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Financial Select Sector SPDR Fund

1,773 hedge funds and large institutions have $36.8B invested in Financial Select Sector SPDR Fund in 2025 Q2 according to their latest regulatory filings, with 148 funds opening new positions, 636 increasing their positions, 728 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,773
Holders Change
Holders Change %
0%
% of All Funds
23.77%
Holding in Top 10
100
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-15.25%
% of All Funds
1.34%
New
148
Increased
636
Reduced
728
Closed
114
Calls
$8.35B
Puts
$14B
Net Calls
-$5.69B
Net Calls Change
-$1.82B
Name Holding Trade Value Shares
Change
Shares
Change %
TTWM
326
TCV Trust & Wealth Management
Virginia
$6.24M -$23.3K -445 -0.4%
BAAM
327
Baker Avenue Asset Management
California
$6.21M +$220K +4,204 +4%
NAM
328
NorthCrest Asset Manangement
Minnesota
$6.17M +$60K +1,128 +1%
AUB
329
Atlantic Union Bankshares
Virginia
$6.16M +$5.76M +109,972 +1,448%
CCT
330
Chemung Canal Trust
New York
$6.14M -$649K -12,400 -10%
FMC
331
First Merchants Corp
Indiana
$6.08M -$151K -2,876 -2%
CWP
332
Capital Wealth Planning
Florida
$6.07M +$300K +5,736 +5%
JWBC
333
J.W. Burns & Co
New York
$6.07M -$267K -5,097 -4%
GPFA
334
Game Plan Financial Advisors
Ohio
$6.06M -$328K -6,257 -5%
CFC
335
Client First Capital
California
$6.04M -$3.69M -70,481 -38%
SW
336
SteelPeak Wealth
California
$5.99M -$214K -4,077 -3%
SWM
337
Stockman Wealth Management
Montana
$5.97M -$16.9K -323 -0.3%
VWM
338
Venturi Wealth Management
Texas
$5.96M -$2.65M -50,510 -31%
TFA
339
Transamerica Financial Advisors
Florida
$5.93M -$41.8K -798 -0.7%
LFAS
340
Level Four Advisory Services
Texas
$5.92M -$427K -8,151 -7%
DADC
341
D.A. Davidson & Co
Montana
$5.88M -$422K -8,054 -7%
FFN
342
Focus Financial Network
Minnesota
$5.82M +$77K +1,470 +1%
HNB
343
Huntington National Bank
Ohio
$5.82M -$5.58M
CPA
344
Capital Planning Advisors
California
$5.82M -$44.9K -857 -0.8%
HCA
345
Harbor Capital Advisors
Illinois
$5.76M +$1.82M +34,713 +46%
RA
346
Rise Advisors
New York
$5.72M +$126K +2,406 +2%
WT
347
Washington Trust
Rhode Island
$5.7M -$103K -1,965 -2%
SI
348
Stephens Inc
Arkansas
$5.66M -$213K -4,070 -4%
IFWM
349
Institute for Wealth Management
Colorado
$5.63M -$12K -229 -0.2%
TIAA Trust, National Association
350
TIAA Trust, National Association
North Carolina
$5.58M +$28.7K +548 +0.5%