XLF icon

Financial Select Sector SPDR Fund

1,771 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, 635 increasing their positions, 727 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,771
Holders Change
-3
Holders Change %
-0.17%
% of All Funds
23.75%
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
635
Reduced
727
Closed
115
Calls
$8.35B
Puts
$14B
Net Calls
-$5.69B
Net Calls Change
-$1.82B
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
1601
Angeles Wealth Management
California
$100K
WAS
1602
Winch Advisory Services
Wisconsin
$100K +$262 +5 +0.3%
RWM
1603
Rialto Wealth Management
New York
$99.5K -$25.5K -487 -20%
CWM
1604
Consultiva Wealth Management
Puerto Rico
$99.5K
PMFA
1605
Plante Moran Financial Advisors
Michigan
$98.4K +$1.99K +38 +2%
AIP
1606
Ameritas Investment Partners
Nebraska
$98.3K +$157 +3 +0.2%
BMM
1607
Berkshire Money Management
Massachusetts
$98.1K +$98.1K +1,874 New
FIA
1608
FNY Investment Advisers
New York
$96K +$96K +1,838 New
Kayne Anderson Rudnick Investment Management
1609
Kayne Anderson Rudnick Investment Management
California
$95.1K +$31.9K +609 +50%
UCB
1610
United Community Bank
South Carolina
$93.4K -$10.7K -205 -10%
MIA
1611
MeadowBrook Investment Advisors
Michigan
$92.3K
SR
1612
Syntax Research
Florida
$91K
ZBNA
1613
Zions Bancorporation, National Association
Utah
$90.9K -$96.7K -1,846 -52%
FP
1614
Financial Perspectives
Minnesota
$88K
OC
1615
Oakworth Capital
Alabama
$87.1K -$7.86K -150 -8%
MAS
1616
MPWM Advisory Solutions
Georgia
$86.8K -$192K -3,673 -69%
ITIM
1617
Indiana Trust & Investment Management
Indiana
$86.4K
EWM
1618
Evolution Wealth Management
Florida
$86K +$86K +1,643 New
BDPWM
1619
Barnes Dennig Private Wealth Management
Ohio
$81.7K +$81.7K +1,560 New
RS
1620
Rakuten Securities
Japan
$80K -$75.5K -1,441 -49%
Asset Management One
1621
Asset Management One
Japan
$78.8K +$78.2K +1,494 +13,582%
PCA
1622
Providence Capital Advisors
North Carolina
$78.6K +$78.6K +1,501 New
BFP
1623
Briaud Financial Planning
Texas
$78K
LB
1624
Legacy Bridge
Iowa
$77.8K
FFWM
1625
Future Financial Wealth Management
Ohio
$77K