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State Street Financial Select Sector SPDR ETF

1,837 hedge funds and large institutions have $37B invested in State Street Financial Select Sector SPDR ETF in 2026 Q1 according to their latest regulatory filings, with 134 funds opening new positions, 641 increasing their positions, 766 reducing their positions, and 219 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.06% more ownership

Funds ownership: 71.82%75.88% (+4.1%)

3% less capital invested

Capital invested by funds: $38.3B → $37B (-$1.33B)

6% less funds holding

Funds holding: 1,9561,837 (-119)

16% less repeat investments, than reductions

Existing positions increased: 641 | Existing positions reduced: 766

35% less funds holding in top 10

Funds holding in top 10: 8656 (-30)

39% less first-time investments, than exits

New positions opened: 134 | Existing positions closed: 219

42% less call options, than puts

Call options by funds: $7.29B | Put options by funds: $12.6B

Holders
1,837
Holders Change
-119
Holders Change %
-6.08%
% of All Funds
22.63%
Holding in Top 10
56
Holding in Top 10 Change
-30
Holding in Top 10 Change %
-34.88%
% of All Funds
0.69%
New
134
Increased
641
Reduced
766
Closed
219
Calls
$7.29B
Puts
$12.6B
Net Calls
-$5.31B
Net Calls Change
-$6.55B
Name Holding Trade Value Shares
Change
Change in
Stake
APWA
1001
Atlas Private Wealth Advisors
New Jersey
$638K -$253K -4,860 -27%
JC
1002
JBGlobal.com
New York
$638K +$673K +12,921 New
PJSIMP
1003
P.J. Schmidt Investment Management (PJS)
Wisconsin
$632K -$10.4K -200 -2%
CT
1004
Caldwell Trust
Florida
$632K -$11.5K -221 -2%
SCTC
1005
Sanibel Captiva Trust Company
Florida
$631K +$149K +2,850 +29%
RWA
1006
Resolute Wealth Advisor
Ohio
$630K +$665K +12,765 New
SDAM
1007
Shulman DeMeo Asset Management
New York
$629K -$18.9K -363 -3%
SWM
1008
Sherman Wealth Management
Maryland
$628K +$3.39K +65 +0.5%
OWA
1009
Octavia Wealth Advisors
Ohio
$628K -$23.2K -446 -3%
OFO
1010
OneAscent Family Office
Alabama
$627K -$46.1K -884 -7%
CPIG
1011
Chicago Partners Investment Group
Illinois
$626K +$14.5K +279 +2%
COCM
1012
Charter Oak Capital Management
New Hampshire
$626K
PWP
1013
Principle Wealth Partners
Connecticut
$626K -$26.9K -516 -4%
PRAG
1014
Portfolio Resources Advisor Group
Florida
$625K +$3.07K +59 +0.5%
JC
1015
JB Capital
Connecticut
$624K +$95.8K +1,839 +17%
MWA
1016
Meridian Wealth Advisors
Texas
$621K
UBP
1017
Union Bancaire Privee
Switzerland
$620K
AIM
1018
Acropolis Investment Management
Missouri
$618K +$208 +4 +0%
TA
1019
TruWealth Advisors
Louisiana
$618K +$208 +4 +0%
BIG
1020
Brookwood Investment Group
Arizona
$617K -$1.23M -23,609 -65%
ML
1021
McAdam LLC
Pennsylvania
$615K +$89.3K +1,714 +16%
KF
1022
KKM Financial
Illinois
$614K
AFS
1023
AFG Fiduciary Services
Massachusetts
$613K +$47.4K +910 +8%
WWC
1024
Waypoint Wealth Counsel
Georgia
$613K -$7.56K -145 -1%
PCM
1025
Pennsylvania Capital Management
Pennsylvania
$612K