Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Select Sector Spdr Tr (XLB)

920 + Investors. Track Smart Money conviction in XLB. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +23
Streak
4Q ▲
Buyers last Q
57%

Smart Money Signals — XLB

Based on 936 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added XLB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
936 hedge funds hold XLB right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +23% more funds vs a year ago

fund count last 6Q
+172 new funds entered over the past year (+23% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 57% buying

521 buying390 selling
Last quarter: 521 funds bought or added vs 390 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-51 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 90 → 136 → 185 → 134. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 17% medium ■ 20% new
592 out of 936 hedge funds have held XLB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

77 → 90 → 136 → 185 → 134 new funds/Q
New funds entering each quarter: 90 → 136 → 185 → 134. A growing number of institutions are discovering XLB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 70% veterans vs 21% newcomers

■ 70% veterans ■ 9% 1-2yr ■ 21% new
Entry-cohort mix of 973 holders: 682 (70%) are 2+ year veterans, 90 entered 1–2 years ago, and 201 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds
41 of 926 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in XLB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — XLB

In 2026 Q2, 521 hedge funds were net buyers of XLB (134 opened a new position, 387 added to an existing one), while 390 reduced or exited (279 trimmed, 111 sold completely) — a 57% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 43% of total institutional value in XLB is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +23 funds (more new holders than closures). Total institutional holders: 936.

Hedge Fund Ownership: XLB

How many hedge funds hold XLB — quarterly history vs. share price
Quarterly hedge fund ownership of XLB vs. share price

Market Analysis: XLB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XLB

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Select Sector Spdr Tr (XLB) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much XLB has moved relative to its sector benchmark (SPY) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 78d ago
XLB
-0.2%
SPY
+5.2%

XLB outperformed SPY by -5.4% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 33d ago
XLB
-3.4%
SPY
-2.3%

Since the filing became public, XLB outperformed SPY by -1.1% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

27 top-rated funds 10 high-conviction
Consensus
6.3
/ 10
breadth
×
Elite
3.2
/ 10
conviction
Hedge Fund Positioning: XLB
920 + Investors

Track Smart Money conviction in XLB. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 920 913 0.77%
13F Shares 168M 169M -0.62%
Total Value $9.30B $8.19B 13.61%
New Positions 132 185 -53
Increased Positions 375 335 +40
Closed Positions 115 82 +33
Reduced Positions 267 244 +23
Total Calls 26 30 -13.33%
Total Puts 21 23 -8.7%
PUT/CALL Ratio 0.81 0.77 Neutral

Statistics: XLB

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Short % of Float --

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Institutional Holders (2026 Q2)

920 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in XLB. Verified SEC 13F-HR filings.

QUARTER:
Top 25 XLB holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Algorithmic Investment Models, LLC 6.06% 102,938 $5.2M
2 Gates Capital Management, Inc. 5.50% 4,500,000 $228.7M
3 LifePlan Financial, LLC 5.31% 149,110 $7.6M
4 Srb Corp 4.73% 1,729,580 $87.9M
5 Biltmore Wealth Management, LLC 4.34% 273,577 $13.9M
6 Curat Global, LLC 3.59% 29,690 $4.4M
7 CTC Alternative Strategies, Ltd. 3.33% 45,354 $2.3M
8 Surience Private Wealth LLC 2.77% 62,046 $3.2M
9 Artesa Financial Group, LLC 2.73% 62,829 $3.2M
10 One Wealth Map LLC 2.70% 115,018 $6.0M
11 Ameraudi Asset Management, Inc. 2.57% 111,454 $5.7M
12 WestEnd Advisors, LLC 2.53% 2,229,844 $113.3M
13 Thor Trading Advisors, LLC 2.48% 155,268 $7.9M
14 Risk Paradigm Group, LLC 2.46% 61,687 $3.1M
15 Floyd Financial Group LLC 2.38% 71,896 $3.6M
16 Fearless Solutions, LLC dba Best Invest 2.38% 88,508 $4.5M
17 Provident Co of the Employees of the Hebrew University LTD 2.35% 60,586 $3.1M
18 Sumitomo Mitsui Financial Group, INC. 2.35% 2,441,186 $124.1M
19 Stapp Wealth Management, Pllc 2.30% 34,637 $1.8M
20 Private Wealth Advisors, LLC 2.30% 176,767 $9.0M
21 Mader & Shannon Wealth Management, Inc. 2.22% 93,676 $4.8M
22 Graetz Wealth LLC 2.22% 54,699 $2.8M
23 Orca Investment Management, LLC 2.21% 59,928 $3.0M
24 Horizon Wealth Management, LLC 2.21% 340,689 $17.3M
25 ClearAlpha Technologies LP 2.19% 25,114 $1.3M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Select Sector Spdr Tr (XLB)

What does the Smart Money Trend signal show for XLB?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added XLB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for XLB?

Slight buying edge — 57% buying: Last quarter: 521 funds bought or added vs 390 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for XLB holders?

Elite ownership — 43% AUM from top-100 funds: 41 of 926 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in XLB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held XLB?

63% of holders stayed for 2+ years: 592 out of 936 hedge funds have held XLB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Select Sector Spdr Tr (XLB) following the 2026 Q2 hedge fund 13F filings?

As of today, XLB has moved -3.4% since the 2026 Q2 13F filing date (August 14, 2026), compared to -2.3% for the SPY sector ETF — an outperformance of -1.1%. Since the quarter end (June 30, 2026), XLB has gained -0.2% vs +5.2% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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