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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
MAM
1051
Milestone Asset Management
Pennsylvania
$487K
MCA
1052
Magnolia Capital Advisors
Mississippi
$486K
LWM
1053
Lighthouse Wealth Management
Ohio
$483K
FA
1054
Fermata Advisors
California
$483K
SAI
1055
Savvy Advisors Inc
New York
$483K
IAA
1056
Independent Advisor Alliance
North Carolina
$483K
AP
1057
Americana Partners
Texas
$482K
SAW
1058
Signal Advisors Wealth
Michigan
$478K
DBRC
1059
D.B. Root & Company
Pennsylvania
$476K
AWA
1060
AmeriServ Wealth Advisors
Pennsylvania
$475K
LK
1061
Lumbard & Kellner
New Hampshire
$471K
NLP
1062
Next Level Private
New York
$471K
RF
1063
Roxbury Financial
New Jersey
$470K
SAM
1064
Secure Asset Management
Michigan
$469K
OIA
1065
Optimum Investment Advisors
Illinois
$468K
SAM
1066
Seelaus Asset Management
New Jersey
$466K
BFIM
1067
Beese Fulmer Investment Management
Ohio
$465K
MWM
1068
Mascagni Wealth Management
Mississippi
$464K
NPT
1069
Nixon Peabody Trust
Massachusetts
$462K
NB
1070
Northwest Bancshares
Pennsylvania
$462K
PJSIMP
1071
P.J. Schmidt Investment Management (PJS)
Wisconsin
$462K
SOS
1072
Silver Oak Securities
Tennessee
$462K
LCWP
1073
Legacy Capital Wealth Partners
Arkansas
$461K
PA
1074
PSI Advisors
Florida
$459K
CP
1075
Creekside Partners
California
$458K