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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 %
NL
351
NWAM LLC
Washington
$5.55M -$388K -7,361 -7%
FWM
352
Foguth Wealth Management
Michigan
$5.55M +$3.74M +71,326 +206%
SB
353
Simmons Bank
Arkansas
$5.54M -$112K -2,136 -2%
PCA
354
Pallas Capital Advisors
Massachusetts
$5.53M -$3.04M -58,036 -35%
AWMT
355
AAFMAA Wealth Management & Trust
North Carolina
$5.53M +$595K +11,355 +12%
ARG
356
Advisory Resource Group
Oklahoma
$5.51M +$2.93K +56 +0.1%
CTC
357
Central Trust Company
Missouri
$5.51M -$564K -10,764 -9%
Brown Advisory
358
Brown Advisory
Maryland
$5.46M +$25.1K +480 +0.5%
ZIG
359
Zullo Investment Group
Pennsylvania
$5.46M -$5.34K -102 -0.1%
GWM
360
Geneos Wealth Management
Colorado
$5.4M -$8.78M -167,647 -62%
CWMGO
361
Capstone Wealth Management Group (Oregon)
Oregon
$5.4M -$117K -2,237 -2%
SP
362
Symmetry Partners
Connecticut
$5.39M +$2.7M +51,532 +100%
VT
363
Volterra Technologies
New York
$5.39M +$5.39M +102,899 New
MHIP
364
Mountain Hill Investment Partners
New Jersey
$5.38M -$28.8K -550 -0.5%
NWWA
365
New Wave Wealth Advisors
Arkansas
$5.29M -$1.3M -24,766 -20%
MT
366
Midwest Trust
Kansas
$5.27M +$5.27M +100,699 New
1M
367
1248 Management
Missouri
$5.27M +$5.27M +100,604 New
CW
368
Cooksen Wealth
Texas
$5.2M +$434K +8,283 +9%
CB
369
Commerce Bank
Missouri
$5.14M +$411K +7,856 +9%
LFPWM
370
Leicht Financial Planning & Wealth Management
New Jersey
$5.12M +$47.9K +915 +0.9%
BPA
371
Beacon Pointe Advisors
California
$5.02M -$216K -4,128 -4%
AIM
372
Astor Investment Management
Illinois
$5.01M -$2.37M -45,254 -32%
GM
373
GeoWealth Management
Illinois
$5M -$581K -11,085 -10%
MC
374
Martin & Co
Tennessee
$4.96M -$9.58K -183 -0.2%
AF
375
Allworth Financial
California
$4.96M +$147K +2,804 +3%