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
↑ +60
Streak
11Q ▲
Buyers last Q
55%

Smart Money Signals — XLC

Based on 1106 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added XLC 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
1,106 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 — +15% more funds vs a year ago

fund count last 6Q
+142 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

583 buying475 selling
Last quarter: 583 funds bought or added vs 475 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.
📈

More new buyers each quarter (+48 vs last Q)

new funds entering per quarter
Funds opening a new XLC position: 122 → 130 → 106 → 154. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 25% medium ■ 18% new
626 out of 1,106 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 — ~154 new funds/quarter

144 → 122 → 130 → 106 → 154 new funds/Q
New funds entering each quarter: 122 → 130 → 106 → 154. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 59% of holders stayed 2+ years

■ 59% veterans ■ 16% 1-2yr ■ 24% new
Of 1,125 current holders: 665 (59%) 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 — 54% AUM from top-100 funds

54% from top-100 AUM funds
28 of 1106 holders are among the 100 largest funds by AUM, controlling 54% 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.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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.

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

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

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

78 top-rated funds 26 high-conviction
Consensus
8.2
/ 10
breadth
×
Elite
4.3
/ 10
conviction
Hedge Fund Positioning: XLC
2026 Q1 Stats Unlock in 22 days 1K + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1125 1069 5.24%
13F Shares 194M 197M -1.37%
Total Value $22.84B $23.21B -1.6%
New Positions 154 106 +48
Increased Positions 455 431 +24
Closed Positions 95 90 +5
Reduced Positions 403 409 -6
Total Calls 12 13 -7.69%
Total Puts 11 15 -26.67%
PUT/CALL Ratio 0.92 1.15 Neutral

Statistics: XLC

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

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.

Top 25 institutional holders of XLC — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 IMZ Advisory Inc 8.84% 210,773 $23.4M
2 WestEnd Advisors, LLC 7.60% 2,838,788 $314.7M
3 Ayalon Insurance Comp Ltd. 5.66% 250,101 $28K
4 AFFINITY WEALTH MANAGEMENT LLC 5.06% 301,607 $33.4M
5 Moss Adams Wealth Advisors LLC 3.93% 484,524 $53.7M
6 CDM FINANCIAL COUNSELING SERVICES, INC. 3.82% 35,994 $4.0M
7 Biltmore Wealth Management, LLC 3.35% 84,997 $9.4M
8 Terra Nova Asset Management LLC 3.35% 40,790 $4.5M
9 Keystone Global Partners, LLC 3.24% 65,757 $7.3M
10 FORONJY FINANCIAL LLC 3.15% 68,272 $7.6M
11 McCollum Christoferson Group LLC 3.05% 107,710 $10.2M
12 Client First Capital LLC 2.90% 60,331 $6.7M
13 Asset Advisors Investment Management, LLC 2.61% 246,872 $27.4M
14 Sharper & Granite LLC 2.31% 61,028 $6.8M
15 ACUTE INVESTMENT ADVISORY, LLC 2.29% 1,842 $204K
16 Horizon Wealth Management, LLC 2.24% 138,034 $15.3M
17 Stillwater Capital Advisors, LLC 2.24% 176,656 $19.6M
18 Friedenthal Financial 2.22% 40,007 $4.4M
19 CMH Wealth Management LLC 2.22% 116,673 $12.9M
20 Attessa Capital LLC 2.20% 36,449 $4.0M
21 Stonebridge Financial Group, LLC 2.16% 237,192 $26.3M
22 HERBST GROUP, LLC 2.10% 30,714 $3.4M
23 AAFMAA Wealth Management & Trust LLC 2.09% 48,688 $5.4M
24 AlphaStar Capital Management, LLC 2.06% 251,722 $27.9M
25 GRIMES & Co WEALTH MANAGEMENT, LLC 1.97% 640,620 $71.0M
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?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added XLC 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 XLC?

Slight buying edge — 55% buying: Last quarter: 583 funds bought or added vs 475 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 XLC holders?

Elite ownership — 54% AUM from top-100 funds: 28 of 1106 holders are among the 100 largest funds by AUM, controlling 54% 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?

57% of holders stayed for 2+ years: 626 out of 1,106 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.

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.