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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 %
EWM
701
Evercore Wealth Management
New York
$1.2M +$40.2K +474 +3%
FDW
702
Fourth Dimension Wealth
Ohio
$1.2M +$24.3K +287 +2%
GSEP
703
Golden State Equity Partners
California
$1.19M +$24.2K +285 +2%
ACI
704
Alpha Cubed Investments
California
$1.19M -$230K -2,712 -16%
AWMT
705
AAFMAA Wealth Management & Trust
North Carolina
$1.18M -$36.1K -426 -3%
VCP
706
Verus Capital Partners
Arizona
$1.18M +$41.2K +486 +4%
BHBT
707
Burke & Herbert Bank & Trust
Virginia
$1.18M -$23.3K -275 -2%
ECA
708
Elevate Capital Advisors
Colorado
$1.18M -$321K -3,785 -21%
CMS
709
Capital Market Strategies
Florida
$1.18M -$14.5K -171 -1%
CPA
710
Cardiff Park Advisors
California
$1.17M +$1.44K +17 +0.1%
MM
711
Morangie Management
Florida
$1.17M -$35.2K -415 -3%
OSAM
712
O'Shaughnessy Asset Management
Connecticut
$1.17M -$170 -2 -0%
CRI
713
Colonial River Investments
Virginia
$1.16M -$85.2K -960 -7%
UAS
714
United Asset Strategies
New York
$1.16M -$772K -9,102 -40%
IC
715
Innealta Capital
Texas
$1.16M -$5.65M -66,646 -83%
OPOWM
716
One Plus One Wealth Management
Florida
$1.15M -$89.8K -1,059 -7%
IWN
717
Independent Wealth Network
Iowa
$1.14M +$56.2K +663 +5%
FWP
718
Falcon Wealth Planning
California
$1.14M -$1.27M -14,976 -53%
FC
719
Forte Capital
New York
$1.13M +$1.13M +13,342 New
ACA
720
Atlas Capital Advisors
Wyoming
$1.13M -$562K -6,627 -33%
PFT
721
Providence First Trust
Arizona
$1.13M +$763 +9 +0.1%
CAU
722
Caxton Associates (UK)
$1.12M +$1.12M +13,264 New
PA
723
Procyon Advisors
Connecticut
$1.12M +$88K +1,037 +9%
HI
724
Horizon Investments
North Carolina
$1.12M -$394K -4,647 -26%
MWM
725
Mission Wealth Management
California
$1.12M -$376K -4,436 -25%