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Financial Select Sector SPDR Fund

1,774 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 166 funds opening new positions, 751 increasing their positions, 604 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,774
Holders Change
+18
Holders Change %
+1.03%
% of All Funds
24.1%
Holding in Top 10
118
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+16.83%
% of All Funds
1.6%
New
166
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 %
AWM
101
Affinity Wealth Management
Delaware
$32.5M +$692K +13,883 +2%
GG
102
Greenwood Gearhart
Arkansas
$31.4M +$1.91M +38,323 +6%
VIP
103
Vantage Investment Partners
Missouri
$31.3M +$31.3M +629,272 New
Fifth Third Bancorp
104
Fifth Third Bancorp
Ohio
$30.8M +$736K +14,774 +2%
FAM
105
Flaharty Asset Management
Florida
$30.6M +$8.05M +161,526 +36%
EWA
106
Evolution Wealth Advisors
Florida
$30.2M -$51.7K -1,038 -0.2%
GP
107
Guardian Partners
Canada
$30.2M +$29.6M +619,537 +5,046%
EH
108
Equitable Holdings
New York
$29.1M -$266K -5,346 -0.9%
William Blair & Company
109
William Blair & Company
Illinois
$29M +$4.14M +83,147 +17%
PGFC
110
Peapack-Gladstone Financial Corp
New Jersey
$28.7M -$1.04M -20,813 -3%
Mariner
111
Mariner
Kansas
$28.7M -$5.39M -108,194 -16%
AWS
112
Atria Wealth Solutions
New York
$28.6M +$4.25M +85,421 +17%
OCBCO
113
Oversea-Chinese Banking Corp (OCBC)
Singapore
$28.6M +$4.74M +95,175 +20%
GL
114
Graypoint LLC
New York
$28.4M +$908K +18,229 +3%
Focus Partners Wealth
115
Focus Partners Wealth
Massachusetts
$28.4M -$590K -11,861 -2%
TCM
116
Tradewinds Capital Management
Washington
$28.2M +$9.48M +190,388 +51%
TCWA
117
Turtle Creek Wealth Advisors
Texas
$27.6M +$9.79M +196,612 +55%
Mirae Asset Global Investments
118
Mirae Asset Global Investments
South Korea
$27.1M +$25.7M +521,270 +1,788%
IC
119
IEQ Capital
California
$26.8M +$25.8M +517,142 +2,468%
KHLMTHM
120
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$26.8M
Millennium Management
121
Millennium Management
New York
$26.2M -$135M -2,703,241 -84%
MCWS
122
McKinley Carter Wealth Services
West Virginia
$25.8M +$1.69M +34,007 +7%
Jones Financial Companies
123
Jones Financial Companies
Missouri
$25.3M +$10.5M +213,526 +71%
Hudson Bay Capital Management
124
Hudson Bay Capital Management
Connecticut
$24.9M -$24.9M -500,000 -50%
IA
125
IMZ Advisory
Florida
$24.8M +$801K +16,088 +3%