Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Select Sector Spdr Tr (XLE)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -60
Streak
1Q ▼
Buyers last Q
47%

Smart Money Signals — XLE

Based on 2063 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their XLE positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
2,063 hedge funds hold XLE 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 — +18% more funds vs a year ago

fund count last 6Q
+314 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 47% buying

997 buying1141 selling
Last quarter: 1,141 funds reduced or exited vs 997 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-236 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 154 → 262 → 439 → 203. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 16% medium ■ 17% new
1,372 out of 2,063 hedge funds have held XLE 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.
🚀

Acceleration phase — new buyers rushing in

145 → 154 → 262 → 439 → 203 new funds/Q
New funds entering each quarter: 154 → 262 → 439 → 203. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 71% veterans vs 17% newcomers

■ 71% veterans ■ 12% 1-2yr ■ 17% new
Entry-cohort mix of 2,161 holders: 1,531 (71%) are 2+ year veterans, 257 entered 1–2 years ago, and 373 (17%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 53% AUM from top-100 funds

53% from top-100 AUM funds
48 of 2034 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in XLE. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 — XLE

In 2026 Q2, 997 hedge funds were net buyers of XLE (203 opened a new position, 794 added to an existing one), while 1141 reduced or exited (878 trimmed, 263 sold completely) — a 47% buyer ratio, indicating roughly balanced activity. 53% of total institutional value in XLE is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -60 funds (more exits than new entries). Total institutional holders: 2063.

Hedge Fund Ownership: XLE

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

Market Analysis: XLE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XLE

-- --

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

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

Signal Freshness measures how much XLE 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 · 73d ago
XLE
+22.7%
SPY
+2.1%

XLE outperformed SPY by +20.6% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 28d ago
XLE
+5.2%
SPY
-1.8%

Since the filing became public, XLE outperformed SPY by +7.0% .

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.

47 top-rated funds 52 high-conviction
Consensus
7.3
/ 10
breadth
×
Elite
3.7
/ 10
conviction
Hedge Fund Positioning: XLE
2K + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 2025 2123 -4.62%
13F Shares 746M 790M -5.57%
Total Value $40.43B $47.83B -15.47%
New Positions 197 439 -242
Increased Positions 764 808 -44
Closed Positions 266 155 +111
Reduced Positions 853 678 +175
Total Calls 68 56 21.43%
Total Puts 58 57 1.75%
PUT/CALL Ratio 0.85 1.02 Neutral

Statistics: XLE

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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 XLE. Verified SEC 13F-HR filings.

QUARTER:
Top 25 XLE holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Hiddenite Capital Partners LP 36.50% 8,000,000 $424.9M
2 Cadence Wealth Management LLC 12.80% 537,917 $28.6M
3 Hamilton Capital, LLC 11.57% 4,398,711 $233.6M
4 Cabana LLC 10.34% 25,829 $1.4M
5 PJT Investments Corp. 8.95% 498,205 $26.5M
6 Brandywine Financial Group 8.22% 8,289 $689K
7 Tradewinds Capital Management, LLC 7.51% 795,536 $42.3M
8 Algorithmic Investment Models, LLC 7.39% 120,252 $6.4M
9 Financial Discovery Group Inc 6.71% 59,273 $3.1M
10 January Capital Advisors LLC 5.94% 133,886 $7.1M
11 WealthCare Asset Management, LLC 4.91% 222,738 $11.8M
12 Affinity Wealth Management LLC 4.85% 708,338 $37.6M
13 Lake Hills Wealth Management, LLC 4.45% 184,271 $9.8M
14 Caxton Associates LLP 4.42% 4,432,763 $235.4M
15 Decker Retirement Planning Inc. 4.14% 228,903 $12.2M
16 Harbour Wealth Management Group, Inc. 3.96% 110,291 $5.9M
17 J.Safra Asset Management Corp 3.95% 1,616,362 $85.8M
18 Camelot Technology Advisors, INC. 3.71% 103,811 $5.5M
19 Grand Central Investment Group 3.62% 81,436 $4.3M
20 Legacy PCG, LLC 3.59% 12,352 $743K
21 Onyx Bridge Wealth Group LLC 3.58% 749,677 $39.8M
22 Solitude Financial Services 3.49% 237,235 $12.6M
23 Concord Investment Counsel Inc. 3.46% 238,584 $12.7M
24 Sterling Investment Management, LLC 3.42% 117,244 $6.2M
25 Granger Management LLC 3.39% 205,946 $10.9M
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 (XLE)

What does the Smart Money Trend signal show for XLE?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their XLE positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for XLE?

More sellers than buyers — 47% buying: Last quarter: 1,141 funds reduced or exited vs 997 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for XLE holders?

Elite ownership — 53% AUM from top-100 funds: 48 of 2034 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in XLE. 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 XLE?

67% of holders stayed for 2+ years: 1,372 out of 2,063 hedge funds have held XLE 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 (XLE) following the 2026 Q2 hedge fund 13F filings?

As of today, XLE has moved +5.2% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.8% for the SPY sector ETF — an outperformance of +7.0%. Since the quarter end (June 30, 2026), XLE has gained +22.7% vs +2.1% 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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