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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 %
FWA
1551
Flagship Wealth Advisors
Massachusetts
$200K +$467 +5 +0.2%
RIA
1552
Realta Investment Advisors
Delaware
$196K -$88.1K -943 -31%
SSA
1553
SSA Swiss Advisors
$196K +$196K +2,099 New
UOTTAIMCU
1554
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$191K +$88.8K +950 +87%
WFG
1555
Wormser Freres Gestion
France
$186K +$92.8K +1,000 +100%
RBA
1556
Richard Bernstein Advisors
New York
$183K -$53.8M -575,400 -100%
WSCM
1557
Wellington Shields Capital Management
New York
$178K -$46.2K -494 -21%
GWSA
1558
Global Wealth Strategies & Associates
Colorado
$177K -$805K -8,617 -82%
WCM
1559
Weaver Capital Management
Georgia
$176K +$174K +1,864 +8,104%
HC
1560
Hara Capital
Washington
$176K -$403K -4,313 -70%
Kayne Anderson Rudnick Investment Management
1561
Kayne Anderson Rudnick Investment Management
California
$176K
KFI
1562
Key Financial Inc
Pennsylvania
$172K
CCM
1563
Chilton Capital Management
Texas
$163K -$25.2K -270 -13%
SIS
1564
Sound Income Strategies
Florida
$156K +$15.7K +168 +11%
CFO
1565
CVA Family Office
Colorado
$156K +$63.1K +675 +68%
SMFG
1566
Sumitomo Mitsui Financial Group
Japan
$152K -$92K -985 -38%
MIM
1567
Marshall Investment Management
Colorado
$151K -$24.4K -261 -14%
CA
1568
Continuum Advisory
Idaho
$151K +$90.8K +972 +152%
WAS
1569
Winch Advisory Services
Wisconsin
$146K -$6.64K -71 -4%
NI
1570
NCP Inc
California
$146K -$4.58K -49 -3%
POIA
1571
Pin Oak Investment Advisors
Texas
$145K -$9.69K -119 -6%
JGCM
1572
Joseph Group Capital Management
Ohio
$142K
OA
1573
Operose Advisors
Wisconsin
$142K
HB
1574
Horizon Bancorp
Indiana
$139K -$15.8K -169 -10%
RWA
1575
Redmont Wealth Advisors
Illinois
$138K +$138K +1,480 New