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Financial Select Sector SPDR Fund

1,772 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, 727 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,772
Holders Change
-1
Holders Change %
-0.06%
% of All Funds
23.76%
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
727
Closed
114
Calls
$8.35B
Puts
$14B
Net Calls
-$5.69B
Net Calls Change
-$1.82B
Name Holding Trade Value Shares
Change
Shares
Change %
CGH
601
CMG Global Holdings
Texas
$2.29M +$351K +6,622 +18%
GSIAS
602
Garden State Investment Advisory Services
New Jersey
$2.27M +$291K +5,552 +15%
RA
603
Rockingstone Advisors
Massachusetts
$2.27M -$786K -15,000 -26%
BHBT
604
Burke & Herbert Bank & Trust
Virginia
$2.26M +$15.7K +300 +0.7%
PT
605
Plimoth Trust
Massachusetts
$2.26M +$24.4K +466 +1%
AWM
606
Apollon Wealth Management
South Carolina
$2.26M -$96.6K -1,844 -4%
FFA
607
Founders Financial Alliance
North Carolina
$2.25M +$35.9K +686 +2%
AWM
608
Avior Wealth Management
Nebraska
$2.23M -$285K -5,435 -11%
MI
609
Moneywise Inc
Virginia
$2.23M +$2.23M +42,584 New
BCM
610
Boltwood Capital Management
California
$2.23M +$99.7K +1,904 +5%
IFPG
611
Intrepid Financial Planning Group
Indiana
$2.22M -$72.1K -1,377 -3%
QFA
612
Quattro Financial Advisors
Texas
$2.21M -$1.53M -29,233 -41%
DAS
613
Diversify Advisory Services
Utah
$2.21M +$326K +6,208 +17%
GAA
614
Guardian Asset Advisors
Pennsylvania
$2.21M +$116K +2,220 +6%
AWM
615
AE Wealth Management
Kansas
$2.2M -$8.15M -155,608 -79%
CPA
616
Court Place Advisors
Maryland
$2.18M -$44.5K -850 -2%
VWM
617
VCI Wealth Management
Missouri
$2.16M +$160K +3,062 +8%
WP
618
WealthPLAN Partners
Nebraska
$2.16M -$18.1K -345 -0.8%
KCM
619
Kanawha Capital Management
Virginia
$2.15M -$10.5K -200 -0.5%
BAS
620
Brueske Advisory Services
Washington
$2.14M +$601K +11,485 +39%
CICC
621
Capital Investment Counsel (Colorado)
Colorado
$2.11M -$249K -4,753 -11%
WSFS
622
Wilmington Savings Fund Society
Delaware
$2.1M -$349K -6,671 -14%
WIA
623
Wealthedge Investment Advisors
New York
$2.1M +$196K +3,744 +10%
MA
624
Montag & Associates
Georgia
$2.09M +$72.4K +1,382 +4%
MWM
625
Meridian Wealth Management
Kentucky
$2.09M +$4.12K +79 +0.2%