Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Select Sector Spdr Tr (XLU)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -3
Streak
1Q ▼
Buyers last Q
53%

Smart Money Signals — XLU

Based on 1594 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their XLU positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
1,594 hedge funds hold XLU 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 — +14% more funds vs a year ago

fund count last 6Q
+199 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

813 buying717 selling
Last quarter: 813 funds bought or added vs 717 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.
⚠️

Fewer new buyers each quarter (-60 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 151 → 232 → 216 → 156. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 20% medium ■ 18% new
993 out of 1,594 hedge funds have held XLU 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 — ~156 new funds/quarter

178 → 151 → 232 → 216 → 156 new funds/Q
New funds entering each quarter: 151 → 232 → 216 → 156. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 65% veterans vs 20% newcomers

■ 65% veterans ■ 15% 1-2yr ■ 20% new
Entry-cohort mix of 1,652 holders: 1,074 (65%) are 2+ year veterans, 245 entered 1–2 years ago, and 333 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 48% AUM from top-100 funds

48% from top-100 AUM funds
45 of 1581 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in XLU. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 — XLU

In 2026 Q2, 813 hedge funds were net buyers of XLU (156 opened a new position, 657 added to an existing one), while 717 reduced or exited (558 trimmed, 159 sold completely) — a 53% buyer ratio, indicating a slight buying edge. 48% of total institutional value in XLU is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -3 funds (more exits than new entries). Total institutional holders: 1594.

Hedge Fund Ownership: XLU

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

Market Analysis: XLU

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XLU

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

32 top-rated funds 31 high-conviction
Consensus
6.6
/ 10
breadth
×
Elite
5.2
/ 10
conviction
Hedge Fund Positioning: XLU
2K + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 1561 1597 -2.25%
13F Shares 427M 404M 5.7%
Total Value $20.29B $18.12B 11.99%
New Positions 149 216 -67
Increased Positions 633 652 -19
Closed Positions 172 136 +36
Reduced Positions 541 489 +52
Total Calls 30 29 3.45%
Total Puts 39 41 -4.88%
PUT/CALL Ratio 1.3 1.41 Bearish

Statistics: XLU

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Institutional Holders (2026 Q2)

2K + investors

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

QUARTER:
Top 25 XLU holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Laura & John Arnold Foundation 12.26% 893,779 $40.5M
2 Cabana LLC 10.78% 31,560 $1.4M
3 Basepoint Wealth LLC 10.04% 387,019 $17.5M
4 Financial Discovery Group Inc 6.68% 69,100 $3.1M
5 Savior LLC 6.21% 47,711 $2.2M
6 Algorithmic Investment Models, LLC 6.13% 116,897 $5.3M
7 Madison Park Capital Advisors, LLC 5.69% 176,015 $8.0M
8 Moss Adams Wealth Advisors LLC 5.49% 1,939,085 $87.9M
9 Waycross Investment Management Co 5.11% 148,143 $6.7M
10 Lalia Capital, LLC 4.89% 222,000 $10.1M
11 Peterson Wealth Management 4.63% 219,280 $9.9M
12 Investors Portfolio Services LLC 4.55% 131,342 $6.0M
13 AGAVE CAPITAL MANAGEMENT Ltd 4.52% 912,326 $41.4M
14 Biltmore Wealth Management, LLC 4.36% 308,174 $14.0M
15 New Harbor Financial Group, LLC 4.28% 597,390 $27.1M
16 Wealth Advisors of Iowa, LLC 4.07% 331,564 $15.0M
17 Kropog Financial Group, LLC 4.02% 125,860 $5.7M
18 Strategic Financial Group, LLC 3.94% 90,744 $4.1M
19 Rational Advisors, INC. 3.77% 905,679 $41.1M
20 Inlight Wealth Management, LLC 3.72% 257,816 $11.7M
21 Floyd Financial Group LLC 3.67% 123,034 $5.6M
22 Paragon Financial Partners, INC. 3.60% 151,817 $6.7M
23 MUFG Bank, Ltd. 3.56% 2,788,000 $126.4M
24 Investment Management Corp /Va/ /Adv 3.43% 90,580 $4.1M
25 Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 3.36% 562,000 $25.5M
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 (XLU)

What does the Smart Money Trend signal show for XLU?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their XLU positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for XLU?

Slight buying edge — 53% buying: Last quarter: 813 funds bought or added vs 717 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 XLU holders?

Elite ownership — 48% AUM from top-100 funds: 45 of 1581 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in XLU. 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 XLU?

62% of holders stayed for 2+ years: 993 out of 1,594 hedge funds have held XLU 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.

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