Select Sector Spdr Tr (XLY) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Select Sector Spdr Tr (XLY) following the 2026 Q2 hedge fund 13F filings?

As of today, XLY has moved -4.4% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.4% for the SPY sector ETF — an outperformance of -4.0%. Since the quarter end (June 30, 2026), XLY gained -3.7% vs +2.5% 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.

Select Sector Spdr Tr (XLY)

1K + Investors. Track Smart Money conviction in XLY. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — XLY

Based on 1322 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 XLY 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 (98% of max)

98% of all-time peak

1,322 hedge funds hold XLY 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 — +8% more funds vs a year ago

fund count last 6Q

+93 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 51% buying

618 buying592 selling

Last quarter: 618 funds bought or added vs 592 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 (+28 vs last Q)

new funds entering per quarter

Funds opening a new XLY position: 147 → 185 → 122 → 150. 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+) ■ 17% medium ■ 14% new

912 out of 1,322 hedge funds have held XLY 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 +30% but shares only +10% — price-driven

Value

+29%

+10%

Last quarter: the total dollar value of institutional holdings rose +30%, but actual share count only changed +10%. 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

146 → 147 → 185 → 122 → 150 new funds/Q

New funds entering each quarter: 147 → 185 → 122 → 150. XLY 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 — 72% veterans vs 17% newcomers

■ 72% veterans ■ 11% 1-2yr ■ 17% new

Entry-cohort mix of 1,360 holders: 978 (72%) are 2+ year veterans, 156 entered 1–2 years ago, and 226 (17%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 56% AUM from top-100 funds

56% from top-100 AUM funds

39 of 1310 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in XLY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.3

out of 10

Low Exit Risk

Exit risk score 3.3/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	1302	1300	0.15%
13F Shares	189M	172M	10.27%
Total Value	$23.42B	$18.04B	29.86%
New Positions	145	122	+23
Increased Positions	456	408	+48
Closed Positions	131	175	-44
Reduced Positions	454	500	-46
Total Calls	22	19	15.79%
Total Puts	27	29	-6.9%
PUT/CALL Ratio	1.23	1.53	Bearish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

1302

1300

0.15%

13F Shares

189M

172M

10.27%

Total Value

$23.42B

$18.04B

29.86%

New Positions

145

122

+23

Increased Positions

456

408

+48

Closed Positions

131

175

-44

Reduced Positions

454

500

-46

Total Calls

15.79%

Total Puts

-6.9%

PUT/CALL Ratio

1.23

1.53

Bearish

Institutional Holders (2026 Q2)

1K + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 XLY holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Redstone Wealth Management, LLC	8.86%	115,749	$13.6M
2	IMZ Advisory Inc	7.91%	213,105	$25.0M
3	Biltmore Wealth Management, LLC	7.31%	199,665	$23.4M
4	Algorithmic Investment Models, LLC	5.99%	44,104	$5.2M
5	Vertex Investment Solutions Co., Ltd.	5.42%	68,600	$8.0M
6	Cooksen Wealth, LLC	3.86%	52,242	$6.1M
7	PGIM Custom Harvest LLC	3.67%	2,501,017	$293.3M
8	Elliott Investment Management L.P.	3.67%	7,100,000	$832.7M
9	CTC Alternative Strategies, Ltd.	3.50%	20,718	$2.4M
10	Bellwether Advisors, LLC	3.33%	191,679	$22.5M
11	Ameraudi Asset Management, Inc.	3.32%	62,446	$7.3M
12	Lighthouse Financial Services Inc /Adv	3.27%	131,700	$15.6M
13	Peterson Wealth Management	3.26%	59,570	$7.0M
14	Martin & Co Inc /Tn/	3.25%	177,601	$20.8M
15	Private Wealth Advisors, LLC	3.22%	107,216	$12.6M
16	Markin Asset Management, LP	3.12%	31,064	$3.6M
17	Cadent Capital Advisors, LLC	3.11%	128,684	$15.1M
18	Cannon Advisors, Inc.	3.04%	43,116	$5.0M
19	Pcg Asset Management, LLC	2.81%	33,468	$3.9M
20	LightSquare Wealth Management, LLC	2.76%	34,174	$4.0M
21	Peak Retirement Planning, Inc.	2.72%	146,239	$17.2M
22	Wall Capital Group, Inc.	2.71%	28,239	$3.3M
23	WestEnd Advisors, LLC	2.68%	1,025,999	$120.3M
24	Innealta Capital, LLC	2.54%	40,524	$4.8M
25	Granite Harbor Advisors, Inc.	2.49%	53,652	$6.3M

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 (XLY)

What does the Smart Money Trend signal show for XLY?

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

Slight buying edge — 51% buying: Last quarter: 618 funds bought or added vs 592 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 XLY holders?

Elite ownership — 56% AUM from top-100 funds: 39 of 1310 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in XLY. 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 XLY?

69% of holders stayed for 2+ years: 912 out of 1,322 hedge funds have held XLY 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 (XLY) following the 2026 Q2 hedge fund 13F filings?

As of today, XLY has moved -4.4% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.4% for the SPY sector ETF — an outperformance of -4.0%. Since the quarter end (June 30, 2026), XLY has gained -3.7% vs +2.5% 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.

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Select Sector Spdr Tr (XLY)

Smart Money Signals — XLY

Buying streak — 1 quarter in a row

At the ownership peak (98% of max)

Steady growth — +8% more funds vs a year ago

Slight buying edge — 51% buying

More new buyers each quarter (+28 vs last Q)

69% of holders stayed for 2+ years

Value +30% but shares only +10% — price-driven

Peak discovery — momentum slowing

Veteran-anchored — 72% veterans vs 17% newcomers

Elite ownership — 56% AUM from top-100 funds

Institutional Sentiment Summary — XLY

Hedge Fund Ownership: XLY

Market Analysis: XLY

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: XLY

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

Hedge Fund Positioning: XLY

Statistics: XLY

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Select Sector Spdr Tr (XLY)

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