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Financial Select Sector SPDR Fund

1,773 hedge funds and large institutions have $38.8B invested in Financial Select Sector SPDR Fund in 2025 Q1 according to their latest regulatory filings, with 165 funds opening new positions, 751 increasing their positions, 604 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,773
Holders Change
+17
Holders Change %
+0.97%
% of All Funds
24.08%
Holding in Top 10
118
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+16.83%
% of All Funds
1.6%
New
165
Increased
751
Reduced
604
Closed
104
Calls
$9.6B
Puts
$13.5B
Net Calls
-$3.87B
Net Calls Change
-$182M
Name Holding Trade Value Shares
Change
Shares
Change %
CA
376
CoreCap Advisors
Michigan
$5.27M +$74K +1,486 +1%
CWMGO
377
Capstone Wealth Management Group (Oregon)
Oregon
$5.24M -$121K -2,434 -2%
ARG
378
Advisory Resource Group
Oklahoma
$5.24M +$42.1K +846 +0.8%
ZIG
379
Zullo Investment Group
Pennsylvania
$5.2M -$10.3K -207 -0.2%
GS
380
GTS Securities
New York
$5.18M -$2.87M -57,538 -36%
WWM
381
Whalen Wealth Management
Nevada
$5.17M +$5.17M +103,875 New
Brown Advisory
382
Brown Advisory
Maryland
$5.17M +$415K +8,337 +9%
MHIP
383
Mountain Hill Investment Partners
New Jersey
$5.15M +$5.15M +103,300 New
FCI
384
Financial Counselors Inc
Kansas
$5.12M -$8.92K -179 -0.2%
Walleye Capital
385
Walleye Capital
New York
$5.06M -$222K -4,449 -4%
IWP
386
Innova Wealth Partners
Pennsylvania
$5.03M -$1.07M -21,473 -18%
VCM
387
Virtue Capital Management
Tennessee
$5M +$495K +9,934 +11%
BPA
388
Beacon Pointe Advisors
California
$4.98M +$436K +8,752 +10%
MYIA
389
Mount Yale Investment Advisors
Colorado
$4.97M -$851K -17,089 -15%
HI
390
Harbour Investments
Wisconsin
$4.92M +$1.51M +30,379 +44%
LWANC
391
Laurel Wealth Advisors (North Carolina)
North Carolina
$4.91M +$31.6K +635 +0.6%
HCP
392
Holt Capital Partners
Texas
$4.91M +$87.9K +1,765 +2%
HWM
393
HB Wealth Management
Georgia
$4.84M +$798K +16,011 +20%
CWA
394
Continuum Wealth Advisors
New York
$4.83M +$4.83M +97,001 New
LFPWM
395
Leicht Financial Planning & Wealth Management
New Jersey
$4.82M -$424K -8,514 -8%
MC
396
Martin & Co
Tennessee
$4.73M +$19.3K +388 +0.4%
AWMT
397
AAFMAA Wealth Management & Trust
North Carolina
$4.69M +$3.81M +76,531 +433%
GVAG
398
Great Valley Advisor Group
Delaware
$4.66M +$255K +5,119 +6%
IA
399
IAM Advisory
Pennsylvania
$4.65M +$4.65M +93,287 New
AC
400
AlphaCore Capital
California
$4.62M +$4.62M +92,675 New