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Energy Select Sector SPDR Fund

1,691 hedge funds and large institutions have $17.3B invested in Energy Select Sector SPDR Fund in 2025 Q3 according to their latest regulatory filings, with 138 funds opening new positions, 581 increasing their positions, 759 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

23% less repeat investments, than reductions

Existing positions increased: 581 | Existing positions reduced: 759

25% less funds holding in top 10

Funds holding in top 10: 3224 (-8)

54% less call options, than puts

Call options by funds: $5.23B | Put options by funds: $11.4B

Holders
1,691
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.23B
Puts
$11.4B
Net Calls
Net Calls Change

Top Sellers

1 -$909M
2 -$388M
3 -$302M
4
Morgan Stanley
Morgan Stanley
New York
-$246M
5
Goldman Sachs
Goldman Sachs
New York
-$203M
Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
1001
Brown Brothers Harriman & Co
New York
$547K
SAM
1002
Sequent Asset Management
Texas
$547K
LI
1003
LRI Investments
Florida
$545K
RFA
1004
Resurgent Financial Advisors
Georgia
$541K
VVP
1005
Venture Visionary Partners
Ohio
$541K
MSAM
1006
Moloney Securities Asset Management
Missouri
$539K
WCG
1007
Weaver Consulting Group
California
$538K
APP
1008
Avantax Planning Partners
Iowa
$537K
MC
1009
Mathes Company
New York
$536K
AWM
1010
Aries Wealth Management
Maine
$536K
BAM
1011
Berkshire Asset Management
Pennsylvania
$534K
PFA
1012
Pathway Financial Advisors
Vermont
$534K
RWMG
1013
Redwood Wealth Management Group
New Jersey
$532K
EPW
1014
Endeavor Private Wealth
Kansas
$531K
BOM
1015
Bank of Marin
California
$530K
MWM
1016
Modera Wealth Management
New Jersey
$530K
FCFC
1017
First Citizens Financial Corp
Iowa
$529K
GI
1018
GLOBALT Investments
Georgia
$527K
FMN
1019
Financial Management Network
California
$523K
NGA
1020
Naples Global Advisors
Florida
$523K
1L
1021
10Elms LLP
Oklahoma
$522K
NCM
1022
Narwhal Capital Management
Georgia
$522K
HVP
1023
Hudson Value Partners
Florida
$521K
BWP
1024
Baldwin Wealth Partners
Massachusetts
$519K
OCM
1025
Objective Capital Management
Ohio
$518K