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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 %
GAA
651
Guardian Asset Advisors
Pennsylvania
$1.99M -$148K -2,974 -7%
MWM
652
Meridian Wealth Management
Kentucky
$1.98M +$14.7K +296 +0.7%
AIP
653
ARS Investment Partners
New York
$1.97M
CFB
654
Cullen/Frost Bankers
Texas
$1.97M +$1.23M +24,635 +166%
PTC
655
Private Trust Company
Ohio
$1.97M +$136K +2,731 +7%
JCFM
656
JBR Co Financial Management
Oklahoma
$1.96M +$90.1K +1,809 +5%
EGA
657
E&G Advisors
Texas
$1.96M +$97.9K +1,965 +5%
PA
658
Parallel Advisors
California
$1.96M -$597K -11,979 -23%
MAM
659
Milestone Asset Management
Pennsylvania
$1.95M +$957K +19,206 +96%
AF
660
Alerus Financial
North Dakota
$1.95M -$5.59M -112,180 -74%
HCM
661
Hall Capital Management
Rhode Island
$1.95M +$1.95M +39,183 New
KCPT
662
Kingstone Capital Partners Texas
Texas
$1.94M -$34.4K -692 -2%
PFA
663
Pinnacle Family Advisors
Missouri
$1.94M +$504K +10,114 +35%
CCAL
664
City Center Advisors LLC
Michigan
$1.93M +$423K +8,483 +28%
Wellington Management Group
665
Wellington Management Group
Massachusetts
$1.92M -$837K -16,804 -30%
MA
666
Montag & Associates
Georgia
$1.92M -$1.35K -27 -0.1%
BA
667
Birinyi Associates
Connecticut
$1.92M +$118K +2,375 +7%
KPWG
668
KFA Private Wealth Group
Virginia
$1.91M +$1.17M +23,400 +156%
AWM
669
Accel Wealth Management
Iowa
$1.91M +$82K +1,646 +4%
MIM
670
MTM Investment Management
South Carolina
$1.91M -$14.4K -289 -0.7%
VWM
671
VCI Wealth Management
Missouri
$1.91M +$148K +2,978 +8%
PCA
672
Prosperity Capital Advisors
Ohio
$1.9M +$668K +13,436 +54%
WWM
673
Waterway Wealth Management
Texas
$1.89M -$910K -18,263 -33%
GSIAS
674
Garden State Investment Advisory Services
New Jersey
$1.89M +$219K +4,405 +13%
GSWM
675
Golden State Wealth Management
California
$1.88M +$82.1K +1,649 +5%