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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 %
RPGNY
351
Retirement Planning Group (New York)
New York
$3.52M +$29.8K +351 +0.9%
NSAM
352
North Star Asset Management
Wisconsin
$3.51M +$49.3K +581 +1%
FMC
353
First Merchants Corp
Indiana
$3.51M -$143K -1,681 -4%
SWP
354
Stratos Wealth Partners
Ohio
$3.5M -$147K -1,739 -4%
PCM
355
Penserra Capital Management
California
$3.5M +$3.5M +41,318 New
CA
356
CWC Advisors
Oregon
$3.5M +$57.2K +674 +2%
ACM
357
Allred Capital Management
Texas
$3.5M -$328K -3,873 -9%
WCM
358
Winthrop Capital Management
Indiana
$3.48M +$326K +3,848 +10%
TCA
359
Transcend Capital Advisors
New Jersey
$3.48M -$1.68M -19,805 -33%
RA
360
Rise Advisors
New York
$3.47M +$156K +1,837 +5%
CWM
361
Centric Wealth Management
Illinois
$3.46M +$1.88M +22,079 +118%
AWS
362
Atria Wealth Solutions
New York
$3.44M -$5.44M -63,587 -61%
NFC
363
Northeast Financial Consultants
Connecticut
$3.44M -$124K -1,458 -3%
TFA
364
Toth Financial Advisory
Virginia
$3.43M -$4.28M -50,424 -55%
National Bank of Canada
365
National Bank of Canada
Quebec, Canada
$3.42M -$153K -1,803 -4%
FRM
366
Fox Run Management
Connecticut
$3.41M -$5.21M -61,400 -60%
RCP
367
Rothschild Capital Partners
New York
$3.41M +$4.58K +54 +0.1%
IAS
368
Insigneo Advisory Services
Florida
$3.37M +$1.17M +13,845 +54%
PA
369
PFG Advisors
Arizona
$3.36M +$19.6K +231 +0.6%
PWM
370
Perigon Wealth Management
California
$3.36M -$298K -3,512 -8%
PPWP
371
Premier Path Wealth Partners
New Jersey
$3.35M +$328K +3,867 +11%
BWM
372
BigSur Wealth Management
Florida
$3.35M -$136K -1,600 -4%
CW
373
CreativeOne Wealth
Kansas
$3.35M -$673K -7,935 -17%
MAG
374
M3 Advisory Group
Massachusetts
$3.34M -$31.7K -374 -0.9%
FSA
375
Financial Sense Advisors
California
$3.32M -$107K -1,258 -3%