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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 %
CBT
1051
Central Bank & Trust
Kentucky
$661K
RRCM
1052
Rappaport Reiches Capital Management
Illinois
$661K +$661K +13,265 New
MA
1053
Modus Advisors
Minnesota
$659K +$37.6K +754 +6%
BB
1054
Burford Brothers
Texas
$658K -$84.1K -1,689 -11%
MM
1055
Morangie Management
Florida
$657K +$59.7K +1,199 +10%
OFS
1056
OneAscent Financial Services
Alabama
$654K -$226K -4,546 -26%
KCFA
1057
Key Client Fiduciary Advisors
New Jersey
$650K +$498 +10 +0.1%
BF
1058
BOK Financial
Oklahoma
$648K -$239K -4,800 -27%
WAM
1059
Warberg Asset Management
Illinois
$648K +$648K +13,000 New
JC
1060
JBGlobal.com
New York
$644K
LMKC
1061
L.M. Kohn & Company
Ohio
$642K -$559K -11,220 -47%
PWW
1062
Pettyjohn Wood & White
Virginia
$642K +$23.7K +475 +4%
PCP
1063
Proficio Capital Partners
Massachusetts
$641K +$641K +12,865 New
BIP
1064
Blueprint Investment Partners
North Carolina
$640K +$92.5K +1,858 +17%
PCA
1065
Purkiss Capital Advisors
Connecticut
$638K +$358K +7,197 +128%
CAC
1066
Core Alternative Capital
Georgia
$638K -$158K -3,172 -20%
SDAM
1067
Shulman DeMeo Asset Management
New York
$638K -$5.48K -110 -0.9%
OWA
1068
Octavia Wealth Advisors
Ohio
$637K -$26.5K -532 -4%
PWP
1069
Principle Wealth Partners
Connecticut
$636K -$62.2K -1,248 -9%
TCOO
1070
Trust Company of Oklahoma
Oklahoma
$635K +$1.94K +39 +0.3%
CWM
1071
Collaborative Wealth Management
Florida
$633K -$64.8K -1,300 -9%
HFS
1072
Hopwood Financial Services
Virginia
$631K -$7.67K -154 -1%
BOH
1073
Bank of Hawaii
Hawaii
$631K
S
1074
SignatureFD
Georgia
$627K -$35.8K -719 -5%
MWA
1075
Meridian Wealth Advisors
Texas
$627K