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Morningstar

Consumer Discret Sel Sect SPDR® ETF XLY

Morningstar Medalist Rating
Medalist Rating as of | See State Street Investment Hub

Morningstar’s Analysis XLY

Will XLY outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable XLY’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the XLY management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of XLY’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin Consumer Discret Sel Sect SPDR ® ETF's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings XLY

More XLY Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 69.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Amazon.com Inc

24.86 4.8 Bil
Consumer Cyclical

Tesla Inc

12.15 2.3 Bil
Consumer Cyclical

The Home Depot Inc

9.34 1.8 Bil
Consumer Cyclical

McDonald's Corp

4.34 832.9 Mil
Consumer Cyclical

Lowe's Companies Inc

3.81 730.3 Mil
Consumer Cyclical

Booking Holdings Inc

3.48 667.0 Mil
Consumer Cyclical

Nike Inc Class B

3.34 640.8 Mil
Consumer Cyclical

TJX Companies Inc

3.07 589.1 Mil
Consumer Cyclical

Starbucks Corp

2.83 541.8 Mil
Consumer Cyclical

Chipotle Mexican Grill Inc

2.31 442.2 Mil
Consumer Cyclical