XLF icon

Financial Select Sector SPDR Fund

1,772 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, 727 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,772
Holders Change
-1
Holders Change %
-0.06%
% 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
727
Closed
114
Calls
$8.35B
Puts
$14B
Net Calls
-$5.69B
Net Calls Change
-$1.82B
Name Holding Trade Value Shares
Change
Shares
Change %
BPC
1501
Bearing Point Capital
Minnesota
$221K -$34.3K -655 -13%
SWTS
1502
Stonehaven Wealth & Tax Solutions
Wisconsin
$221K -$681 -13 -0.3%
TA
1503
TFB Advisors
Kansas
$220K -$27K -516 -11%
SS
1504
Sunbelt Securities
Texas
$220K -$87.2K -1,804 -28%
MAM
1505
MWA Asset Management
Massachusetts
$220K +$733 +14 +0.3%
PCS
1506
Private Client Services
Kentucky
$220K +$220K +4,194 New
MAMG
1507
Milestone Asset Management Group
Connecticut
$220K +$367 +7 +0.2%
PWG
1508
Portside Wealth Group
Utah
$219K +$219K +4,179 New
EI
1509
Ellevest Inc
New York
$219K -$5.71K -109 -3%
GAM
1510
Gemmer Asset Management
California
$218K
GVCM
1511
Global View Capital Management
Wisconsin
$217K -$3.25M -62,020 -94%
LA
1512
Latitude Advisors
Florida
$217K -$1.07M -20,506 -83%
TIA
1513
Traphagen Investment Advisors
New Jersey
$216K -$1.73K -33 -0.8%
GLLW
1514
Graves Light Lenhart Wealth
Virginia
$216K
OFS
1515
Orrstown Financial Services
Pennsylvania
$215K +$215K +4,102 New
YWS
1516
Yarger Wealth Strategies
Ohio
$215K +$215K +4,100 New
PWP
1517
Private Wealth Partners
California
$215K +$215K +4,100 New
LWA
1518
Lantern Wealth Advisors
New York
$214K +$214K +4,095 New
QPWM
1519
Quadrant Private Wealth Management
Pennsylvania
$213K +$213K +4,067 New
PFA
1520
Plotkin Financial Advisors
Maryland
$213K
RPCONE
1521
Retirement Planning Company of New England
Rhode Island
$213K +$681 +13 +0.3%
BHWM
1522
Beaird Harris Wealth Management
Texas
$213K
WAL
1523
W Advisors LLC
Tennessee
$213K
AWM
1524
Able Wealth Management
New Jersey
$212K +$212K +4,050 New
NP
1525
NorthRock Partners
Minnesota
$212K -$3.56K -68 -2%