Major Movers, October 23, 2026

S&P 500 ETF (SPY) is down 0.4% in the regular session. Energy Select is the lone sector gainer at +2.0%, with crude futures extending gains on Middle East tension and after the US authorized release of up to 400,000 barrels from the Strategic Petroleum Reserve to address a Louisiana refinery disruption. Industrials Select is the weakest sector at -2.0%, followed by Consumer Discretionary Select (-1.4%), Health Care Select and Consumer Staples Select (both -1.0%), and Financials Select (-0.8%), where American Express fell 2.4% after announcing plans to cut 5% of its workforce. Real Estate Select bucked the trend, up 0.6%, led by sharp gains in Crown Castle (+11.3%), SBA Communications (+6.6%) and American Tower (+6.1%). Technology Select was roughly flat at +0.2%, with Apple touching a record high, up 0.4%.

Factor ETFs skewed defensive, with most down between 0.4% and 0.9% and little differentiation. Within mega-cap growth, Chevron (+2.1%) and ExxonMobil (+2.0%) led on the oil move, while Accenture (-4.1%) and GE Aerospace (-3.7%) lagged. Elsewhere, Oil & Gas E&P ETF rose 2.1% and Airlines ETF fell 3.0% alongside Aerospace & Defense ETF (-2.8%).

Among individual names outside the sector groupings, moves were broad-based with no single pattern tying the gainers or losers together.

Omnicom Group +3.1%
Sandisk +2.0%
SpaceX (SPCX) +2.0%
Lumentum Holdings +1.8%
Strategy +1.8%
Comfort Systems USA -10.1%
Credo Technology Group -9.2%
Dollar Tree -5.9%
AT&T -5.0%
United Rentals -4.5%

Thematic funds were active: VanEck Data Center Supply Chain ETF gained 2.5% while Aerospace & Defense ETF fell 2.8% and Defense ETF (ITA) dropped 2.3%. Regionally, Global X Data Center & Digital Infrastructure ETF rose 2.7% and iShares MSCI Spain ETF gained 2.1%. In commodities, Crude Oil ETF rose 3.0% and Brent Oil ETF gained 2.3%, while Natural Gas ETF fell 2.5%.