Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SELECT SECTOR SPDR TR (XLE)

2K + Investors. Track Smart Money conviction in XLE. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +99
Streak
1Q ▲
Buyers last Q
87%

Smart Money Signals — XLE

Based on 1716 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added XLE 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 (98% of max)

98% of all-time peak
1,716 hedge funds hold XLE 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 XLE is almost the same as a year ago (-29 funds, -2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟢

More buyers than sellers — 87% buying

1653 buying240 selling
Last quarter: 1,653 funds were net buyers (244 opened a brand new position + 1409 added to an existing one). Only 240 were sellers (95 trimmed + 145 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+105 vs last Q)

new funds entering per quarter
Funds opening a new XLE position: 173 → 134 → 139 → 244. 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
1,207 out of 1,716 hedge funds have held XLE 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 +91%, value -53%

Value
-52%
Shares
+90%
Last quarter: funds added +91% more shares while total portfolio value only changed -53%. 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

236 → 173 → 134 → 139 → 244 new funds/Q
New funds entering each quarter: 173 → 134 → 139 → 244. A growing number of institutions are discovering XLE each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 71% of holders stayed 2+ years

■ 71% veterans ■ 11% 1-2yr ■ 18% new
Of 1,791 current holders: 1,279 (71%) 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
30 of 1716 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in XLE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — 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: XLE

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

Market Analysis: XLE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XLE

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

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

107 top-rated funds 28 high-conviction
Consensus
8.8
/ 10
breadth
×
Elite
5.4
/ 10
conviction
Hedge Fund Positioning: XLE
2026 Q1 Stats Unlock in 22 days 2K + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1791 1703 5.17%
13F Shares 707M 371M 90.58%
Total Value $31.79B $67.50B -52.9%
New Positions 249 141 +108
Increased Positions 1576 688 +888
Closed Positions 154 173 -19
Reduced Positions 145 842 -697
Total Calls 45 55 -18.18%
Total Puts 48 55 -12.73%
PUT/CALL Ratio 1.07 1.0 Neutral

Statistics: XLE

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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 Q1)

2K + investors

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

Top 25 institutional holders of XLE — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 TTP Investments, Inc. 6.78% 265,449 $16.3M
2 AFFINITY WEALTH MANAGEMENT LLC 6.58% 709,517 $43.5M
3 OneAscent Family Office, LLC 5.80% 135,446 $8.3M
4 CAMELOT TECHNOLOGY ADVISORS, INC. 5.08% 114,414 $7.0M
5 Decker Retirement Planning Inc. 4.53% 163,165 $10.0M
6 SURIENCE PRIVATE WEALTH LLC 4.51% 68,540 $4.2M
7 Lake Hills Wealth Management, LLC 4.47% 130,485 $8.0M
8 Prota Financial, LLC 4.41% 136,841 $6.1M
9 Harbour Wealth Management Group, Inc. 4.24% 91,854 $5.6M
10 Biltmore Wealth Management, LLC 4.05% 185,762 $11.4M
11 FORBES J M & CO LLP 3.99% 769,522 $47.1M
12 Strategic Equity Management 3.87% 167,992 $10.3M
13 HERBST GROUP, LLC 3.86% 102,106 $6.3M
14 ACT WEALTH MANAGEMENT, LLC 3.83% 186,092 $11.4M
15 Savior LLC 3.81% 17,447 $1.1M
16 Turn8 Private Wealth Inc. 3.78% 98,880 $6.1M
17 Grand Central Investment Group 3.70% 81,656 $5.0M
18 Solitude Financial Services 3.55% 215,229 $12.0M
19 WASHINGTON GROWTH STRATEGIES LLC 3.21% 80,265 $4.9M
20 Whitcomb & Hess, Inc. 3.17% 221,624 $13.6M
21 RETIREMENT PLANNING GROUP, LLC / NY 3.13% 79,220 $4.9M
22 M3 Advisory Group, LLC 3.06% 81,146 $5.0M
23 FOCUS Wealth Advisors, LLC 2.87% 96,020 $5.9M
24 ACORN FINANCIAL ADVISORY SERVICES INC /ADV 2.87% 342,067 $21.0M
25 Buska Wealth Management, LLC 2.87% 116,605 $7.1M
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 (XLE)

What does the Smart Money Trend signal show for XLE?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added XLE 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 XLE?

More buyers than sellers — 87% buying: Last quarter: 1,653 funds were net buyers (244 opened a brand new position + 1409 added to an existing one). Only 240 were sellers (95 trimmed + 145 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for XLE holders?

Elite ownership — 41% AUM from top-100 funds: 30 of 1716 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in XLE. 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 XLE?

70% of holders stayed for 2+ years: 1,207 out of 1,716 hedge funds have held XLE 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.