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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 %
WA
551
Waverly Advisors
Alabama
$2.77M -$47.9K -962 -2%
AF
552
Abound Financial
California
$2.77M -$14K -282 -0.5%
FAIM
553
Financial Advocates Investment Management
Washington
$2.77M -$858K -17,227 -24%
RFWA
554
RPg Family Wealth Advisory
Massachusetts
$2.76M +$737K +14,792 +36%
MAG
555
M3 Advisory Group
Massachusetts
$2.76M +$14.8K +297 +0.5%
HAS
556
HBW Advisory Services
California
$2.76M +$236K +4,742 +9%
SW
557
SMART Wealth
Nebraska
$2.75M -$28.5K -572 -1%
BI
558
Bramshill Investments
Florida
$2.74M -$498K -10,000 -15%
Credit Agricole
559
Credit Agricole
France
$2.73M +$2M +40,160 +274%
GIM
560
Gold Investment Management
Alberta, Canada
$2.72M -$63.2K -1,269 -2%
RCAG
561
Rehmann Capital Advisory Group
Michigan
$2.72M +$240K +4,824 +10%
Kovitz Investment Group Partners
562
Kovitz Investment Group Partners
Illinois
$2.71M +$1.23M +24,663 +83%
GA
563
GFS Advisors
Texas
$2.67M +$175K +3,516 +7%
SFP
564
Strategic Financial Partners
Oregon
$2.66M +$2.66M +53,326 New
MWM
565
Mission Wealth Management
California
$2.65M +$185K +3,713 +7%
JCM
566
Janney Capital Management
Pennsylvania
$2.64M +$563K +11,311 +27%
PCM
567
Poehling Capital Management
Wisconsin
$2.64M -$113K -2,270 -4%
SFP
568
Sandbox Financial Partners
Maryland
$2.64M +$29.5K +593 +1%
MWM
569
Moulton Wealth Management
Washington
$2.64M +$57.3K +1,150 +2%
CSP
570
Cary Street Partners
Virginia
$2.64M +$361K +7,241 +16%
OPPS
571
Obsidian Personal Planning Solutions
Maryland
$2.63M +$2.63M +53,880 New
BWL
572
Bogart Wealth LLC
Virginia
$2.62M +$2.49M +49,996 +1,904%
CA
573
Corrado Advisors
New Jersey
$2.62M +$22.9K +459 +0.9%
G
574
GenTrust
Florida
$2.61M -$744K -14,929 -22%
TCM
575
Telos Capital Management
California
$2.59M +$2.59M +51,946 New