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Upturn AI SWOT - About
Consumer Discretionary Select Sector SPDR® Fund (XLY)
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Upturn Advisory Summary
07/11/2025: XLY (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star 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 7.82% | Avg. Invested days 42 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 07/11/2025 |
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 |
Upturn AI SWOT
Consumer Discretionary Select Sector SPDR® Fund
ETF Overview
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 publicly traded equity securities of companies in the Consumer Discretionary Select Sector Index.
Reputation and Reliability
State Street Global Advisors (SSGA) is a well-established and reputable asset manager with a long track record in the ETF industry.
Management Expertise
SSGA has extensive experience managing sector-specific ETFs, leveraging a deep understanding of the consumer discretionary sector.
Investment Objective
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: The fund employs a replication strategy, attempting to hold all stocks in the index in proportion to their weighting in the index.
Composition The ETF holds stocks of companies in the consumer discretionary sector, including retailers, media companies, apparel, and auto manufacturers.
Market Position
Market Share: XLY holds a significant market share within the consumer discretionary ETF category.
Total Net Assets (AUM): 16250000000
Competitors
Key Competitors
- Vanguard Consumer Discretionary ETF (VCR)
- iShares U.S. Consumer Discretionary ETF (IYC)
- First Trust Consumer Discretionary AlphaDEX Fund (FXD)
Competitive Landscape
The consumer discretionary ETF market is competitive, with several major players. XLY benefits from its first-mover advantage and brand recognition but faces competition from lower-cost alternatives like VCR. XLY's high concentration in top holdings might offer higher potential returns but also carries higher risks compared to more diversified ETFs.
Financial Performance
Historical Performance: Historical performance varies with market conditions. Investors should consult the fund's fact sheet for specific returns over different time periods.
Benchmark Comparison: XLY's performance is typically very close to that of the Consumer Discretionary Select Sector Index, with slight variations due to expense ratio and tracking error.
Expense Ratio: 0.1
Liquidity
Average Trading Volume
XLY has high average daily trading volume, indicating strong liquidity.
Bid-Ask Spread
XLY has a tight bid-ask spread, reflecting its high liquidity and ease of trading.
Market Dynamics
Market Environment Factors
Economic growth, consumer confidence, disposable income levels, and interest rates significantly impact XLY's performance.
Growth Trajectory
XLY's growth mirrors the performance of the consumer discretionary sector, influenced by consumer spending patterns and overall economic health.
Moat and Competitive Advantages
Competitive Edge
XLY's competitive edge lies in its long track record, brand recognition, and high liquidity, which attracts a wide range of investors. It is a leading ETF in the consumer discretionary sector, providing investors with a pure-play exposure. However, its concentrated portfolio in top holdings can lead to greater volatility compared to more diversified options. This concentration strategy can be seen as both a strength and weakness.
Risk Analysis
Volatility
XLY exhibits moderate volatility, reflecting the cyclical nature of the consumer discretionary sector.
Market Risk
XLY is subject to market risk, which are risks associated with economic downturns, changes in consumer preferences, and competitive pressures within the sector.
Investor Profile
Ideal Investor Profile
Investors seeking targeted exposure to the consumer discretionary sector for potential capital appreciation would be the ideal investor profile for XLY.
Market Risk
XLY is suitable for both long-term investors and active traders who understand the cyclical nature of the consumer discretionary sector and are seeking targeted exposure to this market segment.
Summary
The Consumer Discretionary Select Sector SPDRu00ae Fund (XLY) offers targeted exposure to the consumer discretionary sector, tracking the Consumer Discretionary Select Sector Index. Managed by State Street, XLY has a strong track record, high liquidity, and a competitive expense ratio. Its performance is closely tied to economic growth, consumer spending, and market sentiment. Investors should consider the fund's cyclical nature and potential volatility before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SPDR official website
- ETF.com
- Morningstar
- SEC Filings
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.