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
↑ +182
Streak
1Q ▲
Buyers last Q
59%

Smart Money Signals — XLV

Based on 1744 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 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
1,744 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 — +6% more funds vs a year ago

fund count last 6Q
+96 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 59% buying

1002 buying689 selling
Last quarter: 1,002 funds bought or added vs 689 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 (+173 vs last Q)

new funds entering per quarter
Funds opening a new XLV position: 172 → 120 → 130 → 303. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

69% of holders stayed for 2+ years

■ 69% conviction (2yr+) ■ 18% medium ■ 14% new
1,199 out of 1,744 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.
📈

Growing discovery — still being found

190 → 172 → 120 → 130 → 303 new funds/Q
New funds entering each quarter: 172 → 120 → 130 → 303. A growing number of institutions are discovering XLV each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 70% of holders stayed 2+ years

■ 70% veterans ■ 11% 1-2yr ■ 19% new
Of 1,796 current holders: 1,259 (70%) 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 — 48% AUM from top-100 funds

48% from top-100 AUM funds
33 of 1744 holders are among the 100 largest funds by AUM, controlling 48% 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.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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: 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

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

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

115 top-rated funds 49 high-conviction
Consensus
9.0
/ 10
breadth
×
Elite
5.6
/ 10
conviction
Hedge Fund Positioning: XLV
2026 Q1 Stats Unlock in 21 days 2K + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1796 1619 10.93%
13F Shares 215M 214M 0.85%
Total Value $33.46B $29.84B 12.16%
New Positions 306 134 +172
Increased Positions 761 614 +147
Closed Positions 127 166 -39
Reduced Positions 628 748 -120
Total Calls 38 35 8.57%
Total Puts 31 36 -13.89%
PUT/CALL Ratio 0.82 1.03 Neutral

Statistics: XLV

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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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 XLV. Verified SEC 13F-HR filings.

Top 25 institutional holders of XLV — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 CABANA LLC 18.06% 15,697 $2.3M
2 Biltmore Wealth Management, LLC 9.11% 174,800 $25.6M
3 HILLTOP WEALTH ADVISORS, LLC 8.48% 96,481 $14.1M
4 IMZ Advisory Inc 7.87% 141,966 $20.8M
5 STRATEGIC ADVISORY PARTNERS, LLC 6.83% 59,194 $8.7M
6 WestEnd Advisors, LLC 6.65% 1,878,114 $275.4M
7 Ayalon Insurance Comp Ltd. 5.38% 179,509 $26K
8 LIGHTHOUSE FINANCIAL SERVICES INC /ADV 4.81% 143,292 $21.3M
9 Pachira Investments Inc. 4.71% 68,736 $10.1M
10 EAGLE WEALTH STRATEGIES LLC 4.64% 72,223 $10.6M
11 Constitution Capital LLC 4.42% 60,360 $8.8M
12 Keystone Global Partners, LLC 4.28% 65,723 $9.6M
13 Arta Finance Wealth Management LLC 4.24% 58,501 $8.6M
14 Balance Wealth, LLC 4.21% 92,417 $13.5M
15 Titiun Yejiel 4.08% 21,970 $3.4M
16 Financial Advisory Corp 3.54% 173,855 $25.5M
17 HERBST GROUP, LLC 3.04% 33,585 $4.9M
18 BRAVE ASSET MANAGEMENT INC 3.01% 87,515 $12.8M
19 FORONJY FINANCIAL LLC 2.94% 48,170 $7.1M
20 Crew Capital Management, Ltd 2.82% 29,040 $4.3M
21 Connective Portfolio Management, LLC 2.78% 7,000 $1.0M
22 KENNICOTT CAPITAL MANAGEMENT LLC 2.62% 32,681 $4.8M
23 Granite Harbor Advisors, Inc. 2.59% 40,398 $5.9M
24 Econ Financial Services Corp 2.54% 37,272 $5.5M
25 Winthrop Capital Management, LLC 2.41% 63,960 $9K
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 — 59% buying: Last quarter: 1,002 funds bought or added vs 689 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 — 48% AUM from top-100 funds: 33 of 1744 holders are among the 100 largest funds by AUM, controlling 48% 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?

69% of holders stayed for 2+ years: 1,199 out of 1,744 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.

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.