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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 %
MWM
626
Meridian Wealth Management
Kentucky
$2.09M +$4.12K +79 +0.2%
AO
627
Advisor OS
Illinois
$2.08M -$136K -2,591 -6%
WP
628
WealthShield Partners
North Carolina
$2.07M -$100K -1,915 -5%
EGA
629
E&G Advisors
Texas
$2.06M +$1.05K +20 +0.1%
CPC
630
CFC Planning Company
Indiana
$2.06M +$201K +3,832 +11%
AWM
631
Accel Wealth Management
Iowa
$2.05M +$47.6K +909 +2%
PEA
632
Park Edge Advisors
Ohio
$2.05M +$1.07M +20,493 +110%
CA
633
Crumly & Associates
Illinois
$2.05M -$109K -2,090 -5%
PA
634
Parallel Advisors
California
$2.04M -$16.4K -313 -0.8%
FAIM
635
Financial Advocates Investment Management
Washington
$2.04M -$867K -16,551 -30%
FFA
636
Farther Finance Advisors
California
$2.01M -$1.21M -23,176 -38%
KPWG
637
KFA Private Wealth Group
Virginia
$2.01M +$1.21K +23 +0.1%
MIM
638
MTM Investment Management
South Carolina
$2M -$3.3K -63 -0.2%
SCM
639
Schnieders Capital Management
California
$1.97M +$929K +17,731 +90%
WCM
640
Windsor Capital Management
Arizona
$1.96M -$186K -3,557 -9%
EW
641
Evoke Wealth
California
$1.96M +$234K +4,470 +14%
PTC
642
Private Trust Company
Ohio
$1.95M -$114K -2,170 -5%
BCM
643
Brookstone Capital Management
Illinois
$1.95M -$991K -18,915 -34%
CWM
644
Circle Wealth Management
New Jersey
$1.95M +$13.6K +259 +0.7%
PIA
645
Perennial Investment Advisors
California
$1.94M -$8.64K -165 -0.4%
MIM
646
Miller Investment Management
Pennsylvania
$1.94M
PI
647
PFG Investments
New York
$1.94M +$94K +1,795 +5%
ACA
648
Aptus Capital Advisors
Alabama
$1.94M -$17.8M -339,598 -90%
IA
649
IFP Advisors
Florida
$1.93M -$4.61M -88,100 -71%
FEM
650
Fulcrum Equity Management
Texas
$1.91M -$500K -9,542 -21%