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Consumer Discretionary Select Sector SPDR® Fund (XLY)
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Upturn Advisory Summary
12/03/2025: XLY (3-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 14.07% | Avg. Invested days 50 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 12/03/2025 |
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 reputable and established ETF issuer with a long track record.
Management Expertise
SSGA has extensive experience in managing sector-specific ETFs.
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 ETF tracks the Consumer Discretionary Select Sector Index, a market-cap-weighted index representing the consumer discretionary sector.
Composition The ETF primarily holds stocks of companies within the consumer discretionary sector.
Market Position
Market Share: XLY is a leading ETF in the consumer discretionary sector.
Total Net Assets (AUM): 15890000000
Competitors
Key Competitors
- VCR
- FDIS
- RCD
- XRT
Competitive Landscape
The consumer discretionary ETF market is moderately competitive. XLY benefits from its large AUM and brand recognition. Competitors often offer similar exposure but may differentiate through lower expense ratios or slightly different index methodologies. XLY is very liquid and widely traded, which benefits investors.
Financial Performance
Historical Performance: Historical performance varies depending on market conditions. (Data needs to be fetched from API and cannot be hardcoded).
Benchmark Comparison: The ETF's performance closely tracks the Consumer Discretionary Select Sector Index. (Data needs to be fetched from API and cannot be hardcoded).
Expense Ratio: 0.1
Liquidity
Average Trading Volume
XLY exhibits high liquidity due to its large AUM and active trading volume.
Bid-Ask Spread
XLY generally has a tight bid-ask spread, which minimizes trading costs.
Market Dynamics
Market Environment Factors
Economic growth, consumer confidence, and interest rates significantly influence the performance of XLY.
Growth Trajectory
Growth trends mirror the health of the consumer discretionary sector; adjustments to holdings reflect index changes.
Moat and Competitive Advantages
Competitive Edge
XLYu2019s competitive advantage lies in its substantial AUM, high liquidity, and brand recognition as a Select Sector SPDRu00ae fund. Its market-cap-weighted approach provides broad exposure to the consumer discretionary sector, attracting both institutional and retail investors. The fund's established track record and low expense ratio further contribute to its appeal. XLY benefits from the reputation of its issuer, State Street Global Advisors.
Risk Analysis
Volatility
XLY's volatility is correlated with the overall market and the consumer discretionary sector.
Market Risk
Risks include economic downturns, changes in consumer spending habits, and sector-specific events affecting holdings.
Investor Profile
Ideal Investor Profile
XLY is suitable for investors seeking exposure to the consumer discretionary sector for growth potential.
Market Risk
XLY is appropriate for both long-term investors and active traders seeking to capitalize on sector trends.
Summary
The Consumer Discretionary Select Sector SPDRu00ae Fund (XLY) is a well-established ETF providing broad exposure to the consumer discretionary sector. It tracks the Consumer Discretionary Select Sector Index and offers high liquidity and relatively low expense ratio. Economic conditions and consumer spending patterns strongly influence its performance. The fund is suitable for investors looking to participate in the growth of the consumer discretionary sector with a liquid and diversified investment vehicle.
Similar ETFs
Sources and Disclaimers
Data Sources:
- State Street Global Advisors (SSGA)
- ETF.com
- Yahoo Finance
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Market conditions can change and affect the performance of ETFs. Past performance is not indicative of future results. Consult with a qualified financial advisor before making investment decisions.
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.