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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 %
CSIC
1451
Clifford Swan Investment Counsel
California
$248K
MWM
1452
Mascoma Wealth Management
New Hampshire
$246K -$48.4K -518 -16%
MIAS
1453
Mason Investment Advisory Services
Virginia
$245K -$66.2K -708 -21%
WIA
1454
Wealthedge Investment Advisors
New York
$245K +$1.78K +19 +0.7%
RBFC
1455
Roman Butler Fullerton & Co
Missouri
$244K +$1.03K +13 +0.4%
SP
1456
Sequent Planning
Nebraska
$244K +$244K +2,611 New
CD
1457
Chapin Davis
Maryland
$244K -$32K -342 -12%
SW
1458
SVB Wealth
Massachusetts
$244K -$389K -4,167 -61%
SAM
1459
Smithbridge Asset Management
Pennsylvania
$243K +$243K +2,600 New
ITIM
1460
Indiana Trust & Investment Management
Indiana
$243K -$17.3K -185 -7%
WAAG
1461
Wealth Alliance Advisory Group
Kansas
$243K
EWA
1462
Elevate Wealth Advisory
Georgia
$241K +$241K +2,583 New
CWMK
1463
Caliber Wealth Management (Kansas)
Kansas
$241K +$241K +2,577 New
TAP
1464
Tounjian Advisory Partners
Florida
$240K +$240K +2,566 New
FHC
1465
First Heartland Consultants
Missouri
$239K +$8.78K +94 +4%
TI
1466
Trexquant Investment
Connecticut
$238K -$552K -5,909 -70%
HBT
1467
Hills Bank & Trust
Iowa
$238K +$13.7K +147 +6%
NC
1468
NBW Capital
Massachusetts
$237K -$49.8K -533 -17%
ISB
1469
Iowa State Bank
Iowa
$237K
MCM
1470
Magnolia Capital Management
New York
$237K +$237K +2,535 New
GAM
1471
Gotham Asset Management
New York
$237K +$237K +2,534 New
SFWC
1472
Strategic Family Wealth Counselors
New Jersey
$235K +$4.58K +49 +2%
OL
1473
one8zero8 LLC
North Carolina
$235K -$2.34K -25 -1%
WDL
1474
Well Done LLC
Michigan
$235K
SFC
1475
Sprinkle Financial Consultants
Colorado
$235K +$235K +2,512 New