📊 Sector Rotation Tracker

Muffett Investments  ·  Updated: 01 Jul 2026 17:14 UTC  ·  Source: Yahoo Finance

S&P 500 Sector Heatmap — Weekly Returns
XLV
Healthcare
+3.9%
1W    |  1Q: +8.3%
XLY
Consumer Disc
+3.3%
1W    |  1Q: +8.5%
XLC
Communication
+3.3%
1W    |  1Q: -0.8%
XLI
Industrials
+2.3%
1W    |  1Q: +12.4%
XLF
Financials
+2.2%
1W    |  1Q: +11.4%
XLK
Technology
+1.9%
1W    |  1Q: +38.4%
XLB
Materials
+0.1%
1W    |  1Q: +1.9%
XLRE
Real Estate
-0.2%
1W    |  1Q: +9.4%
XLE
Energy
-1.2%
1W    |  1Q: -9.6%
XLP
Consumer Staples
-1.5%
1W    |  1Q: +2.8%
XLU
Utilities
-1.7%
1W    |  1Q: -2.3%
Tech Thematic ETF Heatmap — Weekly Returns
CIBR
Cyber
+9.5%
1W    |  1Q: +45.4%
IGV
Software
+9.3%
1W    |  1Q: +18.1%
CLOU
Cloud
+8.7%
1W    |  1Q: +18.6%
ESPO
Gaming
+6.3%
1W    |  1Q: +0.7%
FINX
FinTech
+5.1%
1W    |  1Q: +11.7%
SHLD
Defense
+4.7%
1W    |  1Q: -16.1%
FDN
Internet
+4.6%
1W    |  1Q: +14.8%
XSD
Semis EW
+2.4%
1W    |  1Q: +81.9%
SNSR
IoT
+1.9%
1W    |  1Q: +32.6%
WTAI
AI
+1.5%
1W    |  1Q: +56.4%
QTUM
Quantum
+1.1%
1W    |  1Q: +48.2%
AIQ
AI Compute
+1.1%
1W    |  1Q: +35.4%
SMH
Semis
+0.7%
1W    |  1Q: +59.0%
GRID
Grid
+0.6%
1W    |  1Q: +13.4%
SOXX
Semis (SOXX)
+0.4%
1W    |  1Q: +78.5%
LIT
Battery
-0.3%
1W    |  1Q: +5.7%
NLR
Nuclear
-2.9%
1W    |  1Q: -13.7%
DTCR
Data Center
-3.6%
1W    |  1Q: +22.9%
DAPP
Blockchain
-4.4%
1W    |  1Q: +30.9%
S&P 500 Sector ETFs — Relative Strength Ranking
#TickerNamePrice 1Wvs Prev Wk 1M 1Qvs Prev Qtr RS Score
1 XLK Technology $186.5 +1.9% ▲ +3.6% -4.6% +38.4% ▲ +44.8% Strong +23.8
2 XLI Industrials $184.37 +2.3% ▲ +1.9% +7.2% +12.4% ▲ +8.0% Strong +8.4
3 XLF Financials $54.88 +2.2% ▲ +3.0% +7.1% +11.4% ▲ +20.9% Strong +7.7
4 XLV Healthcare $159.27 +3.9% ▲ +3.2% +8.2% +8.3% ▲ +12.9% Strong +6.5
5 XLY Consumer Disc $118.86 +3.3% ▲ +6.0% +0.8% +8.5% ▲ +15.5% Strong +6.4
6 XLRE Real Estate $44.42 -0.2% ▲ +0.2% +3.6% +9.4% ▲ +7.3% Strong +5.6
7 XLB Materials $51.21 +0.1% ▲ +2.7% +0.9% +1.9% ▼ -8.0% Neutral +1.2
8 XLP Consumer Staples $83.18 -1.5% ▼ -0.8% +2.1% +2.8% ▼ -2.6% Neutral +1.1
9 XLC Communication $110.05 +3.3% ▲ +8.2% -4.6% -0.8% ▲ +3.7% Neutral +0.8
10 XLU Utilities $44.75 -1.7% ▼ -3.4% +4.5% -2.3% ▼ -9.8% Weak -2.1
11 XLE Energy $52.94 -1.2% ▲ +1.3% -7.0% -9.6% ▼ -39.6% Lagging -6.2
Tech Thematic ETFs — Relative Strength Ranking
#TickerNamePrice 1Wvs Prev Wk 1M 1Qvs Prev Qtr RS Score
1 XSD Semis EW $604.15 +2.4% ▲ +3.4% +0.5% +81.9% ▲ +82.8% Strong +50.1
2 SOXX Semis (SOXX) $604.08 +0.4% ▼ -1.3% +5.7% +78.5% ▲ +70.5% Strong +47.3
3 SMH Semis $623.28 +0.7% ▲ +0.2% +2.5% +59.0% ▲ +54.0% Strong +35.7
4 WTAI AI $45.3 +1.5% ▲ +2.0% -1.2% +56.4% ▲ +58.5% Strong +34.4
5 CIBR Cyber $91.72 +9.5% ▲ +11.0% -2.5% +45.4% ▲ +55.9% Strong +31.0
6 QTUM Quantum $161.68 +1.1% ▲ +2.4% -0.6% +48.2% ▲ +50.8% Strong +29.4
7 AIQ AI Compute $64.1 +1.1% ▲ +3.0% -7.7% +35.4% ▲ +43.4% Strong +21.7
8 SNSR IoT $49.78 +1.9% ▲ +4.4% -3.2% +32.6% ▲ +32.2% Strong +20.3
9 DAPP Blockchain $19.42 -4.4% ▲ +2.9% -15.5% +30.9% ▲ +47.6% Strong +16.8
10 CLOU Cloud $23.42 +8.7% ▲ +13.5% -11.2% +18.6% ▲ +29.2% Strong +14.6
11 IGV Software $94.22 +9.3% ▲ +15.0% -12.5% +18.1% ▲ +40.4% Strong +14.6
12 DTCR Data Center $29.81 -3.6% ▼ -2.3% -5.8% +22.9% ▲ +12.0% Strong +12.3
13 FDN Internet $270.93 +4.6% ▲ +8.9% -6.5% +14.8% ▲ +26.0% Strong +10.7
14 FINX FinTech $25.52 +5.1% ▲ +7.6% -3.9% +11.7% ▲ +34.0% Strong +9.1
15 GRID Grid $188.43 +0.6% ▲ +2.7% -2.2% +13.4% ▲ +6.3% Strong +8.3
16 LIT Battery $78.36 -0.3% ▲ +5.3% -8.6% +5.7% ▼ -6.6% Rising +3.3
17 ESPO Gaming $91.59 +6.3% ▲ +9.2% +0.9% +0.7% ▲ +14.1% Rising +2.9
18 SHLD Defense $61.47 +4.7% ▲ +12.5% -6.0% -16.1% ▼ -26.7% Lagging -7.8
19 NLR Nuclear $115.96 -2.9% ▲ +1.2% -12.1% -13.7% ▼ -14.7% Lagging -9.4
RS Score = 40% weekly return + 60% quarterly return  ·  vs Prev Wk/Qtr = change in return vs the prior equivalent period  ·  Ranked strongest → weakest