XLY was the top performer among the nine sector SPDR ETFs in 2013. S&P Capital IQ has a five-star rating on shares of Dow component Walt Disney (NYSEArca: DIS) and a four-star rating on Comcast (NasdaqGS: CMCSA). Those stocks combine for 13% of XLY’s weight. [A Mixed View on Discretionary ETFs]
XLY has been restrained this year by an 11.4% decline by Amazon (NasdaqGM: AMZN) and a 5% drop in shares of Home Depot (NYSE: HD). Those stocks combine for nearly 12% of XLY’s weight.
Chart Courtesy: J.C. Parets, Eagle Bay Capital
ETF Trends editorial team contributed to this post. Tom Lydon’s clients own shares of Amazon.