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State Street Energy Select Sector SPDR ETF

1,736 hedge funds and large institutions have $17.4B invested in State Street Energy Select Sector SPDR ETF in 2025 Q3 according to their latest regulatory filings, with 142 funds opening new positions, 590 increasing their positions, 780 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 124

1% less funds holding

Funds holding: 1,749 β†’ 1,736 (-13)

5% less capital invested

Capital invested by funds: $18.3B β†’ $17.4B (-$880M)

13.07% less ownership

Funds ownership: 143.05% β†’ 129.98% (-13%)

21% less funds holding in top 10

Funds holding in top 10: 33 β†’ 26 (-7)

24% less repeat investments, than reductions

Existing positions increased: 590 | Existing positions reduced: 780

54% less call options, than puts

Call options by funds: $5.24B | Put options by funds: $11.4B

Holders
1,736
Holders Change
-13
Holders Change %
-0.74%
% of All Funds
22.79%
Holding in Top 10
26
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-21.21%
% of All Funds
0.34%
New
142
Increased
590
Reduced
780
Closed
124
Calls
$5.24B
Puts
$11.4B
Net Calls
-$6.2B
Net Calls Change
-$1.35B
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
1626
Rialto Wealth Management
New York
$25.4K -$1.58K -36 -6%
OWP
1627
ORG Wealth Partners
Texas
$25.4K – – –
DWS
1628
Dynamic Wealth Strategies
California
$24.7K -$175 -4 -0.7%
HIW
1629
Holos Integrated Wealth
Pennsylvania
$24.6K – – –
WWMSC
1630
Wagner Wealth Management (South Carolina)
South Carolina
$24.5K +$17.5K +400 +270%
MG
1631
MilWealth Group
Wisconsin
$22.9K – – –
FWM
1632
FSA Wealth Management
Massachusetts
$22.3K +$175 +4 +0.8%
SFCL
1633
Strengthening Families & Communities LLC
Massachusetts
$22.1K +$88 +2 +0.4%
GCM
1634
Gables Capital Management
Florida
$21.7K – – –
VFM
1635
Vision Financial Markets
Connecticut
$21.6K +$88 +2 +0.4%
CSPIA
1636
Cary Street Partners Investment Advisory
Virginia
$19.8K – – –
RFG
1637
REAP Financial Group
Texas
$18.2K +$17.9K +408 New
FFO
1638
Fortitude Family Office
Arizona
$17.9K – – –
OPTFSNA
1639
Old Point Trust & Financial Services N A
Virginia
$17.9K – – –
SIS
1640
Strategic Investment Solutions
Illinois
$17.9K – – –
AIP
1641
Ameritas Investment Partners
Nebraska
$17.8K +$175 +4 +1%
DI
1642
DAGCO Inc
Ohio
$17.8K – – –
WPA
1643
Wealth Preservation Advisors
Tennessee
$17.8K – – –
BWM
1644
Bernard Wealth Management
Michigan
$17.5K +$263 +6 +2%
SWA
1645
SOA Wealth Advisors
New York
$17.2K +$175 +4 +1%
CNBTD
1646
Citizens National Bank Trust Department
Mississippi
$16.1K – – –
CT
1647
Coastline Trust
Rhode Island
$15.6K – – –
CC
1648
Corsicana & Co
Texas
$15.6K +$15.3K +350 New
HFM
1649
Hartford Financial Management
Connecticut
$15.5K – – –
CYG
1650
Clean Yield Group
Vermont
$15.2K +$88 +2 +0.6%

XLE Hedge Fund Activity: Q3 2025 in Review

1,736 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in State Street Energy Select Sector SPDR ETF (XLE) for Q3 2025, worth a combined $17.4B β€” down 4.8% from $18.3B a quarter earlier.

Buyers outnumbered sellers: 142 funds opened new XLE positions and 124 closed out β€” a net gain of 18 holders β€” while 590 added to existing stakes and 780 trimmed.

The largest buyer was Barclays, adding an estimated $178M. The largest seller was Proficio Capital Partners, cutting an estimated $890M.

  • 1,736 institutional investors held State Street Energy Select Sector SPDR ETF (XLE) as of Q3 2025, down from 1,749 in Q2 2025.
  • Funds reported $17.4B of State Street Energy Select Sector SPDR ETF stock for Q3 2025, down 4.8% quarter-over-quarter.
  • 142 funds opened new State Street Energy Select Sector SPDR ETF positions in Q3 2025 and 124 closed out, a net change of +18 holders.
  • The largest State Street Energy Select Sector SPDR ETF buyer in Q3 2025 was Barclays, an estimated $178M added.
  • The largest State Street Energy Select Sector SPDR ETF seller in Q3 2025 was Proficio Capital Partners, an estimated $890M sold.

Based on aggregated 13F filings for Q3 2025.