Consumer Discretionary Sector SPDR.. (XLY)

Exchange: USA Stocks • Country: USA • Currency: USD • Type: Etf • ISIN: US81369Y4070 • Consumer Cyclical

Retail, Travel, Leisure, Hotels, Restaurants, Media, Entertainment

The Consumer Discretionary Select Sector SPDR Fund is an exchange-traded fund (ETF) that tracks the performance of the Consumer Discretionary Select Sector Index. This fund uses a replication strategy, which means it invests in almost all the securities that make up the index, with a minimum of 95% of its total assets.

The index is comprised of companies that are classified as Consumer Discretionary by the Global Industry Classification Standard (GICS). This means the fund holds a diverse range of companies that operate in industries such as retail, entertainment, and leisure, among others. Think of companies like Amazon, McDonald's, and Disney - they're all part of the Consumer Discretionary sector.

As a non-diversified fund, the Consumer Discretionary Select Sector SPDR Fund can invest a significant portion of its assets in a particular security or industry, which may increase its risk profile. However, this also means the fund can take advantage of opportunities in specific areas of the Consumer Discretionary sector.

For more information about the fund, you can visit the website of State Street Global Advisors, the fund's sponsor, at http://www.spdrs.com. The fund is domiciled in the United States and listed on the NYSE Arca exchange under the ticker symbol XLY.

Drawdown (Underwater) Chart

Drawdown / Underwater Chart for Consumer Discretionary Sector SPDR.. (XLY)

Overall Trend and Yearly Seasonality

Drawdown / Underwater Chart for Consumer Discretionary Sector SPDR.. (XLY)

XLY ETF Overview

Market Cap in USD 19,051m
Category Consumer Cyclical
TER 0.09%
IPO / Inception 1998-12-16

XLY ETF Ratings

Growth 5y 4.61
Fundamental -
Dividend 4.38
Rel. Performance vs Sector -0.81
Analysts -
Fair Price Momentum 167.25 USD
Fair Price DCF -

XLY Dividends

Yield 12m 0.76%
Yield on Cost 5y 1.25%
Dividends CAGR 5y -2.81%
Payout Consistency 95.1%

XLY Growth Ratios

Growth 12m 18.31%
Growth Correlation 12m 50%
Growth Correlation 3m -38%
CAGR 5y 10.39%
CAGR/Mean DD 5y 0.82
Sharpe Ratio 12m 0.75
Alpha vs SP500 12m -13.50
Beta vs SP500 5y weekly 1.15
ValueRay RSI 31.49
Volatility GJR Garch 1y 15.21%
Price / SMA 50 -0.5%
Price / SMA 200 3.51%
Current Volume 1963.1k
Average Volume 20d 3744.5k

External Links for XLY ETF

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What is the price of XLY stocks?
As of May 21, 2024, the stock is trading at USD 177.37 with a total of 1,963,134 shares traded.
Over the past week, the price has changed by -0.28%, over one month by +4.48%, over three months by +0.24% and over the past year by +17.95%.
What are the forecast for XLY stock price target?
According to ValueRays Forecast Model, XLY Consumer Discretionary Sector SPDR.. will be worth about 187.2 in May 2025. The stock is currently trading at 177.37. This means that the stock has a potential upside of +5.53%.
Issuer Forecast Upside
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 187.2 5.53