XLE icon

Energy Select Sector SPDR Fund

1,717 hedge funds and large institutions have $18.2B invested in Energy Select Sector SPDR Fund in 2025 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 612 increasing their positions, 781 reducing their positions, and 189 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,717
Holders Change
-102
Holders Change %
-5.61%
% of All Funds
23.01%
Holding in Top 10
32
Holding in Top 10 Change
-28
Holding in Top 10 Change %
-46.67%
% of All Funds
0.43%
New
122
Increased
612
Reduced
781
Closed
189
Calls
$4.78B
Puts
$9.63B
Net Calls
-$4.84B
Net Calls Change
+$1.35B
Name Holding Trade Value Shares
Change
Shares
Change %
SFS
1326
Summit Financial Strategies
Ohio
$262K +$17.1K +202 +7%
WP
1327
Wealthspan Partners
Iowa
$261K -$26.4K -311 -9%
AIM
1328
Anchor Investment Management
South Carolina
$260K +$2.55K +30 +1%
SEP
1329
Southland Equity Partners
Missouri
$260K -$58.4K -689 -18%
CWM
1330
Copia Wealth Management
Oregon
$259K -$20K -236 -7%
ACM
1331
Advisors Capital Management
New Jersey
$258K -$27.7K -327 -10%
AIA
1332
Arbor Investment Advisors
North Carolina
$256K +$13.3K +157 +5%
NWM
1333
Napa Wealth Management
California
$256K -$335K -3,946 -57%
LA
1334
LM Advisors
California
$256K
WIA
1335
Wetzel Investment Advisors
Indiana
$256K -$23.2K -274 -8%
ETC
1336
Exchange Traded Concepts
Oklahoma
$255K -$60.4M -712,056 -100%
LA
1337
Latitude Advisors
Florida
$255K -$63.8K -752 -20%
BMCM
1338
Black Maple Capital Management
Wisconsin
$254K -$212K -2,500 -45%
HT
1339
Heritage Trust
Oklahoma
$254K
IC
1340
Iconiq Capital
California
$252K +$2.12K +25 +0.8%
CL
1341
CVFG LLC
Indiana
$252K +$1.53K +18 +0.6%
AWAG
1342
ARS Wealth Advisors Group
Florida
$251K -$17K -200 -6%
WWM
1343
WJ Wealth Management
Arizona
$250K -$777K -9,163 -76%
EIA
1344
Eldridge Investment Advisors
New Hampshire
$249K
AF
1345
Atala Financial
California
$248K -$169K -1,990 -40%
MCP
1346
Mirador Capital Partners
California
$248K -$8.31K -98 -3%
RBFC
1347
Roman Butler Fullerton & Co
Missouri
$248K -$21.5K -247 -8%
UB
1348
Umpqua Bank
Oregon
$247K +$247K +2,788 New
CCA
1349
Cadent Capital Advisors
Oklahoma
$247K +$933 +11 +0.4%
FPL
1350
Fortress Private Ledger
North Carolina
$247K -$27.5K -324 -10%