Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SELECT SECTOR SPDR TR (XLI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +74
Streak
3Q ▲
Buyers last Q
58%

Smart Money Signals — XLI

Based on 1402 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added XLI 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
1,402 hedge funds hold XLI 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 — +10% more funds vs a year ago

fund count last 6Q
+127 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 58% buying

758 buying557 selling
Last quarter: 758 funds bought or added vs 557 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 (+61 vs last Q)

new funds entering per quarter
Funds opening a new XLI position: 117 → 153 → 130 → 191. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 19% medium ■ 16% new
907 out of 1,402 hedge funds have held XLI 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.
📈

Growing discovery — still being found

178 → 117 → 153 → 130 → 191 new funds/Q
New funds entering each quarter: 117 → 153 → 130 → 191. A growing number of institutions are discovering XLI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 66% of holders stayed 2+ years

■ 66% veterans ■ 13% 1-2yr ■ 21% new
Of 1,449 current holders: 963 (66%) 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 — 57% AUM from top-100 funds

57% from top-100 AUM funds
29 of 1402 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in XLI. 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.

Hedge Fund Ownership: XLI

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

Market Analysis: XLI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XLI

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

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

95 top-rated funds 31 high-conviction
Consensus
8.6
/ 10
breadth
×
Elite
4.9
/ 10
conviction
Hedge Fund Positioning: XLI
2026 Q1 Stats Unlock in 22 days 1K + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1449 1379 5.08%
13F Shares 210M 201M 4.63%
Total Value $32.46B $30.81B 5.36%
New Positions 193 132 +61
Increased Positions 641 578 +63
Closed Positions 122 106 +16
Reduced Positions 489 509 -20
Total Calls 27 30 -10.0%
Total Puts 31 39 -20.51%
PUT/CALL Ratio 1.15 1.3 Neutral

Statistics: XLI

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Valuation Measures Data as of: --

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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
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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 XLI. Verified SEC 13F-HR filings.

Top 25 institutional holders of XLI — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Biltmore Wealth Management, LLC 12.26% 213,126 $34.5M
2 IMZ Advisory Inc 6.60% 107,889 $17.4M
3 LIGHTHOUSE FINANCIAL SERVICES INC /ADV 4.58% 117,215 $20.3M
4 AAFMAA Wealth Management & Trust LLC 4.46% 71,042 $11.5M
5 Trust Asset Management LLC 3.96% 342,261 $55.4M
6 Keystone Global Partners, LLC 3.69% 51,417 $8.3M
7 Shira Ridge Wealth Management 3.65% 57,084 $9.2M
8 Sharper & Granite LLC 3.58% 64,766 $10.5M
9 CAMELOT TECHNOLOGY ADVISORS, INC. 3.51% 29,915 $4.8M
10 Ayalon Insurance Comp Ltd. 3.17% 96,036 $16K
11 Madison Park Capital Advisors, LLC 3.07% 24,187 $3.9M
12 KENNICOTT CAPITAL MANAGEMENT LLC 2.95% 33,397 $5.4M
13 Arch Global Advisors, LLC 2.87% 34,012 $5.5M
14 Curat Global, LLC 2.78% 17,679 $2.8M
15 Horizon Wealth Management, LLC 2.74% 115,462 $18.7M
16 Massachusetts Wealth Management 2.70% 38,514 $6.2M
17 Client First Capital LLC 2.66% 37,935 $6.1M
18 Strategic Point Investment Advisors, LLC 2.66% 112,993 $18.3M
19 TRUST CO OF OKLAHOMA 2.64% 55,938 $9.0M
20 IRONWOOD WEALTH MANAGEMENT, INC. 2.54% 32,962 $5.7M
21 FORONJY FINANCIAL LLC 2.54% 37,791 $6.1M
22 CUMBERLAND ADVISORS INC 2.49% 39,361 $6.4M
23 FLOYD FINANCIAL GROUP LLC 2.44% 21,384 $3.7M
24 Opal Wealth Advisors, LLC 2.26% 61,810 $10.0M
25 Wall Capital Group, Inc. 2.22% 12,864 $2.1M
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 (XLI)

What does the Smart Money Trend signal show for XLI?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added XLI 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 XLI?

Slight buying edge — 58% buying: Last quarter: 758 funds bought or added vs 557 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 XLI holders?

Elite ownership — 57% AUM from top-100 funds: 29 of 1402 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in XLI. 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 XLI?

65% of holders stayed for 2+ years: 907 out of 1,402 hedge funds have held XLI 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.