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Home/ETF holdings/XLY

XLY holdingswhat does Consumer Discretionary Select Sector SPDR Fund hold?

Largest positions from the fund’s most recent SEC Form N-PORT filing (reported quarterly, filed with a lag). Percentages are of net assets. SEC Form N-PORT · as of 2026-03-31

Top 49 positions shownTop-10 holdings weight: 70.3%as of 2026-03-31
#HoldingWeightValue
1Amazon.com IncAMZN23.53%$5.05B
2Tesla IncTSLA18.97%$4.07B
3Home Depot Inc/TheHD5.94%$1.27B
4McDonald's CorpMCD4.49%$963.56M
5TJX Cos Inc/TheTJX4.41%$946.77M
6Booking Holdings IncBKNG3.38%$724.53M
7Lowe's Cos IncLOW3.30%$707.60M
8Starbucks CorpSBUX2.54%$544.92M
9O'Reilly Automotive IncORLY1.93%$414.91M
10Marriott International Inc/MDMAR1.79%$384.04M
11Ross Stores IncROST1.74%$374.08M
12Hilton Worldwide Holdings IncHLT1.74%$372.24M
13Royal Caribbean Cruises Ltd1.72%$369.62M
14General Motors CoGM1.68%$359.54M
15NIKE IncNKE1.57%$336.00M
16DoorDash IncDASH1.40%$299.67M
17AutoZone IncAZO1.39%$298.80M
18Airbnb IncABNB1.33%$285.57M
19Ford Motor CoF1.13%$241.43M
20Carvana CoCVNA1.11%$237.37M
21Yum! Brands Inc1.07%$230.48M
22Chipotle Mexican Grill Inc1.04%$222.58M
23eBay Inc1.02%$219.65M
24Garmin Ltd0.94%$202.50M
25DR Horton Inc0.92%$197.38M
26Carnival Corp0.74%$158.92M
27Tapestry Inc0.71%$152.53M
28Expedia Group Inc0.67%$144.24M
29Tractor Supply Co0.60%$127.76M
30Ulta Beauty Inc0.58%$123.77M
31PulteGroup Inc0.56%$120.62M
32Darden Restaurants Inc0.56%$120.48M
33Williams-Sonoma Inc0.54%$116.18M
34Lennar Corp0.47%$100.01M
35NVR Inc0.46%$98.25M
36Lululemon Athletica Inc0.41%$87.23M
37Las Vegas Sands Corp0.41%$86.95M
38Aptiv PLC0.37%$78.85M
39Genuine Parts Co0.37%$78.52M
40Deckers Outdoor Corp0.35%$75.83M
41Ralph Lauren Corp0.33%$70.98M
42Best Buy Co Inc0.31%$66.77M
43Hasbro Inc0.31%$66.61M
44Domino's Pizza Inc0.28%$59.53M
45Wynn Resorts Ltd0.21%$45.76M
46Norwegian Cruise Line Holdings Ltd0.21%$45.44M
47MGM Resorts International0.18%$37.90M
48Pool Corp0.17%$35.40M
49State Street Global Advisors0.08%$16.64M
XLY stock page →ETF holdings →Sector heatmap →

ETF holdings

XLKXLFXLVXLPXLEXLIXLBXLREXLUXLC

SEC Form N-PORT data · Reported quarterly, filed with a lag · For reference only · Not investment advice