Upturn unsubscribed user
$1.14/ day, billed weekly
Cancel anytime
(Ad-Free, Unlimited access)​
NO CREDIT CARD REQUIRED
XLY
Upturn stock ratingUpturn stock rating

Consumer Discretionary Select Sector SPDR® Fund (XLY)

Upturn stock ratingUpturn stock rating
$231.74
Last Close (24-hour delay)
Profit since last BUY9.3%
upturn advisory
Consider higher Upturn Star rating
BUY since 77 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • YEAR
  • MONTH
  • WEEK

Upturn Advisory Summary

08/29/2025: XLY (2-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

rating

Below Average Performance

These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.

Analysis of Past Performance

Type ETF
Historic Profit 12.84%
Avg. Invested days 46
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 3.0
ETF Returns Performance Upturn Returns Performance 3.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/29/2025

Key Highlights

Volume (30-day avg) -
Beta 1.3
52 Weeks Range 165.02 - 238.66
Updated Date 06/29/2025
52 Weeks Range 165.02 - 238.66
Updated Date 06/29/2025

ai summary icon Upturn AI SWOT

Consumer Discretionary Select Sector SPDR® Fund

stock logo

ETF Overview

overview logo Overview

The Consumer Discretionary Select Sector SPDRu00ae Fund (XLY) seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the Consumer Discretionary Select Sector Index. It focuses on companies involved in industries such as retail, apparel, and automobiles.

reliability logo Reputation and Reliability

State Street is a well-established and reputable issuer with extensive experience in managing ETFs.

reliability logo Management Expertise

State Street has a dedicated team of professionals experienced in managing sector-specific ETFs.

Investment Objective

overview logo Goal

To provide investment results that closely correspond to the price and yield performance of the Consumer Discretionary Select Sector Index.

Investment Approach and Strategy

Strategy: XLY aims to track the Consumer Discretionary Select Sector Index by holding stocks included in the index in similar proportions.

Composition XLY primarily holds stocks of companies within the consumer discretionary sector.

Market Position

Market Share: XLY holds a significant market share within the consumer discretionary ETF sector.

Total Net Assets (AUM): 15350000000

Competitors

overview logo Key Competitors

  • Vanguard Consumer Discretionary ETF (VCR)
  • iShares U.S. Consumer Discretionary ETF (IYC)

Competitive Landscape

The consumer discretionary ETF market is competitive, with XLY holding a leading position. XLY has a large AUM and established brand recognition, while VCR offers a lower expense ratio. IYC provides broader exposure within the sector. XLY is advantageous with its established brand, high liquidity and narrow focus. Its disadvantage would be its slightly higher expense ratio than some of its competitors such as VCR.

Financial Performance

Historical Performance: Historical performance varies depending on market conditions and the performance of the underlying index.

Benchmark Comparison: XLY's performance is expected to closely track the Consumer Discretionary Select Sector Index.

Expense Ratio: 0.1

Liquidity

Average Trading Volume

XLY generally exhibits high average trading volume, making it relatively easy to buy and sell shares.

Bid-Ask Spread

The bid-ask spread for XLY is typically tight, indicating good liquidity and lower trading costs.

Market Dynamics

Market Environment Factors

Economic growth, consumer confidence, and interest rates significantly impact the consumer discretionary sector and XLY's performance.

Growth Trajectory

XLY's growth trajectory is tied to the overall health of the consumer discretionary sector and economic conditions. Changes to strategy and holdings are infrequent, reflecting the fund's passive approach.

Moat and Competitive Advantages

Competitive Edge

XLY's competitive edge lies in its first-mover advantage, high AUM, and established brand recognition within the consumer discretionary ETF space. Its narrow focus on the consumer discretionary sector can provide targeted exposure for investors seeking specific sector allocation. The fund also benefits from its strong trading volume and liquidity, which reduces transaction costs. Its strong brand recognition creates trust among the investor base which could improve its market share over time.

Risk Analysis

Volatility

XLY's volatility can be influenced by market sentiment and economic factors affecting consumer spending.

Market Risk

XLY is subject to market risk, particularly the risk associated with the consumer discretionary sector, which can be sensitive to economic cycles.

Investor Profile

Ideal Investor Profile

XLY is suitable for investors seeking exposure to the consumer discretionary sector for diversification or tactical allocation purposes.

Market Risk

XLY is suitable for both long-term investors seeking sector exposure and active traders looking to capitalize on short-term market movements.

Summary

The Consumer Discretionary Select Sector SPDRu00ae Fund (XLY) provides targeted exposure to the consumer discretionary sector, offering investors a way to participate in the growth of industries such as retail and entertainment. As a well-established ETF with high liquidity and strong brand recognition, XLY is a popular choice for those looking to allocate to this particular market segment. While the fund is subject to market risk and volatility, its competitive expense ratio and narrow focus make it a strong consideration. Investors should note that its performance is closely tied to the broader economy and consumer confidence.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • State Street Global Advisors
  • ETF.com
  • Yahoo Finance

Disclaimers:

The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be made based on individual financial circumstances and consultation with a qualified financial advisor.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About Consumer Discretionary Select Sector SPDR® Fund

Exchange NYSE ARCA
Headquaters -
IPO Launch date -
CEO -
Sector -
Industry -
Full time employees -
Website
Full time employees -
Website

The Advisor employs a replication strategy. The fund generally invests substantially all, but at least 95%, of its total assets in the securities comprising the index. The index includes companies that have been identified as Consumer Discretionary companies by the Global Industry Classification Standard (GICS®). It is non-diversified.