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XLF · State Street Corp

Track XLF — free
Market Cap
$52.62B
Shares
274.70M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$57.66 Open$57.38 Day$57.32–58.23 52W close$47.81–58.31 Avg vol 30d29.2M Last earningsOct 14, 2026 DataJan 2020–Sep 2026 Filing10-Q · Jul 30

Up next

Next earnings call
Oct 14, 2026 Scheduled · in 6 wks
filed Jul 30, 2026

Guidance & track record

Latest guidance · from the Earnings Call filed Dec 31, 2021
each quarter in the first year post-closing
EBIT growth for the acquired business 25%
year one
Cost synergies 40%
going forward
Deferred cash 5% – 10%
Immediate cash 60% – 65%
Prior guidance period ended · from the Earnings Call filed Dec 31, 2021
Fee revenue · full year 2022 3% – 4%
Servicing fees · full year 2022 2% – 3%
Fee revenue · first quarter 2022 2% – 3%
Management fees · first quarter 2022 8% – 9%
NII · first quarter 2022 3% – 4%
Expenses ex-notables · full year 2022 1.5% – 2%
NII · full year 2022 10% – 12%
Effective tax rate · 2022 17% – 19%
Growth saves · full year 2022 3% – 4%
Total fee revenue · the year 3% – 4%
Servicing fee tailwind · 2022 at least 2%
EBIT growth · 2021 to 2022 25%

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders illustrative — not investment advice
Market signals — smart money & positioning
Bullish · 2 of 6
Trend (MA cross) No cross
50d $57 › 200d $53 — 50d above 200d
Institutional flow Accumulating
+12% holders QoQ · +223 funds added
Insider flow Distributing
Net -$333.8K over 90 days · 100% sells
Short interest Flat
No short-interest data
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
1,261 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $48 Now $58 · 94% Range high $58
vs 200-day avg +8% vs 50-day avg +2%

Illustrative technical + ownership context — a signal mix, not investment advice.

Versus peers

Asset Management — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
XLF
State Street Corp
this stock
$52.62B +5.3% +7.3%
BLK
BlackRock, Inc.
$359.75B +3.4% +16.2% 26.5 0.6%
BX
Blackstone Inc.
$102.70B -11.2% +9.2% 30.7 2.9%
KKR
KKR & Co. Inc.
$98.45B -16.5% -11.0% 1.4%
BN
BROOKFIELD Corp /ON/
$88.65B -13.5% 0.9%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Accumulating
Holders
1,261
% held
92.1%
Net QoQ
+17.7M sh
Top holder
BlackRock, Inc.
Held Float
View
Held by Funds
Fund positions
925
View
Short & Settlement
Fails to Deliver
FTD shares
42
Value
$8.0K
As of
Aug 13, 2026
View
Smart Money
Insider Trades Net selling
Net (90d)
-$333.8K
Buyers / Sellers
0 / 2
Buyers Sellers
View
Congressional Trades Sell
Member
Jake Auchincloss
Amount
$15.0K–$50.0K
Traded
May 18, 2026
View
Financials
Financials
Revenue (FY)
$13.9B
Net income (FY)
$2.9B
EPS diluted
$9.40
View
Buybacks
Authorized
$5.0B
View
Filings
SEC Filings
Latest
8-K
Filed
Aug 12, 2026
This year
16
View
Proposed Sales
Value
$96.1K
Shares
500
Filed
Aug 31, 2026
View
Earnings & Events
Earnings Calls Upcoming
Next call
Sep 14, 2026
Last call
Jul 16, 2026
View
Investor Relations
Latest news
State Street Investment Managemen…
Published
Sep 2, 2026
Upcoming events
1
View

Performance

5D 20D 120D MTD YTD
XLF -1.0% -0.6% +18.1% -0.1% +5.3%
SPY -0.1% -0.6% +14.9% -0.3% +12.2%
vs SPY -0.9% +0.0% +3.2% +0.2% -6.9%

Capital returns

Buyback program · as of Jan 19, 2024
Authorized
$5.00B
Spent (derived)
Remaining

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 93751 CUSIP 857477103 13F (30d) 759 filings 715 filers Visit website Investor relations