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Financial Select Sector SPDR Fund

1,781 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 149 funds opening new positions, 639 increasing their positions, 731 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

13% less repeat investments, than reductions

Existing positions increased: 639 | Existing positions reduced: 731

14% less funds holding in top 10

Funds holding in top 10: 118101 (-17)

41% less call options, than puts

Call options by funds: $8.35B | Put options by funds: $14B

Holders
1,781
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
101
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.35B
Puts
$14B
Net Calls
Net Calls Change

Top Buyers

1 +$280M
2 +$276M
3 +$178M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$171M
5
Wells Fargo
Wells Fargo
California
+$147M
Name Holding Trade Value Shares
Change
Change in
Stake
TIAA Trust, National Association
351
TIAA Trust, National Association
North Carolina
$5.58M
NL
352
NWAM LLC
Washington
$5.55M
FWM
353
Foguth Wealth Management
Michigan
$5.55M
SB
354
Simmons Bank
Arkansas
$5.54M
PCA
355
Pallas Capital Advisors
Massachusetts
$5.53M
AWMT
356
AAFMAA Wealth Management & Trust
North Carolina
$5.53M
ARG
357
Advisory Resource Group
Oklahoma
$5.51M
CTC
358
Central Trust Company
Missouri
$5.51M
Brown Advisory
359
Brown Advisory
Maryland
$5.46M
ZIG
360
Zullo Investment Group
Pennsylvania
$5.46M
GWM
361
Geneos Wealth Management
Colorado
$5.4M
CWMGO
362
Capstone Wealth Management Group (Oregon)
Oregon
$5.4M
SP
363
Symmetry Partners
Connecticut
$5.39M
VT
364
Volterra Technologies
New York
$5.39M
MHIP
365
Mountain Hill Investment Partners
New Jersey
$5.38M
NWWA
366
New Wave Wealth Advisors
Arkansas
$5.29M
MT
367
Midwest Trust
Kansas
$5.27M
1M
368
1248 Management
Missouri
$5.27M
CW
369
Cooksen Wealth
Texas
$5.2M
PWM
370
Peterson Wealth Management
Nevada
$5.19M
CB
371
Commerce Bank
Missouri
$5.14M
LFPWM
372
Leicht Financial Planning & Wealth Management
New Jersey
$5.12M
BPA
373
Beacon Pointe Advisors
California
$5.02M
AIM
374
Astor Investment Management
Illinois
$5.01M
GM
375
GeoWealth Management
Illinois
$5M