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Energy Select Sector SPDR Fund

1,691 hedge funds and large institutions have $17.3B invested in Energy Select Sector SPDR Fund in 2025 Q3 according to their latest regulatory filings, with 138 funds opening new positions, 581 increasing their positions, 759 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

23% less repeat investments, than reductions

Existing positions increased: 581 | Existing positions reduced: 759

25% less funds holding in top 10

Funds holding in top 10: 3224 (-8)

54% less call options, than puts

Call options by funds: $5.23B | Put options by funds: $11.4B

Holders
1,691
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.23B
Puts
$11.4B
Net Calls
Net Calls Change

Top Sellers

1 -$909M
2 -$388M
3 -$302M
4
Morgan Stanley
Morgan Stanley
New York
-$246M
5
Goldman Sachs
Goldman Sachs
New York
-$203M
Name Holding Trade Value Shares
Change
Change in
Stake
CIEC
176
Crédit Industriel et Commercial
France
$8.78M
VA
177
Valmark Advisers
Ohio
$8.67M
SC
178
Scotia Capital
Ontario, Canada
$8.4M
AWA
179
Arkadios Wealth Advisors
Georgia
$8.32M
AFP
180
Ausdal Financial Partners
Iowa
$8.27M
CIC
181
Concord Investment Counsel
California
$8.26M
BWM
182
Buska Wealth Management
Wisconsin
$8.26M
WA
183
Waverly Advisors
Alabama
$8.25M
BMCM
184
Bryn Mawr Capital Management
Pennsylvania
$8.22M
USCWA
185
U.S. Capital Wealth Advisors
Texas
$8.22M
LIA
186
LS Investment Advisors
Michigan
$8.12M
CIA
187
Capital Investment Advisors
Georgia
$8.08M
CCT
188
Chemung Canal Trust
New York
$8M
AWM
189
Act Wealth Management
Texas
$7.99M
SQA
190
Simon Quick Advisors
New Jersey
$7.94M
KF
191
Krilogy Financial
Missouri
$7.86M
EFS
192
Econ Financial Services
Pennsylvania
$7.86M
BHWM
193
Bar Harbor Wealth Management
New Hampshire
$7.8M
DAS
194
Diversify Advisory Services
Utah
$7.79M
CWM
195
Cadence Wealth Management
Massachusetts
$7.73M
FRM
196
Fox Run Management
Connecticut
$7.71M
MOS
197
MGO One Seven
Ohio
$7.6M
FA
198
Fagan Associates
New York
$7.54M
ONB
199
Old National Bancorp
Indiana
$7.53M
EWA
200
Evolution Wealth Advisors
Florida
$7.43M