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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 %
BCWM
1326
Bartlett & Co Wealth Management
Ohio
$318K +$4.95K +53 +2%
AWM
1327
Apex Wealth Management
New Hampshire
$317K -$23.3K -249 -7%
WP
1328
Wealthspan Partners
Iowa
$317K +$187 +2 +0.1%
LOIP
1329
Live Oak Investment Partners
Texas
$316K +$316K +3,383 New
AIM
1330
AHL Investment Management
Florida
$316K
CCA
1331
Childress Capital Advisors
Texas
$316K +$46.2K +494 +17%
MS
1332
Maven Securities
Jersey
$315K -$274K -2,927 -46%
RGF
1333
Retirement Guys Formula
Ohio
$315K +$54.7K +588 +21%
ACM
1334
Advisors Capital Management
New Jersey
$315K +$315K +3,366 New
CPCM
1335
Cardinal Point Capital Management
Ontario, Canada
$314K -$95.4K -1,021 -23%
FLPIM
1336
F.L. Putnam Investment Management
Massachusetts
$314K -$708K -7,575 -69%
GCA
1337
Gradient Capital Advisors
California
$314K +$374 +4 +0.1%
NDSI
1338
Newman Dignan & Sheerar Inc
Rhode Island
$313K
QP
1339
Quartz Partners
New York
$313K
EAM
1340
Evanson Asset Management
California
$313K +$561 +6 +0.2%
CCM
1341
Corsair Capital Management
New York
$312K -$308K -3,300 -50%
LFGO
1342
Legacy Financial Group (Oklahoma)
Oklahoma
$310K -$71.3K -763 -19%
FFWM
1343
Future Financial Wealth Management
Ohio
$309K
WSC
1344
Wellington Shields & Co
New York
$308K -$131K -1,400 -30%
BAM
1345
BTS Asset Management
Massachusetts
$308K +$308K +3,294 New
WIA
1346
Wetzel Investment Advisors
Indiana
$308K -$5.05K -54 -2%
MIC
1347
Means Investment Company
Maine
$307K -$25K -267 -8%
CWM
1348
Copia Wealth Management
Oregon
$307K -$66.5K -712 -18%
CWC
1349
Carolinas Wealth Consulting
North Carolina
$307K +$128K +1,365 +71%
FF
1350
Financial Futures
New Jersey
$307K -$555K -5,942 -64%