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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 %
OHWP
1601
Oak Harbor Wealth Partners
North Carolina
$102K
FC
1602
Fairscale Capital
New Hampshire
$101K
AWM
1603
Angeles Wealth Management
California
$100K
WAS
1604
Winch Advisory Services
Wisconsin
$100K +$262 +5 +0.3%
RWM
1605
Rialto Wealth Management
New York
$99.5K -$25.5K -487 -20%
CWM
1606
Consultiva Wealth Management
Puerto Rico
$99.5K
PMFA
1607
Plante Moran Financial Advisors
Michigan
$98.4K +$1.99K +38 +2%
AIP
1608
Ameritas Investment Partners
Nebraska
$98.3K +$157 +3 +0.2%
BMM
1609
Berkshire Money Management
Massachusetts
$98.1K +$98.1K +1,874 New
FIA
1610
FNY Investment Advisers
New York
$96K +$96K +1,838 New
Kayne Anderson Rudnick Investment Management
1611
Kayne Anderson Rudnick Investment Management
California
$95.1K +$31.9K +609 +50%
UCB
1612
United Community Bank
South Carolina
$93.4K -$10.7K -205 -10%
MIA
1613
MeadowBrook Investment Advisors
Michigan
$92.3K
SR
1614
Syntax Research
Florida
$91K
ZBNA
1615
Zions Bancorporation, National Association
Utah
$90.9K -$96.7K -1,846 -52%
FP
1616
Financial Perspectives
Minnesota
$88K
OC
1617
Oakworth Capital
Alabama
$87.1K -$7.86K -150 -8%
MAS
1618
MPWM Advisory Solutions
Georgia
$86.8K -$192K -3,673 -69%
ITIM
1619
Indiana Trust & Investment Management
Indiana
$86.4K
EWM
1620
Evolution Wealth Management
Florida
$86K +$86K +1,643 New
BDPWM
1621
Barnes Dennig Private Wealth Management
Ohio
$81.7K +$81.7K +1,560 New
RS
1622
Rakuten Securities
Japan
$80K -$75.5K -1,441 -49%
Asset Management One
1623
Asset Management One
Japan
$78.8K +$78.2K +1,494 +13,582%
PCA
1624
Providence Capital Advisors
North Carolina
$78.6K +$78.6K +1,501 New
BFP
1625
Briaud Financial Planning
Texas
$78K