Sector performance skewed decisively risk-off, with Energy the lone area of strength. Energy Select Sector SPDR Fund (XLE) rose +0.77%, supported by oil-price stability and renewed geopolitical focus on energy security.
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All other major sectors finished lower. Consumer Discretionary Select Sector SPDR Fund (XLY) led the downside at -2.59%, reflecting pressure on rate-sensitive and consumer-facing names. Financial Select Sector SPDR Fund (XLF) fell -1.72%, while Information Technology Select Sector SPDR Fund (XLK) declined -1.59%, as higher yields and continued scrutiny around AI spending weighed on growth valuations.
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Cyclical sectors also struggled, with Industrial Select Sector SPDR Fund (XLI) down -1.51% and Materials Select Sector SPDR Fund (XLB) off -1.07%. Defensive areas failed to provide shelter: Consumer Staples Select Sector SPDR Fund (XLP) fell -0.56%, Health Care Select Sector SPDR Fund (XLV) declined -0.64%, and yield-sensitive sectors like Utilities Select Sector SPDR Fund (XLU) and Real Estate Select Sector SPDR Fund (XLRE) slipped -0.28% and -0.22%, respectively.

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