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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
HVIA
451
Hudson Valley Investment Advisors
New York
$2.61M -$266K -6,384 -9%
MFG
452
Midwest Financial Group
Kansas
$2.61M -$80.3K -1,928 -3%
SP
453
Symmetry Partners
Connecticut
$2.6M +$2.56M +61,362 New
BFG
454
Beacon Financial Group
Texas
$2.59M -$11.6K -278 -0.5%
FMTCOCP
455
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.57M -$51.4K -1,234 -2%
JCFM
456
JBR Co Financial Management
Oklahoma
$2.57M -$95.9K -2,302 -4%
RCM
457
Regency Capital Management
Hawaii
$2.56M +$2.52M +60,458 New
WT
458
Washington Trust
Rhode Island
$2.56M -$22.9K -550 -0.9%
AA
459
Ancora Advisors
Ohio
$2.56M +$3.58K +86 +0.1%
LFAS
460
Level Four Advisory Services
Texas
$2.56M +$722K +17,344 +40%
ZIG
461
Zullo Investment Group
Pennsylvania
$2.55M -$59.6K -1,430 -2%
CWMG
462
Compass Wealth Management (Georgia)
Georgia
$2.54M +$2.5M +59,992 New
MFFIA
463
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$2.54M
Northwestern Mutual Wealth Management
464
Northwestern Mutual Wealth Management
Wisconsin
$2.53M -$59.6K -1,430 -2%
KIA
465
Knollwood Investment Advisory
Maryland
$2.52M
ACS
466
Archford Capital Strategies
Illinois
$2.51M +$299K +7,174 +14%
HP
467
Holistic Planning
Texas
$2.5M +$125K +3,000 +5%
SG
468
StoneX Group
New York
$2.5M -$482K -11,584 -16%
WPW
469
Waldron Private Wealth
Pennsylvania
$2.5M +$145K +3,490 +6%
First Manhattan
470
First Manhattan
New York
$2.5M +$1.06M +25,466 +76%
CAG
471
Csenge Advisory Group
Florida
$2.5M +$21K +504 +0.8%
FFA
472
Fairfield Financial Advisors
Massachusetts
$2.48M -$428K -10,288 -15%
CGH
473
CMG Global Holdings
Texas
$2.48M +$608K +14,590 +35%
IWA
474
IBEX Wealth Advisors
New Jersey
$2.47M +$585K +14,036 +32%
VPW
475
Variant Private Wealth
Virginia
$2.47M +$1.58K +38 +0.1%

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.