XLF icon

Financial Select Sector SPDR Fund

1,773 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 165 funds opening new positions, 751 increasing their positions, 604 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,773
Holders Change
+17
Holders Change %
+0.97%
% of All Funds
24.08%
Holding in Top 10
118
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+16.83%
% of All Funds
1.6%
New
165
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 %
EM
1526
Excalibur Management
Massachusetts
$211K -$1.49K -30 -0.7%
SWTS
1527
Stonehaven Wealth & Tax Solutions
Wisconsin
$210K -$28.9K -581 -12%
SHWM
1528
Smith & Howard Wealth Management
Georgia
$210K
PFGIA
1529
Patriot Financial Group Insurance Agency
Massachusetts
$210K +$210K +4,221 New
SC
1530
Soundwatch Capital
Connecticut
$210K -$37.6K -754 -15%
OFS
1531
Oldfather Financial Services
Nebraska
$210K +$210K +4,208 New
SC
1532
Searle & Co
Connecticut
$209K
BOJHT
1533
Bank of Jackson Hole Trust
Wyoming
$209K -$24.2K -464 -10%
MAMG
1534
Milestone Asset Management Group
Connecticut
$208K +$249 +5 +0.1%
MAM
1535
MWA Asset Management
Massachusetts
$208K +$208K +4,181 New
GAM
1536
Gemmer Asset Management
California
$207K -$50 -1 -0%
TWM
1537
Thrive Wealth Management
Pennsylvania
$207K +$207K +4,151 New
TIA
1538
Traphagen Investment Advisors
New Jersey
$207K +$207K +4,150 New
CCM
1539
Cullen Capital Management
New York
$207K -$676K -13,572 -77%
GWMR
1540
GC Wealth Management RIA
Massachusetts
$205K -$4.18K -84 -2%
GF
1541
Gries Financial
Ohio
$205K +$205K +4,123 New
GLLW
1542
Graves Light Lenhart Wealth
Virginia
$205K +$205K +4,116 New
NP
1543
NorthRock Partners
Minnesota
$205K +$64.5K +1,296 +46%
CAS
1544
Coppell Advisory Solutions
Texas
$205K -$13.2K -272 -6%
IWA
1545
Invera Wealth Advisors
Oregon
$204K -$6.92K -139 -3%
BAM
1546
Byrne Asset Management
New Jersey
$204K +$204K +4,090 New
TSW
1547
Thompson Siegel & Walmsley
Virginia
$203K +$203K +4,071 New
SWM
1548
SFG Wealth Management
Maryland
$203K +$203K +4,070 New
PFA
1549
Plotkin Financial Advisors
Maryland
$202K +$202K +4,065 New
BHWM
1550
Beaird Harris Wealth Management
Texas
$202K