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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 %
VWM
651
Venturi Wealth Management
Texas
$1.67M -$168K -1,798 -9%
HI
652
Horizon Investments
North Carolina
$1.67M +$59.2K +633 +4%
MCA
653
MSH Capital Advisors
Arizona
$1.66M +$1.09M +11,712 +192%
SW
654
SteelPeak Wealth
California
$1.66M +$145K +1,556 +10%
JWA
655
JFS Wealth Advisors
Pennsylvania
$1.65M +$52.1K +557 +3%
HAS
656
HBW Advisory Services
California
$1.65M -$71.8K -768 -4%
ECA
657
Elevate Capital Advisors
Colorado
$1.65M -$2.14M -22,903 -56%
NCM
658
Nelson Capital Management
California
$1.65M +$123K +1,319 +8%
MWM
659
Mission Wealth Management
California
$1.65M -$195K -2,092 -11%
FCH
660
Freestone Capital Holdings
Washington
$1.64M +$4.58K +49 +0.3%
CIA
661
Cladis Investment Advisory
Montana
$1.64M -$2.34K -25 -0.1%
PWM
662
Pines Wealth Management
North Carolina
$1.64M +$85.3K +1,116 +5%
OIS
663
Okabena Investment Services
Minnesota
$1.63M +$3.83K +41 +0.2%
PMWMG
664
Parr McKnight Wealth Management Group
Minnesota
$1.63M -$467 -5 -0%
SFG
665
SNS Financial Group
Minnesota
$1.63M +$13.4K +143 +0.8%
PWPS
666
Pinnacle Wealth Planning Services
Ohio
$1.63M +$121K +1,300 +8%
PCA
667
Peddock Capital Advisors
Massachusetts
$1.63M +$45.7K +489 +3%
CFO
668
Callan Family Office
Pennsylvania
$1.63M +$434K +4,645 +36%
MWA
669
Merkkuri Wealth Advisors
New York
$1.62M -$173K -1,855 -10%
DWM
670
Darwin Wealth Management
Florida
$1.61M
DWT
671
Dorsey & Whitney Trust
South Dakota
$1.59M -$147K -1,569 -8%
MWM
672
Maltin Wealth Management
New Jersey
$1.58M +$50.7K +543 +3%
GAA
673
Global Assets Advisory
Florida
$1.58M +$1.02M +12,117 +184%
ACI
674
Alpha Cubed Investments
California
$1.57M -$476K -5,098 -23%
JCM
675
Jacobi Capital Management
Pennsylvania
$1.57M -$13.6K -146 -0.9%