StockVS

State Street Consumer Discretionary Select Sector SPDR ETF (XLY) ETF Analysis

Consumer Cyclical

State Street Consumer Discretionary Select Sector SPDR ETF

$119.45

+$0.27 (+0.23%)

Last Updated: May 26, 2026

Price History

Top Holdings

# Symbol Name Weight
1 AMZN Amazon.com Inc 23.42%
2 TSLA Tesla Inc 19.55%
3 HD The Home Depot Inc 6.03%
4 MCD McDonald's Corp 4.50%
5 TJX TJX Companies Inc 3.77%
6 BKNG Booking Holdings Inc 3.64%
7 LOW Lowe's Companies Inc 3.39%
8 SBUX Starbucks Corp 2.36%
9 ORLY O'Reilly Automotive Inc 1.88%
10 RCL Royal Caribbean Group 1.86%

Analysis

Fund Overview

The State Street Consumer Discretionary Select Sector SPDR ETF, identified by the ticker XLY, operates within the Consumer Cyclical category and is managed by State Street Investment Management. This fund holds a substantial Total Assets figure of $22.74B, which indicates a significant scale of operations and suggests the vehicle attracts considerable capital from institutional and individual participants. While specific holdings data is not disclosed in the available metrics, the fund's classification as a sector ETF implies a concentrated exposure to specific discretionary consumer industries rather than broad market diversification. The fund charges an expense ratio of 0.1%, a metric that positions it as a low-cost investment vehicle when compared to many actively managed peers or funds with higher fee structures.

Performance Analysis

The current yield for the XLY is 0.8%, a figure that provides a modest baseline for income-seeking investors, though it remains below the levels often found in high-dividend utility or real estate trusts. Year-to-date, the fund has recorded a return of -2.1%, reflecting a short-term decline that may be attributed to broader macroeconomic headwinds or sector-specific rotation away from discretionary spending. Looking further back, the fund has generated a 3-year average return of 15.1% and a 5-year average return of 5.8%, demonstrating that longer-term performance has been positive despite the recent year-to-date dip. The disparity between the recent negative YTD return and the historically positive multi-year averages suggests that short-term market fluctuations can temporarily distort the trajectory of the underlying equity basket. Over extended time horizons, the impact of the 0.1% expense ratio becomes less pronounced relative to the total returns generated, allowing the underlying asset performance to drive the majority of the fund's net value growth.

Price & Risk Profile

The stock price for XLY has fluctuated between a 52-week low of $86.55 and a 52-week high of $125.01, illustrating a trading range of approximately $38.46 which signals moderate to high price volatility typical of cyclical consumer sectors. Based on the available high and low data, the current price sits somewhere within this established range, though the exact current quote is not provided in the source facts, the distance between the extremes highlights the potential for significant intracycle value swings. The beta value is listed as N/A, meaning specific data regarding the fund's volatility relative to the broader market benchmark is not available for this specific analysis. Consequently, the overall risk profile must be inferred primarily from the wide 52-week price range and the recent negative YTD performance, indicating that the asset carries inherent risks associated with discretionary consumer spending patterns and economic cycles.

This analysis is AI-generated for informational purposes only and should not be considered financial advice. Data may be delayed or inaccurate. Always do your own research and consult a qualified financial advisor before making investment decisions.

Key Statistics

Total Assets
$23.13B
Expense Ratio
0.08%
Dividend Yield
0.75%
YTD Return
-0.70%
3-Year Avg Return
+17.36%
5-Year Avg Return
+8.05%

Data provided by Yahoo Finance via yfinance. Updated daily.

Fund Info

Fund Family
State Street Investment Management
Exchange
PCX