Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Select Sector Spdr Tr (XLB)

900 + 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
↑ +105
Streak
3Q ▲
Buyers last Q
61%

Smart Money Signals — XLB

Based on 912 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
912 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.
📶

Steady growth — +17% more funds vs a year ago

fund count last 6Q
+131 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 61% buying

530 buying333 selling
Last quarter: 530 funds were net buyers (184 opened a brand new position + 346 added to an existing one). Only 333 were sellers (254 trimmed + 79 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: 76 → 89 → 135 → 184. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 17% medium ■ 19% new
585 out of 912 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.
🚀

Acceleration phase — new buyers rushing in

89 → 76 → 89 → 135 → 184 new funds/Q
New funds entering each quarter: 76 → 89 → 135 → 184. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 70% veterans vs 19% newcomers

■ 70% veterans ■ 10% 1-2yr ■ 19% new
Entry-cohort mix of 954 holders: 672 (70%) are 2+ year veterans, 100 entered 1–2 years ago, and 182 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 49% AUM from top-100 funds

49% from top-100 AUM funds
40 of 901 holders are among the 100 largest funds by AUM, controlling 49% 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.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 Q1, 530 hedge funds were net buyers of XLB (184 opened a new position, 346 added to an existing one), while 333 reduced or exited (254 trimmed, 79 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 49% of total institutional value in XLB is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +105 funds (more new holders than closures). Total institutional holders: 912.

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 Q1 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 March 31, 2026 · 77d ago
XLB
+5.5%
SPY
+15.9%

XLB outperformed SPY by -10.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 32d ago
XLB
+4.8%
SPY
+2.0%

Since the filing became public, XLB outperformed SPY by +2.8% .

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 ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

41 top-rated funds 10 high-conviction
Consensus
7.0
/ 10
breadth
×
Elite
3.7
/ 10
conviction
Hedge Fund Positioning: XLB
900 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 900 807 11.52%
13F Shares 169M 160M 5.44%
Total Value $8.18B $7.18B 13.94%
New Positions 181 135 +46
Increased Positions 328 639 -311
Closed Positions 88 98 -10
Reduced Positions 242 27 +215
Total Calls 30 20 50.0%
Total Puts 23 26 -11.54%
PUT/CALL Ratio 0.77 1.3 Neutral

Statistics: XLB

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Institutional Holders (2026 Q1)

900 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Algorithmic Investment Models, LLC 7.05% 114,338 $5.7M
2 TTP Investments, Inc. 6.28% 301,686 $15.1M
3 Bellwether Advisors, LLC 5.78% 682,542 $34.1M
4 LifePlan Financial, LLC 5.53% 149,798 $7.5M
5 Gates Capital Management, Inc. 5.53% 4,050,000 $202.4M
6 Srb Corp 5.31% 1,729,580 $86.4M
7 Provident Co of the Employees of the Hebrew University LTD 4.77% 60,586 $3.0M
8 Biltmore Wealth Management, LLC 4.49% 252,445 $12.6M
9 Strategic Equity Management 3.81% 202,891 $10.1M
10 Thor Trading Advisors, LLC 3.39% 163,894 $8.2M
11 University of Illinois Foundation 3.13% 305,264 $15.3M
12 Artesa Financial Group, LLC 3.09% 64,818 $3.2M
13 Moneywise, INC. 2.71% 124,180 $6.2M
14 Fearless Solutions, LLC dba Best Invest 2.70% 89,499 $4.5M
15 One Wealth Map LLC 2.69% 111,659 $5.7M
16 Peak Retirement Planning, Inc. 2.63% 264,006 $13.2M
17 Private Wealth Advisors, LLC 2.59% 184,000 $9.2M
18 Floyd Financial Group LLC 2.48% 72,519 $3.7M
19 Stapp Wealth Management, Pllc 2.20% 34,521 $1.7M
20 Risk Paradigm Group, LLC 2.20% 51,555 $2.6M
21 Perbak Capital Partners LLP 2.11% 171,243 $8.6M
22 Mader & Shannon Wealth Management, Inc. 2.10% 90,724 $4.5M
23 Northstar Advisory Group, LLC 1.92% 103,410 $5.2M
24 Innova Wealth Partners 1.68% 71,118 $3.6M
25 Jmac Enterprises LLC 1.68% 175,228 $8.8M
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 — 3 quarters in a row: For 3 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 — 61% buying: Last quarter: 530 funds were net buyers (184 opened a brand new position + 346 added to an existing one). Only 333 were sellers (254 trimmed + 79 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for XLB holders?

Elite ownership — 49% AUM from top-100 funds: 40 of 901 holders are among the 100 largest funds by AUM, controlling 49% 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?

64% of holders stayed for 2+ years: 585 out of 912 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 Q1 hedge fund 13F filings?

As of today, XLB has moved +4.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +2.8%. Since the quarter end (March 31, 2026), XLB has gained +5.5% vs +15.9% 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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