51% buyers of institutions opening or closing positions this quarter
4 more new buyers than exits, quarter-over-quarter ownership change will be available once more quarters load, and no widely-followed fund managers in the top 25.
51% buyers of institutions opening or closing positions this quarter
Ownership % will appear once market cap data is linked
WestEnd Advisors, LLC portfolio allocation
Loads once peer data is available
No Form 4 insider transactions on file
Latest positioning in XLC across 13F flow, ownership shift, marquee holders, and holder-count growth.
Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in XLC held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Kentucky Farm Bureau Mutual Insurance Co | 200K | $10.71B | β | β | 0.24% |
| 2 | BANK OF AMERICA CORP /DE/ | 43.9M | $4.87B | -2.1% | β | 0.36% |
| 3 | American State Bank (Iowa) | 24K | $1.34B | β | β | 0.13% |
| 4 | MORGAN STANLEY | 7.7M | $853.5M | -2.5% | β | 0.05% |
| 5 | WELLS FARGO & COMPANY/MN | 7.6M | $841.6M | +1.3% | β | 0.16% |
| 6 | UBS Group AG | 7.2M | $797.7M | +85.0% | β | 0.12% |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 6.6M | $727.0M | +1.7% | β | 0.19% |
| 8 | RAYMOND JAMES FINANCIAL INC | 5.7M | $631.0M | -1.3% | β | 0.19% |
| 9 | Focus Partners Wealth | 4.9M | $538.6M | -1.6% | β | 0.60% |
| 10 | LPL Financial LLC | 4.6M | $512.0M | -12.0% | β | 0.14% |
| 11 | ROYAL BANK OF CANADA | 4.5M | $502.5M | +194.0% | β | 0.09% |
| 12 | AMERIPRISE FINANCIAL INC | 3.4M | $406.3M | -12.2% | β | 0.09% |
| 13 | TRUIST FINANCIAL CORP | 3.5M | $388.2M | -0.3% | β | 0.52% |
| 14 | BNP PARIBAS ARBITRAGE, SA | 1.8M | $359.1M | +7.3% | β | 0.17% |
| 15 | MEITAV DASH INVESTMENTS LTD | 3.2M | $351.5M | -4.9% | β | 3.85% |
| 16 | WestEnd Advisors, LLC | 2.8M | $314.7M | +1.9% | β | 7.60% |
| 17 | Migdal Insurance & Financial Holdings Ltd. | 2.8M | $305.4M | -1.3% | β | 2.65% |
| 18 | BARCLAYS PLC | 2.3M | $255.3M | -47.6% | β | 0.06% |
| 19 | NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 1.7M | $186.4M | 0.0% | β | 0.99% |
| 20 | Green Harvest Asset Management LLC | 1.6M | $182.5M | +5.3% | β | 2.85% |
| 21 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.6M | $181.6M | +23.2% | β | 0.02% |
| 22 | GOLDMAN SACHS GROUP INC | 1.6M | $177.4M | +3.3% | β | 0.02% |
| 23 | MENORA MIVTACHIM HOLDINGS LTD. | 1.4M | $157.0M | -0.3% | β | 0.74% |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.4M | $151.6M | -43.3% | β | 0.02% |
| 25 | BlackRock, Inc. | 1.4M | $150.7M | -10.9% | β | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in XLC β a direct measure of their conviction.
Filings activity in XLC during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new XLC position in Q1 2026
Institutions that fully closed their XLC position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 1,162 | +0.3% | β | β | $31.38B | 37% |
| Q4 2025 | 1,158 | +4.9% | β | β | $50.06B | +82% |
| Q3 2025 | 1,104 | +2.6% | β | β | $27.52B | +45% |
| Q2 2025 | 1,076 | +3.8% | β | β | $18.99B | +22% |
| Q1 2025 | 1,037 | +3.6% | β | β | $15.52B | +1.5% |
| Q4 2024 | 1,001 | +8.6% | β | β | $15.29B | +12% |
| Q3 2024 | 922 | +3.0% | β | β | $13.66B | 44% |
| Q2 2024 | 895 | β | β | β | $24.40B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
No recent Form 4 insider transactions on file for XLC.
Quick answers to the most common questions about buying XLC stock.
Based on Q1 2026 13F filings, institutional ownership of Communication Services Select Sector SPDR Fund stands at not currently reported, held across 1,162 reporting institutions.
Kentucky Farm Bureau Mutual Insurance Co is the largest reported institutional holder of XLC, with approximately 200,000 shares worth $10.71B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of XLC.
Our composite Smart Money Score for XLC is 35 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
153 institutions opened new positions in XLC during Q1 2026, while 149 fully exited. 218 added to existing positions and 783 trimmed.
Quarter-over-quarter ownership change for XLC is not yet available β at least two quarters of 13F data are required.
The top 10 institutions account for 69.5% of all reported 13F value in XLC, and the top 25 account for 82.5%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.