13FPulse
XL

XLF SS FINANCIAL SELECT SECTOR

2026Q2 · CUSIP 81369Y605 · Sector: Other

Normal

Fund flows are within the usual range

Funds that own it
1,848
Institutions that reported holding it to the SEC
Net increase in holders
+14
Last quarter 1,834 → now 1,848
How unusual is that
Above average
Stronger buying than 77% of US stocks
What the filings say, in one paragraph

1,848 funds held XLF at the end of 2026Q2, up 14 from the quarter before. Fund flows are within the usual range — nothing unusual. XLF has had 29 buying rushes in its history. It sits in the Other sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=399 2013Q4: holders=459 2014Q1: holders=493 2014Q2: holders=475 2014Q3: holders=506 2014Q4: holders=571 2015Q1: holders=563 2015Q2: holders=578 2015Q3: holders=567 2015Q4: holders=607 2016Q1: holders=538 2016Q2: holders=536 2016Q3: holders=557 2016Q4: holders=725 2017Q1: holders=767 2017Q2: holders=762 2017Q3: holders=776 2017Q4: holders=907 2018Q1: holders=927 2018Q2: holders=924 2018Q3: holders=933 2018Q4: holders=984 2019Q1: holders=943 2019Q2: holders=939 2019Q3: holders=958 2019Q4: holders=1089 2020Q1: holders=950 2020Q2: holders=968 2020Q3: holders=952 2020Q4: holders=1098 2021Q1: holders=1234 2021Q2: holders=1291 2021Q3: holders=1326 2021Q4: holders=1484 2022Q1: holders=1484 2022Q2: holders=1351 2022Q3: holders=1280 2022Q4: holders=1419 2023Q1: holders=1347 2023Q2: holders=1328 2023Q3: holders=1312 2023Q4: holders=1439 2024Q1: holders=1497 2024Q2: holders=1479 2024Q3: holders=1568 2024Q4: holders=1754 2025Q1: holders=1772 2025Q2: holders=1785 2025Q3: holders=1805 2025Q4: holders=1942 2026Q1: holders=1834 2026Q2: holders=1848 -186 -93 +0 +93 +186 35912002040 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 29 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2025Q4 Top 5%
2025Q3 Top 20%
2025Q1 Top 20%
2024Q4 Top 5%
2024Q3 Top 5%
2024Q1 Top 5%
2023Q4 Top 5%
2022Q4 Top 1% in the market

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
201
Change in large funds
+9
Total value they hold
$45.3B
Funds buying for the first time
181
Funds that sold out entirely
167
Price change that quarter
Funds holding puts (bearish)
51
Funds holding calls (bullish)
47

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.