Consumer Discretionary Sector SPDR.. (XLY)
Exchange: USA Stocks • Country: USA • Currency: USD • Type: Etf • ISIN: US81369Y4070 • Consumer Cyclical
The Consumer Discretionary Select Sector SPDR® Fund (NYSE ARCA:XLY) utilizes a replication strategy to manage its investments. The fund typically allocates almost all, with a minimum of 95%, of its assets in securities reflecting the index. This index highlights businesses categorized as Consumer Discretionary companies following the Global Industry Classification Standard (GICS®).
Moreover, the fund is classified as non-diversified, focusing on specific sectors within the Consumer Discretionary industry. Investors looking for exposure to such companies can explore opportunities offered by this fund. For additional information or to visit the company's website, find them at http://www.spdrs.com.
Established in the United States, this fund caters to individuals seeking to invest in the Consumer Discretionary sector as part of their overall investment strategy.
Drawdown (Underwater) Chart
Overall Trend and Yearly Seasonality
XLY ETF Overview
Market Cap in USD | 20,065m |
Category | Consumer Cyclical |
TER | 0.09% |
IPO / Inception | 1998-12-16 |
XLY ETF Ratings
Growth 5y | 4.40 |
Fundamental | - |
Dividend | 4.38 |
Rel. Performance vs Sector | -0.39 |
Analysts | - |
Fair Price Momentum | 164.20 USD |
Fair Price DCF | - |
XLY Dividends
Yield 12m | 0.77% |
Yield on Cost 5y | 1.17% |
Dividends CAGR 5y | -2.81% |
Payout Consistency | 95.1% |
XLY Growth Ratios
Growth 12m | 19.13% |
Growth Correlation 12m | 55% |
Growth Correlation 3m | 5% |
CAGR 5y | 8.70% |
Sharpe Ratio 12m | 0.80 |
Alpha vs SP500 12m | -7.49 |
Beta vs SP500 5y weekly | 1.15 |
ValueRay RSI | 25.50 |
Volatility GJR Garch 1y | 17.22% |
Price / SMA 50 | -2.71% |
Price / SMA 200 | 2.05% |
Current Volume | 5340.5k |
Average Volume 20d | 5019.5k |
External Links for XLY ETF
Wall Street Journal • Benzinga • Yahoo Finance
Tweets
X (Twitter) • Stocktwits
Fund Manager Positions
Dataroma • Stockcircle
As of April 26, 2024, the stock is trading at USD 174.34 with a total of 5,340,534 shares traded.
Over the past week, the price has changed by +1.80%, over one month by -4.27%, over three months by +2.24% and over the past year by +21.65%.
According to ValueRays Forecast Model, XLY Consumer Discretionary Sector SPDR.. will be worth about 183.9 in April 2025. The stock is currently trading at 174.34. This means that the stock has a potential upside of +5.51%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 183.9 | 5.51 |