

We're just starting to see the seasonality for US financials, which usually runs from mid-December to mid-April, though it can start in January. US financials have recently pulled back compared to the S&P 500. They're much more sensitive to interest rates than Canadian banks, because the Canadian banks have much higher dividends. US financials react strongly to inflation and interest rate movement. At the beginning of the year, inflation and interest rates tend to pick up. He's bullish on both US and Canadian banks. In the States, he uses the XLF, which should do well coming up in the new year, especially if interest rates and strength in the economy start to pick up. If investors can look ahead to when Omicron numbers decline, which they will, they'll see this sector do quite well seasonally from now till mid-April.

BUY

XLF vs. VFH vs. ZWK Likes US banks. ZWK is an equal weighted basket of large and regional banks. It will benefit when you see the economy recover, 6-12 months out, with lower loan losses, steepening yield curve. Yield about 6.9%, a combination of dividends and covered call options. Makes sense if you're in it for the income. XLF and VFH don't have the covered call, do have a lower expense ratio, and let you capture the upside from the underlying securities.

Showing 16 to 30 of 86 entries

Most Recent Experts

Jim Cramer - Mad Money

CNBC

Brian Madden

First Avenue Investment Counsel

The Panic-Proof Portfolio (Stockchase Research)

Stockchase Premium

Darren Sissons

Campbell Lee & Ross

The Weekly Buzzing Stocks by Billy Kawasaki

Stockchase

Stockchase, in its reporting on what has been discussed by individuals on business television programs (in particular Business News Network), neither recommends nor promotes any investment strategies.

We paraphrase the experts by hand, we watch the shows and write down what we understood from the experts’ comments. We are human and can make mistakes, help us fix any errors. If you see something that you know is not right or if there is a problem with the site, feel free to email us at : [email protected].

Financial Select Sector SPDR Fund (XLF)