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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 %
ANBT
1001
American National Bank & Trust
Texas
$668K -$23.4K -250 -3%
SWP
1002
Sagespring Wealth Partners
Tennessee
$667K -$4.21K -45 -0.6%
CG
1003
Curat Global
New Hampshire
$665K +$665K +7,115 New
MSAM
1004
Moloney Securities Asset Management
Missouri
$662K +$61K +653 +10%
IF
1005
Intrua Financial
Texas
$661K +$3.08K +33 +0.5%
IIA
1006
IPG Investment Advisors
California
$660K -$85.3K -913 -11%
LPAM
1007
Lodestar Private Asset Management
California
$658K -$71.6K -766 -10%
QWP
1008
Quotient Wealth Partners
Texas
$658K -$55M -588,208 -99%
BFG
1009
Berger Financial Group
Minnesota
$658K -$25.9K -277 -4%
AA
1010
Acorns Advisers
California
$656K +$161K +1,723 +33%
SAF
1011
Smith Anglin Financial
Texas
$654K -$71.4K -764 -10%
GI
1012
GLOBALT Investments
Georgia
$654K -$70.7K -757 -10%
CA
1013
Clune & Associates
Illinois
$654K +$34.4K +368 +6%
RWA
1014
Roberts Wealth Advisors
California
$653K +$8.13K +87 +1%
MW
1015
MBL Wealth
North Carolina
$652K -$39.7K -425 -6%
NWM
1016
Napa Wealth Management
California
$651K +$651K +6,969 New
HSA
1017
HBK Sorce Advisory
Pennsylvania
$651K +$93.2K +997 +17%
RFN
1018
Redwood Financial Network
Ohio
$651K -$86.7K -928 -12%
FPW
1019
Flywheel Private Wealth
California
$650K +$9.35K +100 +1%
FNBOH
1020
First National Bank of Hutchinson
Kansas
$645K +$73K +781 +13%
SSG
1021
Summit Securities Group
New York
$645K +$645K +6,900 New
NP
1022
NorthRock Partners
Minnesota
$639K +$115K +1,232 +22%
MAM
1023
Milestone Asset Management
Pennsylvania
$639K +$16.8K +180 +3%
TVM
1024
True Vision MN
Minnesota
$639K +$5.23K +56 +0.8%
SVWAG
1025
Sound View Wealth Advisors Group
Georgia
$638K -$4.95K -53 -0.8%