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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 %
VFA
576
Valeo Financial Advisors
Indiana
$1.72M -$275K -3,245 -14%
CW
577
Cooksen Wealth
Texas
$1.72M +$347K +4,091 +25%
WAS
578
Wealth Advisory Solutions
Indiana
$1.7M +$36K +425 +2%
BDAM
579
Blue Door Asset Management
Connecticut
$1.7M +$1.7M +20,000 New
CWA
580
Clarus Wealth Advisors
Arizona
$1.69M +$291K +3,293 +21%
CFG
581
Citizens Financial Group
Rhode Island
$1.69M -$2.26M -26,646 -57%
FNT
582
First National Trust
Pennsylvania
$1.67M +$81.2K +957 +5%
EGA
583
E&G Advisors
Texas
$1.66M -$10.9K -128 -0.7%
VDI
584
Vaughan David Investments
Illinois
$1.66M -$1.57M -18,531 -49%
Wellington Management Group
585
Wellington Management Group
Massachusetts
$1.65M +$1.65M +19,509 New
LFA
586
Legend Financial Advisors
Pennsylvania
$1.65M +$59.5K +702 +4%
BCFS
587
Butensky & Cohen Financial Security
Florida
$1.65M +$97.2K +1,146 +6%
FIM
588
Freedom Investment Management
Connecticut
$1.63M +$474K +5,590 +41%
TNA
589
True North Advisors
Texas
$1.63M -$19.3K -228 -1%
MWM
590
Marion Wealth Management
Pennsylvania
$1.62M +$35.4K +417 +2%
Chevy Chase Trust
591
Chevy Chase Trust
Maryland
$1.62M -$173K -2,042 -10%
FAB
592
First American Bank
Illinois
$1.61M -$4.75K -56 -0.3%
WAOI
593
Wealth Advisors of Iowa
Iowa
$1.61M -$119K -1,400 -7%
WPIC
594
White Pine Investment Company
Michigan
$1.61M -$12K -142 -0.7%
AGM
595
Alpine Global Management
New York
$1.6M +$1.6M +18,888 New
AGAM
596
Audent Global Asset Management
California
$1.6M +$2.29K +27 +0.1%
DCM
597
Donaldson Capital Management
Indiana
$1.6M -$3.84M -45,271 -71%
AWM
598
Axxcess Wealth Management
California
$1.6M +$249K +2,935 +18%
MCA
599
MSH Capital Advisors
Arizona
$1.6M +$85.8K +1,012 +6%
PCMF
600
Private Capital Management (Florida)
Florida
$1.6M -$4.07K -48 -0.3%