Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SELECT SECTOR SPDR TR (XLU)

1K + 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
↑ +84
Streak
7Q ▲
Buyers last Q
88%

Smart Money Signals — XLU

Based on 1400 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q
For 7 consecutive quarters, more hedge funds added XLU 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
1,400 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 — +12% more funds vs a year ago

fund count last 6Q
+148 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 — 88% buying

1363 buying182 selling
Last quarter: 1,363 funds were net buyers (211 opened a brand new position + 1152 added to an existing one). Only 182 were sellers (55 trimmed + 127 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+69 vs last Q)

new funds entering per quarter
Funds opening a new XLU position: 157 → 158 → 142 → 211. 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+) ■ 22% medium ■ 16% new
871 out of 1,400 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.
💎

Buying through price weakness — shares +110%, value -3%

Value
-3%
Shares
+109%
Last quarter: funds added +110% more shares while total portfolio value only changed -3%. 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

170 → 157 → 158 → 142 → 211 new funds/Q
New funds entering each quarter: 157 → 158 → 142 → 211. A growing number of institutions are discovering XLU each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 65% of holders stayed 2+ years

■ 65% veterans ■ 13% 1-2yr ■ 22% new
Of 1,456 current holders: 948 (65%) 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.
✅

Strong quality — 39% AUM from major funds

39% from top-100 AUM funds
29 of 1400 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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: 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

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

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

95 top-rated funds 28 high-conviction
Consensus
8.6
/ 10
breadth
×
Elite
5.0
/ 10
conviction
Hedge Fund Positioning: XLU
2026 Q1 Stats Unlock in 21 days 1K + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1456 1375 5.89%
13F Shares 403M 192M 109.91%
Total Value $17.28B $17.90B -3.42%
New Positions 217 143 +74
Increased Positions 1270 606 +664
Closed Positions 132 131 +1
Reduced Positions 96 517 -421
Total Calls 31 33 -6.06%
Total Puts 36 37 -2.7%
PUT/CALL Ratio 1.16 1.12 Neutral

Statistics: XLU

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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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 XLU. Verified SEC 13F-HR filings.

Top 25 institutional holders of XLU — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 CABANA LLC 11.90% 33,028 $1.5M
2 Savior LLC 7.71% 47,097 $2.2M
3 Waycross Investment Management Co 6.20% 141,582 $6.5M
4 Madison Park Capital Advisors, LLC 6.08% 168,501 $7.7M
5 Moss Adams Wealth Advisors LLC 6.03% 1,797,461 $82.5M
6 Biltmore Wealth Management, LLC 4.89% 299,370 $13.7M
7 Kropog Financial Group, LLC 4.66% 124,903 $5.7M
8 PARAGON FINANCIAL PARTNERS, INC. 4.00% 152,173 $7.1M
9 FLOYD FINANCIAL GROUP LLC 3.76% 122,495 $5.6M
10 INVESTMENT MANAGEMENT CORP /VA/ /ADV 3.52% 89,423 $4.1M
11 BLUELINE ADVISORS LLC 3.15% 88,578 $4.1M
12 Retireful, LLC 3.13% 48,433 $2.2M
13 MFG WEALTH MANAGEMENT, INC. 3.10% 81,540 $3.7M
14 Eaton Financial Holdings Company, LLC 3.04% 202,201 $9.3M
15 Hippocratic Financial Advisors, LLC 2.79% 138,751 $6.4M
16 Lakeshore Capital Group, Inc. 2.72% 72,482 $3.3M
17 WestEnd Advisors, LLC 2.67% 2,413,428 $110.8M
18 DUPONT CAPITAL MANAGEMENT CORP 2.67% 512,018 $23.5M
19 IMZ Advisory Inc 2.65% 152,895 $7.0M
20 MATAURO, LLC 2.51% 378,992 $17.4M
21 VVR Holdings LLC 2.36% 99,565 $4.6M
22 Tenzing Financial LLC 2.35% 67,526 $3.1M
23 Investment Management Trust, LLC 2.30% 51,498 $2.4M
24 Econ Financial Services Corp 2.21% 103,703 $4.8M
25 Stonebridge Financial Group, LLC 2.19% 581,263 $26.7M
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 (XLU)

What does the Smart Money Trend signal show for XLU?

Buying streak — 7 quarters in a row: For 7 consecutive quarters, more hedge funds added XLU 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 XLU?

More buyers than sellers — 88% buying: Last quarter: 1,363 funds were net buyers (211 opened a brand new position + 1152 added to an existing one). Only 182 were sellers (55 trimmed + 127 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for XLU holders?

Strong quality — 39% AUM from major funds: 29 of 1400 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held XLU?

62% of holders stayed for 2+ years: 871 out of 1,400 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.