Exchange-traded funds tracking the homebuilding sector were the biggest winners of a losing session Monday, as several holdings surged. Standard Pacific ( SPF) jumped nearly 15%, while Hovnanian ( HOV), Toll Brothers ( TOL), Beazer Homes ( BZH) and Meritage Homes ( MTH) jumped 5% or more. The SPDR S&P Homebuilders ( XHB) was jumping $1.08, or 5.2%, to $21.98. The iShares Dow Jones U.S. Home Construction ( ITB) rose 90 cents, or 4.6%, to $20.30. Retail-related ETFs were also gaining ground, as Lowe's ( LOW), Costco Wholesale ( COST), PetSmart ( PETM) and Kroger ( KR) were all higher by at least 1%. The SPDR S&P Retail ( XRT) was up 57 cents, or 1.5%, at $37.95. The Retail HOLDRs ( RTH) added 63 cents, or 0.7%, to $97.11. The PowerShares Dynamic Retail ( PMR) was higher by 22 cents, or 1.3%, to $17.27. Meanwhile, energy-related ETFs were the worst performers to start the week as oil prices pulled back after setting an all-time high Friday. Crude was recently down $1.69 to $86.91. The Ultra Oil & Gas ProShares ( DIG) dropped $5.41, or 4.9%, to $104.40. The iShares Dow Jones U.S. Energy ( IYE) was losing $3.07, or 2.4%, to $126.81. The iShares Dow Jones U.S. Oil & Gas Exploration ( IEO) was down $1.49, or 2.4%, to $60.87. Bundled securities tracking basic materials were also lower after chemicals maker Rohm & Haas ( ROH) said it will raise prices for most of its chemical products by 5% to 15% at the end of the month. The stock, as well as Monsanto ( MON), DuPont ( DD) and Dow Chemical ( DOW), was losing about 1%. Meanwhile, metals and mining stocks were losing ground as commodity futures tumbled. Newmont Mining ( NEM), Freeport-McMoRan ( FCX) and Alcoa ( AA) were all trading lower. The Rydex S&P Equal Weight Materials ( RTM) was losing $2.36, or 4%, to $57.05. The Ultra Basic Materials ProShares ( UYM) was down $3.35, or 3.5%, to $93.72. The iShares S&P Global Materials ( MXI) was falling $2.11, or 2.7%, to $76.61.