According to @StockMKTNewz, a new ranking of the largest U.S. banks by market capitalization offers a timely snapshot of sector leadership that traders can map to equity and ETF positioning. Source: @StockMKTNewz on X, Oct 20, 2025. In cap-weighted financial indices such as the Financial Select Sector Index tracked by SPDR XLF, changes in banks’ market caps directly influence index weights and potential rebalance flows. Source: State Street Global Advisors, SPDR Financial Select Sector Fund (XLF) fund materials. Equal-weighted bank funds like SPDR KBE are less sensitive to market-cap rankings, which can lead to different performance dispersion versus cap-weighted peers. Source: State Street Global Advisors, SPDR S&P Bank ETF (KBE) fund materials. Because the S&P 500 uses float-adjusted market-cap weighting, leadership shifts among mega-cap banks can alter the Financials sector’s contribution to index returns and volatility. Source: S&P Dow Jones Indices, S&P U.S. Indices Methodology. Crypto traders should note that U.S. bank events have previously transmitted to digital assets, as Silicon Valley Bank’s failure preceded a temporary USDC depeg due to reserve exposure. Source: Federal Deposit Insurance Corporation announcement on Silicon Valley Bank, Mar 10, 2023; Circle statement on USDC reserves, Mar 11, 2023.