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Financial Select Sector SPDR Fund

1,771 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, 635 increasing their positions, 727 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,771
Holders Change
-3
Holders Change %
-0.17%
% of All Funds
23.75%
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
635
Reduced
727
Closed
115
Calls
$8.35B
Puts
$14B
Net Calls
-$5.69B
Net Calls Change
-$1.82B
Name Holding Trade Value Shares
Change
Shares
Change %
FWM
351
Foguth Wealth Management
Michigan
$5.55M +$3.74M +71,326 +206%
SB
352
Simmons Bank
Arkansas
$5.54M -$112K -2,136 -2%
PCA
353
Pallas Capital Advisors
Massachusetts
$5.53M -$3.04M -58,036 -35%
AWMT
354
AAFMAA Wealth Management & Trust
North Carolina
$5.53M +$595K +11,355 +12%
ARG
355
Advisory Resource Group
Oklahoma
$5.51M +$2.93K +56 +0.1%
CTC
356
Central Trust Company
Missouri
$5.51M -$564K -10,764 -9%
Brown Advisory
357
Brown Advisory
Maryland
$5.46M +$25.1K +480 +0.5%
ZIG
358
Zullo Investment Group
Pennsylvania
$5.46M -$5.34K -102 -0.1%
GWM
359
Geneos Wealth Management
Colorado
$5.4M -$8.78M -167,647 -62%
CWMGO
360
Capstone Wealth Management Group (Oregon)
Oregon
$5.4M -$117K -2,237 -2%
SP
361
Symmetry Partners
Connecticut
$5.39M +$2.7M +51,532 +100%
VT
362
Volterra Technologies
New York
$5.39M +$5.39M +102,899 New
MHIP
363
Mountain Hill Investment Partners
New Jersey
$5.38M -$28.8K -550 -0.5%
NWWA
364
New Wave Wealth Advisors
Arkansas
$5.29M -$1.3M -24,766 -20%
MT
365
Midwest Trust
Kansas
$5.27M +$5.27M +100,699 New
1M
366
1248 Management
Missouri
$5.27M +$5.27M +100,604 New
CW
367
Cooksen Wealth
Texas
$5.2M +$434K +8,283 +9%
CB
368
Commerce Bank
Missouri
$5.14M +$411K +7,856 +9%
LFPWM
369
Leicht Financial Planning & Wealth Management
New Jersey
$5.12M +$47.9K +915 +0.9%
BPA
370
Beacon Pointe Advisors
California
$5.02M -$216K -4,128 -4%
AIM
371
Astor Investment Management
Illinois
$5.01M -$2.37M -45,254 -32%
GM
372
GeoWealth Management
Illinois
$5M -$581K -11,085 -10%
MC
373
Martin & Co
Tennessee
$4.96M -$9.58K -183 -0.2%
AF
374
Allworth Financial
California
$4.96M +$147K +2,804 +3%
RAM
375
Riggs Asset Management
Pennsylvania
$4.91M +$151K +2,880 +3%