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Energy Select Sector SPDR Fund

1,715 hedge funds and large institutions have $18.2B invested in Energy Select Sector SPDR Fund in 2025 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 612 increasing their positions, 781 reducing their positions, and 189 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,715
Holders Change
-104
Holders Change %
-5.72%
% of All Funds
22.99%
Holding in Top 10
32
Holding in Top 10 Change
-28
Holding in Top 10 Change %
-46.67%
% of All Funds
0.43%
New
121
Increased
612
Reduced
781
Closed
189
Calls
$4.78B
Puts
$9.63B
Net Calls
-$4.84B
Net Calls Change
+$1.35B
Name Holding Trade Value Shares
Change
Shares
Change %
AF
301
Allworth Financial
California
$4.23M +$670K +7,901 +19%
AHC
302
Anderson Hoagland & Co
Missouri
$4.21M +$775K +9,142 +23%
CH
303
Canton Hathaway
Rhode Island
$4.2M -$509K -6,000 -11%
IWMWV
304
Ironwood Wealth Management (West Virginia)
West Virginia
$4.2M +$9.03K +102 +0.2%
BCM
305
Brookstone Capital Management
Illinois
$4.2M +$29.3K +346 +0.7%
JWM
306
Jupiter Wealth Management
Colorado
$4.17M +$139K +1,622 +3%
MMA
307
Mizuho Markets Americas
New York
$4.16M +$2.78M +32,777 +202%
FTS
308
Fifth Third Securities
Ohio
$4.16M -$196K -2,315 -5%
WS
309
Wedbush Securities
California
$4.16M -$520K -6,127 -11%
BAM
310
BOS Asset Management
Illinois
$4.15M +$76.8K +905 +2%
MTC
311
Matrix Trust Company
Colorado
$4.09M +$453K +5,344 +12%
BRWA
312
B. Riley Wealth Advisors
Florida
$4.09M +$4.09M +48,236 New
WAP
313
Wealthcare Advisory Partners
Pennsylvania
$4.09M -$337K -3,968 -8%
AFS
314
Aft Forsyth & Sober
Florida
$4.05M +$33.9K +400 +0.8%
OPPS
315
Obsidian Personal Planning Solutions
Maryland
$4.04M +$214K +2,518 +6%
RFC
316
Regions Financial Corp
Alabama
$4.01M +$765K +9,017 +24%
ABC
317
Associated Banc-Corp
Wisconsin
$4.01M -$245K -2,889 -6%
FDCDDQ
318
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4M +$3.49M +41,107 +679%
CAMG
319
CWA Asset Management Group
Florida
$3.99M -$15K -177 -0.4%
SIC
320
Sigma Investment Counselors
Michigan
$3.97M +$351K +4,136 +10%
PWAC
321
Private Wealth Advisors (California)
California
$3.94M -$900K -10,616 -19%
PCIA
322
Prime Capital Investment Advisors
Kansas
$3.91M -$1.16M -13,720 -23%
HG
323
Herbst Group
Connecticut
$3.9M -$57.9K -683 -1%
HNW
324
High Note Wealth
Minnesota
$3.9M -$263K -3,105 -6%
JIC
325
Johnson Investment Counsel
Ohio
$3.87M -$89.1K -1,050 -2%