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Financial Select Sector SPDR Fund

1,773 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, 728 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,773
Holders Change
Holders Change %
0%
% 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
728
Closed
114
Calls
$8.35B
Puts
$14B
Net Calls
-$5.69B
Net Calls Change
-$1.82B
Name Holding Trade Value Shares
Change
Shares
Change %
NW
601
NewEdge Wealth
Pennsylvania
$2.3M +$5.5K +107 +0.2%
CGH
602
CMG Global Holdings
Texas
$2.29M +$351K +6,622 +18%
GSIAS
603
Garden State Investment Advisory Services
New Jersey
$2.27M +$291K +5,552 +15%
RA
604
Rockingstone Advisors
Massachusetts
$2.27M -$786K -15,000 -26%
BHBT
605
Burke & Herbert Bank & Trust
Virginia
$2.26M +$15.7K +300 +0.7%
PT
606
Plimoth Trust
Massachusetts
$2.26M +$24.4K +466 +1%
AWM
607
Apollon Wealth Management
South Carolina
$2.26M -$96.6K -1,844 -4%
FFA
608
Founders Financial Alliance
North Carolina
$2.25M +$35.9K +686 +2%
AWM
609
Avior Wealth Management
Nebraska
$2.23M -$285K -5,435 -11%
MI
610
Moneywise Inc
Virginia
$2.23M +$2.23M +42,584 New
BCM
611
Boltwood Capital Management
California
$2.23M +$99.7K +1,904 +5%
IFPG
612
Intrepid Financial Planning Group
Indiana
$2.22M -$72.1K -1,377 -3%
QFA
613
Quattro Financial Advisors
Texas
$2.21M -$1.53M -29,233 -41%
DAS
614
Diversify Advisory Services
Utah
$2.21M +$326K +6,208 +17%
GAA
615
Guardian Asset Advisors
Pennsylvania
$2.21M +$116K +2,220 +6%
AWM
616
AE Wealth Management
Kansas
$2.2M -$8.15M -155,608 -79%
CPA
617
Court Place Advisors
Maryland
$2.18M -$44.5K -850 -2%
VWM
618
VCI Wealth Management
Missouri
$2.16M +$160K +3,062 +8%
WP
619
WealthPLAN Partners
Nebraska
$2.16M -$18.1K -345 -0.8%
KCM
620
Kanawha Capital Management
Virginia
$2.15M -$10.5K -200 -0.5%
BAS
621
Brueske Advisory Services
Washington
$2.14M +$601K +11,485 +39%
CICC
622
Capital Investment Counsel (Colorado)
Colorado
$2.11M -$249K -4,753 -11%
WSFS
623
Wilmington Savings Fund Society
Delaware
$2.1M -$349K -6,671 -14%
WIA
624
Wealthedge Investment Advisors
New York
$2.1M +$196K +3,744 +10%
MA
625
Montag & Associates
Georgia
$2.09M +$72.4K +1,382 +4%