Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Select Sector Spdr Tr (XLK)

3K + Investors. Track Smart Money conviction in XLK. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +270
Streak
1Q ▲
Buyers last Q
54%

Smart Money Signals — XLK

Based on 2688 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added XLK 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
2,688 hedge funds hold XLK 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.
🚀

Fast accumulation — +23% more funds vs a year ago

fund count last 6Q
+500 new funds entered over the past year (+23% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 54% buying

1273 buying1082 selling
Last quarter: 1,273 funds bought or added vs 1,082 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 (+189 vs last Q)

new funds entering per quarter
Funds opening a new XLK position: 196 → 334 → 190 → 379. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 19% medium ■ 19% new
1,678 out of 2,688 hedge funds have held XLK 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.
💰

Value +60% but shares only +5% — price-driven

Value
+59%
Shares
+4%
Last quarter: the total dollar value of institutional holdings rose +60%, but actual share count only changed +5%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~379 new funds/quarter

233 → 196 → 334 → 190 → 379 new funds/Q
New funds entering each quarter: 196 → 334 → 190 → 379. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 66% veterans vs 22% newcomers

■ 66% veterans ■ 12% 1-2yr ■ 22% new
Entry-cohort mix of 2,744 holders: 1,805 (66%) are 2+ year veterans, 342 entered 1–2 years ago, and 597 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
47 of 2668 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in XLK. 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 — XLK

In 2026 Q2, 1273 hedge funds were net buyers of XLK (379 opened a new position, 894 added to an existing one), while 1082 reduced or exited (973 trimmed, 109 sold completely) — a 54% buyer ratio, indicating a slight buying edge. 45% of total institutional value in XLK is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +270 funds (more new holders than closures). Total institutional holders: 2688.

Hedge Fund Ownership: XLK

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

Market Analysis: XLK

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XLK

-- --

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

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

Signal Freshness measures how much XLK 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 · 86d ago
XLK
+1.5%
SPY
+3.1%

XLK outperformed SPY by -1.6% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 41d ago
XLK
+1.9%
SPY
-1.8%

Since the filing became public, XLK outperformed SPY by +3.7% .

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.

54 top-rated funds 151 high-conviction
Consensus
7.6
/ 10
breadth
×
Elite
5.6
/ 10
conviction
Hedge Fund Positioning: XLK
3K + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 2646 2418 9.43%
13F Shares 403M 385M 4.5%
Total Value $78.65B $49.33B 59.45%
New Positions 367 190 +177
Increased Positions 880 855 +25
Closed Positions 119 231 -112
Reduced Positions 954 915 +39
Total Calls 31 26 19.23%
Total Puts 43 33 30.3%
PUT/CALL Ratio 1.39 1.27 Bearish

Statistics: XLK

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Financial Highlights

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Institutional Holders (2026 Q2)

3K + investors

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

QUARTER:
Top 25 XLK holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 University of Chicago 80.81% 1,780,292 $339.2M
2 IMZ Advisory Inc 29.65% 491,428 $93.6M
3 Bonfire Financial 17.39% 142,057 $27.1M
4 Flagship Capital Management Inc. 16.67% 138,561 $26.4M
5 Presper Financial Architects, LLC 16.54% 166,401 $31.7M
6 Southern Capital Services Inc /Adv 15.56% 145,479 $27.7M
7 Lighthouse Financial Services Inc /Adv 14.87% 381,176 $70.8M
8 WestEnd Advisors, LLC 14.27% 3,360,440 $640.2M
9 Cooksen Wealth, LLC 13.89% 115,698 $22.0M
10 Fairfield Financial Advisors, LTD 13.82% 184,159 $35.1M
11 Ptm Wealth Management, LLC 13.27% 167,527 $29.5M
12 Conservest Capital Advisors, Inc. 13.22% 872,595 $166.2M
13 Fox Financial, Inc 12.92% 97,401 $18.6M
14 Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 12.92% 514,600 $98.0M
15 Independence Wealth Advisors, LLC 12.86% 134,615 $25.6M
16 Cabana LLC 12.70% 8,846 $1.7M
17 Mendel Capital Management LLC 12.47% 145,442 $27.7M
18 Biltmore Wealth Management, LLC 12.41% 208,740 $39.8M
19 Srb Corp 12.30% 1,200,431 $228.7M
20 Markin Asset Management, LP 12.27% 75,236 $14.3M
21 Moment Partners, LLC 12.21% 355,723 $67.8M
22 J.Safra Asset Management Corp 12.18% 1,387,848 $264.4M
23 LightSquare Wealth Management, LLC 12.14% 92,415 $17.6M
24 Evolution Wealth Advisors, LLC 11.53% 517,308 $98.6M
25 Brave Asset Management Inc 11.15% 273,670 $52.1M
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 (XLK)

What does the Smart Money Trend signal show for XLK?

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

Slight buying edge — 54% buying: Last quarter: 1,273 funds bought or added vs 1,082 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 XLK holders?

Elite ownership — 45% AUM from top-100 funds: 47 of 2668 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in XLK. 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 XLK?

62% of holders stayed for 2+ years: 1,678 out of 2,688 hedge funds have held XLK 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 (XLK) following the 2026 Q2 hedge fund 13F filings?

As of today, XLK has moved +1.9% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.8% for the SPY sector ETF — an outperformance of +3.7%. Since the quarter end (June 30, 2026), XLK has gained +1.5% vs +3.1% 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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