XLY holdings — State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF

State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF (XLY) held 51 positions with net assets of $22.6B as of June 30, 2026, according to its Form N-PORT report to the SEC. Its top 10 holdings make up 69.2% of the fund, led by AMZN, TSLA, HD.

XLY top holdings

  1. AMZN Amazon.com Inc — 22.22% ($5.02B)
  2. TSLA Tesla Inc — 19.64% ($4.44B)
  3. HD Home Depot Inc/The — 5.83% ($1.32B)
  4. MCD McDonald's Corp — 4.15% ($939M)
  5. TJX TJX Cos Inc/The — 3.92% ($886M)
  6. BKNG Booking Holdings Inc — 3.44% ($776M)
  7. LOW Lowe's Cos Inc — 3.07% ($694M)
  8. SBUX Starbucks Corp — 2.90% ($655M)
  9. MAR Marriott International Inc/MD — 2.02% ($456M)
  10. Royal Caribbean Cruises Ltd — 1.97% ($445M)
  11. ORLY O'Reilly Automotive Inc — 1.90% ($429M)
  12. HLT Hilton Worldwide Holdings Inc — 1.87% ($423M)
  13. DASH DoorDash Inc — 1.74% ($393M)
  14. GM General Motors Co — 1.73% ($391M)
  15. ROST Ross Stores Inc — 1.71% ($385M)
  16. ABNB Airbnb Inc — 1.49% ($336M)
  17. F Ford Motor Co — 1.35% ($306M)
  18. AZO AutoZone Inc — 1.31% ($296M)
  19. EBAY eBay Inc — 1.23% ($279M)
  20. NKE NIKE Inc — 1.23% ($277M)
  21. CVNA Carvana Co — 1.17% ($265M)
  22. YUM Yum! Brands Inc — 1.10% ($248M)
  23. CMG Chipotle Mexican Grill Inc — 1.09% ($245M)
  24. DHI DR Horton Inc — 1.07% ($241M)
  25. Garmin Ltd — 0.97% ($219M)

What are XLY's top 10 holdings?

AMZN (22.2%), TSLA (19.6%), HD (5.8%), MCD (4.2%), TJX (3.9%), BKNG (3.4%), LOW (3.1%), SBUX (2.9%), MAR (2.0%), Royal Caribbean Cruises Ltd (2.0%).

How many stocks are in XLY?

State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF reported 51 holdings as of June 30, 2026.

All ETF and mutual fund holdings