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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 %
WCM
1001
WealthBridge Capital Management
Ohio
$748K +$62.8K +1,260 +9%
FCH
1002
Freestone Capital Holdings
Washington
$746K -$48.2K -967 -6%
WWC
1003
Waypoint Wealth Counsel
Georgia
$745K +$9.02K +181 +1%
CCM
1004
Cloud Capital Management
Washington
$743K +$743K +14,924 New
AIM
1005
Anchor Investment Management
South Carolina
$739K +$149 +3 +0%
KSWA
1006
Kathleen S. Wright Associates
Pennsylvania
$738K +$199 +4 +0%
BBHC
1007
Brown Brothers Harriman & Co
New York
$735K -$57.5K -1,155 -7%
PFBT
1008
Parkside Financial Bank & Trust
Missouri
$731K +$5.38K +108 +0.7%
SC
1009
Slow Capital
California
$725K
KFS
1010
Kaizen Financial Strategies
California
$725K +$183K +3,680 +34%
IPAM
1011
Investment Partners Asset Management
New Jersey
$724K -$1.3K -26 -0.2%
WTFG
1012
Wood Tarver Financial Group
Idaho
$723K +$8.17K +164 +1%
NWA
1013
Navis Wealth Advisors
New York
$723K +$398 +8 +0.1%
BCV
1014
Banque Cantonale Vaudoise
Switzerland
$720K +$720K +14,442 New
EAM
1015
Empirical Asset Management
Massachusetts
$718K -$747 -15 -0.1%
BFA
1016
Brendel Financial Advisors
New Hampshire
$718K -$50.1K -1,006 -7%
ACP
1017
Argyle Capital Partners
California
$718K +$198K +3,979 +38%
PJWM
1018
Philip James Wealth Mangement
Georgia
$717K -$55.6K -1,117 -7%
CFG
1019
Carr Financial Group
Massachusetts
$717K +$76.4K +1,533 +12%
MWA
1020
Monograph Wealth Advisors
California
$715K
TPW
1021
Transatlantique Private Wealth
New York
$712K
SHFP
1022
Second Half Financial Partners
Florida
$711K -$3.44K -69 -0.5%
SCM
1023
Sterneck Capital Management
Missouri
$711K -$8.72K -175 -1%
CIA
1024
Choate Investment Advisors
Massachusetts
$710K +$122K +2,450 +21%
VCM
1025
Viewpoint Capital Management
Washington
$709K -$14.9K -300 -2%