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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 %
WANY
501
Wealthspire Advisors (New York)
New York
$3.13M +$30.4K +581 +1%
VWA
502
Visionary Wealth Advisors
Illinois
$3.13M -$1.52M -29,104 -33%
AC
503
ASB Consultores
Florida
$3.13M -$2.48M -47,333 -44%
TCM
504
Telos Capital Management
California
$3.12M +$399K +7,616 +15%
CI
505
CX Institutional
Indiana
$3.11M -$889K -16,976 -22%
RFN
506
RDA Financial Network
Iowa
$3.11M -$19.7K -377 -0.6%
LFA
507
Laraway Financial Advisors
Minnesota
$3.1M -$56.4K -1,076 -2%
KeyBank National Association
508
KeyBank National Association
Ohio
$3.1M +$66.4K +1,267 +2%
LWM
509
Lionsbridge Wealth Management
Florida
$3.09M -$69.7K -1,330 -2%
OIM
510
Orca Investment Management
Oregon
$3.08M +$24.1K +460 +0.8%
FDP
511
Financiere des Professionnels
Quebec, Canada
$3.07M +$450K +8,600 +17%
AF
512
Alerus Financial
North Dakota
$3.06M +$1M +19,168 +49%
BCFS
513
Butensky & Cohen Financial Security
Florida
$3.04M +$92.4K +1,764 +3%
NFSG
514
Newbridge Financial Services Group
Florida
$3.03M +$740K +14,121 +32%
MPPLM
515
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3.02M +$96.7K +1,846 +3%
WA
516
WP Advisors
California
$3.02M +$98.4K +1,879 +3%
PF
517
PlanWiser Financial
Colorado
$3.02M +$729K +13,738 +32%
Wealthfront Advisers
518
Wealthfront Advisers
California
$2.97M -$97.6K -1,863 -3%
CC
519
Constitution Capital
Connecticut
$2.96M +$11.7K +224 +0.4%
OPPS
520
Obsidian Personal Planning Solutions
Maryland
$2.95M +$131K +2,507 +5%
HNW
521
High Note Wealth
Minnesota
$2.95M -$35.7K -682 -1%
HAS
522
HBW Advisory Services
California
$2.94M +$44.7K +854 +2%
FSA
523
Financial Services Advisory
Maryland
$2.94M +$2.94M +56,160 New
BRG
524
Bay Rivers Group
Virginia
$2.94M -$10.4K -199 -0.4%
BWL
525
Bogart Wealth LLC
Virginia
$2.93M +$176K +3,368 +6%