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Financial Select Sector SPDR Fund

1,774 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 166 funds opening new positions, 751 increasing their positions, 604 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,774
Holders Change
+18
Holders Change %
+1.03%
% of All Funds
24.1%
Holding in Top 10
118
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+16.83%
% of All Funds
1.6%
New
166
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 %
GKWIM
76
Gerber Kawasaki Wealth & Investment Management
California
$51.6M -$825K -16,565 -2%
1832 Asset Management
77
1832 Asset Management
Ontario, Canada
$51.5M -$12.8M -257,464 -20%
Wolverine Trading
78
Wolverine Trading
Illinois
$50.6M -$19.9M -404,761 -28%
BA
79
Bellwether Advisors
Nebraska
$48.6M -$11.2M -224,859 -19%
AA
80
Advisory Alpha
Michigan
$48M -$2.62M -52,572 -5%
PAG
81
Private Advisor Group
New Jersey
$47M -$13.4M -268,943 -22%
AA
82
ALPS Advisors
Colorado
$45.3M +$7.56M +151,787 +20%
MTWSIF
83
Mivtachim The Workers Social Insurance Fund
Israel
$44.9M
PAS
84
Park Avenue Securities
New York
$44.5M +$2.22M +44,579 +5%
KIA
85
KCM Investment Advisors
California
$43.8M -$43.3K -869 -0.1%
HSBC Holdings
86
HSBC Holdings
United Kingdom
$42.3M +$15.2M +307,884 +56%
NSLI
87
Nan Shan Life Insurance
Taiwan
$42.1M +$11.7M +234,035 +38%
SWM
88
Spire Wealth Management
Virginia
$40.9M +$3.17M +63,594 +8%
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$40.4M +$235K +4,727 +0.6%
IPW
90
Invictus Private Wealth
Colorado
$40.1M +$1.21M +24,332 +3%
AAG
91
Armstrong Advisory Group
Massachusetts
$39.7M
Capstone Investment Advisors
92
Capstone Investment Advisors
New York
$39.7M +$39.4M +791,016 +13,034%
MM
93
Main Management
California
$39.5M +$36.9M +741,343 +1,422%
DWM
94
Dakota Wealth Management
Florida
$38.9M -$504K -10,127 -1%
Pathstone Holdings
95
Pathstone Holdings
New Jersey
$38.8M +$18.1M +363,886 +88%
YLHM
96
Yelin Lapidot Holdings Management
Israel
$38.1M -$745K -14,950 -2%
Lido Advisors
97
Lido Advisors
California
$36.7M +$1.69M +33,943 +5%
FSC
98
Full Sail Capital
Oklahoma
$35M -$753K -15,117 -2%
TF
99
Trek Financial
Arizona
$33.9M +$740K +14,848 +2%
MW
100
Marks Wealth
Maryland
$33.2M +$33.2M +665,891 New