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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 %
EFG
801
Ehrlich Financial Group
California
$1.26M +$932K +18,715 +285%
WIA
802
Westbourne Investment Advisors
Maryland
$1.25M +$77.7K +1,560 +7%
BCG
803
Breakwater Capital Group
New Jersey
$1.24M +$64.5K +1,294 +5%
RMDI
804
R.M. Davis Inc
Maine
$1.24M -$200K -4,011 -14%
NAS
805
NWF Advisory Services
California
$1.24M -$78.9K -1,585 -6%
SC
806
Syon Capital
California
$1.24M +$437K +8,769 +55%
AGAM
807
Audent Global Asset Management
California
$1.23M -$170K -3,404 -12%
LA
808
Latitude Advisors
Florida
$1.23M +$1.23M +24,643 New
FPW
809
Flywheel Private Wealth
California
$1.23M
ST
810
Sentinel Trust
Texas
$1.22M -$48.7K -978 -4%
CWM
811
C2C Wealth Management
Arizona
$1.22M -$4.83K -97 -0.4%
CAG
812
Csenge Advisory Group
Florida
$1.22M -$351K -7,527 -22%
AFG
813
Atomi Financial Group
New York
$1.21M +$854K +17,138 +237%
PP
814
PFS Partners
New Jersey
$1.21M -$405K -8,138 -25%
AP
815
Appleton Partners
Massachusetts
$1.21M -$120K -2,402 -9%
MA
816
MKT Advisors
California
$1.21M +$17.3K +393 +1%
FBFS
817
First Business Financial Services
Wisconsin
$1.2M
LFG
818
Larson Financial Group
Missouri
$1.2M -$1.59M -32,007 -57%
DWM
819
DecisionMap Wealth Management
Virginia
$1.2M +$1.2M +24,034 New
VA
820
VestGen Advisors
Illinois
$1.2M +$1.2M +24,016 New
BP
821
Ballentine Partners
Massachusetts
$1.19M +$1.19M +23,989 New
LC
822
Luminist Capital
Michigan
$1.19M +$706K +14,197 +146%
WAM
823
Worth Asset Management
Texas
$1.19M -$120K -2,418 -9%
JGIA
824
Jackson Grant Investment Advisers
Connecticut
$1.18M +$3.54K +71 +0.3%
CFO
825
Capitol Family Office
Oregon
$1.17M +$1.17M +23,548 New