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Energy Select Sector SPDR Fund

1,715 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 121 funds opening new positions, 612 increasing their positions, 781 reducing their positions, and 189 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,715
Holders Change
-104
Holders Change %
-5.72%
% of All Funds
22.99%
Holding in Top 10
32
Holding in Top 10 Change
-28
Holding in Top 10 Change %
-46.67%
% of All Funds
0.43%
New
121
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 %
BWM
1351
BCS Wealth Management
Tennessee
$243K +$8.58K +101 +4%
WMA
1352
Wealth Management Associates
New Jersey
$242K +$31.4K +370 +15%
MIC
1353
Means Investment Company
Maine
$242K -$37.1K -437 -13%
WP
1354
Westmount Partners
California
$242K -$33.1K -390 -12%
CA
1355
Cornerstone Advisory
Maryland
$241K +$241K +2,847 New
CCA
1356
Childress Capital Advisors
Texas
$241K -$45K -531 -16%
ARG
1357
Advisory Resource Group
Oklahoma
$241K +$509 +6 +0.2%
ITIM
1358
Indiana Trust & Investment Management
Indiana
$241K +$20.7K +244 +9%
IAG
1359
Investment Advisory Group
Massachusetts
$241K +$8.06K +95 +3%
UFA
1360
Uptown Financial Advisors
Texas
$241K +$1.45K +17 +0.6%
CC
1361
Centiva Capital
New York
$241K +$241K +2,840 New
PWM
1362
Provident Wealth Management
Tennessee
$241K -$26.6K -314 -10%
AFA
1363
American Financial Advisors
Georgia
$238K -$15.6K -184 -6%
SIMG
1364
Sonora Investment Management Group
Arizona
$238K +$4.24K +50 +2%
NCM
1365
NCM Capital Management
New Jersey
$237K -$8.23K -97 -3%
OAM
1366
Occidental Asset Management
California
$236K -$19.9K -235 -8%
TAP
1367
Tounjian Advisory Partners
Florida
$236K -$3.36K -36 -1%
NAS
1368
Nicolet Advisory Services
Wisconsin
$236K +$236K +2,754 New
TCOT
1369
Trust Company of Toledo
Ohio
$236K +$236K +2,779 New
COCM
1370
Charter Oak Capital Management
New Hampshire
$236K -$31.6K -373 -12%
PWP
1371
Pursue Wealth Partners
California
$236K
SFC
1372
Sprinkle Financial Consultants
Colorado
$235K +$22.3K +263 +10%
MA
1373
MBA Advisors
Pennsylvania
$235K +$1.1K +13 +0.5%
BFP
1374
Briaud Financial Planning
Texas
$235K +$26.1K +309 +13%
VBFP
1375
Valtinson Bruner Financial Planning
Minnesota
$235K +$2.04K +24 +0.9%