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State Street Energy Select Sector SPDR ETF

1,736 hedge funds and large institutions have $17.4B invested in State Street Energy Select Sector SPDR ETF in 2025 Q3 according to their latest regulatory filings, with 142 funds opening new positions, 590 increasing their positions, 780 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 124

1% less funds holding

Funds holding: 1,7491,736 (-13)

5% less capital invested

Capital invested by funds: $18.3B → $17.4B (-$880M)

13.07% less ownership

Funds ownership: 143.05%129.98% (-13%)

21% less funds holding in top 10

Funds holding in top 10: 3326 (-7)

24% less repeat investments, than reductions

Existing positions increased: 590 | Existing positions reduced: 780

54% less call options, than puts

Call options by funds: $5.24B | Put options by funds: $11.4B

Holders
1,736
Holders Change
-13
Holders Change %
-0.74%
% of All Funds
22.79%
Holding in Top 10
26
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-21.21%
% of All Funds
0.34%
New
142
Increased
590
Reduced
780
Closed
124
Calls
$5.24B
Puts
$11.4B
Net Calls
-$6.2B
Net Calls Change
-$1.35B
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
351
Stockman Wealth Management
Montana
$3.62M +$151K +3,448 +4%
PA
352
PFG Advisors
Arizona
$3.62M +$74.3K +1,698 +2%
MAG
353
M3 Advisory Group
Massachusetts
$3.59M +$68.5K +1,564 +2%
FMC
354
First Merchants Corp
Indiana
$3.59M -$115K -2,618 -3%
PBF
355
Petix & Botte Financial
California
$3.55M -$415K -9,468 -11%
FTWA
356
Fifth Third Wealth Advisors
Ohio
$3.51M +$659K +15,044 +24%
SWM
357
Spire Wealth Management
Virginia
$3.51M -$2.34M -53,542 -41%
AQR Capital Management
358
AQR Capital Management
Connecticut
$3.51M -$258K -5,886 -7%
FSA
359
Financial Sense Advisors
California
$3.5M +$1.66K +38 +0%
FFA
360
Farther Finance Advisors
California
$3.5M +$219K +4,994 +7%
PCMH
361
Polymer Capital Management (HK)
Hong Kong
$3.49M
CPRC
362
Consolidated Portfolio Review Corp
New York
$3.49M +$332K +7,578 +11%
AAS
363
Ameritas Advisory Services
Nebraska
$3.49M -$391K -8,932 -10%
RIA
364
Regal Investment Advisors
Michigan
$3.48M +$628K +14,346 +23%
SP
365
SWS Partners
Ohio
$3.48M +$345K +7,876 +11%
Northwestern Mutual Wealth Management
366
Northwestern Mutual Wealth Management
Wisconsin
$3.47M +$783K +17,874 +30%
PWM
367
Perigon Wealth Management
California
$3.45M -$85.2K -1,946 -2%
PPWP
368
Premier Path Wealth Partners
New Jersey
$3.44M -$91.9K -2,098 -3%
Koshinski Asset Management
369
Koshinski Asset Management
Illinois
$3.44M +$41K +936 +1%
ACM
370
Allred Capital Management
Texas
$3.43M -$244K -5,568 -7%
AWM
371
Apollon Wealth Management
South Carolina
$3.43M +$32.9K +752 +1%
RCP
372
Rothschild Capital Partners
New York
$3.4M -$185K -4,234 -5%
CL
373
Choreo LLC
Illinois
$3.39M -$105K -2,394 -3%
APW
374
Atlantic Private Wealth
North Carolina
$3.38M -$330K -7,538 -9%
1WA
375
180 Wealth Advisors
Washington
$3.38M +$551K +12,574 +20%

XLE Hedge Fund Activity: Q3 2025 in Review

1,736 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in State Street Energy Select Sector SPDR ETF (XLE) for Q3 2025, worth a combined $17.4B — down 4.8% from $18.3B a quarter earlier.

Buyers outnumbered sellers: 142 funds opened new XLE positions and 124 closed out — a net gain of 18 holders — while 590 added to existing stakes and 780 trimmed.

The largest buyer was Barclays, adding an estimated $178M. The largest seller was Proficio Capital Partners, cutting an estimated $890M.

  • 1,736 institutional investors held State Street Energy Select Sector SPDR ETF (XLE) as of Q3 2025, down from 1,749 in Q2 2025.
  • Funds reported $17.4B of State Street Energy Select Sector SPDR ETF stock for Q3 2025, down 4.8% quarter-over-quarter.
  • 142 funds opened new State Street Energy Select Sector SPDR ETF positions in Q3 2025 and 124 closed out, a net change of +18 holders.
  • The largest State Street Energy Select Sector SPDR ETF buyer in Q3 2025 was Barclays, an estimated $178M added.
  • The largest State Street Energy Select Sector SPDR ETF seller in Q3 2025 was Proficio Capital Partners, an estimated $890M sold.

Based on aggregated 13F filings for Q3 2025.