The Consumer Discretionary Select Sector SPDR® Fund

Shareclass

The Consumer Discret Sel SectSPDR® ETF (XLY)

Type

Exchange-traded fund

Manager

State Street

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

64.7

percentile

Universe: Groups

Group: Sector Equity Funds

Ranking: 307 out of 867 funds

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Regular updates on sustainability risks and ethical concerns in everyday investment products

Sustainability report card

As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.

The Consumer Discretionary Select Sector SPDR® Fund XLY

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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Top scoring holdings

The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Marriott International Inc Class A
1.56% of assets
$301.66M invested
2. Hilton Worldwide Holdings Inc
1.55% of assets
$299.78M invested
3. Ford Motor Co
1.11% of assets
$215.3M invested
4. Hasbro Inc
0.23% of assets
$44.85M invested
5. General Motors Co
1.29% of assets
$248.73M invested
6. Expedia Group Inc
0.55% of assets
$106.94M invested
7. McDonald's Corp
4.8% of assets
$928.14M invested
8. Yum Brands Inc
1.2% of assets
$231.98M invested
9. eBay Inc
0.93% of assets
$180.4M invested
10. Starbucks Corp
2.6% of assets
$502.32M invested

Bottom scoring holdings

The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Lennar Corp Class A
0.72% of assets
$140.14M invested
2. NVR Inc
0.61% of assets
$118M invested
3. Garmin Ltd
0.82% of assets
$158.62M invested
4. O'Reilly Automotive Inc
2.32% of assets
$449.5M invested
5. Mohawk Industries Inc
0.16% of assets
$30.79M invested
6. Genuine Parts Co
0.47% of assets
$90.31M invested
7. Ulta Beauty Inc
0.52% of assets
$101.37M invested
8. D.R. Horton Inc
1.02% of assets
$197.99M invested
9. PulteGroup Inc
0.59% of assets
$114.76M invested
10. Ross Stores Inc
1.31% of assets
$253.4M invested

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Financial performance

Performance data provided by

Find more financial data on XLY at Morningstar.com

Gender Equality and Returns

Returns chart for The Consumer Discretionary Select Sector SPDR® Fund

Enlarge

The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.

Benchmarking tool

Current fund

XLY

The Consumer Discretionary Select Sector SPDR® Fund

Family

State Street

Category

Consumer Cyclical

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Higher 10-yr returns

2.6% more in annualized returns

Lower overall gender equality score

3 / 100 points lower

Lower gender balance in leadership and workforce score

1 / 40 points lower

Lower equal compensation and work life balance score

2 / 30 points lower

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

XLY

The Consumer Discretionary Select Sector SPDR® Fund

Family

State Street

Category

Consumer Cyclical

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Higher 10-yr returns

2.6% more in annualized returns

Lower overall gender equality score

3 / 100 points lower

Lower gender balance in leadership and workforce score

1 / 40 points lower

Lower equal compensation and work life balance score

2 / 30 points lower

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

XLY

The Consumer Discretionary Select Sector SPDR® Fund

Family

State Street

Category

Consumer Cyclical

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Higher 10-yr returns

2.6% more in annualized returns

Lower overall gender equality score

3 / 100 points lower

Lower gender balance in leadership and workforce score

1 / 40 points lower

Lower equal compensation and work life balance score

2 / 30 points lower

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Month-end trailing returns

Performance as of date: 4/30/25

Morningstar suggested benchmark: MSCI ACWI NR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
XLY - The Consumer Discretionary Select Sector SPDR® Fund

13%

7.54%

12%

11%

52 / 100 points

Benchmark

12%

10%

13%

8.76%

55 / 100 points

Fund compared to benchmark

1.25%

-2.92%

-1.15%

2.6%

3 / 100 points lower

Find more financial data on XLY at Morningstar.com

What's next?

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