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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 %
AWM
926
Aries Wealth Management
Maine
$777K +$98.5K +1,054 +15%
LCM
927
Lunt Capital Management
Utah
$776K +$776K +8,304 New
GSWM
928
Golden State Wealth Management
California
$776K -$193K -2,063 -20%
IAMOG
929
Investors Asset Management of Georgia
Georgia
$776K -$25.9K -277 -3%
VCA
930
Verdence Capital Advisors
Maryland
$775K -$34.6K -370 -4%
TCM
931
Telos Capital Management
California
$774K +$56.1K +600 +8%
WPC
932
Wedmont Private Capital
Pennsylvania
$773K -$8.21K -104 -1%
GCM
933
Generation Capital Management
New York
$773K -$21.8K -233 -3%
SSWM
934
Strait & Sound Wealth Management
California
$773K -$5.79K -62 -0.7%
GAG
935
GM Advisory Group
New York
$772K -$147K -1,569 -16%
LMKC
936
L.M. Kohn & Company
Ohio
$770K +$33.5K +358 +5%
MIM
937
Marco Investment Management
Georgia
$770K -$3.74K -40 -0.5%
WFAG
938
Worth Financial Advisory Group
North Carolina
$769K +$10.1K +108 +1%
Empower Advisory Group
939
Empower Advisory Group
Colorado
$768K -$15.2K -163 -2%
YIA
940
YHB Investment Advisors
Connecticut
$768K -$13.6K -146 -2%
BPC
941
Banque Pictet & Cie
Switzerland
$763K -$32K -342 -4%
BB
942
Burford Brothers
Texas
$761K -$112K -1,197 -13%
Betterment LLC
943
Betterment LLC
New York
$757K +$59.9K +641 +9%
OBWG
944
Onyx Bridge Wealth Group
New York
$756K +$70.2K +751 +10%
BA
945
Ballew Advisors
Mississippi
$755K -$77.6K -984 -9%
CB
946
Cadence Bank
Mississippi
$753K
EWM
947
Edge Wealth Management
New York
$748K -$531K -5,680 -42%
VM
948
VPR Management
Texas
$748K
QWM
949
Quadcap Wealth Management
Texas
$747K -$224K -2,399 -23%
KFA
950
Kapstone Financial Advisors
Ohio
$743K -$15.3K -164 -2%