SELECT SECTOR SPDR TR (XLUI)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Holders

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No collected fundamentals to build a valuation model.

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

No collected fundamentals for a capital-allocation analysis.

No collected fundamentals for a debt & leverage analysis.

Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

Ownership Map

Top 6 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

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Crowding AnalysisModerate

Holders6of 5,944

Avg: 68

Uncrowded65th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.67x

37th percentile

5 buying3 selling

+5

New

-3

Closed

+6.5M

Net shares

Ownership Concentration

Top 5: 100.0%Top 10: 100.0%

BALYASNY ASSET MANAGEMENT L.P.99.6%

MOULTON WEALTH MANAGEMENT,0.3%

WealthShield Partners,0.0%

CWM,0.0%

PIN OAK INVESTMENT ADVISORS0.0%

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Not enough quarter-end price history for a performance view. (Run collect_prices.py for this ticker.)

Crowding AnalysisModerate

Holders6of 5,944

Avg: 68

Uncrowded65th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.67x

37th percentile

5 buying3 selling

+5

New

-3

Closed

+6.5M

Net shares

Ownership Concentration

Top 5: 100.0%Top 10: 100.0%

BALYASNY ASSET MANAGEMENT L.P.99.6%

MOULTON WEALTH MANAGEMENT,0.3%

WealthShield Partners,0.0%

CWM,0.0%

PIN OAK INVESTMENT ADVISORS0.0%

Crowding AnalysisModerate

Holders6of 5,944

Avg: 68

Uncrowded65th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.67x

37th percentile

5 buying3 selling

+5

New

-3

Closed

+6.5M

Net shares

Ownership Concentration

Top 5: 100.0%Top 10: 100.0%

BALYASNY ASSET MANAGEMENT L.P.99.6%

MOULTON WEALTH MANAGEMENT,0.3%

WealthShield Partners,0.0%

CWM,0.0%

PIN OAK INVESTMENT ADVISORS0.0%

Institutional Trends (3 Quarters)

No trend data available for this metric.

Conviction-Weighted Ownership

Median weight: 0.00%Avg weight: 0.18%Max: 0.68%High conviction (>1%): 0

BALYASNY ASSET MANAGEMENT L.P.

MOULTON WEALTH MANAGEMENT,

WealthShield Partners,

CWM,

PIN OAK INVESTMENT ADVISORS

WELLS FARGO & COMPANY/MN

Ownership Map

Top 6 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 6 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position