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State Street Energy Select Sector SPDR ETF

2,100 hedge funds and large institutions have $28.5B invested in State Street Energy Select Sector SPDR ETF in 2026 Q1 according to their latest regulatory filings, with 398 funds opening new positions, 817 increasing their positions, 684 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed

237% more first-time investments, than exits

New positions opened: 398 | Existing positions closed: 118

161% more funds holding in top 10

Funds holding in top 10: 3899 (+61)

62% more capital invested

Capital invested by funds: $17.6B → $28.5B (+$10.9B)

19% more repeat investments, than reductions

Existing positions increased: 817 | Existing positions reduced: 684

13% more funds holding

Funds holding: 1,8572,100 (+243)

0.43% more ownership

Funds ownership: 66.59%67.02% (+0.43%)

46% less call options, than puts

Call options by funds: $7.47B | Put options by funds: $13.8B

Holders
2,100
Holders Change
+243
Holders Change %
+13.09%
% of All Funds
25.87%
Holding in Top 10
99
Holding in Top 10 Change
+61
Holding in Top 10 Change %
+160.53%
% of All Funds
1.22%
New
398
Increased
817
Reduced
684
Closed
118
Calls
$7.47B
Puts
$13.8B
Net Calls
-$6.37B
Net Calls Change
-$998M
Name Holding Trade Value Shares
Change
Change in
Stake
EWS
1701
Evergreen Wealth Solutions
Pennsylvania
$251K +$219K +4,089 New
TIM
1702
Tevis Investment Management
Texas
$250K +$219K +4,089 New
ZF
1703
Zhang Financial
Michigan
$250K +$219K +4,087 New
RDWM
1704
Red Door Wealth Management
Tennessee
$250K +$219K +4,078 New
WAG
1705
Winthrop Advisory Group
Massachusetts
$249K +$218K +4,068 New
AIIMS
1706
Analyst IMS Investment Management Services
Israel
$249K +$218K +4,064 New
OCM
1707
Orleans Capital Management
Louisiana
$248K +$217K +4,054 New
MW
1708
Marble Wealth
Alabama
$248K +$217K +4,051 New
TWP
1709
Tempus Wealth Planning
California
$247K +$216K +4,034 New
CFA
1710
Capstone Financial Advisors
Illinois
$247K +$216K +4,030 New
BCM
1711
BTC Capital Management
Iowa
$246K +$216K +4,022 New
MWA
1712
Mills Wealth Advisors
Texas
$246K +$216K +4,021 New
MB
1713
MidFirst Bank
Oklahoma
$246K
CFP
1714
Comprehensive Financial Planning
Pennsylvania
$245K +$1.23K +23 +0.6%
FFG
1715
Fiduciary Financial Group
California
$245K +$215K +4,004 New
GCM
1716
Graham Capital Management
Connecticut
$245K -$383K -7,136 -64%
BI
1717
Ballast Inc
Kentucky
$245K +$215K +4,000 New
SC
1718
Scratch Capital
Idaho
$245K +$215K +4,000 New
EWA
1719
Exit Wealth Advisors
Georgia
$245K +$214K +3,997 New
UFF
1720
USA Financial Formulas
Michigan
$243K -$99.2K -1,849 -32%
B
1721
Bayban
Minnesota
$242K
BCM
1722
Basso Capital Management
Connecticut
$242K -$57.2K -1,067 -21%
KWM
1723
Keebeck Wealth Management
Illinois
$241K -$58.9K -1,098 -22%
RIS
1724
Richmond Investment Services
Wisconsin
$241K -$35.5K -662 -14%
ESB
1725
Essex Savings Bank
Connecticut
$240K +$211K +3,925 New