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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 %
BFA
1376
Bragg Financial Advisors
North Carolina
$290K +$290K +3,100 New
GPWM
1377
Grant Private Wealth Management
California
$289K -$9.35K -100 -3%
IWA
1378
Icon Wealth Advisors
Texas
$286K -$127K -1,361 -31%
GFP
1379
Gryphon Financial Partners
Ohio
$286K
MHR
1380
Matthew Hamilton Rosenberg
$285K
CAG
1381
Centerpoint Advisory Group
Kansas
$284K
AIM
1382
Anchor Investment Management
South Carolina
$284K -$4.67K -50 -2%
FPGK
1383
Financial Partners Group (Kansas)
Kansas
$283K -$3.36K -36 -1%
LFA
1384
Longview Financial Advisors
Alabama
$283K -$127K -1,356 -31%
OAM
1385
Occidental Asset Management
California
$282K -$17.8K -190 -6%
MCP
1386
Mirador Capital Partners
California
$282K -$6.69M -71,625 -96%
LA
1387
LM Advisors
California
$282K
HT
1388
Heritage Trust
Oklahoma
$280K -$37.4K -400 -12%
AFA
1389
American Financial Advisors
Georgia
$280K +$20.3K +217 +8%
DIP
1390
DT Investment Partners
Pennsylvania
$279K +$259K +2,770 +1,313%
BB
1391
Berkshire Bank
Massachusetts
$277K
MA
1392
MKT Advisors
California
$277K +$20.1K +257 +8%
CMTU
1393
Capital Markets Trading (UK)
United Kingdom
$277K +$277K +2,966 New
AMIM
1394
Aull & Monroe Investment Management
Alabama
$276K
CL
1395
CVFG LLC
Indiana
$276K +$33.8K +362 +14%
IC
1396
Iconiq Capital
California
$276K +$2.06K +22 +0.8%
MPW
1397
Monterey Private Wealth
California
$276K +$93 +1 +0%
ZIM
1398
Zacks Investment Management
Illinois
$274K -$72.7K -778 -21%
EIA
1399
Eldridge Investment Advisors
New Hampshire
$274K
AI
1400
ArchPoint Investors
Florida
$274K