XLY ETF largest holding is AMZN at 25.06% as of Aug 10, 2026

XLY ETF largest holding is AMZN at 25.06% as of Aug 10, 2026
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AMZN is XLY's largest holding at 25.06% of the fund as of Aug 10, 2026. XLY is State Street Consumer Discretionary Select Sector SPDR ETF.

Showing top 50 of 50 holdings · as of Aug 10, 2026
XLY holdings, by weight
#TickerNameWeightCumulativeSharesSectorIndustry
1
AMZN
Amazon.com IncConsumer Disc. · Internet
25.06%
25.1%21,804,203Consumer Disc.Internet
2Tesla Motors IncConsumer Disc. · Automobiles
15.02%
40.1%10,920,446Consumer Disc.Automobiles
Share changes, sector and industry · Pro
3
HD
The Home Depot Inc
5.75%
45.8%3,863,572
4
MCD
Mcdonald'S Corp
4.13%
50.0%3,593,819
5
TJX
Tjx Cos Inc
4.09%
54.0%6,055,882
6
BKNG
Booking Holdings, Inc.
4.05%
58.1%4,508,910
7
LOW
Lowes Cos., Inc.
3.05%
61.1%3,258,938
8
SBUX
Starbucks Corp
2.93%
64.1%6,631,784
9
ROST
Ross Stores, Inc.
2.00%
66.1%1,874,429
10
DASH
Doordash Inc - A
1.99%
68.1%2,201,890
11
RCL
Royal Caribbean Cruises
1.94%
70.0%1,451,359
12
GM
General Motors Co
1.92%
71.9%5,246,725
13
MAR
Marriott International, Inc.
1.89%
73.8%1,273,454
14O'Eilly Automotive, Inc.
1.89%
75.7%4,821,857
15
ABNB
Airbnb Inc
1.81%
77.5%2,431,755
16
HLT
Hilton Worldwide Holdings, Inc.
1.76%
79.3%1,324,594
17
F
Ford Motor Co
1.33%
80.6%22,772,703
18Autozone Inc Snr S* Ice
1.26%
81.9%95,879
19
CVNA
Carvana Co
1.24%
83.1%4,167,796
20
GRMN
Garminltd.
1.24%
84.3%953,870
21
NKE
Nike Inc
1.22%
85.6%6,979,348
22
EBAY
eBay Inc.
1.21%
86.8%2,583,451
23
CMG
Chipotle Mexican Grill Inc. Class A
1.02%
87.8%7,463,660
24
YUM
Yum! Brands, Inc.
1.01%
88.8%1,603,866
25
DHI
Dr Horton Inc.
0.97%
89.8%1,534,505
26
CCL
Carnival Corp
0.91%
90.7%7,485,979
27
EXPE
Expedia Group Inc (consumer Discretionary)
0.87%
91.6%666,278
28
TPR
Tapestry Inc.
0.80%
92.4%1,175,729
29
WSM
Williams-sonoma Inc
0.72%
93.1%685,168
30
PHM
Pultegroup Inc.
0.62%
93.7%1,108,364
31
DRI
Darden Restaurants Inc.
0.60%
94.3%666,425
32
ULTA
Ulta Beauty Inc.
0.60%
94.9%253,495
33
LEN
Lennar Corp. Class A
0.46%
95.4%1,252,445
34
GPC
Genuine Parts Company
0.45%
95.8%800,828
35
TSCO
Tractor Supply Co.
0.44%
96.2%3,052,014
36
NVR
NVR Inc.
0.42%
96.7%15,707
37
BBY
Best Buy Co. Inc.
0.39%
97.1%1,140,176
38
RL
Ralph Lauren Corp. Class A
0.37%
97.4%224,892
39
DECK
Deckers Outdoor Corp
0.34%
97.8%825,980
40
LVS
Las Vegas Sands Corp.
0.33%
98.1%1,735,261
41
LULU
Lululemon Athletica, Inc
0.33%
98.4%609,418
42
HAS
Hasbro Inc.
0.31%
98.7%782,262
43
DPZ
Domino's Pizza Inc
0.26%
99.0%178,031
44
APTV
Aptiv Plc Ordinary Shares
0.26%
99.3%1,231,620
45
NCLH
Norwegian Cruise Line Holdings
0.22%
99.5%2,670,337
46
MGM
MGM Resorts International
0.21%
99.7%1,116,807
47
WYNN
Wynn Resorts Ltd.
0.21%
99.9%487,855
48
NMF
Ssi Us Gov Money Market Class
0.09%
100.0%22,128,800
49Fnma Pool Ma4121 Fn 09/50 Fixed 3
0.01%
100.0%2,028,642
50Xay Cons Discret Sep26
0.00%
100.0%9,600
Not reported for this fund: market value.
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XLY ETF All Holdings

XLY holdings total 50 positions. The top 10 holdings account for 68.1% of the fund, led by Amazon.Com Inc at 25.1%, Tesla Motors Inc at 15.0%, Home Depot Inc/The at 5.8%.

XLY portfolio concentration is relatively high, with the top 10 representing 68.1% of total assets. The largest sector exposure is Consumer Discretionary at 99.9%.

XLY sectors provide a detailed breakdown. XLY overlap shows how holdings compare to other funds in your portfolio.

XLY ETF Holdings

50 of 50 holdings

  • 1

    Amazon.Com Inc

    AMZNConsumer Discretionary
    25.06%
  • 2

    Tesla Motors Inc

    TSLAConsumer Discretionary
    15.02%
  • 3

    Home Depot Inc/The

    HDConsumer Discretionary
    5.75%
  • 4

    Mcdonald'S Corp

    MCDConsumer Discretionary
    4.13%
  • 5

    Tjx Cos Inc

    TJXConsumer Discretionary
    4.09%
  • 6

    Booking Holdings, Inc.

    BKNGConsumer Discretionary
    4.05%
  • 7

    Lowes Cos., Inc.

    LOWConsumer Discretionary
    3.05%
  • 8

    Starbucks Corp

    SBUXConsumer Discretionary
    2.93%
  • 9

    Ross Stores, Inc.

    ROSTConsumer Discretionary
    2.00%
  • 10

    Doordash Inc - A

    DASHConsumer Discretionary
    1.99%
  • 11

    Royal Caribbean Cruises

    RCLConsumer Discretionary
    1.94%
  • 12

    General Motors Co

    GMConsumer Discretionary
    1.92%
  • 13

    Marriott International, Inc.

    MARConsumer Discretionary
    1.89%
  • 14

    O'Eilly Automotive, Inc.

    ORLYConsumer Discretionary
    1.89%
  • 15

    Airbnb Inc

    ABNBConsumer Discretionary
    1.81%
  • 16

    Hilton Worldwide Holdings, Inc.

    HLTConsumer Discretionary
    1.76%
  • 17

    Ford Motor Co

    FConsumer Discretionary
    1.33%
  • 18

    Autozone Inc Snr S* Ice

    AZOConsumer Discretionary
    1.26%
  • 19

    Carvana Co

    CVNAConsumer Discretionary
    1.24%
  • 20

    Garminltd.

    GRMNConsumer Discretionary
    1.24%
  • 21

    Nike Inc

    NKEConsumer Discretionary
    1.22%
  • 22

    Ebay Inc.

    EBAYConsumer Discretionary
    1.21%
  • 23

    Chipotle Mexican Grill Inc. Class A

    CMGConsumer Discretionary
    1.02%
  • 24

    Yum! Brands, Inc.

    YUMConsumer Discretionary
    1.01%
  • 25

    Dr Horton Inc.

    DHIConsumer Discretionary
    0.97%
  • 26

    Carnival Corporation Common Stock

    CCLConsumer Discretionary
    0.91%
  • 27

    Expedia Group Inc (consumer Discretionary)

    EXPEConsumer Discretionary
    0.87%
  • 28

    Tapestry Inc.

    TPRConsumer Discretionary
    0.80%
  • 29

    Williams-sonoma Inc

    WSMConsumer Discretionary
    0.72%
  • 30

    Pultegroup Inc.

    PHMConsumer Discretionary
    0.62%
  • 31

    Darden Restaurants Inc.

    DRIConsumer Discretionary
    0.60%
  • 32

    Ulta Beauty Inc.

    ULTAConsumer Discretionary
    0.60%
  • 33

    Lennar Corp. Class A

    LENConsumer Discretionary
    0.46%
  • 34

    Genuine Parts Company

    GPCConsumer Discretionary
    0.45%
  • 35

    Tractor Supply Co.

    TSCOConsumer Discretionary
    0.44%
  • 36

    Nvr Inc.

    NVRConsumer Discretionary
    0.42%
  • 37

    Best Buy Co. Inc.

    BBYConsumer Discretionary
    0.39%
  • 38

    Ralph Lauren Corp. Class A

    RLConsumer Discretionary
    0.37%
  • 39

    Deckers Outdoor Corp

    DECKConsumer Discretionary
    0.34%
  • 40

    Las Vegas Sands Corp.

    LVSConsumer Discretionary
    0.33%
  • 41

    Lululemon Athletica, Inc

    LULUConsumer Discretionary
    0.33%
  • 42

    Hasbro Inc.

    HASConsumer Discretionary
    0.31%
  • 43

    Domino's Pizza Inc

    DPZConsumer Discretionary
    0.26%
  • 44

    Aptiv Plc Ordinary Shares

    APTVConsumer Discretionary
    0.26%
  • 45

    Norwegian Cruise Line Holdings

    NCLHConsumer Discretionary
    0.22%
  • 46

    Mgm Resorts International

    MGMConsumer Discretionary
    0.21%
  • 47

    Wynn Resorts Ltd.

    WYNNConsumer Discretionary
    0.21%
  • 48

    Ssi Us Gov Money Market Class

    NMFUnknown
    0.09%
  • 49

    Fnma Pool Ma4121 Fn 09/50 Fixed 3

    Other
    0.01%
  • 50

    Xay Cons Discret Sep26

    Other
    0.00%