$XLU is held by 32 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 1.15%, with an average of 0.24% of portfolio. Largest holder: Hamel Associates, Inc. at 1.15%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
SELECT SECTOR SPDR TR
13F holders
1,598
Net 13F flow · Q
—
Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
—
Institutional holders
Top 10 of 1,598 · Source: 13F-HR01
State Farm Mutual Automobile Insurance Co.
—
—
02
ARS Investment Partners, LLC
—
—
03
Brightline Capital Management, LLC
—
—
04
Taconic Capital Advisors LP
—
—
05
Solus Alternative Asset Management LP
—
—
06
Sheaff Brock Investment Advisors, LLC
—
—
07
Marquette Asset Management, LLC
—
—
08
Northeast Financial Consultants Inc
—
—
09
Evergreen Capital Management LLC
—
—
10
Investment Partners Asset Management, Inc.
—
—
Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
32 holders · Q1 202601
Hamel Associates, Inc.
1.15% NEW
α +12.3pts
02
Interactive Financial Advisors, Inc.
1.02% NEW
α +15.2pts
03
Wincap Financial LLC
0.89% NEW
α +14.0pts
04
Terra Nova Asset Management LLC
0.87% NEW
α +11.1pts
05
LM Advisors LLC
0.83% held
α +15.5pts
06
D L Carlson Investment Group Inc.
0.43% held
α +17.7pts
07
Courier Capital LLC
0.41% NEW
α +14.9pts
08
Tandem Wealth Advisors LLC
0.34% held
α +14.1pts
09
Stamos Capital Partners, L.P.
0.29% NEW
α +10.2pts
10
Narus Financial Partners, LLC
0.21% held
α +11.1pts
11
RFG Advisory, LLC
0.18% NEW
α +16.2pts
12
Banco Santander, S.A.
0.15% NEW
α +12.6pts
13
Citigroup Inc.
0.14% NEW
α +26.3pts
14
Cypress Capital Group
0.13% NEW
α +12.6pts
15
Stelac Advisory Services LLC
0.12% NEW
α +13.4pts
16
Endeavor Private Wealth, Inc.
0.09% held
α +13.5pts
17
Venture Visionary Partners LLC
0.06% held
α +10.3pts
18
GM Advisory Group, LLC
0.06% held
α +16.5pts
19
Principal Securities, Inc.
0.05% held
α +21.3pts
20
Fiduciary Alliance LLC
0.05% held
α +16.8pts
21
Choate Investment Advisors
0.04% held
α +13.8pts
22
Fulton Bank, N.a.
0.03% held
α +23.8pts
23
Johnson Financial Group, Inc.
0.02% held
α +14.7pts
24
Pittenger & Anderson Inc.
0.02% held
α +21.3pts
25
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.02% held
α +27.5pts
26
Svb Wealth LLC
0.02% held
α +29.6pts
27
Quarry LP
0.02% held
α +10.6pts
28
Caption Management, LLC
0.01% held
α +15.5pts
29
Costello Asset Management, INC
0.01% held
α +14.3pts
30
Mountain Hill Investment Partners Corp.
0.00% held
α +15.0pts
31
CV Advisors LLC
0.00% held
α +29.1pts
32
Banque Pictet & Cie SA
0.00% held
α +10.3pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $XLU in the recent window.
Congress trades · last 90 days
1 disclosures · STOCK ActConvergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $XLU lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $XLU — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 09:36 UTC.