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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
0.82%
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 %
AWM
1601
Abound Wealth Management
Tennessee
$98.3K
Q1WB
1602
Quest 10 Wealth Builders
Virginia
$97.3K -$13K -139 -12%
MIM
1603
MTM Investment Management
South Carolina
$94.7K +$376 +4 +0.4%
APW
1604
Acima Private Wealth
Virginia
$94.6K -$365K -3,910 -79%
GWS
1605
Glassman Wealth Services
Virginia
$93.7K -$93 -1 -0.1%
CVM
1606
Cheviot Value Management
California
$93.5K +$93.5K +1,162 New
MWM
1607
MGB Wealth Management
Texas
$93.5K
Invesco
1608
Invesco
Georgia
$93.5K +$93.5K +1,000 New
PCTC
1609
Perkins Coie Trust Company
Washington
$90.7K
RAM
1610
Riggs Asset Management
Pennsylvania
$87.3K
FM
1611
Family Management
New York
$85.4K +$42.1K +450 +97%
NC
1612
North Capital
Utah
$84.1K +$84.1K +900 New
HR
1613
Howe & Rusling
New York
$82.3K +$1.87K +20 +2%
WAM
1614
WFA Asset Management
Wisconsin
$81.9K +$13.2K +140 +19%
WP
1615
WealthShield Partners
North Carolina
$81.8K +$18.5K +198 +29%
HWM
1616
HighMark Wealth Management
Minnesota
$81.4K +$93 +1 +0.1%
ATS
1617
Ashton Thomas Securities
New York
$78.1K +$280 +3 +0.4%
TCM
1618
TD Capital Management
Tennessee
$77.3K
SHIM
1619
Stone House Investment Management
Pennsylvania
$77K +$77K +824 New
IF
1620
Integrity Financial
Wyoming
$75.5K +$467 +5 +0.6%
ME
1621
McIlrath & Eck
Washington
$75.5K +$6.17K +66 +9%
GG
1622
Gleason Group
Kentucky
$74.7K -$1.4K -15 -2%
SIM
1623
Studio Investment Management
Illinois
$70.7K +$12K +128 +20%
GTAM
1624
Global Trust Asset Management
Florida
$70.1K -$14K -150 -17%
TIM
1625
Tortoise Investment Management
New York
$69.6K