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Financial Select Sector SPDR Fund

1,772 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, 727 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,772
Holders Change
-1
Holders Change %
-0.06%
% of All Funds
23.76%
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
727
Closed
114
Calls
$8.35B
Puts
$14B
Net Calls
-$5.69B
Net Calls Change
-$1.82B
Name Holding Trade Value Shares
Change
Shares
Change %
KA
1676
Kozak & Associates
Colorado
$34.4K +$52 +1 +0.2%
AGWCA
1677
Annis Gardner Whiting Capital Advisors
Florida
$33.9K +$33.9K +648 New
RPA
1678
Redwood Park Advisors
California
$32.6K +$105 +2 +0.3%
NCM
1679
Northwest Capital Management
Oregon
$31.9K
CT
1680
Clearstead Trust
Maine
$31.7K +$7.38K +141 +30%
CWP
1681
Concord Wealth Partners
Virginia
$31.6K
MAFA
1682
MJT & Associates Financial Advisory
Minnesota
$31.4K
WPA
1683
West Paces Advisors
Georgia
$31.4K
FWA
1684
Flagship Wealth Advisors
Massachusetts
$30.8K
CWM
1685
CarsonAllaria Wealth Management
Illinois
$30.1K
GWANC
1686
Guardian Wealth Advisors (North Carolina)
North Carolina
$30K -$70.2K -1,340 -70%
BWM
1687
Bernard Wealth Management
Michigan
$28.5K -$26.2K -500 -48%
GIA
1688
GHP Investment Advisors
Colorado
$27.7K +$105 +2 +0.4%
VNA
1689
Valley National Advisers
Pennsylvania
$27K -$110K -2,119 -80%
NC
1690
North Capital
Utah
$25.2K -$2.67K -51 -10%
IRAG
1691
Investment Research & Advisory Group
Georgia
$25K +$52 +1 +0.2%
TF
1692
Tompkins Financial
New York
$23.7K -$35.7K -681 -60%
VFM
1693
Vision Financial Markets
Connecticut
$22.9K +$52 +1 +0.2%
MFA
1694
Morling Financial Advisors
California
$22.6K +$22.6K +431 New
SIC
1695
SJS Investment Consulting
Ohio
$22.2K
MWM
1696
Mascoma Wealth Management
New Hampshire
$22.1K
HFS
1697
Hantz Financial Services
Michigan
$21K +$21K +401 New
BFPW
1698
BOK Financial Private Wealth
Colorado
$20.9K
TCM
1699
TD Capital Management
Tennessee
$20.9K
AIM
1700
Access Investment Management
Georgia
$20.9K +$20.9K +400 New