XLY
State Street Consumer Discretionary Select Sector SPDR ETF
#9 of 11 in US Sectors by own-history percentile (high → low)
Relative to SPY
Relative price history
XLY ÷ SPY, 10-year range, as of Sep 18, 2026
How the reading moved
These changes re-score an older XLY÷SPY ratio against today's 10-year window, so they show whether the relative price has drifted toward the highs or lows of its own history — not a peer ranking and not a return forecast.
- About one week: -27.8 pts (from 27.8% on Aug 31, 2026 to 0% now)
- About one month: -31.1 pts (from 31.1% on Jul 31, 2026 to 0% now)
US Sectors
Where this sits among peers
US Sectors · XLY highlighted · same axes as the category chart on the home page
Top holdings
Holdings snapshot as of Jul 17, 2026.
What moves this
XLY's index weight is dominated by a small number of very large retail and automotive names, so — much like technology — the sector-level relative price can be driven disproportionately by the fortunes of one or two companies rather than by discretionary spending broadly.
FAQ
Why can one company move the whole sector's ratio here?
A handful of mega-cap names make up a large share of the index weight, so their price moves dominate the sector-level relative price even when the rest of the sector is flat.
Does this sector track consumer confidence surveys closely?
There's a loose relationship, but the index's concentration means company-specific news often matters more than aggregate consumer-sentiment data.
Is this the same as retail sales data?
No — retail sales measure total spending; this sector's relative price reflects investor expectations for a specific, concentrated set of public companies.
US Sectors
Related in this category
- XLUState Street Utilities Select Sector SPDR ETFNear lows (0%)
- XLREState Street Real Estate Select Sector SPDR ETFNear lows (0%)
- XLPState Street Consumer Staples Select Sector SPDR ETFNear lows (0.2%)
- XLBState Street Materials Select Sector SPDR ETFNear lows (1.4%)
- XLIState Street Industrial Select Sector SPDR ETFNear lows (4.5%)
- XLFState Street Financial Select Sector SPDR ETFNear lows (5.7%)