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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 %
WAL
1551
W Advisors LLC
Tennessee
$202K +$202K +4,059 New
CAGAS
1552
Capital Advisory Group Advisory Services
Minnesota
$202K +$202K +4,056 New
RPCONE
1553
Retirement Planning Company of New England
Rhode Island
$202K +$202K +4,051 New
GWSA
1554
Global Wealth Strategies & Associates
Colorado
$201K +$28.4K +571 +16%
RCG
1555
Regatta Capital Group
California
$200K +$200K +4,021 New
MWM
1556
MFG Wealth Management
Indiana
$200K +$200K +4,017 New
TIM
1557
Thompson Investment Management
Wisconsin
$199K
PWM
1558
Provident Wealth Management
Tennessee
$198K +$65.2K +1,308 +49%
BG
1559
Bollard Group
Massachusetts
$197K +$547 +11 +0.3%
RCA
1560
Runnymede Capital Advisors
Ohio
$193K
OIA
1561
Optimum Investment Advisors
Illinois
$183K
ZBNA
1562
Zions Bancorporation, National Association
Utah
$178K +$178K +3,581 New
GCM
1563
Gables Capital Management
Florida
$177K +$2.74K +55 +2%
MMCM
1564
Murphy & Mullick Capital Management
New York
$174K -$3.59K -72 -2%
HWA
1565
HHM Wealth Advisors
Tennessee
$172K +$93.9K +1,885 +121%
CL
1566
CSS LLC
Illinois
$164K -$60.8K -1,221 -27%
BBPWM
1567
Blue Bell Private Wealth Management
Pennsylvania
$156K
CB
1568
Community Bank
New York
$156K
NL
1569
NVWM LLC
Pennsylvania
$152K +$2.39K +48 +2%
PSFG
1570
Park Square Financial Group
Georgia
$150K +$19.2K +386 +15%
BCWM
1571
Bartlett & Co Wealth Management
Ohio
$150K
AW
1572
Avion Wealth
Texas
$150K
FCAS
1573
First Command Advisory Services
Texas
$150K -$74.2K -1,489 -33%
EF
1574
Elite Financial
Idaho
$149K +$149K +3,000 New
RS
1575
Rakuten Securities
Japan
$148K +$35K +703 +31%