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Financial Select Sector SPDR Fund

1,773 hedge funds and large institutions have $36.8B invested in Financial Select Sector SPDR Fund in 2025 Q2 according to their latest regulatory filings, with 148 funds opening new positions, 636 increasing their positions, 728 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,773
Holders Change
Holders Change %
0%
% of All Funds
23.76%
Holding in Top 10
100
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-15.25%
% of All Funds
1.34%
New
148
Increased
636
Reduced
728
Closed
114
Calls
$8.35B
Puts
$14B
Net Calls
-$5.69B
Net Calls Change
-$1.82B
Name Holding Trade Value Shares
Change
Shares
Change %
USWIA
1076
UP Strategic Wealth Investment Advisors
Pennsylvania
$618K
KFI
1077
Key Financial Inc
Pennsylvania
$618K +$33.4K +637 +6%
BA
1078
Bluesphere Advisors
Pennsylvania
$617K +$108K +2,061 +21%
FCA
1079
Fortis Capital Advisors
Kansas
$615K -$2.48M -47,287 -80%
LWL
1080
Leo Wealth LLC
Texas
$612K +$296K +5,644 +93%
MAM
1081
Milestone Asset Management
Pennsylvania
$611K -$1.44M -27,553 -70%
MWM
1082
Modera Wealth Management
New Jersey
$607K +$11.9K +227 +2%
CFP
1083
Comprehensive Financial Planning
Pennsylvania
$605K -$3.25K -62 -0.5%
AFWM
1084
AMJ Financial Wealth Management
Virginia
$602K +$602K +11,504 New
AIM
1085
Acropolis Investment Management
Missouri
$602K -$109K -2,082 -15%
WTC
1086
WhitTier Trust Company
Nevada
$600K
Empower Advisory Group
1087
Empower Advisory Group
Colorado
$600K -$133K -2,533 -18%
GCA
1088
Greenwood Capital Associates
South Carolina
$599K -$19.1K -365 -3%
WCP
1089
Wealthcare Capital Partners
Pennsylvania
$598K +$1.94K +37 +0.3%
PIA
1090
Panoramic Investment Advisors
Colorado
$597K +$202K +3,855 +51%
LWAM
1091
Legacy Wealth Asset Management
Minnesota
$597K
CCM
1092
Coldstream Capital Management
Washington
$596K +$34.8K +665 +6%
TWA
1093
Talisman Wealth Advisors
New Jersey
$595K -$58.8K -1,123 -9%
CNWM
1094
Clay Northam Wealth Management
California
$595K -$23.7K -452 -4%
OFS
1095
OneAscent Financial Services
Alabama
$593K -$98.7K -1,876 -14%
BSA
1096
Braun Stacey Associates
New York
$593K -$30.9K -590 -5%
APW
1097
Aurora Private Wealth
New Jersey
$592K -$13.8K -263 -2%
QCG
1098
Quadrant Capital Group
Ohio
$589K -$416K -7,950 -41%
BFO
1099
Biltmore Family Office
North Carolina
$588K
LSA
1100
L & S Advisors
California
$586K -$4.09K -78 -0.7%