Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SELECT SECTOR SPDR TR (XLP)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +40
Streak
1Q ▲
Buyers last Q
55%

Smart Money Signals — XLP

Based on 1125 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 XLP 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
1,125 hedge funds hold XLP 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 XLP is almost the same as a year ago (+15 funds, +1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 55% buying

614 buying494 selling
Last quarter: 614 funds bought or added vs 494 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 (+64 vs last Q)

new funds entering per quarter
Funds opening a new XLP position: 127 → 109 → 96 → 160. 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
785 out of 1,125 hedge funds have held XLP 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 — ~160 new funds/quarter

142 → 127 → 109 → 96 → 160 new funds/Q
New funds entering each quarter: 127 → 109 → 96 → 160. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 71% of holders stayed 2+ years

■ 71% veterans ■ 12% 1-2yr ■ 17% new
Of 1,161 current holders: 821 (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 — 47% AUM from top-100 funds

47% from top-100 AUM funds
30 of 1125 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in XLP. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — 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 — XLP

In 2025 Q4, 614 hedge funds were net buyers of XLP (160 opened a new position, 454 added to an existing one), while 494 reduced or exited (374 trimmed, 120 sold completely) — a 55% buyer ratio, indicating a slight buying edge. 47% of total institutional value in XLP is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +40 funds (more new holders than closures). Total institutional holders: 1125.

Hedge Fund Ownership: XLP

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

Market Analysis: XLP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XLP

-- --

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

Smart Money Signal ?
Broad Consensus, Selective Conviction

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

71 top-rated funds 18 high-conviction
Consensus
8.1
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: XLP
2026 Q1 Stats Unlock in 5 days 1K + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1161 1132 2.56%
13F Shares 248M 237M 5.0%
Total Value $19.35B $18.54B 4.38%
New Positions 164 101 +63
Increased Positions 500 449 +51
Closed Positions 128 141 -13
Reduced Positions 428 487 -59
Total Calls 19 25 -24.0%
Total Puts 23 31 -25.81%
PUT/CALL Ratio 1.21 1.24 Bearish

Statistics: XLP

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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 XLP. Verified SEC 13F-HR filings.

Top 25 institutional holders of XLP — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 SPX Gestao de Recursos Ltda 9.98% 1,466,111 $120.2M
2 Spruce Point Capital Management, LLC 9.92% 110,000 $9.0M
3 FINANCIAL DISCOVERY GROUP INC 8.24% 43,002 $3.5M
4 STRATEGIC ADVISORY PARTNERS, LLC 7.02% 108,774 $8.9M
5 Algorithmic Investment Models, LLC 6.76% 66,858 $5.5M
6 LifePlan Financial, LLC 6.65% 109,847 $9.0M
7 Arta Finance Wealth Management LLC 5.79% 142,973 $11.7M
8 Biltmore Wealth Management, LLC 5.67% 194,440 $15.9M
9 WestEnd Advisors, LLC 5.60% 2,828,614 $231.9M
10 Madison Park Capital Advisors, LLC 5.12% 79,455 $6.5M
11 American National Bank of Texas 4.76% 60,939 $5.0M
12 Split Rock Private Trading & Wealth Management, LLC 3.95% 62,244 $5.1M
13 Advocate Investing Services LLC 3.91% 56,252 $4.6M
14 IMZ Advisory Inc 3.77% 121,581 $10.0M
15 Northstar Advisory Group, LLC 3.71% 121,712 $10.0M
16 Conservest Capital Advisors, Inc. 3.53% 475,085 $38.9M
17 Savior LLC 3.38% 11,541 $946K
18 One Wealth Map LLC 3.25% 82,057 $6.9M
19 Volterra Technologies LP 3.24% 325,300 $26.7M
20 Volterra Technologies LP 3.09% 309,800 $25.4M
21 THOR TRADING ADVISORS, LLC 3.08% 90,618 $7.4M
22 Sharper & Granite LLC 2.96% 105,610 $8.7M
23 Client First Investment Management LLC 2.93% 68,738 $5.6M
24 NORTHLAND SECURITIES, INC. 2.77% 35,516 $2.9M
25 PeakShares LLC 2.72% 36,204 $3.0M
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 (XLP)

What does the Smart Money Trend signal show for XLP?

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

Slight buying edge — 55% buying: Last quarter: 614 funds bought or added vs 494 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 XLP holders?

Elite ownership — 47% AUM from top-100 funds: 30 of 1125 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in XLP. 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 XLP?

70% of holders stayed for 2+ years: 785 out of 1,125 hedge funds have held XLP 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.