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
↑ +81
Streak
8Q ▲
Buyers last Q
58%

Smart Money Signals — XLU

Based on 1596 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q
For 8 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
1,596 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 — +19% more funds vs a year ago

fund count last 6Q
+257 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 58% buying

884 buying638 selling
Last quarter: 884 funds bought or added vs 638 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 (-16 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 177 → 151 → 231 → 215. 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.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 21% medium ■ 18% new
967 out of 1,596 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.
📈

Growing discovery — still being found

164 → 177 → 151 → 231 → 215 new funds/Q
New funds entering each quarter: 177 → 151 → 231 → 215. A growing number of institutions are discovering XLU each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 64% veterans vs 22% newcomers

■ 64% veterans ■ 14% 1-2yr ■ 22% new
Entry-cohort mix of 1,657 holders: 1,064 (64%) are 2+ year veterans, 235 entered 1–2 years ago, and 358 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 46% AUM from top-100 funds

46% from top-100 AUM funds
41 of 1585 holders are among the 100 largest funds by AUM, controlling 46% 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.
3.7
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 — XLU

In 2026 Q1, 884 hedge funds were net buyers of XLU (215 opened a new position, 669 added to an existing one), while 638 reduced or exited (504 trimmed, 134 sold completely) — a 58% buyer ratio, indicating a slight buying edge. This marks 8 consecutive quarters of net institutional buying — a persistent conviction signal. 46% of total institutional value in XLU is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +81 funds (more new holders than closures). Total institutional holders: 1596.

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

-- --

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

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

Signal Freshness measures how much XLU has moved relative to its sector benchmark (SPY) since the 2026 Q1 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 March 31, 2026 · 79d ago
XLU
-3.1%
SPY
+13.9%

XLU outperformed SPY by -17.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
XLU
+89.7%
SPY
+0.2%

Since the filing became public, XLU outperformed SPY by +89.5% .

Interpretation: The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

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

62 top-rated funds 40 high-conviction
Consensus
7.8
/ 10
breadth
×
Elite
5.3
/ 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 Q1) Prior (2025 Q4) Change
Funds Holding 1573 1515 3.83%
13F Shares 403M 426M -5.48%
Total Value $18.07B $17.63B 2.5%
New Positions 207 231 -24
Increased Positions 644 1238 -594
Closed Positions 149 131 +18
Reduced Positions 483 40 +443
Total Calls 29 31 -6.45%
Total Puts 41 36 13.89%
PUT/CALL Ratio 1.41 1.16 Bearish

Statistics: XLU

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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 XLU. Verified SEC 13F-HR filings.

QUARTER:
Top 25 XLU holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Laura & John Arnold Foundation 44.90% 4,202,774 $192.9M
2 Cabana LLC 11.90% 33,028 $1.5M
3 University of Illinois Foundation 11.17% 1,186,730 $54.5M
4 Savior LLC 7.71% 47,097 $2.2M
5 Financial Discovery Group Inc 7.03% 65,518 $3.0M
6 Algorithmic Investment Models, LLC 6.68% 117,918 $5.4M
7 Lalia Capital, LLC 6.44% 222,000 $10.2M
8 Waycross Investment Management Co 6.20% 141,582 $6.5M
9 Madison Park Capital Advisors, LLC 6.08% 168,501 $7.7M
10 Moss Adams Wealth Advisors LLC 6.03% 1,797,461 $82.5M
11 Peterson Wealth Management 5.79% 217,801 $10.0M
12 Spahn Wealth & Retirement LLC 5.64% 96,620 $4.4M
13 Reyes Financial Architecture, Inc. 5.47% 145,931 $6.7M
14 Wealth Advisors of Iowa, LLC 5.25% 369,793 $17.0M
15 Eddie Patel Inc 4.95% 140,300 $6.4M
16 Biltmore Wealth Management, LLC 4.89% 299,370 $13.7M
17 Investors Portfolio Services LLC 4.78% 112,472 $5.2M
18 Kropog Financial Group, LLC 4.66% 124,903 $5.7M
19 New Harbor Financial Group, LLC 4.55% 562,680 $25.8M
20 Broussard Financial Group LLC 4.47% 121,839 $5.6M
21 Rational Advisors, INC. 4.32% 923,163 $42.4M
22 Strategic Financial Group, LLC 4.26% 90,230 $4.1M
23 Inlight Wealth Management, LLC 4.05% 238,347 $10.9M
24 Paragon Financial Partners, INC. 4.00% 152,173 $7.1M
25 Floyd Financial Group LLC 3.76% 122,495 $5.6M
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 — 8 quarters in a row: For 8 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?

Slight buying edge — 58% buying: Last quarter: 884 funds bought or added vs 638 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 — 46% AUM from top-100 funds: 41 of 1585 holders are among the 100 largest funds by AUM, controlling 46% 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?

61% of holders stayed for 2+ years: 967 out of 1,596 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.

Is it too late to buy Select Sector Spdr Tr (XLU) following the 2026 Q1 hedge fund 13F filings?

As of today, XLU has moved +89.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +89.5%. Since the quarter end (March 31, 2026), XLU has gained -3.1% vs +13.9% for SPY. The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors.

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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