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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: 1,7491,736 (-13)

5% less capital invested

Capital invested by funds: $18.3B → $17.4B (-$880M)

13.07% less ownership

Funds ownership: 143.05%129.98% (-13%)

21% less funds holding in top 10

Funds holding in top 10: 3326 (-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
FA
201
Fagan Associates
New York
$7.54M -$127K -2,894 -2%
ONB
202
Old National Bancorp
Indiana
$7.53M -$189K -4,314 -2%
EWA
203
Evolution Wealth Advisors
Florida
$7.43M -$913K -20,844 -11%
LCM
204
Landscape Capital Management
New Jersey
$7.42M
LRWA
205
Long Run Wealth Advisors
New York
$7.41M +$524K +11,974 +8%
GWM
206
Geneos Wealth Management
Colorado
$7.4M -$814K -18,582 -10%
TBC
207
Ted Buchan & Co
California
$7.33M -$259K -5,906 -3%
VC
208
Vestor Capital
Illinois
$7.19M +$6.6M +150,670 +1,473%
ECM
209
Evergreen Capital Management
Washington
$7.18M +$142K +3,254 +2%
WIM
210
Warwick Investment Management
Texas
$7.14M +$37.6K +858 +0.5%
SFA
211
Sequoia Financial Advisors
Ohio
$7M +$242K +5,528 +4%
SCM
212
SOL Capital Management
Maryland
$6.94M +$27.3K +624 +0.4%
FFL
213
Financial Freedom LLC
Ohio
$6.91M +$7.97K +182 +0.1%
DLCIG
214
D.L. Carlson Investment Group
New Hampshire
$6.91M -$773K -17,654 -10%
GIM
215
Glenmede Investment Management
Pennsylvania
$6.91M +$884K +20,202 +15%
HBWM
216
Hollow Brook Wealth Management
New York
$6.9M
AI
217
Atom Investors
Texas
$6.87M +$820K +18,736 +14%
Bank of Nova Scotia
218
Bank of Nova Scotia
Ontario, Canada
$6.85M +$3.96M +90,486 +144%
WA
219
WBH Advisory
Maryland
$6.84M +$843K +19,258 +14%
LF
220
Lee Financial
Texas
$6.8M -$5.61M -128,108 -46%
SCA
221
Stillwater Capital Advisors
Pennsylvania
$6.78M -$14.4K -330 -0.2%
WAS
222
WESPAC Advisors SoCal
California
$6.78M -$148K -3,378 -2%
IFG
223
Independent Financial Group
California
$6.72M -$620K -14,152 -9%
AG
224
AlTi Global
New York
$6.72M -$1.3M -29,670 -16%
NCM
225
Novare Capital Management
North Carolina
$6.69M -$280K -6,402 -4%

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 — down 4.8% from $18.3B a quarter earlier.

Buyers outnumbered sellers: 142 funds opened new XLE positions and 124 closed out — a net gain of 18 holders — 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.