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Energy Select Sector SPDR Fund

1,715 hedge funds and large institutions have $18.2B invested in Energy Select Sector SPDR Fund in 2025 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 612 increasing their positions, 781 reducing their positions, and 189 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,715
Holders Change
-104
Holders Change %
-5.72%
% of All Funds
22.99%
Holding in Top 10
32
Holding in Top 10 Change
-28
Holding in Top 10 Change %
-46.67%
% of All Funds
0.43%
New
121
Increased
612
Reduced
781
Closed
189
Calls
$4.78B
Puts
$9.63B
Net Calls
-$4.84B
Net Calls Change
+$1.35B
Name Holding Trade Value Shares
Change
Shares
Change %
RFA
1601
Register Financial Advisors
Georgia
$28.3K +$85 +1 +0.3%
FDCP
1602
Foster Dykema Cabot & Partners
Massachusetts
$28.1K
SRCM
1603
Signature Resources Capital Management
California
$27.9K
VWM
1604
Vermillion Wealth Management
Minnesota
$27.6K -$5.09K -60 -16%
RWM
1605
Rialto Wealth Management
New York
$25.6K
CWM
1606
Consultiva Wealth Management
Puerto Rico
$25.4K
PPA
1607
Painted Porch Advisors
California
$25.4K
NFSG
1608
Newbridge Financial Services Group
Florida
$25.1K -$14.7K -173 -37%
HIW
1609
Holos Integrated Wealth
Pennsylvania
$24.5K
OWP
1610
ORG Wealth Partners
Texas
$24.3K
DWS
1611
Dynamic Wealth Strategies
California
$23.6K -$93.1K -1,098 -80%
MG
1612
MilWealth Group
Wisconsin
$21.7K
HIMS
1613
Hager Investment Management Services
New Hampshire
$21.3K -$7.38K -87 -26%
FWM
1614
FSA Wealth Management
Massachusetts
$21.1K +$85 +1 +0.4%
SFCL
1615
Strengthening Families & Communities LLC
Massachusetts
$20.8K +$170 +2 +0.8%
GCM
1616
Gables Capital Management
Florida
$20.6K
VFM
1617
Vision Financial Markets
Connecticut
$20.5K
CWM
1618
Centricity Wealth Management
Ohio
$20.4K
CSPIA
1619
Cary Street Partners Investment Advisory
Virginia
$18.8K +$424 +5 +2%
TPWA
1620
Twin Peaks Wealth Advisors
California
$18.3K +$18.3K +216 New
GA
1621
GoalVest Advisory
New York
$18K -$20.9K -246 -54%
OPTFSNA
1622
Old Point Trust & Financial Services N A
Virginia
$17K
FFO
1623
Fortitude Family Office
Arizona
$17K
SIS
1624
Strategic Investment Solutions
Illinois
$17K
WPA
1625
Wealth Preservation Advisors
Tennessee
$16.9K -$11.4K -134 -40%