SELECT SECTOR SPDR TR (XLB): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

SELECT SECTOR SPDR TR (XLB)

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

Smart Money Signals — XLB

Based on 742 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 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 (99% of max)

99% of all-time peak

742 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.

〰️

Stable — ownership unchanged year-over-year

fund count last 6Q

The number of hedge funds holding XLB is almost the same as a year ago (-6 funds, -1% change). No significant rush to buy or sell — institutional backing is holding steady.

🟢

More buyers than sellers — 85% buying

717 buying129 selling

Last quarter: 717 funds were net buyers (130 opened a brand new position + 587 added to an existing one). Only 129 were sellers (35 trimmed + 94 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+49 vs last Q)

new funds entering per quarter

Funds opening a new XLB position: 84 → 67 → 81 → 130. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

70% of holders stayed for 2+ years

■ 70% conviction (2yr+) ■ 17% medium ■ 13% new

517 out of 742 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.

💎

Buying through price weakness — shares +103%, value +3%

Value

+3%

+102%

Last quarter: funds added +103% more shares while total portfolio value only changed +3%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

📈

Growing discovery — still being found

109 → 84 → 67 → 81 → 130 new funds/Q

New funds entering each quarter: 84 → 67 → 81 → 130. A growing number of institutions are discovering XLB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Deep conviction — 72% of holders stayed 2+ years

■ 72% veterans ■ 11% 1-2yr ■ 17% new

Of 774 current holders: 561 (72%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

🏆

Elite ownership — 41% AUM from top-100 funds

41% from top-100 AUM funds

27 of 742 holders are among the 100 largest funds by AUM, controlling 41% 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.

3.3

out of 10

Low Exit Risk

Exit risk score 3.3/10 — 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.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	774	748	3.48%
13F Shares	154M	76M	102.54%
Total Value	$6.99B	$6.75B	3.48%
New Positions	133	86	+47
Increased Positions	667	282	+385
Closed Positions	102	87	+15
Reduced Positions	45	306	-261
Total Calls	20	26	-23.08%
Total Puts	25	28	-10.71%
PUT/CALL Ratio	1.25	1.08	Bearish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

774

748

3.48%

13F Shares

154M

76M

102.54%

Total Value

$6.99B

$6.75B

3.48%

New Positions

133

+47

Increased Positions

667

282

+385

Closed Positions

102

+15

Reduced Positions

306

-261

Total Calls

-23.08%

Total Puts

-10.71%

PUT/CALL Ratio

1.25

1.08

Bearish

Institutional Holders (2026 Q1)

774 + investors

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

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 25 institutional holders of XLB — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	TTP Investments, Inc.	6.28%	301,686	$15.1M
2	LifePlan Financial, LLC	5.53%	149,798	$7.5M
3	Rye Brook Capital LLC	4.61%	100,100	$5K
4	Biltmore Wealth Management, LLC	4.49%	252,445	$12.6M
5	Strategic Equity Management	3.81%	202,891	$10.1M
6	Artesa Financial Group, LLC	3.09%	64,818	$3.2M
7	MONEYWISE, INC.	2.71%	124,180	$6.2M
8	Fearless Solutions, LLC dba Best Invest	2.70%	89,499	$4.5M
9	FLOYD FINANCIAL GROUP LLC	2.48%	72,519	$3.7M
10	STAPP WEALTH MANAGEMENT, PLLC	2.20%	34,521	$1.7M
11	Mader & Shannon Wealth Management, Inc.	2.10%	90,724	$4.5M
12	Northstar Advisory Group, LLC	1.92%	103,410	$5.2M
13	Innova Wealth Partners	1.68%	71,118	$3.6M
14	CFC Planning Co LLC	1.60%	44,738	$2.2M
15	BNC WEALTH MANAGEMENT, LLC	1.58%	114,079	$5.7M
16	SOUTHERN CAPITAL SERVICES INC /ADV	1.51%	47,053	$2.4M
17	Ayalon Insurance Comp Ltd.	1.44%	141,279	$7K
18	ES4, LLC	1.36%	42,124	$2.1M
19	RCW Management, LLC	1.33%	25,934	$1.3M
20	HARBOUR INVESTMENT MANAGEMENT LLC	1.32%	48,526	$2.4M
21	Sharper & Granite LLC	1.31%	76,893	$3.8M
22	Econ Financial Services Corp	1.28%	55,197	$2.8M
23	CONSCIOUS WEALTH INVESTMENTS, LLC	1.23%	43,104	$2.2M
24	Luminist Capital LLC	1.20%	18,085	$904K
25	Redhawk Wealth Advisors, Inc.	1.15%	209,208	$10.5M

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 — 2 quarters in a row: For 2 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?

More buyers than sellers — 85% buying: Last quarter: 717 funds were net buyers (130 opened a brand new position + 587 added to an existing one). Only 129 were sellers (35 trimmed + 94 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for XLB holders?

Elite ownership — 41% AUM from top-100 funds: 27 of 742 holders are among the 100 largest funds by AUM, controlling 41% 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?

70% of holders stayed for 2+ years: 517 out of 742 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.

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.

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SELECT SECTOR SPDR TR (XLB)

Smart Money Signals — XLB

Buying streak — 2 quarters in a row

At the ownership peak (99% of max)

Stable — ownership unchanged year-over-year

More buyers than sellers — 85% buying

More new buyers each quarter (+49 vs last Q)

70% of holders stayed for 2+ years

Buying through price weakness — shares +103%, value +3%

Growing discovery — still being found

Deep conviction — 72% of holders stayed 2+ years

Elite ownership — 41% AUM from top-100 funds

Hedge Fund Ownership: XLB

Market Analysis: XLB

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: XLB

Hedge Fund Positioning: XLB

Statistics: XLB

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — SELECT SECTOR SPDR TR (XLB)

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