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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
BHWM
201
Bar Harbor Wealth Management
New Hampshire
$7.41M +$17.6K +422 +0.2%
SQA
202
Simon Quick Advisors
New Jersey
$7.34M +$6.71M +161,152 +1,340%
ONB
203
Old National Bancorp
Indiana
$7.33M -$351K -8,432 -5%
DLCIG
204
D.L. Carlson Investment Group
New Hampshire
$7.31M -$2.13M -51,058 -23%
FA
205
Fagan Associates
New York
$7.28M -$164K -3,930 -2%
EFS
206
Econ Financial Services
Pennsylvania
$7.26M +$44.1K +1,060 +0.6%
OC
207
Oppenheimer & Co
New York
$7.22M +$853K +20,470 +14%
TBC
208
Ted Buchan & Co
California
$7.21M +$413K +9,926 +6%
MOS
209
MGO One Seven
Ohio
$7.17M -$68.8K -1,652 -1%
AWM
210
Act Wealth Management
Texas
$7.15M +$467K +11,212 +7%
LCM
211
Landscape Capital Management
New Jersey
$7.04M
CWM
212
Cadence Wealth Management
Massachusetts
$7.02M +$379K +9,090 +6%
SCM
213
Stevens Capital Management
Pennsylvania
$7.01M +$2.17M +52,196 +46%
IFG
214
Independent Financial Group
California
$6.98M -$830K -19,928 -11%
CA
215
Cornerstone Advisors
North Carolina
$6.96M -$75K -1,800 -1%
SC
216
Scotia Capital
Ontario, Canada
$6.92M -$373K -8,966 -5%
Fidelity Investments
217
Fidelity Investments
Massachusetts
$6.82M +$590K +14,170 +10%
WIM
218
Warwick Investment Management
Texas
$6.74M +$36.5K +876 +0.6%
ECM
219
Evergreen Capital Management
Washington
$6.68M +$314K +7,538 +5%
NCM
220
Novare Capital Management
North Carolina
$6.62M -$2.28M -54,646 -26%
WAS
221
WESPAC Advisors SoCal
California
$6.58M -$197K -4,732 -3%
SCM
222
SOL Capital Management
Maryland
$6.56M -$95.8K -2,300 -1%
PA
223
Parallel Advisors
California
$6.56M -$1.1M -26,414 -15%
FFL
224
Financial Freedom LLC
Ohio
$6.56M -$415K -9,970 -6%
HBWM
225
Hollow Brook Wealth Management
New York
$6.55M +$26.2K +628 +0.4%

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.