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State Street Energy Select Sector SPDR ETF

1,804 hedge funds and large institutions have $16.9B invested in State Street Energy Select Sector SPDR ETF in 2025 Q4 according to their latest regulatory filings, with 234 funds opening new positions, 638 increasing their positions, 734 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

13% less repeat investments, than reductions

Existing positions increased: 638 | Existing positions reduced: 734

53% less call options, than puts

Call options by funds: $4.74B | Put options by funds: $10.1B

65.89% less ownership

Funds ownership: 129.89%64% (-66%)

Holders
1,804
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
34
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.74B
Puts
$10.1B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWA
501
Merkkuri Wealth Advisors
New York
$2.16M
FFG
502
Frisch Financial Group
New York
$2.16M
VWM
503
Venturi Wealth Management
Texas
$2.15M
PWM
504
Pines Wealth Management
North Carolina
$2.15M
WANY
505
Wealthspire Advisors (New York)
New York
$2.14M
PWM
506
Purus Wealth Management
California
$2.12M
EWM
507
EPG Wealth Management
Georgia
$2.1M
TTWM
508
TCV Trust & Wealth Management
Virginia
$2.08M
IWA
509
IBEX Wealth Advisors
New Jersey
$2.07M
GSIS
510
Global Strategic Investment Solutions
Arizona
$2.07M
VWA
511
Visionary Wealth Advisors
Illinois
$2.06M
FCP
512
Fidelis Capital Partners
Florida
$2.06M
AMG
513
Advisors Management Group
Wisconsin
$2.01M
LWM
514
Lyell Wealth Management
California
$2.01M
VAS
515
Vestmark Advisory Solutions
Massachusetts
$2M
FFA
516
Fairfield Financial Advisors
Massachusetts
$2M
IA
517
Integrity Alliance
Iowa
$1.99M
JG
518
Jain Global
New York
$1.99M
JWBC
519
J.W. Burns & Co
New York
$1.99M
CWM
520
Cornerstone Wealth Management
Missouri
$1.98M
CW
521
Cooksen Wealth
Texas
$1.98M
BHIA
522
Birch Hill Investment Advisors
Massachusetts
$1.98M
CCM
523
Capstone Capital Management
$1.98M
MAM
524
Madison Asset Management
Wisconsin
$1.97M
LFA
525
Legend Financial Advisors
Pennsylvania
$1.97M