Updated from 12:17 p.m. EDT with new stock prices.

Energy-related exchange-traded funds were the best performers of Monday's session, as oil prices rose past $85 a barrel for the first time ever.

Crude has already been hovering around its all-time high, and news of tensions between Turkey and Kurdish rebels in northern Iraq has been supporting prices in recent days. Oil was jumping $1.45 to $85.14 a barrel.

The Ultra Oil & Gas ProShares ( DIG) added $2.65, or 2.26%, to $119.97. The United States Oil ( USO) was gaining $1.93, or 2.98%, to $65.93. The iPath S&P GSCI Crude Oil Index ( OIL) was up $1.41, or 2.98%, to $48.77.

The United States Natural Gas ( UNG) ETF was also advancing as natural gas prices jumped 35 cents to $7.32 per million British thermal units. Recently, the ETF was up $2.54, or 6.52%, to $41.45.

Not surprisingly, homebuilders were among the worst decliners to start the week. Among individual names, Hovnanian ( HOV), Toll Brothers ( TOL), Beazer Homes ( BZH), Ryland ( RYL), D.R. Horton ( DHI) and Standard Pacific ( SPF) dropped at least 2.5% each.

The SPDR S&P Homebuilders ( XHB) was losing 81 cents, or 3.52%, to $22.18. The iShares Dow Jones U.S. Home Construction ( ITB) slid 87 cents, or 4.01%, to $20.85.

Bundled securities tracking financials were also under pressure following a weak earnings report from Citigroup ( C). Despite tempering expectations two weeks ago with an earnings preannouncement, Citi was still a drag on the financial sector after it said third-quarter earnings were down 57% from a year ago. Shares of Citi were down 3.41%.

The Ultra Financials ProShares ( UYG) slumped $2.14, or 3.52%, to $58.63. The Financial Select Sector SPDR ( XLF) was off 82 cents, or 2.31%, to $34.72. The iShares Dow Jones U.S. Financial Sector ( IYF) was down $2.37, or 2.09%, to $111.19.

Retail ETFs also lost ground. Wal-Mart ( WMT), Lowe's ( LOW), Home Depot ( HD), Target ( TGT) and Amazon.com ( AMZN) were all lower.

The SPDR S&P Retail ( XRT) shed $1.05, or 2.59%, to $39.50. The PowerShares Dynamic Retail ( PMR) was lower by 37 cents, or 2.03%, to $17.90. The Retail HOLDRs ( RTH) sank $1.25, or 1.22%, to $100.85.

Internet-related ETFs were affected by a 2.02% loss in shares of BEA Systems ( BEAS). On Friday, BEA soared 38% after rejecting a takeover bid from Oracle ( ORCL), saying the proposed deal undervalued the company. Recently, though, BEA gave back more than 2%.

Among other Internet-related names, E*Trade Financial ( ETFC), Yahoo! ( YHOO), RealNetworks ( RNWK) and eBay ( EBAY) slid 2% or more.

The Internet Infrastructure HOLDRs ( IIH) ETF was losing 13 cents, or 2.22%, to $5.72. The Internet HOLDRs ( HHH) was down $1.28, or 1.90%, to $66.05.