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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 %
MWM
1101
Modera Wealth Management
New Jersey
$541K -$48.1K -515 -8%
CFG
1102
Carr Financial Group
Massachusetts
$540K -$93 -1 -0%
OIA
1103
Optimum Investment Advisors
Illinois
$539K +$12.9K +138 +2%
BA
1104
Bristlecone Advisors
Washington
$536K +$33.6K +360 +7%
PWM
1105
Palumbo Wealth Management
New York
$536K -$3.27K -35 -0.6%
TFGT
1106
TS Financial Group (TSFG)
Illinois
$534K -$17.9K -191 -3%
WG
1107
Welch Group
Alabama
$533K -$657K -7,106 -55%
NB
1108
Northwest Bancshares
Pennsylvania
$532K
CCWM
1109
Cassaday & Co Wealth Management
Virginia
$532K -$9.07K -97 -2%
WHC
1110
Wulff, Hansen & Co
California
$528K
SS
1111
Sunbelt Securities
Texas
$527K -$404K -4,328 -43%
LWM
1112
Lodestone Wealth Management
Washington
$527K +$15K +161 +3%
FGWP
1113
Founders Grove Wealth Partners
Virginia
$527K +$31.3K +335 +6%
MCG
1114
McCollum Christoferson Group
New York
$527K +$38.3K +410 +8%
MWM
1115
Mascagni Wealth Management
Mississippi
$526K
CAI
1116
Capital Advisors Inc
Oklahoma
$524K -$51.9K -555 -9%
FA
1117
Fountainhead AM
New Jersey
$524K +$141K +1,506 +37%
LWM
1118
Lighthouse Wealth Management
Ohio
$523K +$9.91K +106 +2%
CPA
1119
Court Place Advisors
Maryland
$522K
LSA
1120
Lion Street Advisors
Texas
$522K +$72.5K +776 +16%
TWM
1121
Tradition Wealth Management
Minnesota
$521K -$2.52K -27 -0.5%
OWP
1122
Obermeyer Wealth Partners
Colorado
$520K
GAM
1123
GEM Asset Management
Michigan
$518K +$518K +5,510 New
MMA
1124
Miracle Mile Advisors
California
$518K -$7.34M -78,506 -93%
GAA
1125
Guardian Asset Advisors
Pennsylvania
$518K +$12.2K +131 +2%