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Energy Select Sector SPDR Fund

1,691 hedge funds and large institutions have $17.3B invested in Energy Select Sector SPDR Fund in 2025 Q3 according to their latest regulatory filings, with 138 funds opening new positions, 581 increasing their positions, 759 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

23% less repeat investments, than reductions

Existing positions increased: 581 | Existing positions reduced: 759

25% less funds holding in top 10

Funds holding in top 10: 3224 (-8)

54% less call options, than puts

Call options by funds: $5.23B | Put options by funds: $11.4B

Holders
1,691
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.23B
Puts
$11.4B
Net Calls
Net Calls Change

Top Sellers

1 -$909M
2 -$388M
3 -$302M
4
Morgan Stanley
Morgan Stanley
New York
-$246M
5
Goldman Sachs
Goldman Sachs
New York
-$203M
Name Holding Trade Value Shares
Change
Change in
Stake
FDW
651
Fourth Dimension Wealth
Ohio
$1.31M
WTC
652
WhitTier Trust Company
Nevada
$1.3M
IA
653
IFG Advisory
Georgia
$1.3M
EFH
654
Eaton Financial Holdings
Florida
$1.3M
SP
655
SIH Partners
Delaware
$1.3M
LNWWM
656
Laird Norton Wetherby Wealth Management
California
$1.3M
PFT
657
Providence First Trust
Arizona
$1.29M
EWM
658
Evercore Wealth Management
New York
$1.29M
MS
659
Maven Securities
Jersey
$1.29M
FWM
660
Forza Wealth Management
Florida
$1.28M
BF
661
BOK Financial
Oklahoma
$1.28M
CCC
662
Compass Capital Corp
Massachusetts
$1.28M
AWMT
663
AAFMAA Wealth Management & Trust
North Carolina
$1.27M
GGS
664
Galvin Gaustad & Stein
Arizona
$1.25M
LRPA
665
L. Roy Papp & Associates
Arizona
$1.25M
CPA
666
Cardiff Park Advisors
California
$1.24M
MC
667
Moors & Cabot
Massachusetts
$1.24M
ACS
668
Archford Capital Strategies
Illinois
$1.23M
B
669
Bailard
California
$1.22M
FFP
670
Forbes Financial Planning
Rhode Island
$1.22M
IWN
671
Independent Wealth Network
Iowa
$1.22M
ACI
672
Alpha Cubed Investments
California
$1.21M
CFS
673
CRA Financial Services
New Jersey
$1.21M
FNT
674
First National Trust
Pennsylvania
$1.21M
MWP
675
Meriwether Wealth & Planning
Louisiana
$1.2M