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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
IWA
1351
Icon Wealth Advisors
Texas
$262K +$1.83K +44 +0.7%
SFS
1352
Summit Financial Strategies
Ohio
$262K +$16.8K +404 +7%
WP
1353
Wealthspan Partners
Iowa
$261K -$25.9K -622 -9%
AIM
1354
Anchor Investment Management
South Carolina
$260K +$2.5K +60 +1%
SEP
1355
Southland Equity Partners
Missouri
$260K -$57.4K -1,378 -18%
CWM
1356
Copia Wealth Management
Oregon
$259K -$19.7K -472 -7%
ACM
1357
Advisors Capital Management
New Jersey
$258K -$27.2K -654 -10%
AF
1358
AtlasMark Financial
Texas
$257K
AIA
1359
Arbor Investment Advisors
North Carolina
$256K +$13.1K +314 +5%
NWM
1360
Napa Wealth Management
California
$256K -$329K -7,892 -57%
LA
1361
LM Advisors
California
$256K
WIA
1362
Wetzel Investment Advisors
Indiana
$256K -$22.8K -548 -8%
ETC
1363
Exchange Traded Concepts
Oklahoma
$255K -$59.3M -1,424,112 -100%
LA
1364
Latitude Advisors
Florida
$255K -$62.6K -1,504 -20%
BMCM
1365
Black Maple Capital Management
Wisconsin
$254K -$208K -5,000 -45%
HT
1366
Heritage Trust
Oklahoma
$254K
IC
1367
Iconiq Capital
California
$252K +$2.08K +50 +0.8%
CL
1368
CVFG LLC
Indiana
$252K +$1.5K +36 +0.6%
AWAG
1369
ARS Wealth Advisors Group
Florida
$251K -$16.7K -400 -6%
WWM
1370
WJ Wealth Management
Arizona
$250K -$763K -18,326 -76%
EIA
1371
Eldridge Investment Advisors
New Hampshire
$249K
AF
1372
Atala Financial
California
$248K -$166K -3,980 -40%
MCP
1373
Mirador Capital Partners
California
$248K -$8.16K -196 -3%
RBFC
1374
Roman Butler Fullerton & Co
Missouri
$248K -$20.6K -494 -8%
UB
1375
Umpqua Bank
Oregon
$247K +$232K +5,576 New

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.