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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 %
SC
901
Savant Capital
Illinois
$969K +$897 +18 +0.1%
LSA
902
Lansing Street Advisors
Pennsylvania
$965K +$584K +11,724 +153%
EWA
903
Exencial Wealth Advisors
Oklahoma
$957K -$1.15K -23 -0.1%
QCG
904
Quadrant Capital Group
Ohio
$956K -$195K -3,915 -17%
SWA
905
SOA Wealth Advisors
New York
$951K +$1.69K +34 +0.2%
GEM
906
Global Endowment Management
North Carolina
$948K
BCM
907
BluePointe Capital Management
California
$944K +$569K +11,416 +151%
CWMK
908
Caliber Wealth Management (Kansas)
Kansas
$942K +$942K +18,912 New
LI
909
LRI Investments
Florida
$937K +$67.1K +1,348 +8%
MWM
910
Modern Wealth Management
Kansas
$935K +$17.5K +351 +2%
IAG
911
Investment Advisory Group
Massachusetts
$930K +$39.5K +792 +4%
PEA
912
Park Edge Advisors
Ohio
$929K -$2.24M -45,052 -71%
VCM
913
Vivaldi Capital Management
Illinois
$929K -$53K -1,064 -5%
TPI
914
Trust Point Inc
Wisconsin
$921K +$16.1K +324 +2%
TMWM
915
Taylor & Morgan Wealth Management
Michigan
$921K -$25.2K -505 -3%
SWA
916
Sax Wealth Advisors
New Jersey
$918K +$1.35K +27 +0.1%
KCAM
917
Kagan Cocozza Asset Management
New Jersey
$916K -$20.2K -405 -2%
RWP
918
RWA Wealth Partners
Massachusetts
$912K -$29.2K -586 -3%
LCGC
919
Legacy Capital Group California
California
$911K +$213K +4,275 +30%
GT
920
Glenview Trust
Kentucky
$908K -$54.2K -1,088 -6%
BTWM
921
Brass Tax Wealth Management
Ohio
$907K +$96K +1,928 +12%
FCP
922
Fidelis Capital Partners
Florida
$907K +$182K +3,787 +25%
AWA
923
Arete Wealth Advisors
Illinois
$902K +$334K +6,712 +59%
SAM
924
Strategy Asset Managers
California
$901K +$901K +18,094 New
HIS
925
Harvest Investment Services
Illinois
$901K +$901K +18,093 New