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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 %
FMWA
1076
Forvis Mazars Wealth Advisors
Missouri
$625K +$40K +803 +7%
TWA
1077
Talisman Wealth Advisors
New Jersey
$622K -$22.4K -450 -3%
GWA
1078
Gratus Wealth Advisors
Virginia
$617K -$19.9K -400 -3%
APP
1079
Avantax Planning Partners
Iowa
$616K +$20K +401 +3%
ECM
1080
Elgethun Capital Management
South Dakota
$615K -$42.1K -846 -6%
TA
1081
TruWealth Advisors
Louisiana
$612K +$33.9K +680 +6%
SFM
1082
Soros Fund Management
New York
$611K
CCM
1083
Condor Capital Management
New Jersey
$610K -$1.44K -29 -0.2%
1IA
1084
1834 Investment Advisors
Wisconsin
$609K
JFGIW
1085
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$608K -$3.89K -78 -0.6%
WPA
1086
Wealth Preservation Advisors
Tennessee
$608K +$608K +12,201 New
GAM
1087
GEM Asset Management
Michigan
$603K +$366K +7,348 +154%
TWP
1088
Tempus Wealth Planning
California
$603K +$18.7K +375 +3%
ACG
1089
Allen Capital Group
Nebraska
$603K +$55.3K +1,110 +10%
AF
1090
Advisornet Financial
Minnesota
$602K -$110K -2,200 -15%
EFG
1091
Embree Financial Group
Illinois
$601K +$278K +5,588 +86%
BA
1092
Brightwater Advisory
Florida
$599K -$53.4K -1,073 -8%
TI
1093
tru Independence
Oregon
$598K -$8.32K -167 -1%
KWM
1094
Kaydan Wealth Management
Michigan
$598K -$11.5K -230 -2%
GI
1095
GAMMA Investing
California
$597K
CFIA
1096
Cantor Fitzgerald Investment Advisors
New York
$597K
FWSM
1097
First Wilshire Securities Management
California
$595K
JIR
1098
James Investment Research
Ohio
$593K
BSA
1099
Braun Stacey Associates
New York
$593K -$996 -20 -0.2%
PIWA
1100
Prevail Innovative Wealth Advisors
Kansas
$593K -$3.11M -62,365 -84%