State Street Financial Select Sector SPDR ETF XLF

The Motley Fool 13 nov

As 2026 winds down, the article analyzes four key sector ETFs heading into 2027. Technology stocks have pulled back 14% from October highs after AI companies missed earnings, but the sector remains reasonably valued. Financial stocks are mixed, with insurance outperforming while banks struggle amid tepid loan demand. Energy stocks surged 40% YTD on oil prices but face headwinds as crude may have peaked around $90/barrel. Healthcare stocks are up 21% but appear slightly overvalued at current levels.

Zacks Investment Research 13 nov

State Street Corporation reported Q3 2026 earnings of $3.69 per share, beating the consensus estimate of $3.65, with net income up 28.4% year-over-year. AUC/A and AUM reached record levels of $59.17 trillion and $6.31 trillion respectively. However, total revenues of $4 billion missed the consensus estimate of $4.04 billion. The company raised its 2026 NII guidance to the upper end of 15-16% range but also increased expense guidance to 8-8.5%. State Street holds a Zacks Rank #3 (Hold) rating with an aggregate VGM Score of F.

Zacks Investment Research 11 nov

RSPH, an equal-weight healthcare ETF managed by Invesco, has delivered strong year-to-date returns of 30.11% and 12-month returns of 36.18% as of November 11, 2026. With $1.04 billion in assets and a 0.40% expense ratio, it provides diversified exposure to 64 healthcare holdings. However, investors seeking lower-cost alternatives may consider VHT (0.09% expense ratio) or XLV (0.08% expense ratio), which track traditional market-cap weighted healthcare indexes.

Zacks Investment Research 5 nov

State Street Corporation reported 15% revenue growth to $11.85 billion in the first nine months of 2026, driven by 18.6% growth in net interest income and 14.4% increase in fee revenues. Record assets under custody/administration ($59.2 trillion) and assets under management ($6.3 trillion) support continued expansion. The company maintains positive operating leverage and expects NII growth of 15-16% for full-year 2026, with medium-term projections of low- to mid-single-digit growth.

Zacks Investment Research 4 nov

The iShares U.S. Financial Services ETF (IYG) is a passively managed fund tracking the Dow Jones U.S. Financial Services Index with $2.27 billion in assets. It offers a 0.37% expense ratio and 1.08% dividend yield, with top holdings including Berkshire Hathaway (13.64%), JPMorgan Chase, and Visa. Year-to-date performance is 4.27%, with a beta of 0.97 and standard deviation of 17.19%, making it a high-risk option. The fund holds a Zacks ETF Rank of 2 (Buy).