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State Street Financial Select Sector SPDR ETF

1,837 hedge funds and large institutions have $37B invested in State Street Financial Select Sector SPDR ETF in 2026 Q1 according to their latest regulatory filings, with 134 funds opening new positions, 641 increasing their positions, 766 reducing their positions, and 219 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.06% more ownership

Funds ownership: 71.82%75.88% (+4.1%)

3% less capital invested

Capital invested by funds: $38.3B → $37B (-$1.33B)

6% less funds holding

Funds holding: 1,9561,837 (-119)

16% less repeat investments, than reductions

Existing positions increased: 641 | Existing positions reduced: 766

35% less funds holding in top 10

Funds holding in top 10: 8656 (-30)

39% less first-time investments, than exits

New positions opened: 134 | Existing positions closed: 219

42% less call options, than puts

Call options by funds: $7.29B | Put options by funds: $12.6B

Holders
1,837
Holders Change
-119
Holders Change %
-6.08%
% of All Funds
22.63%
Holding in Top 10
56
Holding in Top 10 Change
-30
Holding in Top 10 Change %
-34.88%
% of All Funds
0.69%
New
134
Increased
641
Reduced
766
Closed
219
Calls
$7.29B
Puts
$12.6B
Net Calls
-$5.31B
Net Calls Change
-$6.55B
Name Holding Trade Value Shares
Change
Change in
Stake
FIM
1201
Freedom Investment Management
Connecticut
$409K -$180K -3,454 -29%
RBC
1202
Romano Brothers & Co
Illinois
$409K
KCM
1203
Kathmere Capital Management
Pennsylvania
$408K +$208K +3,986 +93%
CAL
1204
Capital Analysts LLC
Pennsylvania
$408K +$125K +2,404 +41%
AWM
1205
Alterna Wealth Management
Texas
$408K -$53.5K -1,026 -11%
CAM
1206
Carret Asset Management
New York
$408K +$26.8K +515 +7%
FAM
1207
Formidable Asset Management
Ohio
$407K -$39.4K -757 -9%
SFWC
1208
Strategic Family Wealth Counselors
New Jersey
$407K +$1.35K +26 +0.3%
IPWA
1209
International Private Wealth Advisors
California
$405K -$83.6K -1,605 -16%
HPM
1210
Hudson Portfolio Management
New York
$404K
SEP
1211
Southland Equity Partners
Missouri
$404K +$9.95K +191 +2%
HCP
1212
Hamilton Capital Partners
Georgia
$403K -$986K -18,929 -70%
WPA
1213
Wealth Preservation Advisors
Tennessee
$402K -$212K -4,072 -33%
WAG
1214
Winthrop Advisory Group
Massachusetts
$400K +$4.74K +91 +1%
HWA
1215
HCR Wealth Advisors
California
$399K -$24.3K -467 -5%
PIMG
1216
Patriot Investment Management Group
Tennessee
$399K
SIM
1217
Stratos Investment Management
Ohio
$399K +$207K +3,967 +96%
AP
1218
Americana Partners
Texas
$398K -$285K -5,461 -40%
FGC
1219
First Growth Capital
Maryland
$398K
LF
1220
LifeSteps Financial
California
$398K
SAM
1221
Smithbridge Asset Management
Pennsylvania
$398K +$61.6K +1,182 +17%
CL
1222
COWA LLC
Oklahoma
$395K
PFGIA
1223
Patriot Financial Group Insurance Agency
Massachusetts
$395K +$210K +4,038 +102%
TI
1224
tru Independence
Oregon
$395K -$109K -2,091 -21%
SIC
1225
Salem Investment Counselors
North Carolina
$394K -$782 -15 -0.2%