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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 %
MA
801
Montag & Associates
Georgia
$1.09M -$153K -1,632 -12%
JAG
802
Journey Advisory Group
Kentucky
$1.09M -$104K -1,111 -9%
LCM
803
Lazari Capital Management
California
$1.08M -$32.8K -351 -3%
CICI
804
Capital Investment Counsel Inc
North Carolina
$1.08M -$37.4K -400 -3%
RWA
805
River Wealth Advisors
Pennsylvania
$1.08M -$129K -1,377 -11%
LIG
806
Lokken Investment Group
Delaware
$1.07M +$1.07M +11,462 New
HNWAG
807
High Net Worth Advisory Group
Florida
$1.07M
MPW
808
MA Private Wealth
California
$1.06M -$280 -3 -0%
NCM
809
Narwhal Capital Management
Georgia
$1.06M
LGA
810
Lebenthal Global Advisors
New York
$1.06M -$15.1M -162,005 -93%
MMPW
811
Mitchell McLeod Pugh & Williams
Alabama
$1.06M -$1.5K -16 -0.1%
CA
812
Claro Advisors
Massachusetts
$1.05M -$679K -7,262 -39%
TPCW
813
TD Private Client Wealth
New York
$1.05M -$36.8K -394 -3%
PIA
814
Powell Investment Advisors
Florida
$1.05M +$5.14K +55 +0.5%
RIA
815
RPG Investment Advisory
California
$1.05M +$501K +5,363 +91%
PPW
816
Parcion Private Wealth
Washington
$1.05M -$41.9K -448 -4%
IAG
817
Ipsen Advisor Group
Arkansas
$1.05M +$8.32K +89 +0.8%
IB
818
Iyo Bank
Japan
$1.04M +$1.04M +11,142 New
CIAS
819
Capital Investment Advisory Services
North Carolina
$1.03M -$20.4K -218 -2%
AF
820
Apollon Financial
South Carolina
$1.03M -$35.2K -377 -3%
PAS
821
PKS Advisory Services
New York
$1.03M -$14.6K -156 -1%
BWP
822
Baldwin Wealth Partners
Massachusetts
$1.03M -$173K -1,846 -14%
RIS
823
Retirement Income Solutions
Michigan
$1.02M
FA
824
Flagstar Advisors
New York
$1.02M -$259K -2,770 -20%
KWA
825
Kingswood Wealth Advisors
California
$1.01M +$185K +1,983 +22%