XLE icon

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 %
CWA
1426
Cura Wealth Advisors
Illinois
$259K
ARA
1427
Alexander Randolph Advisory
Virginia
$258K
PHWM
1428
Pine Harbor Wealth Management
Maryland
$258K +$1.22K +13 +0.5%
BWM
1429
BCS Wealth Management
Tennessee
$258K
MA
1430
MBA Advisors
Pennsylvania
$258K -$42.4K -454 -14%
SIMG
1431
Sonora Investment Management Group
Arizona
$257K -$23.5K -251 -8%
IAG
1432
Investment Advisory Group
Massachusetts
$257K +$37.2K +398 +17%
VBFP
1433
Valtinson Bruner Financial Planning
Minnesota
$257K +$1.59K +17 +0.6%
SDWMA
1434
Schneider Downs Wealth Management Advisors
Pennsylvania
$256K +$17.8K +190 +7%
TW
1435
Transform Wealth
Colorado
$256K -$74.6K -798 -23%
NEWAS
1436
N.E.W. Advisory Services
Wisconsin
$255K +$255K +2,732 New
PRTG
1437
Post Resch Tallon Group
New York
$255K -$2.05K -22 -0.8%
VHAM
1438
Van Hulzen Asset Management
California
$254K +$4.58K +49 +2%
EWA
1439
Exencial Wealth Advisors
Oklahoma
$254K -$23.4K -250 -8%
CCM
1440
Cullen Capital Management
New York
$253K -$3.51M -37,564 -93%
TA
1441
TruWealth Advisors
Louisiana
$253K +$654 +7 +0.3%
AWA
1442
Aaron Wealth Advisors
Illinois
$252K
HIMC
1443
Heritage Investors Management Corp
Maryland
$252K
BFPW
1444
BOK Financial Private Wealth
Colorado
$252K -$13.8K -148 -5%
OFS
1445
Orrstown Financial Services
Pennsylvania
$251K +$251K +2,690 New
MPCL
1446
My Personal CFO LLC
Washington
$251K +$934 +10 +0.4%
SNWA
1447
Siligmueller & Norvid Wealth Advisors
Illinois
$251K
MGWM
1448
Marks Group Wealth Management
Minnesota
$250K -$104K -1,110 -29%
GIA
1449
Guyasuta Investment Advisors
Pennsylvania
$250K -$539K -5,772 -68%
EM
1450
ELCO Management
New York
$248K