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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
LA
1301
Latitude Advisors
Florida
$271K
OPWM
1302
Oxinas Partners Wealth Management
Indiana
$270K
PRTG
1303
Post Resch Tallon Group
New York
$269K
HT
1304
Heritage Trust
Oklahoma
$268K
IC
1305
Iconiq Capital
California
$268K
AFAS
1306
Acorn Financial Advisory Services
Virginia
$264K
WIA
1307
Wetzel Investment Advisors
Indiana
$264K
SFC
1308
Sprinkle Financial Consultants
Colorado
$263K
OHWP
1309
Oak Harbor Wealth Partners
North Carolina
$263K
RIS
1310
Richmond Investment Services
Wisconsin
$262K
VCM
1311
Viewpoint Capital Management
Washington
$261K
GF
1312
GGM Financials
Ohio
$261K
ARG
1313
Advisory Resource Group
Oklahoma
$260K
NSIM
1314
North Star Investment Management
Illinois
$259K
RFM
1315
Royal Fund Management
Florida
$259K
FFBTD
1316
First Financial Bank - Trust Division
Ohio
$258K
CL
1317
CLG LLC
California
$258K
FSBI
1318
Fearless Solutions (Best Invest)
Texas
$256K
GPWM
1319
Grant Private Wealth Management
California
$256K
CICC
1320
Capital Investment Counsel (Colorado)
Colorado
$256K
WMA
1321
Wealth Management Associates
New Jersey
$256K
BWM
1322
BCS Wealth Management
Tennessee
$256K
MIC
1323
Means Investment Company
Maine
$255K
WP
1324
Westmount Partners
California
$255K
CCA
1325
Childress Capital Advisors
Texas
$254K