Consumer Discretionary SPDR (XLY) — What Changed

Material changes in the AI committee's view · 22 events tracked · Detected nightly

← Overview📈 Rating History💰 Earnings📰 Recent Events🔄 What Changed📖 Thesis Evolution🔍 Similar Stocks
2026-08-01 MAJOR
▲ Agreement Shift

XLY's Committee agreement moved from 40.00% to 60.00% (+20.00pp, 1 day(s) apart).

40.00 → 60.00 (+20.0)

2026-08-01 MINOR
▲ Score Change

XLY's Committee score moved from 56.79 to 60.79 (+4.00, 1 day(s) apart).

56.79 → 60.79 (+4.0)

2026-08-01 MATERIAL
— Conviction Change

XLY's Committee conviction moved from contested to moderate (1 day(s) apart).

contested → moderate

2026-07-31 MAJOR
▼ Agreement Shift

XLY's Committee agreement moved from 60.00% to 40.00% (-20.00pp, 1 day(s) apart).

60.00 → 40.00 (-20.0)

2026-07-31 MINOR
▼ Score Change

XLY's Committee score moved from 58.71 to 56.79 (-1.92, 1 day(s) apart).

58.71 → 56.79 (-1.9)

2026-07-31 MATERIAL
— Conviction Change

XLY's Committee conviction moved from moderate to contested (1 day(s) apart).

moderate → contested

2026-07-30 MINOR
▼ Score Change

XLY's Committee score moved from 61.63 to 58.71 (-2.92, 1 day(s) apart).

61.63 → 58.71 (-2.9)

2026-07-28 MATERIAL
▲ Agreement Shift

XLY's Committee agreement moved from 50.00% to 60.00% (+10.00pp, 1 day(s) apart).

50.00 → 60.00 (+10.0)

2026-07-28 MINOR
▲ Score Change

XLY's Committee score moved from 57.91 to 61.63 (+3.72, 1 day(s) apart).

57.91 → 61.63 (+3.7)

2026-07-28 MATERIAL
— Conviction Change

XLY's Committee conviction moved from contested to moderate (1 day(s) apart).

contested → moderate

2026-07-25 MINOR
▲ Score Change

XLY's Committee score moved from 55.41 to 57.91 (+2.50, 1 day(s) apart).

55.41 → 57.91 (+2.5)

2026-07-24 MATERIAL
▼ Agreement Shift

XLY's Committee agreement moved from 60.00% to 50.00% (-10.00pp, 1 day(s) apart).

60.00 → 50.00 (-10.0)

2026-07-24 MINOR
▼ Score Change

XLY's Committee score moved from 59.47 to 55.41 (-4.06, 1 day(s) apart).

59.47 → 55.41 (-4.1)

2026-07-24 MATERIAL
— Conviction Change

XLY's Committee conviction moved from moderate to contested (1 day(s) apart).

moderate → contested

2026-07-23 MINOR
▲ Score Change

XLY's Committee score moved from 58.60 to 59.47 (+0.87, 1 day(s) apart).

58.60 → 59.47 (+0.9)

2026-07-21 MINOR
▼ Score Change

XLY's Committee score moved from 59.73 to 58.60 (-1.13, 1 day(s) apart).

59.73 → 58.60 (-1.1)

2026-07-18 MINOR
▼ Score Change

XLY's Committee score moved from 64.33 to 62.33 (-2.00, 1 day(s) apart).

64.33 → 62.33 (-2.0)

2026-07-17 MINOR
▼ Score Change

XLY's Committee score moved from 64.77 to 64.33 (-0.44, 1 day(s) apart).

64.77 → 64.33 (-0.4)

2026-07-15 MINOR
▼ Score Change

XLY's Committee score moved from 65.63 to 64.77 (-0.86, 1 day(s) apart).

65.63 → 64.77 (-0.9)

2026-07-14 MAJOR
▼ Agreement Shift

XLY's Committee agreement moved from 80.00% to 60.00% (-20.00pp, 1 day(s) apart).

80.00 → 60.00 (-20.0)

2026-07-14 MINOR
▼ Score Change

XLY's Committee score moved from 69.20 to 65.63 (-3.57, 1 day(s) apart).

69.20 → 65.63 (-3.6)

2026-07-14 MATERIAL
— Conviction Change

XLY's Committee conviction moved from high to moderate (1 day(s) apart).

high → moderate

How Change Detection Works

Every night, Innellis compares the committee's latest scores against the previous session. Changes are recorded only when they cross documented materiality thresholds — score moves, rating transitions, conviction shifts, and analyst agreement changes. Small day-to-day noise is deliberately filtered out. View full score history →