spdr · full holdings

XLY holdings

Consumer Discretionary Select Sector SPDR. XLY holds 47 securities. The 10 largest are 68% of the fund, and 4 names carry half of it.

Holdings as of September 24, 2026 · source: SPDR

concentrationdownload csv

holdings47

top 10 weight68.3%

names to reach half4

behaves like10 equal stocks

01Holdings

Every holding, in order

xly holdingsall 47

#companysectorweightrunning

1

AMZNAMAZON.COM INCConsumer Discretionary23.11%23.11%23.1%

2

TSLATESLA INCConsumer Discretionary18.58%18.58%41.7%

3

HDHOME DEPOT INCConsumer Discretionary5.08%5.08%46.8%

4

MCDMCDONALD S CORPConsumer Discretionary4.28%4.28%51.1%

5

TJXTJX COMPANIES INCConsumer Discretionary4.00%4.00%55.1%

6

BKNGBOOKING HOLDINGS INCConsumer Discretionary3.25%3.25%58.3%

7

SBUXSTARBUCKS CORPConsumer Discretionary2.94%2.94%61.2%

8

LOWLOWE S COS INCConsumer Discretionary2.91%2.91%64.1%

9

ROSTROSS STORES INCConsumer Discretionary2.08%2.08%66.2%

10

MARMARRIOTT INTERNATIONAL CL AConsumer Discretionary2.07%2.07%68.3%

11

GMGENERAL MOTORS COConsumer Discretionary1.94%1.94%70.2%

12DADASHDOORDASH INC AConsumer Discretionary1.94%1.94%72.2%

13

HLTHILTON WORLDWIDE HOLDINGS INConsumer Discretionary1.93%1.93%74.1%

14

ORLYO REILLY AUTOMOTIVE INCConsumer Discretionary1.92%1.92%76.0%

15ABABNBAIRBNB INC CLASS AConsumer Discretionary1.75%1.75%77.8%

16

RCLROYAL CARIBBEAN CRUISES LTDConsumer Discretionary1.63%1.63%79.4%

17

FFORD MOTOR COConsumer Discretionary1.36%1.36%80.8%

18GRGRMNGARMIN LTDConsumer Discretionary1.34%1.34%82.1%

19

AZOAUTOZONE INCConsumer Discretionary1.28%1.28%83.4%

20CVCVNACARVANA COConsumer Discretionary1.27%1.27%84.7%

21

NKENIKE INC CL BConsumer Discretionary1.19%1.19%85.8%

22

EBAYEBAY INCConsumer Discretionary1.19%1.19%87.0%

23

CMGCHIPOTLE MEXICAN GRILL INCConsumer Discretionary1.11%1.11%88.2%

24

YUMYUM BRANDS INCConsumer Discretionary1.03%1.03%89.2%

25

DHIDR HORTON INCConsumer Discretionary0.98%0.98%90.2%

26EXEXPEEXPEDIA GROUP INCConsumer Discretionary0.82%0.82%91.0%

27

CCLCARNIVAL CORP LTDConsumer Discretionary0.76%0.76%91.8%

28WSWSMWILLIAMS SONOMA INCConsumer Discretionary0.74%0.74%92.5%

29ULULTAULTA BEAUTY INCConsumer Discretionary0.65%0.65%93.1%

30

DRIDARDEN RESTAURANTS INCConsumer Discretionary0.65%0.65%93.8%

31

TPRTAPESTRY INCConsumer Discretionary0.61%0.61%94.4%

32

PHMPULTEGROUP INCConsumer Discretionary0.61%0.61%95.0%

33BBBBYBEST BUY CO INCConsumer Discretionary0.50%0.50%95.5%

34

GPCGENUINE PARTS COConsumer Discretionary0.49%0.49%96.0%

35

TSCOTRACTOR SUPPLY COMPANYConsumer Discretionary0.45%0.45%96.4%

36

NVRNVR INCConsumer Discretionary0.43%0.43%96.9%

37

LENLENNAR CORP AConsumer Discretionary0.43%0.43%97.3%

38

RLRALPH LAUREN CORPConsumer Discretionary0.36%0.36%97.7%

39

HASHASBRO INCConsumer Discretionary0.34%0.34%98.0%

40DEDECKDECKERS OUTDOOR CORPConsumer Discretionary0.29%0.29%98.3%

41

LULULULULEMON ATHLETICA INCConsumer Discretionary0.29%0.29%98.6%

42

LVSLAS VEGAS SANDS CORPConsumer Discretionary0.28%0.28%98.9%

43

DPZDOMINO S PIZZA INCConsumer Discretionary0.27%0.27%99.1%

44

APTVAPTIV PLCConsumer Discretionary0.25%0.25%99.4%

45

NCLHNORWEGIAN CRUISE LINE HOLDINConsumer Discretionary0.18%0.18%99.6%

46

MGMMGM RESORTS INTERNATIONALConsumer Discretionary0.16%0.16%99.7%

47

WYNNWYNN RESORTS LTDConsumer Discretionary0.16%0.16%99.9%

02Overlap

The funds that hold the most of the same XLY money

overlap24 funds compared

ARKK11%QQQ9.6%DIA9.4%VOO9.1%JEPI8.7%SPY8.7%IVV8.6%VTI8.1%SCHD6.1%VIG3.8%

03Questions

XLY holdings: what people ask

questions4 answered

How many stocks does XLY hold?

47 securities, according to SPDR's holdings file dated September 24, 2026.

What are XLY's top 10 holdings?

AMZN, TSLA, HD, MCD, TJX, BKNG, SBUX, LOW, ROST and MAR. Together they are 68% of the fund.

How concentrated is XLY?

4 of its 47 holdings make up half of the fund. By weight it behaves like 10 equally weighted stocks.

Which ETFs overlap most with XLY?

ARKK (11%), QQQ (9.6%) and DIA (9.4%), measured on the full holdings of each fund.

Price, returns and drawdowns: XLY analysis.

Own XLY?Import your positions and see what your funds hold together, company by company, with the fees you pay on each.Import my portfolio

Weights are SPDR's published holdings as of the date above, as a share of the fund's net assets; cash and derivatives (0.06%) are left out of the list. This page describes what the fund holds; it is not investment advice.