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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
NPT
701
National Philanthropic Trust
Pennsylvania
$1.25M -$20.7K -496 -2%
FNBT
702
FineMark National Bank & Trust
Florida
$1.24M -$7K -168 -0.6%
CBT
703
Crews Bank & Trust
Florida
$1.24M -$12.7K -306 -1%
SP
704
SIH Partners
Delaware
$1.23M
SFG
705
Sowa Financial Group
Rhode Island
$1.23M -$128K -3,064 -10%
B
706
Bailard
California
$1.22M +$396K +9,508 +49%
FWM
707
Forza Wealth Management
Florida
$1.22M
VA
708
Vident Advisory
Georgia
$1.21M -$57K -1,368 -5%
FFP
709
Forbes Financial Planning
Rhode Island
$1.21M -$638K -15,318 -35%
SWMP
710
Signature Wealth Management Partners
New Jersey
$1.21M -$35.7K -858 -3%
RPGK
711
Retirement Planning Group (Kansas)
Kansas
$1.21M -$462K -11,086 -28%
CFS
712
CRA Financial Services
New Jersey
$1.2M +$46.2K +1,110 +4%
EWM
713
Evercore Wealth Management
New York
$1.2M +$39.5K +948 +3%
FDW
714
Fourth Dimension Wealth
Ohio
$1.2M +$23.9K +574 +2%
GSEP
715
Golden State Equity Partners
California
$1.19M +$23.7K +570 +2%
ACI
716
Alpha Cubed Investments
California
$1.19M -$226K -5,424 -16%
AWMT
717
AAFMAA Wealth Management & Trust
North Carolina
$1.18M -$35.5K -852 -3%
BHBT
718
Burke & Herbert Bank & Trust
Virginia
$1.18M -$22.9K -550 -2%
ECA
719
Elevate Capital Advisors
Colorado
$1.18M -$315K -7,570 -21%
CMS
720
Capital Market Strategies
Florida
$1.18M -$14.2K -342 -1%
CPA
721
Cardiff Park Advisors
California
$1.17M +$1.42K +34 +0.1%
MM
722
Morangie Management
Florida
$1.17M -$34.6K -830 -3%
OSAM
723
O'Shaughnessy Asset Management
Connecticut
$1.17M -$167 -4 -0%
CRI
724
Colonial River Investments
Virginia
$1.16M -$80K -1,920 -7%
NL
725
NWAM LLC
Washington
$1.16M +$1.11M +26,644 New

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.