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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 %
BCA
951
Bay Capital Advisors
Virginia
$628K -$42.1K -496 -6%
CPG
952
Cornerstone Planning Group
New Jersey
$627K +$51.7K +605 +9%
SWM
953
Stark Wealth Management
Pennsylvania
$624K +$624K +7,634 New
DI
954
Diligent Investors
California
$623K -$38.7K -456 -6%
AFO
955
Allie Family Office
Florida
$620K +$48.3K +570 +8%
VDBMI
956
Van Den Berg Management I
Texas
$620K -$24.2K -285 -4%
HWM
957
HB Wealth Management
Georgia
$619K -$604K -7,117 -49%
GBT
958
Grove Bank & Trust
Florida
$617K -$1.78M -20,999 -74%
CC
959
Courier Capital
New York
$617K -$1.97M -23,280 -76%
DWM
960
Denver Wealth Management
Colorado
$616K +$39.9K +471 +7%
SDH
961
Sloy Dahl & Holst
Washington
$615K +$5.09K +60 +0.8%
MSAM
962
Moloney Securities Asset Management
Missouri
$611K +$9.92K +117 +2%
ICP
963
Interchange Capital Partners
Pennsylvania
$611K -$13.7K -161 -2%
CCWM
964
Cassaday & Co Wealth Management
Virginia
$610K +$128K +1,506 +26%
BWP
965
Baldwin Wealth Partners
Massachusetts
$609K -$323K -3,810 -35%
FMWA
966
Forvis Mazars Wealth Advisors
Missouri
$608K +$1.44K +17 +0.2%
PIMG
967
Patriot Investment Management Group
Tennessee
$607K +$607K +7,158 New
IF
968
Intrua Financial
Texas
$605K +$4.75K +56 +0.8%
APA
969
Astoria Portfolio Advisors
New York
$604K +$133K +1,517 +28%
PFSC
970
Peoples Financial Services Corp
Pennsylvania
$604K -$267K -3,146 -31%
CLOS
971
Compagnie Lombard Odier SCmA
Switzerland
$603K +$84.8K +1,000 +16%
RFO
972
RiverGlades Family Offices
Florida
$601K +$21.6K +255 +4%
VAM
973
Vienna Asset Management
California
$601K +$601K +7,081 New
CT
974
Chicago Trust
Illinois
$599K +$66.7K +786 +13%
RWA
975
Roberts Wealth Advisors
California
$598K +$5.6K +66 +0.9%