Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SELECT SECTOR SPDR TR (XLB)

774 + Investors. Track Smart Money conviction in XLB. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +36
Streak
2Q ▲
Buyers last Q
85%

Smart Money Signals — XLB

Based on 742 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added XLB 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 (99% of max)

99% of all-time peak
742 hedge funds hold XLB 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding XLB is almost the same as a year ago (-6 funds, -1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟢

More buyers than sellers — 85% buying

717 buying129 selling
Last quarter: 717 funds were net buyers (130 opened a brand new position + 587 added to an existing one). Only 129 were sellers (35 trimmed + 94 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+49 vs last Q)

new funds entering per quarter
Funds opening a new XLB position: 84 → 67 → 81 → 130. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

70% of holders stayed for 2+ years

■ 70% conviction (2yr+) ■ 17% medium ■ 13% new
517 out of 742 hedge funds have held XLB 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 +103%, value +3%

Value
+3%
Shares
+102%
Last quarter: funds added +103% more shares while total portfolio value only changed +3%. 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

109 → 84 → 67 → 81 → 130 new funds/Q
New funds entering each quarter: 84 → 67 → 81 → 130. A growing number of institutions are discovering XLB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 72% of holders stayed 2+ years

■ 72% veterans ■ 11% 1-2yr ■ 17% new
Of 774 current holders: 561 (72%) 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 — 41% AUM from top-100 funds

41% from top-100 AUM funds
27 of 742 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in XLB. 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.

Hedge Fund Ownership: XLB

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

Market Analysis: XLB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XLB

-- --

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

Smart Money Signal ?
Broad Consensus, Selective Conviction

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

57 top-rated funds 10 high-conviction
Consensus
7.7
/ 10
breadth
×
Elite
3.4
/ 10
conviction
Hedge Fund Positioning: XLB
2026 Q1 Stats Unlock in 11 days 774 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 774 748 3.48%
13F Shares 154M 76M 102.54%
Total Value $6.99B $6.75B 3.48%
New Positions 133 86 +47
Increased Positions 667 282 +385
Closed Positions 102 87 +15
Reduced Positions 45 306 -261
Total Calls 20 26 -23.08%
Total Puts 25 28 -10.71%
PUT/CALL Ratio 1.25 1.08 Bearish

Statistics: XLB

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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) --
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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)

774 + investors

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

Top 25 institutional holders of XLB — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 TTP Investments, Inc. 6.28% 301,686 $15.1M
2 LifePlan Financial, LLC 5.53% 149,798 $7.5M
3 Rye Brook Capital LLC 4.61% 100,100 $5K
4 Biltmore Wealth Management, LLC 4.49% 252,445 $12.6M
5 Strategic Equity Management 3.81% 202,891 $10.1M
6 THOR TRADING ADVISORS, LLC 3.39% 163,894 $8.2M
7 Artesa Financial Group, LLC 3.09% 64,818 $3.2M
8 MONEYWISE, INC. 2.71% 124,180 $6.2M
9 Fearless Solutions, LLC dba Best Invest 2.70% 89,499 $4.5M
10 One Wealth Map LLC 2.69% 111,659 $5.7M
11 FLOYD FINANCIAL GROUP LLC 2.48% 72,519 $3.7M
12 STAPP WEALTH MANAGEMENT, PLLC 2.20% 34,521 $1.7M
13 Mader & Shannon Wealth Management, Inc. 2.10% 90,724 $4.5M
14 Northstar Advisory Group, LLC 1.92% 103,410 $5.2M
15 Innova Wealth Partners 1.68% 71,118 $3.6M
16 JMAC ENTERPRISES LLC 1.68% 175,228 $8.8M
17 CFC Planning Co LLC 1.60% 44,738 $2.2M
18 BNC WEALTH MANAGEMENT, LLC 1.58% 114,079 $5.7M
19 SOUTHERN CAPITAL SERVICES INC /ADV 1.51% 47,053 $2.4M
20 Ayalon Insurance Comp Ltd. 1.44% 141,279 $7K
21 ES4, LLC 1.36% 42,124 $2.1M
22 RCW Management, LLC 1.33% 25,934 $1.3M
23 HARBOUR INVESTMENT MANAGEMENT LLC 1.32% 48,526 $2.4M
24 Sharper & Granite LLC 1.31% 76,893 $3.8M
25 Econ Financial Services Corp 1.28% 55,197 $2.8M
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 (XLB)

What does the Smart Money Trend signal show for XLB?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added XLB 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 XLB?

More buyers than sellers — 85% buying: Last quarter: 717 funds were net buyers (130 opened a brand new position + 587 added to an existing one). Only 129 were sellers (35 trimmed + 94 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for XLB holders?

Elite ownership — 41% AUM from top-100 funds: 27 of 742 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in XLB. 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 XLB?

70% of holders stayed for 2+ years: 517 out of 742 hedge funds have held XLB 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.