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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 %
AI
1326
Accredited Investors
Minnesota
$334K -$13.9K -265 -4%
CWP
1327
Cyndeo Wealth Partners
Florida
$334K -$21.9K -418 -6%
HAS
1328
Holland Advisory Services
Florida
$334K
IPWA
1329
International Private Wealth Advisors
California
$332K +$332K +6,348 New
FPCP
1330
Fort Point Capital Partners
California
$331K -$42.5K -811 -11%
BAM
1331
Berkshire Asset Management
Pennsylvania
$331K
WAM
1332
Wernau Asset Management
Massachusetts
$331K -$52.4K -1,000 -14%
SWP
1333
Strategic Wealth Partners
Ohio
$330K +$330K +6,296 New
IIM
1334
InTrack Investment Management
Vermont
$329K -$70.3K -1,342 -18%
BWP
1335
BSW Wealth Partners
Colorado
$329K +$576 +11 +0.2%
AMG
1336
Asset Management Group
Connecticut
$327K +$524 +10 +0.2%
PP
1337
Patron Partners
Texas
$327K -$211K -4,026 -39%
BW
1338
BIP Wealth
Georgia
$327K -$65K -1,242 -17%
APW
1339
Axim Planning & Wealth
Ohio
$327K +$97.5K +1,861 +43%
AIA
1340
Arbor Investment Advisors
North Carolina
$326K
SLC
1341
Second Line Capital
Louisiana
$326K -$10.6K -202 -3%
GSEP
1342
Golden State Equity Partners
California
$326K -$78.1K -1,491 -19%
AWM
1343
Arista Wealth Management
Nevada
$325K
RFP
1344
Root Financial Partners
California
$325K +$99.7K +1,903 +44%
LIG
1345
Lokken Investment Group
Delaware
$325K -$749K -14,298 -70%
HBW
1346
Hazlett, Burt & Watson
West Virginia
$324K -$91.5K -1,737 -22%
OR
1347
Olympiad Research
Connecticut
$321K +$321K +6,128 New
1WA
1348
180 Wealth Advisors
Washington
$320K +$23.5K +448 +8%
MEG
1349
Millstone Evans Group
Colorado
$320K -$5.45K -104 -2%
Invesco
1350
Invesco
Georgia
$320K +$63K +1,203 +25%