XLY ETF
State Street Consumer Discretionary Select Sector SPDR ETF
AMZN is XLY's largest holding at 24.36% of the fund as of Sep 1, 2026. XLY is State Street Consumer Discretionary Select Sector SPDR ETF.
| # | Ticker | Name | Weight | Cumulative | Shares | Sector | Industry |
|---|---|---|---|---|---|---|---|
| 1 | A | Amazon.com IncConsumer Disc. · Internet | 24.36% | 24.4% | 21,283,421 | Consumer Disc. | Internet |
| 2 | T | Tesla IncConsumer Disc. · Automobiles | 17.05% | 41.4% | 10,659,626 | Consumer Disc. | Automobiles |
| Sector and industry · Pro | |||||||
| 3 | H | The Home Depot Inc | 5.42% | 46.8% | 3,771,278 | ||
| 4 | M | Mcdonald'S Corp | 4.11% | 50.9% | 3,507,997 | ||
| 5 | B | Booking Holdings, Inc. | 3.87% | 54.8% | 4,401,219 | ||
| 6 | T | Tjx Cos Inc | 3.54% | 58.3% | 5,911,214 | ||
| 7 | S | Starbucks Corp | 3.09% | 61.4% | 6,473,441 | ||
| 8 | L | Lowes Cos., Inc. | 2.86% | 64.3% | 3,181,098 | ||
| 9 | D | Doordash Inc - A | 2.18% | 66.5% | 2,149,500 | ||
| 10 | G | General Motors Co | 1.97% | 68.5% | 5,121,467 | ||
| 11 | A | Airbnb Inc | 1.95% | 70.4% | 2,373,837 | ||
| 12 | R | Ross Stores, Inc. | 1.88% | 72.3% | 1,829,795 | ||
| 13 | M | Marriott International, Inc. | 1.87% | 74.2% | 1,243,130 | ||
| 14 | — | O'Eilly Automotive, Inc. | 1.86% | 76.0% | 4,707,043 | ||
| 15 | H | Hilton Worldwide Holdings, Inc. | 1.81% | 77.8% | 1,293,018 | ||
| 16 | R | Royal Caribbean Cruises | 1.69% | 79.5% | 1,416,674 | ||
| 17 | — | Ford Motor Credit | 1.38% | 80.9% | 22,230,793 | ||
| 18 | C | Carvana Co | 1.32% | 82.2% | 4,068,578 | ||
| 19 | — | Autozone Inc Snr S* Ice | 1.25% | 83.5% | 93,601 | ||
| 20 | C | Chipotle Mexican Grill Inc. Class A | 1.23% | 84.7% | 7,286,060 | ||
| 21 | E | eBay Inc. | 1.19% | 85.9% | 2,521,972 | ||
| 22 | N | Nike Inc | 1.17% | 87.0% | 6,813,210 | ||
| 23 | G | Garminltd. | 1.15% | 88.2% | 931,082 | ||
| 24 | Y | Yum! Brands, Inc. | 1.07% | 89.3% | 1,565,552 | ||
| 25 | D | Dr Horton Inc. | 0.95% | 90.2% | 1,497,969 | ||
| 26 | E | Expedia Group Inc (consumer Discretionary) | 0.89% | 91.1% | 650,418 | ||
| 27 | C | Carnival Corp | 0.76% | 91.9% | 7,307,273 | ||
| 28 | W | Williams-sonoma Inc | 0.67% | 92.5% | 668,828 | ||
| 29 | D | Darden Restaurants Inc. | 0.63% | 93.2% | 650,646 | ||
| 30 | T | Tapestry Inc. | 0.63% | 93.8% | 1,147,721 | ||
| 31 | U | Ulta Beauty Inc. | 0.61% | 94.4% | 247,398 | ||
| 32 | P | Pultegroup Inc. | 0.60% | 95.0% | 1,082,078 | ||
| 33 | G | Genuine Parts Co. | 0.47% | 95.5% | 781,425 | ||
| 34 | T | Tractor Supply Co. | 0.46% | 95.9% | 2,977,777 | ||
| 35 | L | Lennar Corp. Class A | 0.45% | 96.4% | 1,221,950 | ||
| 36 | N | NVR Inc. | 0.43% | 96.8% | 15,323 | ||
| 37 | B | Best Buy Co. Inc. | 0.41% | 97.2% | 1,112,592 | ||
| 38 | R | Ralph Lauren Corp. Class A | 0.34% | 97.6% | 219,421 | ||
| 39 | L | Las Vegas Sands Corp. | 0.33% | 97.9% | 1,693,063 | ||
| 40 | H | Hasbro Inc. | 0.32% | 98.2% | 763,230 | ||
| 41 | L | Lululemon Athletica, Inc | 0.32% | 98.5% | 594,880 | ||
| 42 | D | Deckers Outdoor Corp | 0.31% | 98.8% | 806,012 | ||
| 43 | D | Domino's Pizza Inc | 0.27% | 99.1% | 173,759 | ||
| 44 | A | Aptiv Plc Ordinary Shares | 0.24% | 99.4% | 1,201,029 | ||
| 45 | M | MGM Resorts International | 0.20% | 99.6% | 1,089,011 | ||
| 46 | W | Wynn Resorts Ltd. | 0.19% | 99.7% | 476,236 | ||
| 47 | N | Norwegian Cruise Line Holdings | 0.18% | 99.9% | 2,606,130 | ||
| 48 | N | Ssi Us Gov Money Market Class | 0.08% | 100.0% | 18,240,817 | ||
| 49 | — | Xay Cons Discret Sep26 | 0.00% | 100.0% | 9,600 | ||
| 50 | — | Us dollar001/00/1900 | -0.03% | 100.0% | -7,172,972 | ||
XLY ETF All Holdings
XLY holdings total 50 positions. The top 10 holdings account for 68.5% of the fund, led by Amazon.Com Inc at 24.4%, Tesla Inc at 17.1%, Home Depot Inc/The at 5.4%.
XLY portfolio concentration is relatively high, with the top 10 representing 68.5% 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 Discretionary24.36% - 2
Tesla Inc
TSLAConsumer Discretionary17.05% - 3
Home Depot Inc/The
HDConsumer Discretionary5.42% - 4
Mcdonald'S Corp
MCDConsumer Discretionary4.11% - 5
Booking Holdings, Inc.
BKNGConsumer Discretionary3.87% - 6
Tjx Cos Inc
TJXConsumer Discretionary3.54% - 7
Starbucks Corp
SBUXConsumer Discretionary3.09% - 8
Lowes Cos., Inc.
LOWConsumer Discretionary2.86% - 9
Doordash Inc - A
DASHConsumer Discretionary2.18% - 10
General Motors Co
GMConsumer Discretionary1.97% - 11
Airbnb Inc
ABNBConsumer Discretionary1.95% - 12
Ross Stores, Inc.
ROSTConsumer Discretionary1.88% - 13
Marriott International, Inc.
MARConsumer Discretionary1.87% - 14
O'Eilly Automotive, Inc.
ORLYConsumer Discretionary1.86% - 15
Hilton Worldwide Holdings, Inc.
HLTConsumer Discretionary1.81% - 16
Royal Caribbean Cruises
RCLConsumer Discretionary1.69% - 17
Ford Motor Credit
FConsumer Discretionary1.38% - 18
Carvana Co
CVNAConsumer Discretionary1.32% - 19
Autozone Inc Snr S* Ice
AZOConsumer Discretionary1.25% - 20
Chipotle Mexican Grill Inc. Class A
CMGConsumer Discretionary1.23% - 21
Ebay Inc.
EBAYConsumer Discretionary1.19% - 22
Nike Inc
NKEConsumer Discretionary1.17% - 23
Garminltd.
GRMNConsumer Discretionary1.15% - 24
Yum! Brands, Inc.
YUMConsumer Discretionary1.07% - 25
Dr Horton Inc.
DHIConsumer Discretionary0.95% - 26
Expedia Group Inc (consumer Discretionary)
EXPEConsumer Discretionary0.89% - 27
Carnival Corporation Common Stock
CCLConsumer Discretionary0.76% - 28
Williams-sonoma Inc
WSMConsumer Discretionary0.67% - 29
Darden Restaurants Inc.
DRIConsumer Discretionary0.63% - 30
Tapestry Inc.
TPRConsumer Discretionary0.63% - 31
Ulta Beauty Inc.
ULTAConsumer Discretionary0.61% - 32
Pultegroup Inc.
PHMConsumer Discretionary0.60% - 33
Genuine Parts Co.
GPCConsumer Discretionary0.47% - 34
Tractor Supply Co.
TSCOConsumer Discretionary0.46% - 35
Lennar Corp. Class A
LENConsumer Discretionary0.45% - 36
Nvr Inc.
NVRConsumer Discretionary0.43% - 37
Best Buy Co. Inc.
BBYConsumer Discretionary0.41% - 38
Ralph Lauren Corp. Class A
RLConsumer Discretionary0.34% - 39
Las Vegas Sands Corp.
LVSConsumer Discretionary0.33% - 40
Hasbro Inc.
HASConsumer Discretionary0.32% - 41
Lululemon Athletica, Inc
LULUConsumer Discretionary0.32% - 42
Deckers Outdoor Corp
DECKConsumer Discretionary0.31% - 43
Domino's Pizza Inc
DPZConsumer Discretionary0.27% - 44
Aptiv Plc Ordinary Shares
APTVConsumer Discretionary0.24% - 45
Mgm Resorts International
MGMConsumer Discretionary0.20% - 46
Wynn Resorts Ltd.
WYNNConsumer Discretionary0.19% - 47
Norwegian Cruise Line Holdings
NCLHConsumer Discretionary0.18% - 48
Ssi Us Gov Money Market Class
NMFUnknown0.08% - 49
Xay Cons Discret Sep26
Other0.00% - 50
us dollar001/00/1900
Other-0.03%
| # | Company | Ticker | Sector | Industry | Weight |
|---|---|---|---|---|---|
| 1 | Amazon.Com Inc | AMZN | 24.360% | ||
| 2 | Tesla Inc | TSLA | 17.050% | ||
| 3 | Home Depot Inc/The | HD | 5.420% | ||
| 4 | Mcdonald'S Corp | MCD | 4.110% | ||
| 5 | Booking Holdings, Inc. | BKNG | 3.870% | ||
| 6 | Tjx Cos Inc | TJX | 3.540% | ||
| 7 | Starbucks Corp | SBUX | 3.090% | ||
| 8 | Lowes Cos., Inc. | LOW | 2.860% | ||
| 9 | Doordash Inc - A | DASH | 2.180% | ||
| 10 | General Motors Co | GM | 1.970% | ||
| 11 | Airbnb Inc | ABNB | 1.950% | ||
| 12 | Ross Stores, Inc. | ROST | 1.880% | ||
| 13 | Marriott International, Inc. | MAR | 1.870% | ||
| 14 | O'Eilly Automotive, Inc. | ORLY | 1.860% | ||
| 15 | Hilton Worldwide Holdings, Inc. | HLT | 1.810% | ||
| 16 | Royal Caribbean Cruises | RCL | 1.690% | ||
| 17 | Ford Motor Credit | F | 1.380% | ||
| 18 | Carvana Co | CVNA | 1.320% | ||
| 19 | Autozone Inc Snr S* Ice | AZO | 1.250% | ||
| 20 | Chipotle Mexican Grill Inc. Class A | CMG | 1.230% | ||
| 21 | Ebay Inc. | EBAY | 1.190% | ||
| 22 | Nike Inc | NKE | 1.170% | ||
| 23 | Garminltd. | GRMN | 1.150% | ||
| 24 | Yum! Brands, Inc. | YUM | 1.070% | ||
| 25 | Dr Horton Inc. | DHI | 0.950% | ||
| 26 | Expedia Group Inc (consumer Discretionary) | EXPE | 0.890% | ||
| 27 | Carnival Corporation Common Stock | CCL | 0.760% | ||
| 28 | Williams-sonoma Inc | WSM | 0.670% | ||
| 29 | Darden Restaurants Inc. | DRI | 0.630% | ||
| 30 | Tapestry Inc. | TPR | 0.630% | ||
| 31 | Ulta Beauty Inc. | ULTA | 0.610% | ||
| 32 | Pultegroup Inc. | PHM | 0.600% | ||
| 33 | Genuine Parts Co. | GPC | 0.470% | ||
| 34 | Tractor Supply Co. | TSCO | 0.460% | ||
| 35 | Lennar Corp. Class A | LEN | 0.450% | ||
| 36 | Nvr Inc. | NVR | 0.430% | ||
| 37 | Best Buy Co. Inc. | BBY | 0.410% | ||
| 38 | Ralph Lauren Corp. Class A | RL | 0.340% | ||
| 39 | Las Vegas Sands Corp. | LVS | 0.330% | ||
| 40 | Hasbro Inc. | HAS | 0.320% | ||
| 41 | Lululemon Athletica, Inc | LULU | 0.320% | ||
| 42 | Deckers Outdoor Corp | DECK | 0.310% | ||
| 43 | Domino's Pizza Inc | DPZ | 0.270% | ||
| 44 | Aptiv Plc Ordinary Shares | APTV | 0.240% | ||
| 45 | Mgm Resorts International | MGM | 0.200% | ||
| 46 | Wynn Resorts Ltd. | WYNN | 0.190% | ||
| 47 | Norwegian Cruise Line Holdings | NCLH | 0.180% | ||
| 48 | Ssi Us Gov Money Market Class | NMF | 0.080% | ||
| 49 | Xay Cons Discret Sep26 | - | 0.000% | ||
| 50 | us dollar001/00/1900 | - | -0.030% |












































