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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 %
NA
126
NewEdge Advisors
Louisiana
$24.8M +$2.21M +44,417 +10%
ST
127
Spinnaker Trust
Maine
$24.3M +$8.94M +179,474 +58%
Vontobel Holding
128
Vontobel Holding
Switzerland
$24.2M -$377K -7,575 -2%
IWC
129
Integrated Wealth Concepts
Massachusetts
$24.2M +$998K +20,039 +4%
NHFG
130
New Harbor Financial Group
Massachusetts
$24.1M +$577K +11,580 +2%
MS
131
Maven Securities
Jersey
$24M +$49.9K +1,002 +0.2%
QC
132
Quadrature Capital
United Kingdom
$24M +$4.16M +83,490 +21%
PIN
133
Prudent Investors Network
California
$23.6M -$3.05M -61,200 -11%
Baird Financial Group
134
Baird Financial Group
Wisconsin
$23.1M -$1.84M -36,935 -7%
OPAM
135
Ocean Park Asset Management
California
$22.9M +$1.85M +37,157 +9%
Creative Planning
136
Creative Planning
Kansas
$22.6M +$2.29M +45,939 +11%
FWM
137
Focused Wealth Management
New York
$22.5M +$473K +9,506 +2%
Tudor Investment Corp
138
Tudor Investment Corp
Connecticut
$22.4M -$27.4M -549,865 -55%
KF
139
Krilogy Financial
Missouri
$22.4M +$1.53M +30,659 +7%
JGC
140
J. Goldman & Co
New York
$21.6M +$13M +261,359 +152%
TW
141
Transform Wealth
Colorado
$21.3M +$1.25M +25,045 +6%
Verition Fund Management
142
Verition Fund Management
Connecticut
$21.2M +$12.8M +256,961 +153%
WBG
143
Wharton Business Group
Pennsylvania
$21.1M +$127K +2,555 +0.6%
BHWM
144
Bar Harbor Wealth Management
New Hampshire
$20.9M -$192K -3,863 -0.9%
DC
145
Davenport & Co
Virginia
$20.9M -$104K -2,089 -0.5%
AAIM
146
Asset Advisors Investment Management
Georgia
$20.6M +$479K +9,615 +2%
TAM
147
Tocqueville Asset Management
New York
$20.6M +$232K +4,655 +1%
LFP
148
Lakeshore Financial Planning
Michigan
$20.4M -$153K -3,072 -0.7%
Comerica Bank
149
Comerica Bank
Texas
$20.3M +$1.94M +38,911 +11%
Citadel Advisors
150
Citadel Advisors
Florida
$20.3M -$46.3M -928,954 -70%