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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 %
BL
876
BFSG LLC
California
$885K -$252K -2,700 -22%
AIP
877
ARS Investment Partners
New York
$884K
Envestnet Portfolio Solutions
878
Envestnet Portfolio Solutions
Illinois
$881K -$7.78M -83,227 -90%
Verition Fund Management
879
Verition Fund Management
Connecticut
$878K -$13.5M -143,972 -94%
WE
880
Wealth Effects
Massachusetts
$873K -$78K -835 -8%
GWM
881
Greenwich Wealth Management
Connecticut
$873K -$41.4K -443 -5%
SJIM
882
St. Johns Investment Management
Florida
$872K +$7.29K +78 +0.8%
BFA
883
Beacon Financial Advisory
Ohio
$866K -$26K -278 -3%
DA
884
DCF Advisers
Connecticut
$864K +$864K +9,250 New
PWP
885
Principle Wealth Partners
Connecticut
$864K -$10.4K -111 -1%
SC
886
Stolper & Co
Oklahoma
$862K +$6.07K +65 +0.7%
MFA
887
Mayflower Financial Advisors
Massachusetts
$859K +$10.7K +114 +1%
FTA
888
Financial & Tax Architects
Missouri
$857K +$170K +1,819 +25%
CAM
889
Cozad Asset Management
Illinois
$856K
WIC
890
Woodmont Investment Counsel
Tennessee
$855K -$1.96K -21 -0.2%
SA
891
Sovran Advisors
California
$854K -$17.8K -218 -2%
PG
892
Proffitt & Goodson
Tennessee
$850K -$7.1K -76 -0.8%
IP
893
Investment Partners
Ohio
$846K +$561 +6 +0.1%
PFA
894
Pathway Financial Advisors
Vermont
$845K -$9.35K -100 -1%
CFG
895
Clayton Financial Group
Missouri
$839K +$6.26K +67 +0.8%
UBP
896
Union Bancaire Privee
Switzerland
$837K -$1.22M -13,167 -59%
PCP
897
Proficio Capital Partners
Massachusetts
$835K +$467K +5,002 +127%
WJWM
898
Williams Jones Wealth Management
New York
$831K -$1.96K -21 -0.2%
PFGIA
899
Patriot Financial Group Insurance Agency
Massachusetts
$831K +$19.9K +213 +2%
CHJWM
900
Carlton Hofferkamp & Jenks Wealth Management
Texas
$823K +$159 +2 +0%