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State Street Energy Select Sector SPDR ETF

1,840 hedge funds and large institutions have $20.6B invested in State Street Energy Select Sector SPDR ETF in 2025 Q1 according to their latest regulatory filings, with 167 funds opening new positions, 627 increasing their positions, 814 reducing their positions, and 170 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more funds holding in top 10

Funds holding in top 10: 5260 (+8)

10.17% more ownership

Funds ownership: 115.89%126.06% (+10%)

2% less first-time investments, than exits

New positions opened: 167 | Existing positions closed: 170

2% less funds holding

Funds holding: 1,8851,840 (-45)

10% less capital invested

Capital invested by funds: $22.9B → $20.6B (-$2.26B)

23% less repeat investments, than reductions

Existing positions increased: 627 | Existing positions reduced: 814

58% less call options, than puts

Call options by funds: $4.48B | Put options by funds: $10.7B

Holders
1,840
Holders Change
-45
Holders Change %
-2.39%
% of All Funds
24.67%
Holding in Top 10
60
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+15.38%
% of All Funds
0.8%
New
167
Increased
627
Reduced
814
Closed
170
Calls
$4.48B
Puts
$10.7B
Net Calls
-$6.19B
Net Calls Change
-$2.97B
Name Holding Trade Value Shares
Change
Change in
Stake
GA
1676
GoalVest Advisory
New York
$42.8K -$41.7K -924 -50%
AWM
1677
Atticus Wealth Management
Florida
$42.6K -$22.3K -494 -35%
PAG
1678
Paladin Advisory Group
Iowa
$42K
CWP
1679
Concord Wealth Partners
Virginia
$41.9K -$1.62K -36 -4%
HPIA
1680
Hamilton Point Investment Advisors
North Carolina
$41.7K
IWP
1681
IAG Wealth Partners
Wisconsin
$41.2K -$7.21K -160 -15%
BDPWM
1682
Barnes Dennig Private Wealth Management
Ohio
$40.8K +$39.4K +874 New
CIAS
1683
CBIZ Investment Advisory Services
Ohio
$40.6K +$39.1K +868 New
WA
1684
Whipplewood Advisors
Colorado
$40.2K -$37.6K -834 -97%
BC
1685
Belmont Capital
California
$40.2K
FCT
1686
First Community Trust
Iowa
$38.8K
MWA
1687
Moser Wealth Advisors
Washington
$38.8K +$30.2K +670 +419%
YAL
1688
Your Advocates Ltd
Texas
$38.5K +$4.78K +106 +15%
T2I
1689
Turim 21 Investimentos
Brazil
$37.4K -$5.41K -120 -13%
BCV
1690
Banque Cantonale Vaudoise
Switzerland
$37K +$36K +798 New
CIA
1691
Cape Investment Advisory
Georgia
$36.5K +$1.08K +24 +3%
VNA
1692
Valley National Advisers
Pennsylvania
$36K +$32.6K +724 +1,293%
VWM
1693
Vermillion Wealth Management
Minnesota
$36K +$271 +6 +0.8%
NC
1694
NewSquare Capital
Pennsylvania
$35.8K -$4.42K -98 -1%
AEPWM
1695
Atlantic Edge Private Wealth Management
Florida
$35.5K -$16.4K -364 -32%
SC
1696
Stephens Consulting
Michigan
$35.2K
PP
1697
PFS Partners
New Jersey
$34.8K +$180 +4 +0.5%
DFA
1698
DHJJ Financial Advisors
Illinois
$34.1K
PWA
1699
Physician Wealth Advisors
Utah
$33.9K -$1.8K -40 -5%
OAJ
1700
Ogorek Anthony Joseph
New York
$33K +$12.4K +276 +62%

XLE Hedge Fund Activity: Q1 2025 in Review

1,840 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in State Street Energy Select Sector SPDR ETF (XLE) for Q1 2025, worth a combined $20.6B — down 9.9% from $22.9B a quarter earlier.

Sellers outnumbered buyers: 170 funds closed out of XLE and 167 opened new positions — a net loss of 3 holders — while 814 trimmed existing stakes and 627 added.

The largest buyer was Barclays, adding an estimated $405M. The largest seller was Bank of America, cutting an estimated $488M.

  • 1,840 institutional investors held State Street Energy Select Sector SPDR ETF (XLE) as of Q1 2025, down from 1,885 in Q4 2024.
  • Funds reported $20.6B of State Street Energy Select Sector SPDR ETF stock for Q1 2025, down 9.9% quarter-over-quarter.
  • 167 funds opened new State Street Energy Select Sector SPDR ETF positions in Q1 2025 and 170 closed out, a net change of -3 holders.
  • The largest State Street Energy Select Sector SPDR ETF buyer in Q1 2025 was Barclays, an estimated $405M added.
  • The largest State Street Energy Select Sector SPDR ETF seller in Q1 2025 was Bank of America, an estimated $488M sold.

Based on aggregated 13F filings for Q1 2025.