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Energy Select Sector SPDR Fund

1,819 hedge funds and large institutions have $20.6B invested in Energy Select Sector SPDR Fund in 2025 Q1 according to their latest regulatory filings, with 165 funds opening new positions, 621 increasing their positions, 807 reducing their positions, and 168 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,819
Holders Change
-48
Holders Change %
-2.57%
% of All Funds
24.71%
Holding in Top 10
60
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+15.38%
% of All Funds
0.82%
New
165
Increased
621
Reduced
807
Closed
168
Calls
$4.48B
Puts
$10.7B
Net Calls
-$6.19B
Net Calls Change
-$2.97B
Name Holding Trade Value Shares
Change
Shares
Change %
SWP
376
Stratos Wealth Partners
Ohio
$4.02M -$1.44M -15,418 -26%
OFO
377
OneAscent Family Office
Alabama
$4.01M -$227K -2,432 -5%
MTC
378
Matrix Trust Company
Colorado
$4.01M -$312K -3,335 -7%
APW
379
Atlantic Private Wealth
North Carolina
$3.99M -$704K -7,532 -15%
SIC
380
Sigma Investment Counselors
Michigan
$3.99M -$194K -2,080 -5%
JWM
381
Jupiter Wealth Management
Colorado
$3.97M -$1.1M -13,000 -22%
National Bank of Canada
382
National Bank of Canada
Quebec, Canada
$3.93M -$857K -9,171 -18%
PWW
383
Pettyjohn Wood & White
Virginia
$3.93M -$935 -10 -0%
NFC
384
Northeast Financial Consultants
Connecticut
$3.92M -$1.12M -12,030 -22%
CTA
385
Camelot Technology Advisors
California
$3.9M +$2.15K +23 +0.1%
CAC
386
Certified Advisory Corp
Florida
$3.87M -$214K -2,295 -5%
HH
387
Hilltop Holdings
Texas
$3.85M -$1.1M -11,725 -22%
RPGNY
388
Retirement Planning Group (New York)
New York
$3.84M +$61.5K +658 +2%
BWM
389
BigSur Wealth Management
Florida
$3.84M -$46.7K -500 -1%
NSLI
390
Nan Shan Life Insurance
Taiwan
$3.83M -$27.1M -289,705 -88%
HHRDM
391
H&H Retirement Design & Management
Nevada
$3.82M +$22.9K +288 +0.6%
NSAM
392
North Star Asset Management
Wisconsin
$3.82M -$119K -1,276 -3%
KCPT
393
Kingstone Capital Partners Texas
Texas
$3.81M -$24.5K -262 -0.6%
SC
394
Savant Capital
Illinois
$3.8M +$1.37M +14,684 +57%
CA
395
CWC Advisors
Oregon
$3.79M +$978K +10,466 +35%
FSA
396
Financial Sense Advisors
California
$3.78M -$53.1K -568 -1%
Twin Tree Management
397
Twin Tree Management
Texas
$3.76M -$1.61M -17,279 -30%
RCP
398
Rothschild Capital Partners
New York
$3.75M -$368K -3,941 -9%
Koshinski Asset Management
399
Koshinski Asset Management
Illinois
$3.74M -$93.4K -999 -2%
VWM
400
Vivid Wealth Management
Iowa
$3.74M -$26.5K -284 -0.7%