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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 %
RMP
1676
Richards, Merrill & Peterson
Washington
$36.1K +$4.98K +100 +16%
SMFG
1677
Sumitomo Mitsui Financial Group
Japan
$35.9K -$61.3M -1,231,267 -100%
VCM
1678
Versant Capital Management
Arizona
$35.9K
BCM
1679
Berbice Capital Management
New York
$34.9K +$19.9K +400 +133%
FNWA
1680
Financial Network Wealth Advisors
Utah
$34.2K +$7.92K +159 +30%
CCMW
1681
Cypress Capital Management (Wyoming)
Wyoming
$34.2K +$34.2K +687 New
MHR
1682
Matthew Hamilton Rosenberg
$34.1K +$3.79K +76 +12%
ADL
1683
Asset Dedication LLC
California
$33.7K -$11.3K -226 -25%
SAM
1684
Smartleaf Asset Management
Massachusetts
$33.2K +$21.8K +444 +193%
KA
1685
Kozak & Associates
Colorado
$30.9K +$10.4K +220 +50%
RPA
1686
Redwood Park Advisors
California
$30.9K
NCM
1687
Northwest Capital Management
Oregon
$30.4K
CWP
1688
Concord Wealth Partners
Virginia
$30K
WPA
1689
West Paces Advisors
Georgia
$29.9K
MAFA
1690
MJT & Associates Financial Advisory
Minnesota
$29.9K +$29.9K +600 New
Q1WB
1691
Quest 10 Wealth Builders
Virginia
$29.4K -$9.61K -193 -25%
FWA
1692
Flagship Wealth Advisors
Massachusetts
$29.3K
FM
1693
Family Management
New York
$29K
CWM
1694
CarsonAllaria Wealth Management
Illinois
$28.6K
HPIA
1695
Hamilton Point Investment Advisors
North Carolina
$28.4K +$28.4K +571 New
SWIM
1696
Smallwood Wealth Investment Management
New Jersey
$27.4K +$27.4K +550 New
RFA
1697
Reyes Financial Architecture
California
$27.3K
NC
1698
North Capital
Utah
$26.5K +$26.5K +533 New
GIA
1699
GHP Investment Advisors
Colorado
$26.3K +$100 +2 +0.4%
IRAG
1700
Investment Research & Advisory Group
Georgia
$23.7K -$797 -16 -3%