Interesting to note the 3 good performers:
- Technology, Financials, and Consumer Discretionary
The 3 middle performers:
- Energy, Industrials, and Materials
And the 3 bottom performers:
- Healthcare, Consumer Staples, and Utilities
For the 3 good performers, one caution is the component cause. XLY contains significant exposure to Sears which has returned 163% YTD and skewing the numbers considerably. That is obviously not sustainable. XLF, the financial ETF has noticably leveled off and has failed to make much headway since beginning of Feb, essentially flat for the last 1.5 months. XLK, the technology tracker is still doing well and likely the main component pushing the S&P up, with a significant portion of that coming from AAPL.
Source: SPDR Sector Tracker