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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
CC
976
Courier Capital
New York
$617K -$1.94M -46,560 -76%
DWM
977
Denver Wealth Management
Colorado
$616K +$39.2K +942 +7%
SDH
978
Sloy Dahl & Holst
Washington
$615K +$5K +120 +0.8%
MSAM
979
Moloney Securities Asset Management
Missouri
$611K +$9.75K +234 +2%
ICP
980
Interchange Capital Partners
Pennsylvania
$611K -$13.4K -322 -2%
CCWM
981
Cassaday & Co Wealth Management
Virginia
$610K +$125K +3,012 +26%
BWP
982
Baldwin Wealth Partners
Massachusetts
$609K -$317K -7,620 -35%
FMWA
983
Forvis Mazars Wealth Advisors
Missouri
$608K +$1.42K +34 +0.2%
PIMG
984
Patriot Investment Management Group
Tennessee
$607K +$596K +14,316 New
IF
985
Intrua Financial
Texas
$605K +$4.67K +112 +0.8%
APA
986
Astoria Portfolio Advisors
New York
$604K +$126K +3,034 +28%
PFSC
987
Peoples Financial Services Corp
Pennsylvania
$604K -$262K -6,292 -31%
CLOS
988
Compagnie Lombard Odier SCmA
Switzerland
$603K +$83.3K +2,000 +16%
RFO
989
RiverGlades Family Offices
Florida
$601K +$21.2K +510 +4%
VAM
990
Vienna Asset Management
California
$601K +$590K +14,162 New
CT
991
Chicago Trust
Illinois
$599K +$65.5K +1,572 +13%
RWA
992
Roberts Wealth Advisors
California
$598K +$5.5K +132 +0.9%
TWA
993
Tandem Wealth Advisors
Arizona
$598K +$31.8K +764 +6%
VFG
994
Victory Financial Group
Texas
$597K -$47.2K -1,134 -7%
RFN
995
Redwood Financial Network
Ohio
$596K +$4.75K +114 +0.8%
SIG
996
Stonegate Investment Group
Alabama
$594K +$583K +14,000 New
CA
997
Clune & Associates
Illinois
$594K +$250 +6 +0%
SFG
998
Sovereign Financial Group
Connecticut
$591K +$29.2K +702 +5%
EFMC
999
Empire Financial Management Company
New York
$588K +$33.3K +800 +6%
FNBOH
1000
First National Bank of Hutchinson
Kansas
$586K

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.