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State Street Financial Select Sector SPDR ETF

1,907 hedge funds and large institutions have $37.9B invested in State Street Financial Select Sector SPDR ETF in 2025 Q4 according to their latest regulatory filings, with 255 funds opening new positions, 723 increasing their positions, 659 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0.43% less ownership

Funds ownership: 71.54%71.11% (-0.43%)

4% less capital invested

Capital invested by funds: $39.6B → $37.9B (-$1.73B)

1% less funds holding in top 10

Funds holding in top 10: 8584 (-1)

Holders
1,907
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
84
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$13.4B
Puts
$12.2B
Net Calls
Net Calls Change

Top Sellers

1 -$1.96B
2 -$605M
3 -$547M
4
Morgan Stanley
Morgan Stanley
New York
-$346M
5
Bank of America
Bank of America
North Carolina
-$220M
Name Holding Trade Value Shares
Change
Change in
Stake
DI
1026
Diligent Investors
California
$718K
AIP
1027
Ameritas Investment Partners
Nebraska
$717K
PWW
1028
Pettyjohn Wood & White
Virginia
$717K
CT
1029
Caldwell Trust
Florida
$713K
CFP
1030
Comprehensive Financial Planning
Pennsylvania
$713K
PJSIMP
1031
P.J. Schmidt Investment Management (PJS)
Wisconsin
$712K
PG
1032
Prostatis Group
Maryland
$711K
GI
1033
GAMMA Investing
California
$711K
HFS
1034
Hopwood Financial Services
Virginia
$711K
UBP
1035
Union Bancaire Privee
Switzerland
$707K
EPW
1036
Endeavor Private Wealth
Kansas
$705K
CP
1037
Cumberland Partners
Ontario, Canada
$701K
BB
1038
Burford Brothers
Texas
$699K
CLA
1039
Carnegie Lake Advisors
New Jersey
$696K
COCM
1040
Charter Oak Capital Management
New Hampshire
$695K
SWM
1041
Sherman Wealth Management
Maryland
$693K
BFA
1042
Bragg Financial Advisors
North Carolina
$693K
BFO
1043
Biltmore Family Office
North Carolina
$691K
PRAG
1044
Portfolio Resources Advisor Group
Florida
$690K
MWA
1045
Meridian Wealth Advisors
Texas
$689K
WWC
1046
Waypoint Wealth Counsel
Georgia
$687K
SP
1047
Symmetry Partners
Connecticut
$686K
AIM
1048
Acropolis Investment Management
Missouri
$686K
TA
1049
TruWealth Advisors
Louisiana
$686K
CWMK
1050
Caliber Wealth Management (Kansas)
Kansas
$683K