13FPulse
XL

XLP SS CONSUMER STAPLES SEL SECT

2026Q2 · CUSIP 81369Y308 · Sector: Other

Funds left

Funds are exiting, but the price is holding

Funds that own it
1,211
Institutions that reported holding it to the SEC
Net decrease in holders
37
Last quarter 1,248 → now 1,211
How unusual is that
Bottom 20%
Stronger than only 3% of US stocks
What the filings say, in one paragraph

1,211 funds held XLP at the end of 2026Q2, down 37 from the quarter before. Buying has faded, though the price is holding up. XLP has had 26 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=265 2013Q4: holders=307 2014Q1: holders=297 2014Q2: holders=316 2014Q3: holders=329 2014Q4: holders=397 2015Q1: holders=401 2015Q2: holders=378 2015Q3: holders=382 2015Q4: holders=434 2016Q1: holders=465 2016Q2: holders=467 2016Q3: holders=436 2016Q4: holders=463 2017Q1: holders=470 2017Q2: holders=474 2017Q3: holders=456 2017Q4: holders=532 2018Q1: holders=512 2018Q2: holders=499 2018Q3: holders=525 2018Q4: holders=628 2019Q1: holders=634 2019Q2: holders=653 2019Q3: holders=676 2019Q4: holders=760 2020Q1: holders=737 2020Q2: holders=746 2020Q3: holders=773 2020Q4: holders=850 2021Q1: holders=837 2021Q2: holders=825 2021Q3: holders=844 2021Q4: holders=967 2022Q1: holders=1030 2022Q2: holders=1038 2022Q3: holders=1014 2022Q4: holders=1094 2023Q1: holders=1053 2023Q2: holders=1072 2023Q3: holders=1030 2023Q4: holders=1105 2024Q1: holders=1075 2024Q2: holders=1062 2024Q3: holders=1130 2024Q4: holders=1186 2025Q1: holders=1179 2025Q2: holders=1189 2025Q3: holders=1153 2025Q4: holders=1207 2026Q1: holders=1248 2026Q2: holders=1211 -123 -61.5 +0 +61.5 +123 2387751311 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 26 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q1 Top 10%
2025Q4 Top 10%
2024Q4 Top 10%
2024Q3 Top 5%
2023Q4 Top 10%
2023Q2 Top 20%
2022Q4 Top 5%
2022Q2 Top 20%

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
174
Change in large funds
+8
Total value they hold
$14.9B
Funds buying for the first time
136
Funds that sold out entirely
173
Price change that quarter
Funds holding puts (bearish)
31
Funds holding calls (bullish)
23

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.