Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Select Sector Spdr Tr (XLC)

1K + Investors. Track Smart Money conviction in XLC. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -30
Streak
1Q ▼
Buyers last Q
47%

Smart Money Signals — XLC

Based on 1163 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their XLC positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
1,163 hedge funds hold XLC 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 — +6% more funds vs a year ago

fund count last 6Q
+64 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 47% buying

535 buying595 selling
Last quarter: 595 funds reduced or exited vs 535 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-25 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 114 → 167 → 146 → 121. 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.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 22% medium ■ 18% new
695 out of 1,163 hedge funds have held XLC 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.
➡️

Steady discovery — ~121 new funds/quarter

139 → 114 → 167 → 146 → 121 new funds/Q
New funds entering each quarter: 114 → 167 → 146 → 121. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 62% veterans vs 23% newcomers

■ 62% veterans ■ 15% 1-2yr ■ 23% new
Entry-cohort mix of 1,192 holders: 742 (62%) are 2+ year veterans, 178 entered 1–2 years ago, and 272 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds
41 of 1157 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in XLC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 — XLC

In 2026 Q2, 535 hedge funds were net buyers of XLC (121 opened a new position, 414 added to an existing one), while 595 reduced or exited (444 trimmed, 151 sold completely) — a 47% buyer ratio, indicating roughly balanced activity. 50% of total institutional value in XLC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -30 funds (more exits than new entries). Total institutional holders: 1163.

Hedge Fund Ownership: XLC

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

Market Analysis: XLC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XLC

-- --

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

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

Signal Freshness measures how much XLC 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
XLC
+5.5%
SPY
+5.2%

XLC outperformed SPY by +0.3% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 33d ago
XLC
+0.0%
SPY
-2.3%

Since the filing became public, XLC outperformed SPY by +2.3% .

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.

28 top-rated funds 19 high-conviction
Consensus
6.3
/ 10
breadth
×
Elite
3.8
/ 10
conviction
Hedge Fund Positioning: XLC
1K + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 1144 1193 -4.11%
13F Shares 195M 190M 3.09%
Total Value $23.36B $19.89B 17.43%
New Positions 115 146 -31
Increased Positions 408 414 -6
Closed Positions 158 140 +18
Reduced Positions 434 434 -
Total Calls 16 12 33.33%
Total Puts 17 17 -
PUT/CALL Ratio 1.06 1.42 Neutral

Statistics: XLC

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

1K + investors

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

QUARTER:
Top 25 XLC holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Comprehensive Wealth Management, LLC 11.22% 229,179 $24.6M
2 Innealta Capital, LLC 8.47% 148,093 $15.9M
3 IMZ Advisory Inc 7.89% 232,536 $24.9M
4 Theory Financial LLC 6.65% 197,004 $21.1M
5 WestEnd Advisors, LLC 5.26% 2,203,231 $236.0M
6 Srb Corp 4.61% 800,774 $85.8M
7 J.Safra Asset Management Corp 4.37% 886,360 $95.0M
8 Affinity Wealth Management LLC 4.22% 305,887 $32.8M
9 Bonfire Financial 3.74% 54,331 $5.8M
10 CTC Alternative Strategies, Ltd. 3.46% 22,378 $2.4M
11 Moss Adams Wealth Advisors LLC 3.38% 504,352 $54.0M
12 Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 3.12% 221,100 $23.7M
13 Cdm Financial Counseling Services, INC. 3.11% 33,659 $3.6M
14 Markin Asset Management, LP 3.10% 33,833 $3.6M
15 Cooksen Wealth, LLC 3.08% 45,674 $4.9M
16 Biltmore Wealth Management, LLC 2.94% 88,050 $9.4M
17 Keystone Global Partners, LLC 2.93% 72,244 $7.7M
18 McCollum Christoferson Group LLC 2.77% 104,120 $9.4M
19 Sava Penzisko Drushtvo A.D. Skopje 2.75% 51,575 $10.3M
20 Terra Nova Asset Management LLC 2.72% 41,526 $4.4M
21 Bellwether Advisors, LLC 2.71% 170,958 $18.3M
22 Evolution Wealth Advisors, LLC 2.69% 214,679 $23.0M
23 Foronjy Financial LLC 2.68% 68,081 $7.3M
24 Peak Retirement Planning, Inc. 2.64% 155,779 $16.7M
25 Ciovacco Capital Management LLC 2.58% 54,106 $5.8M
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 (XLC)

What does the Smart Money Trend signal show for XLC?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their XLC positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for XLC?

More sellers than buyers — 47% buying: Last quarter: 595 funds reduced or exited vs 535 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for XLC holders?

Elite ownership — 50% AUM from top-100 funds: 41 of 1157 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in XLC. 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 XLC?

60% of holders stayed for 2+ years: 695 out of 1,163 hedge funds have held XLC 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 (XLC) following the 2026 Q2 hedge fund 13F filings?

As of today, XLC has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to -2.3% for the SPY sector ETF — an outperformance of +2.3%. Since the quarter end (June 30, 2026), XLC has gained +5.5% 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.

Full history →