Consumer Discretionary Select Sector SPDR Fund (SD7Y)
XHAN 
Summary
SD7Y Chart
XLY: When Two Stocks Make An ETF Too Crowded
The Consumer Discretionary Select Sector SPDR Fund ETF (XLY) earns a Hold rating due to high concentration in Amazon and Tesla, limiting diversification. XLY's top two holdings, AMZN and TSLA, account for ~46% of the portfolio, amplifying idiosyncratic risk and reducing thematic purity. Valuation concerns, macro headwinds, and skepticism on TSLA's growth prospects further cap XLY's risk-adjusted return potential.
Should You Invest in the Consumer Discretionary Select Sector SPDR ETF (XLY)?
If you're interested in broad exposure to the Consumer Discretionary - Broad segment of the equity market, look no further than the Consumer Discretionary Select Sector SPDR ETF (XLY), a passively managed exchange traded fund launched on December 16, 1998.
XLY: Don't Expect Consumer Spending To Notably Recover Until 2026
XLY has underperformed the S&P 500 in 2025 due to economic uncertainty, high concentration in Amazon and Tesla, and sector-specific headwinds. While Amazon could rebound and McDonald's is relatively resilient, laggards like Starbucks, Nike, and Home Depot weigh on XLY's outlook. XLY's high volatility, concentrated top holdings, and lower tech exposure make it riskier than VOO, which is more diversified and tech-heavy.
Consumer Discretionary Select Sector SPDR Fund (SD7Y) FAQ
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Consumer Discretionary Select Sector SPDR Fund Profile
| XHAN Exchange | US Country |
Overview
The Advisor is a financial entity that focuses on aligning its investment strategies closely with the Consumer Discretionary sector as defined by the Global Industry Classification Standard (GICS®). Their primary approach involves a replication strategy, where the fund dedicates almost all its resources, with a commitment to invest at least 95% of its total assets, directly into the securities that make up the specified index. This index is composed of companies that are recognized as part of the Consumer Discretionary sector, indicating a strategic focus on firms whose financial performance is primarily driven by discretionary consumer spending. By adhering to this model, The Advisor aims to mirror the financial performance of the index closely. It's worth noting that the fund operates with a non-diversified status, meaning it does not spread its investments across a wide range of sectors or asset classes, potentially increasing both the risk and reward of the investment strategy.
Products and Services
- Consumer Discretionary Index Fund
This product is the centerpiece of The Advisor's offerings, where the fund invests substantially all its assets into securities that are part of the Consumer Discretionary index. This strategy is designed for investors looking to capitalize on the performance of companies in sectors such as retail, media, automotive, and luxury goods. These are industries where consumer spending is more volatile and influenced by economic conditions, providing a unique blend of risk and potential return. Given the non-diversified nature of the fund, investors are exposed to a concentrated investment in the Consumer Discretionary sector, adhering to a replication strategy to parallel the index's performance closely.
Contact Information
