XLF icon

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
23.77%
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 %
BFA
901
Beacon Financial Advisory
Ohio
$919K -$1.05K -20 -0.1%
CCWM
902
Cassaday & Co Wealth Management
Virginia
$918K +$25K +477 +3%
AIM
903
Advyzon Investment Management
Illinois
$917K -$639K -12,204 -41%
LI
904
LRI Investments
Florida
$914K -$70.6K -1,348 -7%
FF
905
Finley Financial
Nevada
$913K
RWP
906
RWA Wealth Partners
Massachusetts
$912K -$46.6K -890 -5%
RA
907
Riversedge Advisors
Delaware
$911K
SWP
908
Sagespring Wealth Partners
Tennessee
$911K +$293K +5,604 +48%
CCA
909
Cypress Capital Advisors
Tennessee
$904K +$14.7K +280 +2%
ORC
910
O'Rourke & Company
Massachusetts
$901K +$14.7K +281 +2%
IWA
911
IBEX Wealth Advisors
New Jersey
$899K -$978K -18,684 -52%
HSA
912
HBK Sorce Advisory
Pennsylvania
$899K -$39.6K -756 -4%
SCM
913
Steele Capital Management
Iowa
$899K
SC
914
Sapient Capital
Indiana
$898K +$443K +8,453 +97%
SWMP
915
Signature Wealth Management Partners
New Jersey
$897K +$2.15K +41 +0.2%
WBCM
916
Wilson & Boucher Capital Management
California
$897K +$52.4K +1,000 +6%
HL
917
HeadInvest LLC
Maine
$896K -$46.3K -885 -5%
SC
918
Syon Capital
California
$894K -$407K -7,766 -31%
EWM
919
EPG Wealth Management
Georgia
$893K -$564K -10,776 -39%
IWA
920
Icon Wealth Advisors
Texas
$892K +$318K +6,072 +55%
HWA
921
Heritage Wealth Advisors
Virginia
$886K
AIS
922
Accredited Investor Services
Minnesota
$885K +$10.5K +200 +1%
MSS
923
Mitchell Sinkler & Starr
Pennsylvania
$883K +$52.4K +1,000 +6%
IP
924
Investment Partners
Ohio
$881K +$16.3K +311 +2%
KJWM
925
Kiley Juergens Wealth Management
Washington
$881K