XLE icon

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
0.81%
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 %
FFS
501
Founders Financial Securities
Maryland
$2.71M +$494K +5,954 +22%
Deutsche Bank
502
Deutsche Bank
Germany
$2.68M -$131K -1,400 -5%
IP
503
Intellectus Partners
California
$2.67M +$120K +1,284 +5%
FTWA
504
Fifth Third Wealth Advisors
Ohio
$2.67M +$1.25M +13,400 +88%
IFWM
505
Institute for Wealth Management
Colorado
$2.67M -$2.24K -24 -0.1%
FWP
506
Falcon Wealth Planning
California
$2.65M -$4.86M -51,976 -65%
GBT
507
Grove Bank & Trust
Florida
$2.64M +$706K +7,559 +36%
TAM
508
Titleist Asset Management
Texas
$2.63M -$59.5K -637 -2%
HP
509
Holistic Planning
Texas
$2.62M +$53.9K +577 +2%
EFG
510
Embree Financial Group
Illinois
$2.61M -$731K -7,819 -22%
CM
511
Caption Management
Oklahoma
$2.61M +$1.17M +12,558 +82%
WPW
512
Waldron Private Wealth
Pennsylvania
$2.59M -$32.5K -348 -1%
NCM
513
Northwest Capital Management
Oregon
$2.59M +$1.66M +17,745 +178%
TCOO
514
Trust Company of Oklahoma
Oklahoma
$2.55M -$87.8K -940 -3%
FBFS
515
First Business Financial Services
Wisconsin
$2.55M
OIA
516
OneDigital Investment Advisors
Kansas
$2.55M -$244K -2,615 -9%
SFI
517
SPC Financial Inc
Maryland
$2.53M +$32.7K +350 +1%
MCC
518
Money Concepts Capital
Florida
$2.52M +$47.5K +508 +2%
WIM
519
Westside Investment Management
California
$2.52M +$1.23M +13,157 +96%
LF
520
LifePlan Financial
Minnesota
$2.51M -$129K -1,376 -5%
JIC
521
Joel Isaacson & Co
New York
$2.51M +$359K +3,838 +17%
BCM
522
Bienville Capital Management
New York
$2.5M -$21.5K -230 -0.9%
AWP
523
Ascent Wealth Partners
New York
$2.48M +$57.8K +618 +2%
CAG
524
Csenge Advisory Group
Florida
$2.47M +$460K +5,650 +23%
GM
525
GeoWealth Management
Illinois
$2.47M -$303K -3,246 -11%