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Consumer Discretionary Select Sector SPDR® Fund(XLY)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for XLY
09/18/2026: XLY (1-star) is currently NOT-A-BUY. Pass it for now.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Price Behavior
Flat / Range-Bound
The stock price has been trading within a narrow range with minimal directional movement.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit 3.72% | Avg. Invested days 50 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/18/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 20, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $21.78B |
| Issuer | State Street Investment Management |
| Expense Ratio | 0.09% |
| Distribution Yield | 0.77% |
| Inception | Dec 16, 1998 |
Performance
| Period | Total Return |
|---|---|
| YTD | -6.65% |
| 1 Year | -6.94% |
| 3 Year | +10.22% |
| 5 Year | +4.67% |
| 10 Year | +12.07% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 13.27% |
| 3Y Volatility | 17.76% |
| 3Y Sharpe Ratio | 0.46 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
| Sustainability Rating | 2 / 5 |
| Benchmark | MSCI ACWI NR USD |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Mega Cap | 42.71% |
| Mid Cap | 28.27% |
| Large Cap | 26.89% |
| Small Cap | 1.91% |
Top Sectors
| Sector | Weight |
|---|---|
| Consumer Cyclicals | 98.81% |
| Technology | 1.19% |
| Basic Materials | 0.00% |
| Financial Services | 0.00% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 22.91x |
| Portfolio P/B | 4.68x |
| Portfolio P/S | 2.28x |
| Holdings Turnover | 24.0% |
Top Holdings
| Holding | Weight |
|---|---|
| Amazon | 24.68% |
| Tesla | 18.02% |
| The Home Depot | 5.27% |
| McDonald’s | 4.02% |
| Booking Holdings | 3.47% |
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