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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 %
NRG
1601
Nemes Rush Group
Michigan
$105K -$23.5K -471 -18%
HDIM
1602
Hanson & Doremus Investment Management
Vermont
$104K
IRC
1603
Investors Research Corp
Georgia
$104K
TWM
1604
Topsail Wealth Management
North Carolina
$99.6K +$99.6K +2,000 New
UCB
1605
United Community Bank
South Carolina
$99.1K -$22.4K -450 -18%
EWP
1606
Elevation Wealth Partners
California
$98.5K +$349 +7 +0.4%
OHWP
1607
Oak Harbor Wealth Partners
North Carolina
$96.8K
FC
1608
Fairscale Capital
New Hampshire
$95.7K
AWM
1609
Angeles Wealth Management
California
$95.3K
GWANC
1610
Guardian Wealth Advisors (North Carolina)
North Carolina
$95.3K +$67.5K +1,356 +243%
BIG
1611
Brooklyn Investment Group
New York
$95.1K +$79.7K +1,600 +518%
WAS
1612
Winch Advisory Services
Wisconsin
$94.8K +$249 +5 +0.3%
CWM
1613
Consultiva Wealth Management
Puerto Rico
$94.6K +$94.6K +1,900 New
AIP
1614
Ameritas Investment Partners
Nebraska
$93.3K -$1.74M -35,021 -95%
MDA
1615
Minot DeBlois Advisors
Massachusetts
$93K -$240K -4,811 -72%
PMFA
1616
Plante Moran Financial Advisors
Michigan
$91.7K
DFA
1617
DHJJ Financial Advisors
Illinois
$91K
OC
1618
Oakworth Capital
Alabama
$90.3K +$9.71K +195 +12%
OP
1619
ORG Partners
Indiana
$88.6K +$41K +825 +86%
MIA
1620
MeadowBrook Investment Advisors
Michigan
$87.8K
SR
1621
Syntax Research
Florida
$86.5K
FP
1622
Financial Perspectives
Minnesota
$83.7K
TC
1623
Truvestments Capital
Florida
$82.4K +$10.5K +210 +15%
ITIM
1624
Indiana Trust & Investment Management
Indiana
$82.1K
SIM
1625
Synergy Investment Management
Florida
$81.9K +$100 +2 +0.1%