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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 %
LMKC
901
L.M. Kohn & Company
Ohio
$689K -$9.92K -117 -1%
LSIA
902
LaSalle St. Investment Advisors
Illinois
$688K -$561K -6,622 -45%
RWB
903
RMR Wealth Builders
New Jersey
$687K -$24.8K -292 -3%
4A
904
4Wealth Advisors
Illinois
$687K +$174K +2,057 +34%
MWM
905
Moulton Wealth Management
Washington
$686K +$686K +7,882 New
CB
906
Cadence Bank
Mississippi
$683K
BWM
907
Birchcreek Wealth Management
Ohio
$681K +$110K +1,293 +19%
VM
908
VPR Management
Texas
$678K
LWA
909
Lowe Wealth Advisors
Maryland
$678K -$1.34M -15,801 -66%
WCM
910
Windsor Capital Management
Arizona
$677K -$65.9K -777 -9%
CPC
911
Consolidated Planning Corp
Georgia
$675K +$11.7K +138 +2%
IF
912
Ironwood Financial
Arizona
$675K
AIS
913
Accredited Investor Services
Minnesota
$673K +$17K +200 +3%
ACP
914
Argyle Capital Partners
California
$669K -$70.7K -834 -10%
WAG
915
Windsor Advisory Group
Ohio
$667K
NHC
916
Nicholas Hoffman & Company
Georgia
$665K +$5.51K +65 +0.8%
QPWM
917
Quadrant Private Wealth Management
Pennsylvania
$665K +$9.24K +109 +1%
WJWM
918
Williams Jones Wealth Management
New York
$664K -$90.6K -1,068 -12%
KCM
919
Kanawha Capital Management
Virginia
$662K -$4.24K -50 -0.6%
ST
920
Spinnaker Trust
Maine
$662K
GAA
921
Global Assets Advisory
Florida
$662K -$936K -10,949 -59%
IA
922
Insight Advisors
Pennsylvania
$660K +$40.8K +481 +7%
OBWG
923
Onyx Bridge Wealth Group
New York
$657K -$29.4K -347 -4%
SFC
924
SYM Financial Corp
Indiana
$656K +$594 +7 +0.1%
EFS
925
Essex Financial Services
Connecticut
$655K -$67.8K -799 -9%