Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Select Sector Spdr Tr (XLV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +58
Streak
1Q ▲
Buyers last Q
52%

Smart Money Signals — XLV

Based on 1874 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added XLV 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
1,874 hedge funds hold XLV 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
+204 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.
🟡

Slight buying edge — 52% buying

907 buying853 selling
Last quarter: 907 funds bought or added vs 853 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 (+31 vs last Q)

new funds entering per quarter
Funds opening a new XLV position: 138 → 322 → 179 → 210. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

68% of holders stayed for 2+ years

■ 68% conviction (2yr+) ■ 16% medium ■ 16% new
1,273 out of 1,874 hedge funds have held XLV 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.
💰

Value +37% but shares only +11% — price-driven

Value
+37%
Shares
+10%
Last quarter: the total dollar value of institutional holdings rose +37%, but actual share count only changed +11%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📊

Peak discovery — momentum slowing

128 → 138 → 322 → 179 → 210 new funds/Q
New funds entering each quarter: 138 → 322 → 179 → 210. XLV is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 71% veterans vs 18% newcomers

■ 71% veterans ■ 12% 1-2yr ■ 18% new
Entry-cohort mix of 1,929 holders: 1,364 (71%) are 2+ year veterans, 224 entered 1–2 years ago, and 341 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 51% AUM from top-100 funds

51% from top-100 AUM funds
43 of 1861 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in XLV. 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.

Institutional Sentiment Summary — XLV

In 2026 Q2, 907 hedge funds were net buyers of XLV (210 opened a new position, 697 added to an existing one), while 853 reduced or exited (701 trimmed, 152 sold completely) — a 52% buyer ratio, indicating a slight buying edge. 51% of total institutional value in XLV is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +58 funds (more new holders than closures). Total institutional holders: 1874.

Hedge Fund Ownership: XLV

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

Market Analysis: XLV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XLV

-- --

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

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

Signal Freshness measures how much XLV has moved relative to its sector benchmark (SPY) since the 2026 Q2 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 June 30, 2026 · 77d ago
XLV
+5.7%
SPY
+5.2%

XLV outperformed SPY by +0.5% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 32d ago
XLV
+0.2%
SPY
-2.3%

Since the filing became public, XLV outperformed SPY by +2.5% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

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

46 top-rated funds 54 high-conviction
Consensus
7.3
/ 10
breadth
×
Elite
4.8
/ 10
conviction
Hedge Fund Positioning: XLV
2K + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 1850 1816 1.87%
13F Shares 217M 196M 10.82%
Total Value $37.41B $27.25B 37.28%
New Positions 205 179 +26
Increased Positions 683 666 +17
Closed Positions 158 200 -42
Reduced Positions 680 698 -18
Total Calls 33 28 17.86%
Total Puts 33 29 13.79%
PUT/CALL Ratio 1.0 1.04 Neutral

Statistics: XLV

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Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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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 XLV. Verified SEC 13F-HR filings.

QUARTER:
Top 25 XLV holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Cabana LLC 18.48% 15,451 $2.5M
2 Jordan Park Group LLC 11.39% 1,415,160 $224.5M
3 Daiichi Life International Holdings LLC 10.65% 2,118 $336K
4 Sava Penzisko Drushtvo A.D. Skopje 9.60% 177,500 $36.0M
5 Biltmore Wealth Management, LLC 8.99% 181,609 $28.8M
6 Hilltop Wealth Advisors, LLC 8.25% 105,190 $16.7M
7 Allen Wealth Management, LLC 7.96% 102,979 $16.3M
8 IMZ Advisory Inc 7.68% 152,784 $24.2M
9 Strategic Advisory Partners, LLC 7.13% 63,412 $10.1M
10 University of Illinois Foundation 6.94% 244,920 $38.9M
11 WestEnd Advisors, LLC 6.90% 1,949,867 $309.4M
12 Financial Discovery Group Inc 6.26% 18,508 $2.9M
13 Algorithmic Investment Models, LLC 6.03% 32,840 $5.2M
14 Conservest Capital Advisors, Inc. 5.91% 468,151 $74.3M
15 SCP Investment, LP 5.85% 40,000 $6.3M
16 Rothschild Capital Partners, LLC 5.69% 167,229 $26.5M
17 Volterra Technologies LP 5.21% 227,969 $36.2M
18 WealthCare Asset Management, LLC 5.07% 76,906 $12.2M
19 Valence8 US LP 4.93% 93,378 $14.8M
20 Lighthouse Financial Services Inc /Adv 4.87% 145,176 $23.2M
21 Compass Wealth Management, LLC/GA 4.83% 76,350 $12.1M
22 Constitution Capital LLC 4.83% 59,280 $9.4M
23 Srb Corp 4.75% 556,818 $88.3M
24 Surience Private Wealth LLC 4.68% 33,514 $5.3M
25 Ameraudi Asset Management, Inc. 4.64% 64,612 $10.3M
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 (XLV)

What does the Smart Money Trend signal show for XLV?

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

Slight buying edge — 52% buying: Last quarter: 907 funds bought or added vs 853 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 XLV holders?

Elite ownership — 51% AUM from top-100 funds: 43 of 1861 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in XLV. 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 XLV?

68% of holders stayed for 2+ years: 1,273 out of 1,874 hedge funds have held XLV 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 (XLV) following the 2026 Q2 hedge fund 13F filings?

As of today, XLV has moved +0.2% since the 2026 Q2 13F filing date (August 14, 2026), compared to -2.3% for the SPY sector ETF — an outperformance of +2.5%. Since the quarter end (June 30, 2026), XLV has gained +5.7% vs +5.2% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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