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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
AW
1226
Alteri Wealth
California
$314K
AI
1227
ArchPoint Investors
Florida
$314K
LFA
1228
Laraway Financial Advisors
Minnesota
$314K
PPH
1229
Pure Portfolios Holdings
Oregon
$313K
LF
1230
Lighthouse Financial
Florida
$313K
SCM
1231
Spreng Capital Management
Ohio
$312K
OWA
1232
Octavia Wealth Advisors
Ohio
$312K
TWM
1233
Tradition Wealth Management
Minnesota
$312K
SW
1234
SMART Wealth
Nebraska
$311K
CSIC
1235
Clifford Swan Investment Counsel
California
$310K
SCG
1236
Sonata Capital Group
Washington
$310K
BAM
1237
BTS Asset Management
Massachusetts
$310K
MPW
1238
MA Private Wealth
California
$309K
NG
1239
Novem Group
New York
$308K
CFCI
1240
Comprehensive Financial Consultants Institutional
Indiana
$307K
FAIM
1241
Financial Advocates Investment Management
Washington
$307K
DA
1242
Doliver Advisors
Texas
$306K
AF
1243
Arrow Financial
New York
$306K
NWM
1244
Northwest Wealth Management
Iowa
$305K
EAM
1245
Evanson Asset Management
California
$304K
PWA
1246
PCG Wealth Advisors
Kansas
$304K
TCWA
1247
Turtle Creek Wealth Advisors
Texas
$304K
ACA
1248
Affinity Capital Advisors
California
$304K
HFS
1249
Howard Financial Services
Texas
$302K
AIM
1250
AHL Investment Management
Florida
$302K