Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Select Sector Spdr Tr (XLP)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +58
Streak
2Q ▲
Buyers last Q
49%

Smart Money Signals — XLP

Based on 1261 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added XLP 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
1,261 hedge funds hold XLP 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 — +7% more funds vs a year ago

fund count last 6Q
+79 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 49% buying

596 buying611 selling
Last quarter: 611 funds reduced or exited vs 596 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.
➡️

Steady new buyers — ~175 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 123 → 103 → 177 → 175. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 18% medium ■ 15% new
847 out of 1,261 hedge funds have held XLP 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

135 → 123 → 103 → 177 → 175 new funds/Q
New funds entering each quarter: 123 → 103 → 177 → 175. 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 1,314 holders: 927 (71%) are 2+ year veterans, 158 entered 1–2 years ago, and 229 (17%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 57% AUM from top-100 funds

57% from top-100 AUM funds
40 of 1246 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in XLP. 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.

Institutional Sentiment Summary — XLP

In 2026 Q1, 596 hedge funds were net buyers of XLP (175 opened a new position, 421 added to an existing one), while 611 reduced or exited (494 trimmed, 117 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. Net buying has persisted for two consecutive quarters, a positive momentum signal. 57% of total institutional value in XLP is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +58 funds (more new holders than closures). Total institutional holders: 1261.

Hedge Fund Ownership: XLP

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

Market Analysis: XLP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XLP

-- --

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

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

Signal Freshness measures how much XLP 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 · 92d ago
XLP
+2.9%
SPY
+13.7%

XLP outperformed SPY by -10.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 47d ago
XLP
+0.4%
SPY
+0.1%

Since the filing became public, XLP outperformed SPY by +0.3% .

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 24 high-conviction
Consensus
7.3
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: XLP
1K + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 1242 1203 3.24%
13F Shares 239M 250M -4.41%
Total Value $19.19B $19.48B -1.48%
New Positions 169 177 -8
Increased Positions 406 464 -58
Closed Positions 130 127 +3
Reduced Positions 473 398 +75
Total Calls 24 19 26.32%
Total Puts 44 23 91.3%
PUT/CALL Ratio 1.83 1.21 Bearish

Statistics: XLP

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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 XLP. Verified SEC 13F-HR filings.

QUARTER:
Top 25 XLP holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 SPX Gestao de Recursos Ltda 9.98% 1,466,111 $120.2M
2 Spruce Point Capital Management, LLC 9.92% 110,000 $9.0M
3 Financial Discovery Group Inc 8.24% 43,002 $3.5M
4 Strategic Advisory Partners, LLC 7.02% 108,774 $8.9M
5 Algorithmic Investment Models, LLC 6.76% 66,858 $5.5M
6 LifePlan Financial, LLC 6.65% 109,847 $9.0M
7 Niles Investment Management, LLC 5.89% 79,982 $6.6M
8 Arta Finance Wealth Management LLC 5.79% 142,973 $11.7M
9 Biltmore Wealth Management, LLC 5.67% 194,440 $15.9M
10 WestEnd Advisors, LLC 5.60% 2,828,614 $231.9M
11 Madison Park Capital Advisors, LLC 5.12% 79,455 $6.5M
12 American National Bank of Texas 4.76% 60,939 $5.0M
13 Ameraudi Asset Management, Inc. 4.33% 97,041 $8.0M
14 Perbak Capital Partners LLP 4.02% 199,409 $16.3M
15 Split Rock Private Trading & Wealth Management, LLC 3.95% 62,244 $5.1M
16 Advocate Investing Services LLC 3.91% 56,252 $4.6M
17 Verition Fund Management LLC 3.83% 7,208,500 $591.0M
18 IMZ Advisory Inc 3.77% 121,581 $10.0M
19 Elliott Investment Management L.P. 3.73% 9,140,000 $749.3M
20 Northstar Advisory Group, LLC 3.71% 121,712 $10.0M
21 Valence8 US LP 3.71% 129,368 $10.6M
22 Conservest Capital Advisors, Inc. 3.53% 475,085 $38.9M
23 Rothschild Capital Partners, LLC 3.41% 169,753 $13.9M
24 Savior LLC 3.38% 11,541 $946K
25 One Wealth Map LLC 3.25% 82,057 $6.9M
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 (XLP)

What does the Smart Money Trend signal show for XLP?

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

More sellers than buyers — 49% buying: Last quarter: 611 funds reduced or exited vs 596 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 XLP holders?

Elite ownership — 57% AUM from top-100 funds: 40 of 1246 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in XLP. 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 XLP?

67% of holders stayed for 2+ years: 847 out of 1,261 hedge funds have held XLP 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 (XLP) following the 2026 Q1 hedge fund 13F filings?

As of today, XLP has moved +0.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.1% for the SPY sector ETF — an outperformance of +0.3%. Since the quarter end (March 31, 2026), XLP has gained +2.9% vs +13.7% 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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