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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
GA
1651
GoalVest Advisory
New York
$18K -$20.5K -492 -54%
FFO
1652
Fortitude Family Office
Arizona
$17K
OPTFSNA
1653
Old Point Trust & Financial Services N A
Virginia
$17K
SIS
1654
Strategic Investment Solutions
Illinois
$17K
WPA
1655
Wealth Preservation Advisors
Tennessee
$16.9K -$11.2K -268 -40%
DI
1656
DAGCO Inc
Ohio
$16.9K
AIP
1657
Ameritas Investment Partners
Nebraska
$16.8K -$2.58K -62 -14%
BWM
1658
Bernard Wealth Management
Michigan
$16.3K +$167 +4 +1%
SWA
1659
SOA Wealth Advisors
New York
$16.2K +$83 +2 +0.5%
RBC
1660
Roble Belko & Company
Pennsylvania
$16K
CNBTD
1661
Citizens National Bank Trust Department
Mississippi
$15.3K
CT
1662
Coastline Trust
Rhode Island
$14.8K -$35.4K -850 -71%
PWA
1663
Provenance Wealth Advisors
Florida
$14.8K -$2.08K -50 -13%
HFM
1664
Hartford Financial Management
Connecticut
$14.7K
CYG
1665
Clean Yield Group
Vermont
$14.3K +$167 +4 +1%
LWMI
1666
Legacy Wealth Management (Idaho)
Idaho
$14.2K +$8.33K +200 +149%
LIS
1667
Legacy Investment Solutions
Idaho
$14.2K +$13.9K +334 New
RFS
1668
Richardson Financial Services
Massachusetts
$12.8K -$868K -20,846 -99%
BA
1669
Ballast Advisors
Minnesota
$12.7K
MCA
1670
Midwest Capital Advisors
Michigan
$12.4K
CWP
1671
Concord Wealth Partners
Virginia
$12.2K -$25.3K -608 -68%
NSG
1672
Nalls Sherbakoff Group
Tennessee
$11.9K +$11.7K +280 New
DRP
1673
Decker Retirement Planning
Utah
$11.1K -$8.25K -198 -43%
FPB
1674
First PREMIER Bank
South Dakota
$11K -$2.58K -62 -20%
MAM
1675
Morse Asset Management
Connecticut
$10.8K -$1.42K -34 -12%

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.