XL

XLB SS MATERIALS SELECT SECTOR

2026Q2 · CUSIP 81369Y100 · Sector: Other

Piling in

Net holder growth ranks near the top of the market

Funds that own it
924
Institutions that reported holding it to the SEC
Net increase in holders
+28
Last quarter 896 → now 924
How unusual is that
Top 20%
Stronger buying than 84% of US stocks
What the filings say, in one paragraph

924 funds held XLB at the end of 2026Q2, up 28 from the quarter before. That is stronger buying than 83.6% of US stocks — among the most piled-into names this quarter. XLB has had 20 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=241 2013Q4: holders=257 2014Q1: holders=286 2014Q2: holders=287 2014Q3: holders=282 2014Q4: holders=282 2015Q1: holders=278 2015Q2: holders=283 2015Q3: holders=284 2015Q4: holders=294 2016Q1: holders=288 2016Q2: holders=300 2016Q3: holders=322 2016Q4: holders=379 2017Q1: holders=386 2017Q2: holders=385 2017Q3: holders=391 2017Q4: holders=439 2018Q1: holders=455 2018Q2: holders=443 2018Q3: holders=446 2018Q4: holders=438 2019Q1: holders=434 2019Q2: holders=445 2019Q3: holders=433 2019Q4: holders=495 2020Q1: holders=395 2020Q2: holders=423 2020Q3: holders=496 2020Q4: holders=616 2021Q1: holders=685 2021Q2: holders=765 2021Q3: holders=713 2021Q4: holders=813 2022Q1: holders=774 2022Q2: holders=746 2022Q3: holders=672 2022Q4: holders=728 2023Q1: holders=738 2023Q2: holders=729 2023Q3: holders=722 2023Q4: holders=784 2024Q1: holders=781 2024Q2: holders=783 2024Q3: holders=785 2024Q4: holders=805 2025Q1: holders=778 2025Q2: holders=761 2025Q3: holders=766 2025Q4: holders=802 2026Q1: holders=896 2026Q2: holders=924 -120 -60 +0 +60 +120 216594971 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 20 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 20% — —
2026Q1 Top 5% — —
2025Q4 Top 20% — —
2023Q4 Top 10% — —
2023Q1 Top 20% — —
2022Q4 Top 10% — —
2021Q4 Top 5% — —
2021Q2 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
167
Change in large funds
+14
Total value they hold
$7.8B
Funds buying for the first time
134
Funds that sold out entirely
106
Price change that quarter
—
Funds holding puts (bearish)
21
Funds holding calls (bullish)
26

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

Email me the next update

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