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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
NGA
1076
Naples Global Advisors
Florida
$505K
MWM
1077
Modera Wealth Management
New Jersey
$504K +$13.2K +318 +3%
PSF
1078
Pacific Sun Financial
California
$502K +$66.2K +1,590 +16%
OIA
1079
Optimum Investment Advisors
Illinois
$499K +$9.66K +232 +2%
LSPW
1080
Lake Street Private Wealth
Illinois
$498K -$19.5K -468 -4%
SW
1081
SMART Wealth
Nebraska
$497K -$3.38M -81,180 -87%
FCFC
1082
First Citizens Financial Corp
Iowa
$497K +$174K +4,174 +55%
TAM
1083
TCP Asset Management
Ohio
$495K -$1.17K -28 -0.2%
PCM
1084
Prelude Capital Management
New York
$493K +$83.1K +1,996 +21%
SXL
1085
Summit X LLC
Missouri
$493K -$3.08K -74 -0.6%
OWP
1086
Obermeyer Wealth Partners
Colorado
$492K +$20K +480 +4%
DLHL
1087
Donald L. Hagan LLC
Florida
$492K +$36.9K +886 +8%
NSIM
1088
North Star Investment Management
Illinois
$491K -$247K -5,934 -34%
OCM
1089
Objective Capital Management
Ohio
$491K +$78.9K +1,894 +20%
SMA
1090
Sage Mountain Advisors
Georgia
$490K -$25.8K -620 -5%
NPT
1091
Nixon Peabody Trust
Massachusetts
$488K -$20.8K -500 -4%
RWS
1092
Resolute Wealth Strategies
Mississippi
$487K -$12.2K -292 -2%
HVP
1093
Hudson Value Partners
Florida
$486K -$20.4K -490 -4%
FA
1094
Fermata Advisors
California
$486K -$327K -7,850 -41%
1L
1095
10Elms LLP
Oklahoma
$484K -$6.66K -160 -1%
LA
1096
Lifeworks Advisors
Michigan
$483K -$61.6K -1,478 -11%
1SB
1097
1ST Source Bank
Indiana
$482K -$91.6K -2,200 -16%
DI
1098
Disciplined Investments
Oklahoma
$482K -$10.9K -262 -2%
FCAS
1099
First Command Advisory Services
Texas
$480K +$187K +4,482 +65%
QFA
1100
Quattro Financial Advisors
Texas
$480K -$41.1K -986 -8%

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.