XLY Holdings
The complete, up-to-date list of XLY ETF holdings. XLY holds 47 stocks weighted by market capitalization. Below are all constituents with their ETF weight, sector, price, and recent performance.
Top 10 XLY Holdings
The 10 largest positions make up about 67.8% of the fund. Because XLY is market-cap weighted, these largest constituents drive most of its day-to-day movement.
- AMZNAmazon.Com IncWeight22.28%Price$248.761M+0.80%
- TSLATesla, Inc. Common StockWeight17.68%Price$372.241M-1.36%
- HDHome Depot, Inc.Weight5.47%Price$319.501M+8.05%
- MCDMcDonald's CorporationWeight4.38%Price$248.311M+3.65%
- TJXTJX Companies, Inc. (The)Weight4.30%Price$145.041M+9.59%
- BKNGBooking Holdings Inc. Common StockWeight3.20%Price$156.071M-0.78%
- SBUXStarbucks CorpWeight3.07%Price$100.101M+7.35%
- LOWLowe's Companies Inc.Weight3.03%Price$198.941M+4.04%
- MARMarriott International Class A Common StockWeight2.24%Price$390.831M+11.25%
- HLTHilton Worldwide Holdings Inc.Weight2.13%Price$349.761M+13.67%
XLY Sector Weights
How State Street Consumer Discretionary Select Sector SPDR ETF is allocated across sectors.
Complete XLY Holdings List — All Stocks in XLY by Weight
Every stock in XLY — all 47 constituents — ranked by ETF weight, with price, recent performance, and RSI. Select any ticker for its full quote, chart, and analysis.
| # | |||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.Com Inc | Consumer Discretionary | 22.28% | $248.76 | -0.96% | +0.80% | +5.23% | 43 | 76 | $2.71T |
| 2 | TSLA | Tesla, Inc. Common Stock | Industrials | 17.68% | $372.24 | -0.63% | -1.36% | +18.83% | 52 | 41 | $1.46T |
| 3 | HD | Home Depot, Inc. | Consumer Discretionary | 5.47% | $319.50 | -2.48% | +8.05% | -5.76% | 62 | 39 | $282.2B |
| 4 | MCD | McDonald's Corporation | Consumer Discretionary | 4.38% | $248.31 | -1.82% | +3.65% | -7.12% | 58 | 39 | $164.1B |
| 5 | TJX | TJX Companies, Inc. (The) | Consumer Discretionary | 4.30% | $145.04 | -1.57% | +9.59% | -6.99% | 63 | 59 | $145.9B |
| 6 | BKNG | Booking Holdings Inc. Common Stock | Consumer Discretionary | 3.20% | $156.07 | -3.20% | -0.78% | -13.75% | 38 | 35 | $122.4B |
| 7 | SBUX | Starbucks Corp | Consumer Discretionary | 3.07% | $100.10 | -1.09% | +7.35% | -2.90% | 61 | 82 | $108.0B |
| 8 | LOW | Lowe's Companies Inc. | Consumer Discretionary | 3.03% | $198.94 | -2.78% | +4.04% | -5.97% | 56 | 39 | $101.4B |
| 9 | MAR | Marriott International Class A Common Stock | Consumer Discretionary | 2.24% | $390.83 | -1.54% | +11.25% | +3.33% | 66 | 93 | $93.6B |
| 10 | HLT | Hilton Worldwide Holdings Inc. | Consumer Discretionary | 2.13% | $349.76 | -2.36% | +13.67% | +6.58% | 65 | 88 | $71.9B |
| 11 | ROST | Ross Stores Inc | Consumer Discretionary | 2.00% | $229.57 | -3.08% | -2.17% | -5.19% | 46 | 93 | $73.0B |
| 12 | ORLY | O'Reilly Automotive, Inc. | Consumer Discretionary | 1.96% | $90.27 | -2.25% | +3.89% | +1.90% | 59 | 43 | $68.7B |
| 13 | ABNB | Airbnb, Inc. Class A Common Stock | Consumer Discretionary | 1.95% | $171.96 | -2.13% | +14.14% | +19.87% | 55 | 90 | $95.8B |
| 14 | RCL | Royal Caribbean Group | Consumer Discretionary | 1.88% | $276.97 | -3.37% | +18.00% | -8.15% | 51 | 42 | $74.3B |
| 15 | DASH | DoorDash, Inc. Class A Common Stock | Consumer Discretionary | 1.85% | $178.21 | -3.53% | -5.09% | +1.06% | 39 | 34 | $82.0B |
| 16 | GM | General Motors Company | Industrials | 1.79% | $75.95 | -1.81% | -8.92% | -10.68% | 36 | 76 | $68.7B |
| 17 | AZO | AutoZone, Inc. | Consumer Discretionary | 1.41% | $3215.80 | -2.14% | +11.33% | +7.07% | 66 | 38 | $45.2B |
| 18 | GRMN | Garmin Ltd | Industrials | 1.29% | $293.77 | -0.56% | +2.60% | +19.90% | 61 | 81 | $54.2B |
| 19 | EBAY | eBay Inc | Consumer Discretionary | 1.29% | $121.34 | -0.52% | +10.50% | +11.01% | 68 | 88 | $47.3B |
| 20 | F | Ford Motor Company | Industrials | 1.23% | $11.59 | -3.01% | -10.42% | -21.67% | 32 | 46 | $48.2B |
| 21 | NKE | Nike, Inc. | Consumer Discretionary | 1.22% | $37.41 | -2.24% | +3.61% | -11.51% | 55 | 30 | $50.2B |
| 22 | CVNA | Carvana Co. | Consumer Discretionary | 1.12% | $57.91 | -1.23% | -9.18% | -7.50% | 38 | 40 | $45.9B |
| 23 | YUM | Yum! Brands, Inc. | Consumer Discretionary | 1.11% | $149.71 | -3.08% | +7.28% | +0.58% | 57 | 59 | $37.1B |
| 24 | DHI | D.R. Horton Inc. | Consumer Discretionary | 0.99% | $147.24 | -0.12% | +5.64% | -0.80% | 62 | 47 | $37.8B |
| 25 | CMG | Chipotle Mexican Grill, Inc. | Consumer Discretionary | 0.94% | $27.55 | -2.06% | -15.51% | -16.35% | 25 | 33 | $40.9B |
| 26 | CCL | Carnival Corporation Ltd. | Consumer Discretionary | 0.91% | $26.11 | -3.58% | +21.39% | -4.01% | 54 | 42 | $34.6B |
| 27 | EXPE | Expedia Group, Inc. Common Stock | Consumer Discretionary | 0.90% | $290.88 | -3.18% | +10.92% | +9.06% | 54 | 88 | $31.8B |
| 28 | WSM | Williams-Sonoma, Inc. | Consumer Discretionary | 0.81% | $253.24 | -3.19% | +10.77% | +9.60% | 61 | 90 | $27.4B |
| 29 | ULTA | Ulta Beauty, Inc. Common Stock | Consumer Discretionary | 0.72% | $615.99 | -1.65% | +14.79% | +30.04% | 69 | 83 | $23.2B |
| 30 | DRI | Darden Restaurants, Inc. | Consumer Discretionary | 0.65% | $212.71 | -2.37% | +1.69% | +6.18% | 54 | 76 | $22.7B |
| 31 | TPR | Tapestry, Inc. Common Stock | Consumer Discretionary | 0.60% | $110.48 | -3.12% | -0.12% | -23.39% | 36 | 49 | $23.6B |
| 32 | PHM | Pultegroup, Inc. | Consumer Discretionary | 0.59% | $121.36 | +1.43% | +2.62% | -7.21% | 59 | 58 | $22.0B |
| 33 | BBY | Best Buy Company, Inc. | Consumer Discretionary | 0.52% | $99.05 | +0.04% | +8.95% | +15.47% | 69 | 84 | $18.4B |
| 34 | TSCO | Tractor Supply Co | Consumer Discretionary | 0.48% | $33.42 | -3.80% | +2.80% | +5.46% | 52 | 31 | $16.2B |
| 35 | GPC | Genuine Parts Company | Consumer Discretionary | 0.47% | $124.00 | -3.87% | -4.77% | -1.58% | 40 | 46 | $17.5B |
| 36 | HAS | Hasbro, Inc. | Consumer Discretionary | 0.44% | $117.53 | +0.15% | +35.41% | +30.45% | 88 | 95 | $12.6B |
| 37 | LEN | Lennar Corporation Class A | Consumer Discretionary | 0.43% | $84.83 | +0.36% | +4.59% | -1.27% | 61 | 33 | $19.7B |
| 38 | NVR | NVR, Inc. | Consumer Discretionary | 0.41% | $5975.23 | -2.08% | -4.10% | -8.02% | 48 | 37 | $16.0B |
| 39 | RL | Ralph Lauren Corporation | Industrials | 0.38% | $377.68 | -1.19% | +11.05% | +0.84% | 57 | 76 | $21.7B |
| 40 | DECK | Deckers Outdoor Corp | Consumer Discretionary | 0.31% | $80.25 | -4.91% | +2.87% | -17.83% | 43 | 38 | $10.8B |
| 41 | LULU | lululemon athletica inc. | Consumer Discretionary | 0.29% | $99.20 | -4.82% | -3.24% | -15.80% | 50 | 30 | $10.5B |
| 42 | DPZ | Domino's Pizza Inc. | Consumer Discretionary | 0.28% | $312.44 | -1.25% | +6.05% | -6.54% | 54 | 36 | $9.8B |
| 43 | LVS | Las Vegas Sands Corp. | Consumer Discretionary | 0.25% | $35.58 | -2.57% | -8.51% | -23.99% | 31 | 34 | $23.5B |
| 44 | APTV | Aptiv PLC | Consumer Discretionary | 0.24% | $42.65 | -2.56% | -5.07% | -25.59% | 40 | 29 | $9.2B |
| 45 | NCLH | Norwegian Cruise Line Holdings Ltd. Ordinary Shares | Consumer Discretionary | 0.19% | $15.10 | -3.02% | +7.82% | -24.52% | 47 | 32 | $7.0B |
| 46 | WYNN | Wynn Resorts Ltd | Consumer Discretionary | 0.14% | $72.88 | -3.21% | -10.22% | -26.30% | 32 | 31 | $7.8B |
| 47 | MGM | MGM RESORTS INTERNATIONAL | Consumer Discretionary | 0.14% | $28.13 | -4.63% | -17.15% | -38.53% | 24 | 41 | $7.7B |
XLY Holdings FAQ
What is the XLY ETF?
XLY is State Street Consumer Discretionary Select Sector SPDR ETF, an exchange-traded fund holding 47 stocks weighted by market capitalization. It packages its underlying basket of companies into a single security, giving investors diversified exposure in one trade.
What are the top holdings of XLY?
The five largest XLY holdings by weight are currently AMZN, TSLA, HD, MCD, TJX. Because XLY is market-cap weighted, its biggest constituents carry the largest weights and have the most influence on the fund's daily moves.
How many stocks does XLY hold?
This snapshot lists 47 holdings for XLY. The count shifts as the fund is rebalanced or reconstituted and as share classes are included.
How concentrated is XLY?
The top 10 XLY holdings account for roughly 67.8% of the fund. Market-cap weighting means a small group of the largest companies can drive a meaningful share of performance.
Which sector does XLY weight the most?
Consumer Discretionary is the largest sector weight in XLY at about 77.5% across 42 holdings. Sector weights shift over time as constituent prices and membership change.
How often do XLY holdings change?
XLY holdings update as the fund is rebalanced or reconstituted and as daily price moves shift each constituent's market-cap weight. The list on this page reflects the latest available holdings snapshot.