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Upturn AI SWOT - About
Consumer Discretionary Select Sector SPDR® Fund (XLY)
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Upturn Advisory Summary
09/16/2025: XLY (3-star) is a STRONG-BUY. BUY since 88 days. Simulated Profits (14.23%). Updated daily EoD!
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 17.92% | Avg. Invested days 47 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/16/2025 |
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 the Consumer Discretionary Select Sector Index. It focuses on companies involved in industries such as retail, apparel, and automobiles.
Reputation and Reliability
State Street is a well-established and reputable issuer with extensive experience in managing ETFs.
Management Expertise
State Street has a dedicated team of professionals experienced 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: 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
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.
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.