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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 %
WFS
676
WealthGarden F.S.
California
$1.88M +$10.5K +211 +0.6%
SIC
677
Sigma Investment Counselors
Michigan
$1.86M -$83.6K -1,679 -4%
AWA
678
AmeriServ Wealth Advisors
Pennsylvania
$1.86M +$1.01M +20,309 +119%
PIA
679
Perennial Investment Advisors
California
$1.85M -$201K -4,031 -10%
LWM
680
Lyell Wealth Management
California
$1.85M +$617K +12,395 +50%
WAP
681
Wealthcare Advisory Partners
Pennsylvania
$1.85M +$269K +5,406 +17%
MIM
682
Miller Investment Management
Pennsylvania
$1.85M -$562K -11,284 -23%
CAMG
683
CWA Asset Management Group
Florida
$1.84M +$862K +17,308 +88%
GAA
684
Global Assets Advisory
Florida
$1.84M +$894K +18,770 +94%
CWM
685
Circle Wealth Management
New Jersey
$1.84M +$285K +5,728 +18%
MW
686
Marcum Wealth
Ohio
$1.84M -$77.9K -1,563 -4%
OCM
687
One Capital Management
California
$1.83M +$234K +4,692 +15%
CF
688
Collier Financial
Colorado
$1.82M +$1.81M +36,429 +18,124%
NFG
689
Nations Financial Group
Iowa
$1.82M -$36.7K -737 -2%
MGIA
690
Moneta Group Investment Advisors
Missouri
$1.82M +$208K +4,184 +13%
WIA
691
Wealthedge Investment Advisors
New York
$1.81M +$603K +12,105 +50%
IWA
692
IBEX Wealth Advisors
New Jersey
$1.79M +$1.79M +35,853 New
FGWP
693
Founders Grove Wealth Partners
Virginia
$1.79M +$213K +4,271 +14%
CPC
694
CFC Planning Company
Indiana
$1.77M -$670K -13,446 -27%
CGH
695
CMG Global Holdings
Texas
$1.77M +$109K +2,258 +7%
CAG
696
Crestwood Advisors Group
Massachusetts
$1.76M -$141K -2,823 -7%
HCMG
697
Howard Capital Management Group
California
$1.76M -$60.5K -1,214 -3%
TSWM
698
Tyler-Stone Wealth Management
Ohio
$1.76M -$17.2K -346 -1%
MMG
699
Monetary Management Group
Missouri
$1.75M -$76K -1,525 -4%
PI
700
PFG Investments
New York
$1.75M +$226K +4,531 +15%