We are live on ! Find out more
XLE icon

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
EW
776
Evoke Wealth
California
$990K -$60.7K -1,458 -6%
LCM
777
Lazari Capital Management
California
$989K +$8.41K +202 +0.9%
CCS
778
Concentric Capital Strategies
Connecticut
$988K -$4.53M -108,796 -82%
MA
779
Montag & Associates
Georgia
$987K -$1.42K -34 -0.1%
NB
780
NBT Bank
New York
$974K -$68.5K -1,644 -7%
DE
781
Diversified Enterprises
Delaware
$974K -$226K -5,420 -19%
RWA
782
River Wealth Advisors
Pennsylvania
$972K -$4.17K -100 -0.4%
PWM
783
Partners Wealth Management
California
$971K
EP
784
Essential Partners
California
$971K +$953K +22,886 New
JAG
785
Journey Advisory Group
Kentucky
$970K -$18.1K -434 -2%
WWA
786
Wisconsin Wealth Advisors
Wisconsin
$969K -$121K -2,902 -11%
HNWAG
787
High Net Worth Advisory Group
Florida
$968K
HGA
788
Hobbs Group Advisors
South Carolina
$966K +$949K +22,776 New
RIL
789
Rothschild Investment LLC
Illinois
$964K -$88K -2,112 -9%
SI
790
Sprott Inc
Ontario, Canada
$961K +$88.8K +2,132 +10%
IAG
791
Ipsen Advisor Group
Arkansas
$958K +$9.41K +226 +1%
PIA
792
Powell Investment Advisors
Florida
$958K +$5.16K +124 +0.6%
CICI
793
Capital Investment Counsel Inc
North Carolina
$958K -$18.2K -436 -2%
KWA
794
Kingswood Wealth Advisors
California
$956K +$34.6K +830 +4%
CWA
795
Capital Wealth Alliance
Arizona
$952K -$302K -7,248 -24%
PPW
796
Parcion Private Wealth
Washington
$952K
CFB
797
Cullen/Frost Bankers
Texas
$946K +$288K +6,924 +45%
AF
798
Apollon Financial
South Carolina
$941K +$5.75K +138 +0.6%
OLVIG
799
Oliver Lagore Vanvalin Investment Group
Michigan
$933K +$832K +19,976 New
GS
800
GWN Securities
Florida
$931K -$4.13M -99,204 -82%

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.