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Energy Select Sector SPDR Fund

1,714 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, 780 reducing their positions, and 189 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,714
Holders Change
-105
Holders Change %
-5.77%
% of All Funds
23.01%
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
780
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 %
EFG
151
Ethos Financial Group
Pennsylvania
$11.4M -$406K -4,784 -3%
BTI
152
Blue Trust Inc
Georgia
$11.1M +$931K +10,977 +9%
AAG
153
Armstrong Advisory Group
Massachusetts
$10.8M -$159K -1,872 -1%
IWC
154
Integrated Wealth Concepts
Massachusetts
$10.8M -$994K -11,721 -8%
VF
155
Virtu Financial
New York
$10.8M +$10.8M +127,590 New
TC
156
Trilogy Capital
California
$10.8M +$9.49M +111,873 +716%
BPA
157
Beacon Pointe Advisors
California
$10.3M +$1.85M +21,809 +22%
FCG
158
Fielder Capital Group
Tennessee
$10.2M -$1.2M -14,152 -11%
JWCA
159
J.W. Cole Advisors
Florida
$10.1M +$4.6M +54,297 +83%
JFG
160
Jefferies Financial Group
New York
$10M +$5.14M +60,568 +105%
CPO
161
Cerity Partners OCIO
New York
$9.98M
KeyBank National Association
162
KeyBank National Association
Ohio
$9.97M -$413K -4,875 -4%
SAW
163
Signal Advisors Wealth
Michigan
$9.95M +$6.87M +81,049 +224%
CGA
164
Crescent Grove Advisors
Illinois
$9.66M +$14.2K +167 +0.1%
BWM
165
Buska Wealth Management
Wisconsin
$9.63M +$582K +6,865 +6%
NAM
166
NTV Asset Management
West Virginia
$9.61M -$271K -3,199 -3%
Vontobel Holding
167
Vontobel Holding
Switzerland
$9.58M +$2.97M +35,019 +45%
FG
168
Fiduciary Group
Georgia
$9.57M +$292K +3,441 +3%
FWM
169
Foguth Wealth Management
Michigan
$9.56M +$7.47M +88,129 +358%
MCWS
170
McKinley Carter Wealth Services
West Virginia
$9.51M +$2.53M +29,803 +36%
CIP
171
Capital Insight Partners
Arizona
$9.45M -$870K -10,262 -8%
BAAM
172
Baker Avenue Asset Management
California
$9.29M +$570K +6,723 +7%
DADC
173
D.A. Davidson & Co
Montana
$9.02M +$203K +2,391 +2%
SFS
174
Sowell Financial Services
Arkansas
$8.93M -$12.8K -151 -0.1%
VIA
175
Vickerman Investment Advisors
Washington
$8.79M -$255K -3,005 -3%