Stock Analysis

Data Source: SEC EDGAR 13F

Updated Hourly

Select Sector Spdr Tr (XLKI)

Q: Is it too late to buy Select Sector Spdr Tr (XLKI) following the 2026 Q1 hedge fund 13F filings?

As of today, XLKI has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.1% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), XLKI gained nan% vs +12.4% 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.

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

Net Flow Q/Q

↑ +1

Streak

1Q ▲

Buyers last Q

50%

Smart Money Signals — XLKI

Based on 4 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 2Q

For 1 consecutive quarter, more hedge funds added XLKI 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

4 hedge funds hold XLKI right now — the highest count in 0.8 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.

🟡

Slight buying edge — 50% buying

3 buying3 selling

Last quarter: 3 funds bought or added vs 3 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.

➡️

Steady new buyers — ~3 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 1 → 3. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 100% entered in last year

■ 0% conviction (2yr+) ■ 0% medium ■ 100% new

Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

💰

Value +2450% but shares only +400% — price-driven

Value

+2449%

+399%

Last quarter: the total dollar value of institutional holdings rose +2450%, but actual share count only changed +400%. 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.

🌱

Early stage — 100% of holders entered in last year

■ 0% veterans ■ 0% 1-2yr ■ 100% new

Of 5 current holders: 5 (100%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

📋

Smaller funds dominant — 0% AUM from top-100

0% from top-100 AUM funds

0 of 4 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

5.5

out of 10

Moderate Exit Risk

Exit risk score 5.5/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — XLKI

In 2026 Q1, 3 hedge funds were net buyers of XLKI (3 opened a brand-new position), while 3 reduced or exited (1 trimmed, 2 sold completely) — a 50% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 4.

Hedge Fund Ownership: XLKI

How many hedge funds hold XLKI — quarterly history vs. share price

Quarterly hedge fund ownership of XLKI vs. share price

Stock Performance

Real-time

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

Signal Freshness measures how much XLKI has moved relative to its sector benchmark (SPY) since the 2026 Q1 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 March 31, 2026 · 88d ago

XLKI

nan%

SPY

+12.4%

XLKI outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 43d ago

XLKI

nan%

SPY

-1.1%

Since the filing became public, XLKI outperformed SPY by nan% .

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 ?

Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 0 high-conviction

Consensus

0.0

/ 10

breadth

Elite

0.1

/ 10

conviction

Hedge Fund Positioning: XLKI

4 + Investors

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

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	4	3	33.33%
13F Shares	227K	45K	399.64%
Total Value	$29M	$1M	2449.83%
New Positions	3	1	+2
Increased Positions	0	1	-1
Closed Positions	2	1	+1
Reduced Positions	1	1	-
Total Calls	0	0	-
Total Puts	1	0	100%
PUT/CALL Ratio	0.0	0.0	Bullish

Statistics: XLKI

Valuation Measures Data as of: --

Market Cap	--
Enterprise Value	--
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PEG Ratio (5yr expected)	--
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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)

4 + investors

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

QUARTER:

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

Top 3 XLKI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Moulton Wealth Management, Inc	1.00%	10,877	$1.5M
2	Balyasny Asset Management L.P.	0.03%	180,000	$23.9M
3	Balyasny Asset Management L.P.	0.00%	28,343	$3.8M

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 (XLKI)

What does the Smart Money Trend signal show for XLKI?

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

Slight buying edge — 50% buying: Last quarter: 3 funds bought or added vs 3 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 XLKI holders?

Smaller funds dominant — 0% AUM from top-100: 0 of 4 holders rank in the top 100 by AUM, but together hold only 0% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held XLKI?

Mostly new holders — 100% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Select Sector Spdr Tr (XLKI) following the 2026 Q1 hedge fund 13F filings?

As of today, XLKI has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.1% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), XLKI has gained nan% vs +12.4% 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.