Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SELECT SECTOR SPDR TR (XLK)

2K + 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
↑ +164
Streak
3Q ▲
Buyers last Q
91%

Smart Money Signals — XLK

Based on 2271 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 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
2,271 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.
📶

Steady growth — +12% more funds vs a year ago

fund count last 6Q
+249 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 91% buying

2198 buying212 selling
Last quarter: 2,198 funds were net buyers (299 opened a brand new position + 1899 added to an existing one). Only 212 were sellers (77 trimmed + 135 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+124 vs last Q)

new funds entering per quarter
Funds opening a new XLK position: 159 → 203 → 175 → 299. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 19% medium ■ 14% new
1,503 out of 2,271 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.
💎

Buying through price weakness — shares +105%, value +5%

Value
+4%
Shares
+105%
Last quarter: funds added +105% more shares while total portfolio value only changed +5%. 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

217 → 159 → 203 → 175 → 299 new funds/Q
New funds entering each quarter: 159 → 203 → 175 → 299. A growing number of institutions are discovering XLK 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 2,318 current holders: 1,533 (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 — 41% AUM from top-100 funds

41% from top-100 AUM funds
32 of 2271 holders are among the 100 largest funds by AUM, controlling 41% 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.
3.5
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: 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.

Smart Money Signal ?
Strong Institutional Conviction

Multiple high-quality funds hold meaningful positions with strong conviction.

134 top-rated funds 110 high-conviction
Consensus
9.2
/ 10
breadth
×
Elite
7.4
/ 10
conviction
Hedge Fund Positioning: XLK
2026 Q1 Stats Unlock in 13 days 2K + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 2318 2160 7.31%
13F Shares 381M 185M 105.43%
Total Value $55.17B $52.65B 4.78%
New Positions 300 177 +123
Increased Positions 1996 846 +1150
Closed Positions 143 107 +36
Reduced Positions 104 818 -714
Total Calls 24 28 -14.29%
Total Puts 36 37 -2.7%
PUT/CALL Ratio 1.5 1.32 Bearish

Statistics: XLK

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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)

2K + investors

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

Top 25 institutional holders of XLK — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 IMZ Advisory Inc 25.62% 509,816 $67.8M
2 SOUTHERN CAPITAL SERVICES INC /ADV 14.83% 173,650 $23.1M
3 Flagship Capital Management Inc. 13.69% 140,134 $18.6M
4 Presper Financial Architects, LLC 13.50% 170,929 $22.7M
5 LIGHTHOUSE FINANCIAL SERVICES INC /ADV 12.88% 386,056 $57.1M
6 PTM WEALTH MANAGEMENT, LLC 11.84% 163,405 $22.4M
7 Cooksen Wealth, LLC 11.67% 120,902 $16.1M
8 Conservest Capital Advisors, Inc. 10.92% 906,122 $120.4M
9 Independence Wealth Advisors, LLC 10.51% 148,307 $19.7M
10 CABANA LLC 10.42% 9,992 $1.3M
11 WestEnd Advisors, LLC 10.34% 3,223,539 $428.4M
12 Biltmore Wealth Management, LLC 10.33% 218,622 $29.1M
13 J.Safra Asset Management Corp 10.06% 1,404,265 $186.6M
14 Mendel Capital Management LLC 9.90% 148,197 $19.7M
15 Socha Financial Group, LLC 9.46% 140,285 $18.6M
16 Fairfield Financial Advisors, LTD 9.05% 197,533 $26.3M
17 TradeWell Securities, LLC. 8.89% 158,495 $21.1M
18 Welch Financial Planning, LLC 8.83% 92,376 $12.3M
19 Ayalon Insurance Comp Ltd. 8.81% 324,357 $43K
20 Moment Partners, LLC 8.59% 362,184 $48.1M
21 Tiller Private Wealth, Inc. 8.47% 179,391 $23.8M
22 CDM FINANCIAL COUNSELING SERVICES, INC. 8.45% 66,464 $8.8M
23 BRAVE ASSET MANAGEMENT INC 8.33% 267,555 $35.6M
24 Curat Global, LLC 7.92% 61,071 $8.0M
25 INNEALTA CAPITAL, LLC 7.87% 95,278 $12.7M
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 — 3 quarters in a row: For 3 consecutive quarters, 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?

More buyers than sellers — 91% buying: Last quarter: 2,198 funds were net buyers (299 opened a brand new position + 1899 added to an existing one). Only 212 were sellers (77 trimmed + 135 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for XLK holders?

Elite ownership — 41% AUM from top-100 funds: 32 of 2271 holders are among the 100 largest funds by AUM, controlling 41% 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?

66% of holders stayed for 2+ years: 1,503 out of 2,271 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.

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.