XLY
Consumer Discretionary Select Sector SPDR Fund
📎 Investment Objective
The XLY - Consumer Discretionary Select Sector SPDR Fund seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the Consumer Discretionary Select Sector Index.
Overview
ETF tracking Consumer Discretionary Select Sector SPDR Fund
Performance
Price Chart
Investment Summary
📎 Investment Objective
The XLY - Consumer Discretionary Select Sector SPDR Fund seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the Consumer Discretionary Select Sector Index.
🎯 Investment Strategy
The fund invests in a portfolio of securities that seeks to track the performance of the Consumer Discretionary Select Sector Index. The index includes companies from the following industries: retail, hotels, restaurants and leisure, textiles, apparel and luxury goods, household durables, automobiles, and components and diversified consumer services.
✨ Key Features
- Provides exposure to the consumer discretionary sector of the S&P 500 Index
- Diversified portfolio of leading consumer discretionary companies
- Low expense ratio of 0.00%
- Tracks the performance of the Consumer Discretionary Select Sector Index
⚠️ Primary Risks
- Sector risk: As a sector-specific fund, it is subject to greater volatility and risk than a more diversified fund
- Market risk: The value of the fund's holdings may decline due to general market conditions
- Concentration risk: The fund's performance is heavily dependent on the consumer discretionary sector
- Liquidity risk: The fund may have difficulty trading certain securities at an optimal price
👤 Best For
This ETF may be suitable for investors seeking exposure to the consumer discretionary sector as part of a diversified portfolio. It may be appropriate for investors with a higher risk tolerance who are comfortable with the volatility associated with a sector-specific fund.
Top Holdings
| Rank | Ticker | Name | Weight | Sector |
|---|---|---|---|---|
| 1 | AMZN | AMAZON.COM INC | 23.80% | - |
| 2 | TSLA | TESLA INC | 19.29% | - |
| 3 | HD | HOME DEPOT INC | 6.26% | - |
| 4 | MCD | MCDONALD S CORP | 4.54% | - |
| 5 | BKNG | BOOKING HOLDINGS INC | 3.98% | - |
| 6 | TJX | TJX COMPANIES INC | 3.95% | - |
| 7 | LOW | LOWE S COS INC | 3.14% | - |
| 8 | SBUX | STARBUCKS CORP | 2.36% | - |
| 9 | ORLY | O REILLY AUTOMOTIVE INC | 2.02% | - |
| 10 | NKE | NIKE INC CL B | 1.90% | - |
| 11 | DASH | DOORDASH INC A | 1.75% | - |
| 12 | GM | GENERAL MOTORS CO | 1.66% | - |
| 13 | MAR | MARRIOTT INTERNATIONAL CL A | 1.57% | - |
| 14 | RCL | ROYAL CARIBBEAN CRUISES LTD | 1.56% | - |
| 15 | AZO | AUTOZONE INC | 1.55% | - |
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