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State Street Energy Select Sector SPDR ETF

1,749 hedge funds and large institutions have $18.3B invested in State Street Energy Select Sector SPDR ETF in 2025 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 620 increasing their positions, 794 reducing their positions, and 196 closing their positions.

New
Increased
Maintained
Reduced
Closed

16.99% more ownership

Funds ownership: 126.06%143.05% (+17%)

5% less funds holding

Funds holding: 1,8391,749 (-90)

11% less capital invested

Capital invested by funds: $20.6B → $18.3B (-$2.34B)

22% less repeat investments, than reductions

Existing positions increased: 620 | Existing positions reduced: 794

35% less first-time investments, than exits

New positions opened: 128 | Existing positions closed: 196

45% less funds holding in top 10

Funds holding in top 10: 6033 (-27)

50% less call options, than puts

Call options by funds: $4.78B | Put options by funds: $9.63B

Holders
1,749
Holders Change
-90
Holders Change %
-4.89%
% of All Funds
23.03%
Holding in Top 10
33
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-45%
% of All Funds
0.43%
New
128
Increased
620
Reduced
794
Closed
196
Calls
$4.78B
Puts
$9.63B
Net Calls
-$4.84B
Net Calls Change
+$1.35B
Name Holding Trade Value Shares
Change
Change in
Stake
PA
251
Pinnacle Associates
New York
$5.59M -$560K -13,444 -9%
SWM
252
Spire Wealth Management
Virginia
$5.59M -$1.32M -31,600 -19%
AIP
253
Almanack Investment Partners
Pennsylvania
$5.59M +$52.5K +1,260 +1%
Bank of New York Mellon
254
Bank of New York Mellon
New York
$5.55M +$1.62M +38,810 +42%
SPC
255
Sigma Planning Corp
Michigan
$5.52M -$251K -6,034 -4%
FGA
256
Fortis Group Advisors
New Jersey
$5.5M +$4.16M +99,828 +380%
HH
257
Hilltop Holdings
Texas
$5.49M +$1.96M +47,064 +57%
FFN
258
Focus Financial Network
Minnesota
$5.47M -$598K -14,370 -10%
JIP
259
Jaffetilchin Investment Partners
Florida
$5.44M +$47.1K +1,130 +0.9%
SF
260
Synovus Financial
Georgia
$5.42M -$35.8K -860 -0.7%
Fisher Asset Management
261
Fisher Asset Management
Washington
$5.34M -$1.91M -45,934 -27%
IRC
262
Investors Research Corp
Georgia
$5.31M -$152K -3,660 -3%
WA
263
Waverly Advisors
Alabama
$5.27M +$3.21M +77,010 +163%
TPW
264
Turn8 Private Wealth
$5.24M +$55.4K +1,330 +1%
Balyasny Asset Management
265
Balyasny Asset Management
Illinois
$5.12M -$61M -1,465,442 -92%
TF
266
Trek Financial
Arizona
$5.11M -$6.55M -157,184 -57%
PCM
267
Parsons Capital Management
Rhode Island
$5.11M -$52.1K -1,250 -1%
KWM
268
Kingsview Wealth Management
Oregon
$5.08M +$482K +11,572 +11%
VWM
269
Valley Wealth Managers
New Jersey
$5.06M -$2.92K -70 -0.1%
AIM
270
AMI Investment Management
Indiana
$5.02M -$120K -2,880 -2%
CAWM
271
Capital Advisors Wealth Management
Washington
$5.01M -$75.7K -1,818 -2%
MFG
272
Magnus Financial Group
New York
$4.96M -$28.7K -690 -0.6%
TS
273
Tamar Securities
California
$4.95M +$164K +3,940 +3%
EFI
274
EHP Funds Inc
Canada
$4.94M -$4.91M -117,800 -50%
CIA
275
Concurrent Investment Advisors
Florida
$4.9M -$271K -6,502 -5%

XLE Hedge Fund Activity: Q2 2025 in Review

1,749 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in State Street Energy Select Sector SPDR ETF (XLE) for Q2 2025, worth a combined $18.3B — down 11% from $20.6B a quarter earlier.

Sellers outnumbered buyers: 196 funds closed out of XLE and 128 opened new positions — a net loss of 68 holders — while 794 trimmed existing stakes and 620 added.

The largest buyer was Proficio Capital Partners, adding an estimated $847M. The largest seller was Barclays, cutting an estimated $308M.

  • 1,749 institutional investors held State Street Energy Select Sector SPDR ETF (XLE) as of Q2 2025, down from 1,839 in Q1 2025.
  • Funds reported $18.3B of State Street Energy Select Sector SPDR ETF stock for Q2 2025, down 11% quarter-over-quarter.
  • 128 funds opened new State Street Energy Select Sector SPDR ETF positions in Q2 2025 and 196 closed out, a net change of -68 holders.
  • The largest State Street Energy Select Sector SPDR ETF buyer in Q2 2025 was Proficio Capital Partners, an estimated $847M added.
  • The largest State Street Energy Select Sector SPDR ETF seller in Q2 2025 was Barclays, an estimated $308M sold.

Based on aggregated 13F filings for Q2 2025.