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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 %
RWM
1651
RMG Wealth Management
Wisconsin
$49.5K +$49.5K +941 New
RF
1652
Roxbury Financial
New Jersey
$49.4K +$314 +6 +0.6%
KWM
1653
Kiker Wealth Management
Georgia
$49.1K -$3.25K -62 -6%
GBT
1654
Grove Bank & Trust
Florida
$48.8K
VWM
1655
Vermillion Wealth Management
Minnesota
$47.3K +$367 +7 +0.8%
CICI
1656
Capital Investment Counsel Inc
North Carolina
$45.8K
AIC
1657
Archer Investment Corporation
Indiana
$44.6K +$52 +1 +0.1%
DI
1658
DAGCO Inc
Ohio
$44K
DWS
1659
Dynamic Wealth Strategies
California
$43.1K -$111K -2,112 -72%
T
1660
Tidemark
California
$42.6K -$11.9K -227 -22%
DWA
1661
Dougherty Wealth Advisers
Minnesota
$41.9K
WAM
1662
WFA Asset Management
Wisconsin
$41.3K +$164 +4 +0.4%
FCT
1663
First Community Trust
Iowa
$40.7K -$576 -11 -1%
HA
1664
Heartland Advisors
Wisconsin
$40.3K +$40.3K +770 New
CFFP
1665
Center for Financial Planning
Michigan
$40K
DRP
1666
Decker Retirement Planning
Utah
$38.8K -$8.54M -162,985 -100%
SAM
1667
Smartleaf Asset Management
Massachusetts
$37.9K +$2.91K +56 +8%
SMFG
1668
Sumitomo Mitsui Financial Group
Japan
$37.7K
VCM
1669
Versant Capital Management
Arizona
$37.7K
OLVIG
1670
Oliver Lagore Vanvalin Investment Group
Michigan
$37K +$37K +742 New
FNWA
1671
Financial Network Wealth Advisors
Utah
$36K
CCMW
1672
Cypress Capital Management (Wyoming)
Wyoming
$36K
BTD
1673
BankPlus Trust Department
Mississippi
$35.8K +$31.4K +600 +723%
FFA
1674
Frazier Financial Advisors
Ohio
$35.3K -$18.8K -360 -35%
KA
1675
Kozak & Associates
Colorado
$34.4K +$52 +1 +0.2%