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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
MD
151
Money Design
Japan
$11.4M +$732K +17,586 +7%
IUHSA
152
Itau Unibanco Holding S.A.
Brazil
$11.4M +$5.58M +133,900 +99%
EFG
153
Ethos Financial Group
Pennsylvania
$11.4M -$398K -9,568 -3%
BTI
154
Blue Trust Inc
Georgia
$11.1M +$914K +21,954 +9%
AAG
155
Armstrong Advisory Group
Massachusetts
$10.8M -$156K -3,744 -1%
IWC
156
Integrated Wealth Concepts
Massachusetts
$10.8M -$976K -23,442 -8%
VF
157
Virtu Financial
New York
$10.8M +$10.6M +255,180 New
TC
158
Trilogy Capital
California
$10.8M +$9.32M +223,746 +716%
BPA
159
Beacon Pointe Advisors
California
$10.3M +$1.82M +43,618 +22%
FCG
160
Fielder Capital Group
Tennessee
$10.2M -$1.18M -28,304 -11%
JWCA
161
J.W. Cole Advisors
Florida
$10.1M +$4.52M +108,594 +83%
JFG
162
Jefferies Financial Group
New York
$10M +$5.05M +121,136 +105%
CPO
163
Cerity Partners OCIO
New York
$9.98M
KeyBank National Association
164
KeyBank National Association
Ohio
$9.97M -$406K -9,750 -4%
SAW
165
Signal Advisors Wealth
Michigan
$9.95M +$6.75M +162,098 +224%
CGA
166
Crescent Grove Advisors
Illinois
$9.66M +$13.9K +334 +0.1%
BWM
167
Buska Wealth Management
Wisconsin
$9.63M +$572K +13,730 +6%
NAM
168
NTV Asset Management
West Virginia
$9.61M -$266K -6,398 -3%
Vontobel Holding
169
Vontobel Holding
Switzerland
$9.58M +$2.92M +70,038 +45%
FG
170
Fiduciary Group
Georgia
$9.57M +$287K +6,882 +3%
FWM
171
Foguth Wealth Management
Michigan
$9.56M +$7.34M +176,258 +358%
MCWS
172
McKinley Carter Wealth Services
West Virginia
$9.51M +$2.48M +59,606 +36%
CIP
173
Capital Insight Partners
Arizona
$9.45M -$855K -20,524 -8%
BAAM
174
Baker Avenue Asset Management
California
$9.29M +$560K +13,446 +7%
DADC
175
D.A. Davidson & Co
Montana
$9.02M +$199K +4,782 +2%

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.