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State Street Energy Select Sector SPDR ETF
XLE

1,885 hedge funds and large institutions have $22.9B invested in State Street Energy Select Sector SPDR ETF in 2024 Q4 according to their latest regulatory filings, with 296 funds opening new positions, 709 increasing their positions, 677 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 296 | Existing positions closed: 126

11% more capital invested

Capital invested by funds: $20.6B → $22.9B (+$2.35B)

8% more funds holding

Funds holding: 1,752 → 1,885 (+133)

5% more repeat investments, than reductions

Existing positions increased: 709 | Existing positions reduced: 677

0.63% more ownership

Funds ownership: 115.27% → 115.89% (+0.63%)

13% less funds holding in top 10

Funds holding in top 10: 60 → 52 (-8)

40% less call options, than puts

Call options by funds: $4.81B | Put options by funds: $8.03B

Holders
1,885
Holders Change
+133
Holders Change %
+7.59%
% of All Funds
24.83%
Holding in Top 10
52
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-13.33%
% of All Funds
0.68%
New
296
Increased
709
Reduced
677
Closed
126
Calls
$4.81B
Puts
$8.03B
Net Calls
-$3.23B
Net Calls Change
+$2.43B

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$200M
2
Jane Street
Jane Street
New York
+$179M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$146M
4
Tudor Investment Corp
Tudor Investment Corp
Connecticut
+$117M
5
PF
Phoenix Financial
Israel
+$94.1M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$917M
2
Barclays
Barclays
United Kingdom
-$343M
3
Bessemer Group
Bessemer Group
New Jersey
-$186M
4
CI
Clal Insurance
Israel
-$132M
5
CIBC World Market
CIBC World Market
Ontario, Canada
-$109M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCMF
676
Private Capital Management (Florida)
Florida
$1.62M -$24.7K -544 -1%
DIA
677
Dana Investment Advisors
Wisconsin
$1.61M +$162K +3,554 +10%
DWM
678
Darwin Wealth Management
Florida
$1.61M +$1.68M +37,024 +6,340%
GP
679
Greenline Partners
New York
$1.6M +$91 +2 +0%
SSCM
680
Spectrum Strategic Capital Management
Oregon
$1.59M +$46.9K +1,032 +3%
MC
681
Martin & Co
Tennessee
$1.59M -$85.7K -1,886 -5%
MA
682
MONECO Advisors
Connecticut
$1.59M -$89.8K -1,976 -5%
DWT
683
Dorsey & Whitney Trust
South Dakota
$1.59M +$90.2K +1,984 +6%
CA
684
Claro Advisors
Massachusetts
$1.59M -$502K -11,038 -23%
First Manhattan
685
First Manhattan
New York
$1.59M +$728K +16,012 +76%
HAS
686
HBW Advisory Services
California
$1.58M -$17.6K -388 -1%
PFA
687
Peak Financial Advisors
Colorado
$1.58M +$71.9K +1,582 +4%
TIAA Trust, National Association
688
TIAA Trust, National Association
North Carolina
$1.57M -$2.82K -62 -0.2%
WAS
689
Wealth Advisory Solutions
Indiana
$1.57M +$2.27K +50 +0.1%
CS
690
Cannell & Spears
New York
$1.56M – – –
CWA
691
Clarus Wealth Advisors
Arizona
$1.56M +$1.54K +34 +0.1%
EL
692
Essex LLC
Illinois
$1.55M +$99.3K +2,184 +6%
SFWA
693
Summit Financial Wealth Advisors
Louisiana
$1.55M +$608K +13,368 +61%
AWE
694
Avidian Wealth Enterprises
Texas
$1.55M -$93.5K -2,058 -5%
TB
695
Treynor Bancshares
Iowa
$1.54M +$587K +12,918 +56%
GC
696
Guggenheim Capital
Illinois
$1.54M – – –
BCFS
697
Butensky & Cohen Financial Security
Florida
$1.53M +$66.1K +1,454 +4%
CAS
698
CTC Alternative Strategies
Illinois
$1.53M -$432K -9,500 -21%
MWM
699
Marion Wealth Management
Pennsylvania
$1.52M +$36.8K +810 +2%
CW
700
Cooksen Wealth
Texas
$1.52M +$70.2K +1,544 +5%
26 27
28
29 30

XLE Hedge Fund Activity: Q4 2024 in Review

1,885 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in State Street Energy Select Sector SPDR ETF (XLE) for Q4 2024, worth a combined $22.9B — up 11% from $20.6B a quarter earlier.

Buyers outnumbered sellers: 296 funds opened new XLE positions and 126 closed out — a net gain of 170 holders — while 709 added to existing stakes and 677 trimmed.

The largest buyer was UBS Group, adding an estimated $200M. The largest seller was Bank of America, cutting an estimated $917M.

  • 1,885 institutional investors held State Street Energy Select Sector SPDR ETF (XLE) as of Q4 2024, up from 1,752 in Q3 2024.
  • Funds reported $22.9B of State Street Energy Select Sector SPDR ETF stock for Q4 2024, up 11% quarter-over-quarter.
  • 296 funds opened new State Street Energy Select Sector SPDR ETF positions in Q4 2024 and 126 closed out, a net change of +170 holders.
  • The largest State Street Energy Select Sector SPDR ETF buyer in Q4 2024 was UBS Group, an estimated $200M added.
  • The largest State Street Energy Select Sector SPDR ETF seller in Q4 2024 was Bank of America, an estimated $917M sold.

Based on aggregated 13F filings for Q4 2024.