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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
Baird Financial Group
51
Baird Financial Group
Wisconsin
$42.7M +$9.63M +231,274 +30%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$41.7M -$3.91M -93,926 -9%
DS
53
DRW Securities
Illinois
$41.1M +$38.8M +931,902 +2,501%
US Bancorp
54
US Bancorp
Minnesota
$38.4M -$722K -17,332 -2%
CI
55
Clal Insurance
Israel
$37.3M +$36.6M +880,000 New
Fifth Third Bancorp
56
Fifth Third Bancorp
Ohio
$36.4M -$3.28M -78,808 -8%
MML Investors Services
57
MML Investors Services
Massachusetts
$34.5M +$3.28M +78,836 +11%
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$33.1M -$815K -19,576 -2%
CF
59
Cantor Fitzgerald
New York
$33.1M -$25.8K -620 -0.1%
TAM
60
Tocqueville Asset Management
New York
$33.1M -$4.18M -100,270 -11%
JMFC
61
J.M. Forbes & Co
Massachusetts
$31.9M +$53.1K +1,276 +0.2%
PAG
62
Private Advisor Group
New Jersey
$31.5M -$5.94M -142,744 -16%
BCP
63
Blue Chip Partners
Michigan
$31.2M +$1M +24,042 +3%
AM
64
AGF Management
Ontario, Canada
$30.9M -$16.7M -399,872 -35%
MERSOM
65
Municipal Employees' Retirement System of Michigan
Michigan
$30.5M +$8.21M +197,138 +38%
KIA
66
KCM Investment Advisors
California
$30M -$7.41K -178 -0%
Focus Partners Wealth
67
Focus Partners Wealth
Massachusetts
$29.5M -$971K -23,310 -3%
Cerity Partners
68
Cerity Partners
New York
$29.2M -$689K -16,548 -2%
MWM
69
Modern Wealth Management
Kansas
$28.9M +$1.98M +47,650 +8%
AWM
70
Affinity Wealth Management
Delaware
$28.9M +$264K +6,350 +0.9%
ET
71
Equitable Trust
Tennessee
$28.3M -$5.04M -120,942 -15%
G
72
GenTrust
Florida
$27.8M -$1.74M -41,764 -6%
RIG
73
RiverFront Investment Group
Virginia
$27.5M -$27.4M -658,078 -50%
AAS
74
Avantax Advisory Services
Texas
$27.3M -$376K -9,018 -1%
UF
75
Univest Financial
Pennsylvania
$26M +$2.63M +63,236 +11%

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.