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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
23.77%
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 %
SHWM
1501
Smith & Howard Wealth Management
Georgia
$221K
BPC
1502
Bearing Point Capital
Minnesota
$221K -$34.3K -655 -13%
SWTS
1503
Stonehaven Wealth & Tax Solutions
Wisconsin
$221K -$681 -13 -0.3%
TA
1504
TFB Advisors
Kansas
$220K -$27K -516 -11%
SS
1505
Sunbelt Securities
Texas
$220K -$87.2K -1,804 -28%
MAM
1506
MWA Asset Management
Massachusetts
$220K +$733 +14 +0.3%
PCS
1507
Private Client Services
Kentucky
$220K +$220K +4,194 New
MAMG
1508
Milestone Asset Management Group
Connecticut
$220K +$367 +7 +0.2%
PWG
1509
Portside Wealth Group
Utah
$219K +$219K +4,179 New
EI
1510
Ellevest Inc
New York
$219K -$5.71K -109 -3%
GAM
1511
Gemmer Asset Management
California
$218K
GVCM
1512
Global View Capital Management
Wisconsin
$217K -$3.25M -62,020 -94%
LA
1513
Latitude Advisors
Florida
$217K -$1.07M -20,506 -83%
TIA
1514
Traphagen Investment Advisors
New Jersey
$216K -$1.73K -33 -0.8%
GLLW
1515
Graves Light Lenhart Wealth
Virginia
$216K
OFS
1516
Orrstown Financial Services
Pennsylvania
$215K +$215K +4,102 New
YWS
1517
Yarger Wealth Strategies
Ohio
$215K +$215K +4,100 New
PWP
1518
Private Wealth Partners
California
$215K +$215K +4,100 New
LWA
1519
Lantern Wealth Advisors
New York
$214K +$214K +4,095 New
QPWM
1520
Quadrant Private Wealth Management
Pennsylvania
$213K +$213K +4,067 New
PFA
1521
Plotkin Financial Advisors
Maryland
$213K
RPCONE
1522
Retirement Planning Company of New England
Rhode Island
$213K +$681 +13 +0.3%
BHWM
1523
Beaird Harris Wealth Management
Texas
$213K
WAL
1524
W Advisors LLC
Tennessee
$213K
AWM
1525
Able Wealth Management
New Jersey
$212K +$212K +4,050 New