Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SELECT SECTOR SPDR TR (XLY)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +80
Streak
3Q ▲
Buyers last Q
88%

Smart Money Signals — XLY

Based on 1258 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, 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 (100% of max)

100% of all-time peak
1,258 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 — +5% more funds vs a year ago

fund count last 6Q
+60 new funds entered over the past year (+5% 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

1204 buying158 selling
Last quarter: 1,204 funds were net buyers (175 opened a brand new position + 1029 added to an existing one). Only 158 were sellers (63 trimmed + 95 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+37 vs last Q)

new funds entering per quarter
Funds opening a new XLY position: 104 → 129 → 138 → 175. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 18% medium ■ 15% new
849 out of 1,258 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.
💎

Buying through price weakness — shares +85%, value -7%

Value
-6%
Shares
+84%
Last quarter: funds added +85% more shares while total portfolio value only changed -7%. 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

208 → 104 → 129 → 138 → 175 new funds/Q
New funds entering each quarter: 104 → 129 → 138 → 175. A growing number of institutions are discovering XLY 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 1,295 current holders: 904 (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 — 52% AUM from top-100 funds

52% from top-100 AUM funds
28 of 1258 holders are among the 100 largest funds by AUM, controlling 52% 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.
3.5
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: XLY

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

Market Analysis: XLY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XLY

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

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

98 top-rated funds 27 high-conviction
Consensus
8.7
/ 10
breadth
×
Elite
3.9
/ 10
conviction
Hedge Fund Positioning: XLY
2026 Q1 Stats Unlock in 21 days 1K + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1295 1225 5.71%
13F Shares 181M 98M 84.91%
Total Value $21.69B $23.23B -6.63%
New Positions 179 144 +35
Increased Positions 1114 451 +663
Closed Positions 103 102 +1
Reduced Positions 82 457 -375
Total Calls 21 25 -16.0%
Total Puts 24 31 -22.58%
PUT/CALL Ratio 1.14 1.24 Neutral

Statistics: XLY

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Valuation Measures Data as of: --

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

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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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 XLY. Verified SEC 13F-HR filings.

Top 25 institutional holders of XLY — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 IMZ Advisory Inc 8.37% 203,086 $22.1M
2 REDSTONE WEALTH MANAGEMENT, LLC 7.88% 90,783 $9.9M
3 Biltmore Wealth Management, LLC 7.52% 194,058 $21.1M
4 Independence Wealth Advisors, LLC 4.45% 76,651 $8.4M
5 Cadent Capital Advisors, LLC 3.50% 124,030 $13.5M
6 LIGHTHOUSE FINANCIAL SERVICES INC /ADV 3.42% 130,188 $15.2M
7 Wall Capital Group, Inc. 3.11% 26,743 $2.9M
8 FORONJY FINANCIAL LLC 2.88% 63,614 $6.9M
9 Granite Harbor Advisors, Inc. 2.54% 53,429 $5.8M
10 WestEnd Advisors, LLC 2.46% 936,429 $102.1M
11 CDM FINANCIAL COUNSELING SERVICES, INC. 2.30% 21,914 $2.4M
12 KENNICOTT CAPITAL MANAGEMENT LLC 2.25% 37,729 $4.1M
13 Winthrop Capital Management, LLC 2.20% 78,595 $9K
14 ARMSTRONG ADVISORY GROUP, INC 2.09% 286,426 $31.2M
15 Attessa Capital LLC 2.07% 34,995 $3.8M
16 MontVue Capital Management, Inc. 2.04% 27,445 $3.0M
17 Curat Global, LLC 2.01% 18,748 $2.0M
18 BAR HARBOR WEALTH MANAGEMENT 1.82% 284,813 $31.0M
19 BRAVE ASSET MANAGEMENT INC 1.79% 70,235 $7.7M
20 TCP Asset Management, LLC 1.78% 127,227 $13.9M
21 Trilogy Capital Inc. 1.74% 362,392 $39.5M
22 Crew Capital Management, Ltd 1.72% 23,772 $2.6M
23 Capitol Family Office, Inc. 1.66% 11,807 $1.4M
24 Payne Capital LLC 1.65% 16,509 $1.8M
25 Sharper & Granite LLC 1.56% 41,894 $4.6M
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 (XLY)

What does the Smart Money Trend signal show for XLY?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, 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?

More buyers than sellers — 88% buying: Last quarter: 1,204 funds were net buyers (175 opened a brand new position + 1029 added to an existing one). Only 158 were sellers (63 trimmed + 95 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for XLY holders?

Elite ownership — 52% AUM from top-100 funds: 28 of 1258 holders are among the 100 largest funds by AUM, controlling 52% 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?

67% of holders stayed for 2+ years: 849 out of 1,258 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.

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.