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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
AWC
1376
Adamsbrown Wealth Consultants
Kansas
$232K
TWM
1377
Tripletail Wealth Management
Florida
$232K
MCP
1378
Mirador Capital Partners
California
$231K
NWMG
1379
National Wealth Management Group
Ohio
$230K
MWM
1380
MBE Wealth Management
Wisconsin
$230K
PFA
1381
Pure Financial Advisors
California
$229K
IWA
1382
Icon Wealth Advisors
Texas
$229K
IG
1383
IFS Group
Pennsylvania
$229K
SFM
1384
Stack Financial Management
Montana
$228K
VHAM
1385
Van Hulzen Asset Management
California
$227K
ISB
1386
Iowa State Bank
Iowa
$227K
SIMG
1387
Sonora Investment Management Group
Arizona
$226K
MCM
1388
Magnolia Capital Management
New York
$226K
EWA
1389
Elevate Wealth Advisory
Georgia
$226K
CFO
1390
Collective Family Office
Pennsylvania
$225K
UOTTAIMCU
1391
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$225K
WFA
1392
WJ Financial Advisors
Connecticut
$225K
BAM
1393
Brave Asset Management
New Jersey
$225K
KA
1394
Klingman & Associates
New York
$225K
N
1395
Natixis
France
$224K
SPWM
1396
Straight Path Wealth Management
Michigan
$224K
BCM
1397
Basso Capital Management
Connecticut
$224K
JF
1398
JSF Financial
California
$224K
RFN
1399
RDA Financial Network
Iowa
$223K
JCM
1400
J2 Capital Management
Michigan
$223K