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Energy Select Sector SPDR Fund

1,717 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 122 funds opening new positions, 612 increasing their positions, 781 reducing their positions, and 189 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,717
Holders Change
-102
Holders Change %
-5.61%
% of All Funds
23.01%
Holding in Top 10
32
Holding in Top 10 Change
-28
Holding in Top 10 Change %
-46.67%
% of All Funds
0.43%
New
122
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 %
CPIG
751
Chicago Partners Investment Group
Illinois
$1.03M -$245K -2,823 -19%
M
752
MATAURO
New York
$1.03M +$364K +4,296 +55%
BIG
753
Brookwood Investment Group
Arizona
$1.02M -$1.1M -13,013 -52%
YIA
754
YHB Investment Advisors
Connecticut
$1.01M +$314K +3,697 +45%
CI
755
CX Institutional
Indiana
$1.01M +$437K +5,157 +77%
CHJWM
756
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.01M +$99.6K +1,136 +11%
MBTD
757
Mechanics Bank - Trust Department
California
$1M -$211K -2,485 -17%
VA
758
VestGen Advisors
Illinois
$1M -$201K -2,373 -17%
MMPW
759
Mitchell McLeod Pugh & Williams
Alabama
$994K +$34.2K +403 +4%
AAP
760
Arax Advisory Partners
Colorado
$991K +$541K +6,379 +120%
EW
761
Evoke Wealth
California
$990K -$61.8K -729 -6%
LCM
762
Lazari Capital Management
California
$989K +$8.57K +101 +0.9%
CCS
763
Concentric Capital Strategies
Connecticut
$988K -$4.61M -54,398 -82%
MA
764
Montag & Associates
Georgia
$987K -$1.44K -17 -0.1%
NB
765
NBT Bank
New York
$974K -$69.7K -822 -7%
DE
766
Diversified Enterprises
Delaware
$974K -$230K -2,710 -19%
RWA
767
River Wealth Advisors
Pennsylvania
$972K -$4.24K -50 -0.4%
PWM
768
Partners Wealth Management
California
$971K
JAG
769
Journey Advisory Group
Kentucky
$970K -$18.4K -217 -2%
WWA
770
Wisconsin Wealth Advisors
Wisconsin
$969K -$123K -1,451 -11%
HNWAG
771
High Net Worth Advisory Group
Florida
$968K
HGA
772
Hobbs Group Advisors
South Carolina
$966K +$966K +11,388 New
RIL
773
Rothschild Investment LLC
Illinois
$964K -$89.6K -1,056 -9%
SI
774
Sprott Inc
Ontario, Canada
$961K +$90.4K +1,066 +10%
IAG
775
Ipsen Advisor Group
Arkansas
$958K +$9.58K +113 +1%