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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 %
BG
1651
Bollard Group
Massachusetts
$45K +$93 +1 +0.2%
GWANC
1652
Guardian Wealth Advisors (North Carolina)
North Carolina
$44.3K +$5.88K +63 +15%
WA
1653
WestEnd Advisors
North Carolina
$44.1K -$57.9K -619 -57%
FGAM
1654
Financial Gravity Asset Management
Texas
$44K +$44K +471 New
NFSG
1655
Newbridge Financial Services Group
Florida
$43.8K -$170K -1,817 -79%
TAM
1656
Townsend Asset Management
North Carolina
$43.8K -$10.7K -115 -20%
GA
1657
GoalVest Advisory
New York
$42.8K -$43.2K -462 -50%
AWM
1658
Atticus Wealth Management
Florida
$42.6K -$23.1K -247 -35%
PAG
1659
Paladin Advisory Group
Iowa
$42K
CWP
1660
Concord Wealth Partners
Virginia
$41.9K -$1.68K -18 -4%
HPIA
1661
Hamilton Point Investment Advisors
North Carolina
$41.7K
IWP
1662
IAG Wealth Partners
Wisconsin
$41.2K -$7.48K -80 -15%
BDPWM
1663
Barnes Dennig Private Wealth Management
Ohio
$40.8K +$40.8K +437 New
CIAS
1664
CBIZ Investment Advisory Services
Ohio
$40.6K +$40.6K +434 New
WA
1665
Whipplewood Advisors
Colorado
$40.2K -$1.29M -417 -97%
BC
1666
Belmont Capital
California
$40.2K
FCT
1667
First Community Trust
Iowa
$38.8K
MWA
1668
Moser Wealth Advisors
Washington
$38.8K +$31.3K +335 +419%
YAL
1669
Your Advocates Ltd
Texas
$38.5K +$4.96K +53 +15%
T2I
1670
Turim 21 Investimentos
Brazil
$37.4K -$5.61K -60 -13%
BCV
1671
Banque Cantonale Vaudoise
Switzerland
$37K +$37K +399 New
CIA
1672
Cape Investment Advisory
Georgia
$36.5K +$1.12K +12 +3%
VNA
1673
Valley National Advisers
Pennsylvania
$36K +$33.4K +362 +1,293%
VWM
1674
Vermillion Wealth Management
Minnesota
$36K +$280 +3 +0.8%
NC
1675
NewSquare Capital
Pennsylvania
$35.8K -$452 -49 -1%