XLY holdings (2026)
All 48 positions in Consumer Discretionary Select Sector SPDR Fund, ranked by portfolio weight — led by AMZN at 27.6%. Weights come from the fund's own SEC N-PORT filing and update daily with prices; positions in stocks ChartRow doesn't track still appear, ranked by weight, without returns. Not investment advice.
Weights are the Mar 31, 2026 SEC filing rolled forward on each holding's price move (as of market close, Aug 13, 2026) — an estimate of today, not the filed figure. Switch the table below to see them exactly as filed.
Top 10 holdings#
Sector weights#
Estimated portfolio characteristics#
Estimated by our own bottom-up analysis of the fund's SEC-filed holdings, covering 100% of portfolio weight (99% carries a valid trailing P/E). Funds publish similar figures on their own sites; ours are recomputed daily from public data.
XLY holdings by weight#
1–48 of 48| # | Company | Weight | Price | 1D | YTD | 1Y | Mkt cap |
|---|---|---|---|---|---|---|---|
| 1 | AMZNAmazon.com Inc. | 27.60% | $265.16 | -0.8% | +14.9% | +19.7% | $2.86T |
| 2 | TSLATesla Inc. | 15.99% | $340.07 | +3.8% | -24.4% | -0.2% | $1.34T |
| 3 | HDThe Home Depot Inc. | 5.69% | $341.69 | -0.5% | -0.7% | -13.7% | $341B |
| 4 | BKNGBooking Holdings Inc. | 3.94% | $213.36 | +0.5% | -0.4% | -2.3% | $160B |
| 5 | TJXTJX Companies Inc. | 3.92% | $153.80 | +0.8% | +0.1% | +15.3% | $170B |
| 6 | MCDMcDonald's Corporation | 3.63% | $272.25 | -1.3% | -10.9% | -9.7% | $193B |
| 7 | SBUXStarbucks Corporation | 2.84% | $108.57 | +0.1% | +28.9% | +16.3% | $124B |
| 8 | LOWLowe's Companies Inc. | 2.81% | $218.23 | +1.0% | -9.5% | -10.9% | $122B |
| 9 | DASHDoorDash Inc. | 1.85% | $216.24 | +1.8% | -4.5% | -18.2% | $94B |
| 10 | ROSTRoss Stores Inc. | 1.82% | $244.99 | -1.3% | +36.0% | +65.5% | $79B |
| 11 | ABNBAirbnb Inc. | 1.80% | $185.13 | +2.8% | +36.4% | +52.2% | $111B |
| 12 | GMGeneral Motors Company | 1.79% | $86.40 | -0.4% | +6.2% | +59.5% | $76B |
| 13 | RCLRoyal Caribbean Cruises Ltd. | 1.79% | $309.83 | +0.6% | +11.1% | -1.0% | $83B |
| 14 | ORLYO'Reilly Automotive Inc. | 1.79% | $92.57 | +0.6% | +1.5% | -9.2% | $75B |
| 15 | MARMarriott International | 1.78% | $352.58 | -0.6% | +13.6% | +33.0% | $92B |
| 16 | HLTHilton Worldwide Holdings Inc. Common Stock | 1.69% | $320.84 | -0.5% | +11.7% | +19.4% | $72B |
| 17 | FFord Motor Company | 1.25% | $13.91 | +0.5% | +6.0% | +23.6% | $55B |
| 18 | CVNACarvana Co. | 1.20% | $73.70 | +1.7% | -12.7% | +6.8% | $55B |
| 19 | GRMNGarmin Ltd. Common Stock (Switzerland) | 1.17% | $312.08 | +0.7% | +53.8% | +34.0% | $60B |
| 20 | AZOAutoZone Inc. | 1.16% | $3,041.55 | -0.1% | -10.3% | -24.0% | $50B |
| 21 | NKENike Inc. | 1.13% | $41.22 | +1.8% | -35.3% | -45.0% | $61B |
| 22 | EBAYeBay Inc. | 1.08% | $104.56 | +2.2% | +20.0% | +7.7% | $47B |
| 23 | CMGChipotle Mexican Grill Inc. | 0.97% | $32.61 | -0.1% | -11.9% | -23.9% | $41B |
| 24 | YUMYum! Brands Inc. | 0.96% | $150.87 | +0.4% | -0.3% | +6.2% | $41B |
| 25 | DHID.R. Horton Inc. | 0.93% | $149.89 | +2.8% | +4.1% | -5.3% | $42B |
| 26 | EXPEExpedia Group Inc. | 0.88% | $328.31 | +0.8% | +15.9% | +61.6% | $39B |
| 27 | CCLCarnival Corporation Ltd. | 0.75% | $28.43 | +2.7% | -6.9% | -4.1% | $39B |
| 28 | WSMWilliams-Sonoma Inc. Common Stock (DE) | 0.66% | $242.53 | -1.1% | +35.8% | +17.2% | $29B |
| 29 | TPRTapestry Inc. | 0.60% | $128.42 | -16.5% | +0.5% | +15.8% | $26B |
| 30 | DRIDarden Restaurants Inc. | 0.59% | $223.61 | -1.8% | +21.5% | +9.0% | $26B |
| 31 | PHMPulteGroup Inc. | 0.58% | $130.57 | +1.1% | +11.4% | +5.9% | $24B |
| 32 | ULTAUlta Beauty Inc. | 0.52% | $515.53 | -3.1% | -14.8% | -0.1% | $22B |
| 33 | TSCOTractor Supply Company | 0.44% | $36.16 | -0.7% | -27.7% | -39.0% | $19B |
| 34 | LENLennar Corporation | 0.43% | $87.54 | +2.7% | -14.8% | -29.7% | $21B |
| 35 | GPCGenuine Parts Company | 0.43% | $135.35 | +1.0% | +10.1% | +0.4% | $19B |
| 36 | NVRNVR Inc. | 0.41% | $6,377.54 | +1.3% | -12.5% | -19.9% | $17B |
| 37 | BBYBest Buy Co. Inc. | 0.38% | $85.38 | +2.9% | +27.6% | +21.6% | $18B |
| 38 | RLRalph Lauren Corporation | 0.34% | $387.48 | -2.2% | +9.6% | +29.3% | $23B |
| 39 | LVSLas Vegas Sands Corp. | 0.32% | $45.76 | +0.2% | -29.7% | -15.1% | $30B |
| 40 | DECKDeckers Outdoor Corporation | 0.30% | $93.32 | +2.3% | -10.0% | -10.0% | $13B |
| 41 | HASHasbro Inc. | 0.30% | $96.70 | +1.9% | +17.9% | +23.6% | $14B |
| 42 | LULULululemon Athletica Inc. | 0.29% | $119.55 | -1.1% | -42.5% | -38.0% | $13B |
| 43 | DPZDomino's Pizza Inc | 0.25% | $350.94 | -0.8% | -15.8% | -20.5% | $12B |
| 44 | APTVAptiv PLC | 0.24% | $49.16 | +1.4% | -35.4% | -31.4% | $10B |
| 45 | NCLHNorwegian Cruise Line Holdings | 0.20% | $19.57 | +3.4% | -12.3% | -19.3% | $9B |
| 46 | WYNNWynn Resorts Limited | 0.20% | $102.39 | -0.6% | -14.9% | -9.0% | $11B |
| 47 | MGMMGM Resorts International | 0.19% | $44.07 | +0.2% | +20.8% | +24.5% | $11B |
| 48 | POOLPool Corporation | 0.15% | $200.53 | +0.6% | -12.3% | -35.9% | $7B |
Methodology#
Holdings and weights are sourced from the fund's portfolio as disclosed to the SEC on Form N-PORT — a public filing. Portfolio filings are quarterly (public ~60 days after quarter end), so we anchor on the latest one and roll each weight forward daily by that holding's price move, keeping the numbers current between filings; positions in stocks ChartRow doesn't track carry their filed weight unchanged and show "—" where we have no data. Returns are total returns (dividends reinvested). One row per company, not per ticker: when a fund holds more than one share class of the same company (Alphabet's GOOGL and GOOG, for example), we combine them into a single row whose weight is the sum of its classes. Past performance does not predict future returns; not investment advice.
FAQ#
- What are the top 10 holdings of XLY?
- XLY's top 10 holdings are Amazon.com Inc. (AMZN), 27.6%; Tesla Inc. (TSLA), 16.0%; The Home Depot Inc. (HD), 5.7%; Booking Holdings Inc. (BKNG), 3.9%; TJX Companies Inc. (TJX), 3.9%; McDonald's Corporation (MCD), 3.6%; Starbucks Corporation (SBUX), 2.8%; Lowe's Companies Inc. (LOW), 2.8%; DoorDash Inc. (DASH), 1.9%; Ross Stores Inc. (ROST), 1.8% — together about 70% of the fund, per its Mar 31, 2026 SEC filing with weights rolled forward to today.
- How many holdings does XLY have?
- Consumer Discretionary Select Sector SPDR Fund (XLY) held 48 positions as of its latest SEC N-PORT filing (Mar 31, 2026).
- How current are XLY's holdings?
- Funds disclose their full portfolio to the SEC on Form N-PORT; the quarter-end report becomes public about 60 days later. ChartRow anchors on the latest public filing (Mar 31, 2026) and rolls each weight forward daily by that holding's price move, so the weights shown estimate today rather than the filing date.
- Is ChartRow affiliated with XLY or State Street?
- No. ChartRow is independent and is not affiliated with, sponsored by, or endorsed by State Street or Consumer Discretionary Select Sector SPDR Fund. Everything on this page is derived independently from the fund's public SEC filings; fund names and trademarks belong to their owners. For information only — not investment advice.