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Energy Select Sector SPDR Fund
XLE

Overview Fund Activity

1,717 hedge funds and large institutions have $18.2B invested in Energy Select Sector SPDR Fund in 2025 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 612 increasing their positions, 781 reducing their positions, and 189 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,717
Holders Change
-102
Holders Change %
-5.61%
% of All Funds
23.01%
Holding in Top 10
32
Holding in Top 10 Change
-28
Holding in Top 10 Change %
-46.67%
% of All Funds
0.43%
New
122
Increased
612
Reduced
781
Closed
189
Calls
$4.78B
Puts
$9.63B
Net Calls
-$4.84B
Net Calls Change
+$1.35B

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$465M
2
SCB
Saudi Central Bank
Saudi Arabia
+$183M
3
Jane Street
Jane Street
New York
+$183M
4
Morgan Stanley
Morgan Stanley
New York
+$148M
5
Marshall Wace
Marshall Wace
United Kingdom
+$102M

Top Sellers

1
Barclays
Barclays
United Kingdom
-$314M
2
MMH
Menora Mivtachim Holdings
Israel
-$176M
3
CIBC World Market
CIBC World Market
Ontario, Canada
-$166M
4
DFG
Demars Financial Group
Washington
-$102M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFS
701
CRA Financial Services
New Jersey
$1.2M +$47.1K +555 +4%
EWM
702
Evercore Wealth Management
New York
$1.2M +$40.2K +474 +3%
FDW
703
Fourth Dimension Wealth
Ohio
$1.2M +$24.3K +287 +2%
GSEP
704
Golden State Equity Partners
California
$1.19M +$24.2K +285 +2%
ACI
705
Alpha Cubed Investments
California
$1.19M -$230K -2,712 -16%
AWMT
706
AAFMAA Wealth Management & Trust
North Carolina
$1.18M -$36.1K -426 -3%
VCP
707
Verus Capital Partners
Arizona
$1.18M +$41.2K +486 +4%
BHBT
708
Burke & Herbert Bank & Trust
Virginia
$1.18M -$23.3K -275 -2%
ECA
709
Elevate Capital Advisors
Colorado
$1.18M -$321K -3,785 -21%
CMS
710
Capital Market Strategies
Florida
$1.18M -$14.5K -171 -1%
CPA
711
Cardiff Park Advisors
California
$1.17M +$1.44K +17 +0.1%
MM
712
Morangie Management
Florida
$1.17M -$35.2K -415 -3%
OSAM
713
O'Shaughnessy Asset Management
Connecticut
$1.17M -$170 -2 -0%
CRI
714
Colonial River Investments
Virginia
$1.16M -$85.2K -960 -7%
UAS
715
United Asset Strategies
New York
$1.16M -$772K -9,102 -40%
IC
716
Innealta Capital
Texas
$1.16M -$5.65M -66,646 -83%
OPOWM
717
One Plus One Wealth Management
Florida
$1.15M -$89.8K -1,059 -7%
IWN
718
Independent Wealth Network
Iowa
$1.14M +$56.2K +663 +5%
FWP
719
Falcon Wealth Planning
California
$1.14M -$1.27M -14,976 -53%
FC
720
Forte Capital
New York
$1.13M +$1.13M +13,342 New
ACA
721
Atlas Capital Advisors
Wyoming
$1.13M -$562K -6,627 -33%
PFT
722
Providence First Trust
Arizona
$1.13M +$763 +9 +0.1%
CAU
723
Caxton Associates (UK)
$1.12M +$1.12M +13,264 New
PA
724
Procyon Advisors
Connecticut
$1.12M +$88K +1,037 +9%
HI
725
Horizon Investments
North Carolina
$1.12M -$394K -4,647 -26%
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