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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 %
MWM
1101
MGB Wealth Management
Texas
$589K +$94.3K +1,903 +19%
USWIA
1102
UP Strategic Wealth Investment Advisors
Pennsylvania
$588K
GCA
1103
Greenwood Capital Associates
South Carolina
$588K -$843K -16,924 -59%
CNWM
1104
Clay Northam Wealth Management
California
$588K -$498 -10 -0.1%
SWP
1105
Sagespring Wealth Partners
Tennessee
$587K +$49.3K +989 +9%
CC
1106
Courier Capital
New York
$586K -$13.8K -278 -2%
FCM
1107
Fourpath Capital Management
Oklahoma
$585K +$102K +2,046 +21%
LA
1108
Legacy Advisors
Pennsylvania
$582K +$59.8K +1,200 +11%
ONST
1109
Old North State Trust
North Carolina
$580K
CFP
1110
Comprehensive Financial Planning
Pennsylvania
$578K +$428K +8,590 +284%
GIA
1111
Guyasuta Investment Advisors
Pennsylvania
$578K +$189K +3,789 +49%
APW
1112
Aurora Private Wealth
New Jersey
$576K +$143K +2,868 +33%
WTC
1113
WhitTier Trust Company
Nevada
$570K +$86.4K +1,734 +18%
BCM
1114
Barometer Capital Management
Ontario, Canada
$570K -$142K -2,850 -20%
SP
1115
SIH Partners
Delaware
$570K +$570K +11,443 New
HPC
1116
HM Payson & Co
Maine
$569K -$149 -3 -0%
GIM
1117
Grassi Investment Management
California
$568K +$499 +10 +0.1%
UAG
1118
United Advisor Group
Ohio
$568K +$568K +11,399 New
LWAM
1119
Legacy Wealth Asset Management
Minnesota
$568K +$149 +3 +0%
WCP
1120
Wealthcare Capital Partners
Pennsylvania
$567K +$1.84K +37 +0.3%
MWM
1121
Modera Wealth Management
New Jersey
$566K -$56.2K -1,128 -9%
CPSAC
1122
Chas P. Smith & Associates (CPS)
Florida
$566K +$97.2K +1,952 +21%
PWM
1123
Pines Wealth Management
North Carolina
$563K +$50.7K +1,155 +10%
LSPW
1124
Lake Street Private Wealth
Illinois
$562K -$42.7K -858 -7%
LSA
1125
L & S Advisors
California
$561K -$797 -16 -0.1%