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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 %
FFA
1476
First Foundation Advisors
California
$234K -$9.35K -100 -4%
N
1477
Natixis
France
$234K
BCM
1478
Basso Capital Management
Connecticut
$234K
Daiwa Securities Group
1479
Daiwa Securities Group
Japan
$234K
NFC
1480
Northstar Financial Companies
Pennsylvania
$233K -$130K -1,393 -36%
BMCM
1481
Burns Matteson Capital Management
New York
$233K +$2.8K +30 +1%
WMA
1482
Wealth Management Associates
New Jersey
$232K +$232K +2,486 New
AWC
1483
Adamsbrown Wealth Consultants
Kansas
$231K -$2.24K -24 -1%
JF
1484
JSF Financial
California
$231K -$47.4K -507 -17%
SPWM
1485
Straight Path Wealth Management
Michigan
$231K +$10.6K +113 +5%
OLA
1486
Oliver Luxxe Assets
New Jersey
$231K -$215K -2,305 -48%
G
1487
Gainplan
Michigan
$231K -$85.8K -918 -27%
FAG
1488
Fortitude Advisory Group
Washington
$230K +$230K +2,892 New
AG
1489
Ascent Group
Virginia
$230K +$230K +2,462 New
BFP
1490
Briaud Financial Planning
Texas
$230K
DQRIM
1491
Dale Q Rice Investment Management
Washington
$229K +$229K +2,450 New
SFM
1492
Stack Financial Management
Montana
$227K +$227K +2,434 New
OHWP
1493
Oak Harbor Wealth Partners
North Carolina
$226K
CWP
1494
Core Wealth Partners
California
$226K +$654 +7 +0.3%
NB
1495
Nicolet Bankshares
Wisconsin
$225K
LWM
1496
Lakeridge Wealth Management
Ohio
$224K +$1.03K +11 +0.5%
BAM
1497
Broyhill Asset Management
North Carolina
$224K
B
1498
Bellecapital
Switzerland
$224K
AC
1499
Anson Capital
Georgia
$224K +$748 +8 +0.3%
CFS
1500
Commonwealth Financial Services
West Virginia
$224K +$224K +2,396 New