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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
0.81%
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 %
AAS
551
Asset Allocation Strategies
Michigan
$2.31M -$614K -6,567 -21%
NFG
552
Nations Financial Group
Iowa
$2.3M -$387K -4,136 -14%
FWM
553
Foguth Wealth Management
Michigan
$2.3M -$199K -2,134 -8%
EG
554
Ellerson Group
Maryland
$2.3M -$442K -4,728 -16%
PSCM
555
Per Stirling Capital Management
Texas
$2.26M +$948K +10,146 +72%
PWM
556
Purus Wealth Management
California
$2.26M -$6.45K -69 -0.3%
MFIM
557
Mesirow Financial Investment Management
Illinois
$2.25M -$45.9K -491 -2%
TSWM
558
Tyler-Stone Wealth Management
Ohio
$2.24M +$1.12K +12 +0.1%
PBK
559
Peoples Bank (Kansas)
Kansas
$2.24M +$809K +8,661 +57%
LWA
560
Lowe Wealth Advisors
Maryland
$2.22M +$30.7K +328 +1%
AWA
561
AmeriServ Wealth Advisors
Pennsylvania
$2.22M +$2.22M +23,790 New
AWM
562
Activest Wealth Management
Florida
$2.22M -$250K -2,677 -10%
PCA
563
Pallas Capital Advisors
Massachusetts
$2.22M -$207K -2,211 -9%
TFF
564
The Family Firm
Maryland
$2.21M -$4.64M -49,636 -68%
WF
565
WinCap Financial
Massachusetts
$2.21M +$33.5K +358 +2%
WA
566
Waverly Advisors
Alabama
$2.21M -$69.2K -740 -3%
CSP
567
Cary Street Partners
Virginia
$2.2M -$118K -1,265 -5%
VFA
568
Valeo Financial Advisors
Indiana
$2.2M +$46.2K +494 +2%
GSIS
569
Global Strategic Investment Solutions
Arizona
$2.18M -$1.68K -18 -0.1%
BCM
570
Boltwood Capital Management
California
$2.16M +$36.7K +393 +2%
TC
571
TownSquare Capital
Utah
$2.15M -$126K -1,346 -6%
PP
572
Patten & Patten
Tennessee
$2.14M +$35.5K +380 +2%
UAS
573
United Asset Strategies
New York
$2.12M -$661K -7,072 -24%
FTC
574
Farmers Trust Company
Ohio
$2.12M -$44.3K -474 -2%
BWP
575
Balboa Wealth Partners
Arizona
$2.11M +$688K +7,361 +48%