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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
Bank of Montreal
26
Bank of Montreal
Ontario, Canada
$103M -$16.4M -394,814 -14%
Marshall Wace
27
Marshall Wace
United Kingdom
$102M +$100M +2,409,370 +1,204,685%
Northern Trust
28
Northern Trust
Illinois
$101M -$8.94M -214,702 -8%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$87.1M +$589K +14,152 +0.7%
Stifel Financial
30
Stifel Financial
Missouri
$86.7M +$343K +8,238 +0.4%
CIBC World Market
31
CIBC World Market
Ontario, Canada
$83.8M -$163M -3,921,220 -66%
HighTower Advisors
32
HighTower Advisors
Illinois
$82.5M -$1.38M -33,196 -2%
Osaic Holdings
33
Osaic Holdings
Arizona
$78.3M -$2.41M -57,962 -3%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$77.7M -$3.21M -77,132 -4%
Millennium Management
35
Millennium Management
New York
$76.8M +$70.1M +1,683,932 +1,319%
AIM
36
Allen Investment Management
New York
$71.7M +$1.3M +31,154 +2%
PF
37
Phoenix Financial
Israel
$62.6M -$76.4M -1,834,724 -55%
JSAM
38
J. Safra Asset Management
New York
$61.3M +$1.16M +27,938 +2%
BlackRock
39
BlackRock
New York
$60.9M +$33.2M +797,658 +125%
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$59.6M +$9.37M +225,022 +19%
Charles Schwab
41
Charles Schwab
California
$59.5M -$773K -18,568 -1%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$56.6M -$8.14M -195,458 -13%
MIFH
43
Migdal Insurance & Financial Holdings
Israel
$56.5M -$74.3M -1,784,766 -57%
EWA
44
EP Wealth Advisors
California
$51.1M +$3.13M +75,262 +7%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$49.6M -$16.2M -389,868 -25%
PPFA
46
Provida Pension Fund Administrator
Chile
$47M -$38.8M -931,716 -46%
Truist Financial
47
Truist Financial
North Carolina
$46.2M -$1.25M -29,976 -3%
CWM
48
Congress Wealth Management
Massachusetts
$45.1M +$1.85M +44,338 +4%
AA
49
ALPS Advisors
Colorado
$44.9M +$3.62M +86,808 +9%
Corient Private Wealth
50
Corient Private Wealth
Florida
$43.9M -$3.39M -81,418 -7%

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.