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Financial Select Sector SPDR Fund

1,774 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 166 funds opening new positions, 751 increasing their positions, 604 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,774
Holders Change
+18
Holders Change %
+1.03%
% of All Funds
24.1%
Holding in Top 10
118
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+16.83%
% of All Funds
1.6%
New
166
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 %
KAS
151
Kestra Advisory Services
Texas
$20.2M -$1.13M -22,717 -5%
RFM
152
Royal Fund Management
Florida
$19.8M +$473K +9,484 +2%
CFG
153
Citizens Financial Group
Rhode Island
$19.7M +$692K +13,901 +4%
ONB
154
Old National Bancorp
Indiana
$18.9M +$1.84M +37,025 +11%
FTS
155
Fifth Third Securities
Ohio
$18.9M +$2.36M +47,454 +14%
ACA
156
Aptus Capital Advisors
Alabama
$18.8M +$4.41M +88,485 +31%
KIM
157
Karpus Investment Management
New York
$18.6M +$8.52M +171,125 +84%
GC
158
Grimes & Company
Massachusetts
$18.6M +$18.6M +372,475 New
WA
159
WBH Advisory
Maryland
$18.4M -$380K -7,625 -2%
AI
160
Atria Investments
North Carolina
$18M +$1.66M +33,248 +10%
SFA
161
Sequoia Financial Advisors
Ohio
$18M +$309K +6,206 +2%
SC
162
Scotia Capital
Ontario, Canada
$17.9M +$7.05M +141,516 +65%
AI
163
Atom Investors
Texas
$17.8M +$14.5M +291,854 +442%
CAM
164
Cresset Asset Management
Illinois
$17.7M -$3M -60,218 -14%
Corient Private Wealth
165
Corient Private Wealth
Florida
$17.6M -$8.09M -162,477 -32%
Wealth Enhancement Advisory Services
166
Wealth Enhancement Advisory Services
Minnesota
$17.6M +$619K +12,420 +4%
RWM
167
Rezny Wealth Management
Florida
$17.4M +$16.7M +336,024 +2,680%
SCA
168
Stillwater Capital Advisors
Pennsylvania
$16.9M +$2.01M +40,254 +13%
AAS
169
Avantax Advisory Services
Texas
$16.5M +$928K +18,629 +6%
WWA
170
WCG Wealth Advisors
Nevada
$16.4M -$2.74M -54,930 -14%
CIA
171
Concurrent Investment Advisors
Florida
$16M +$1.63M +32,792 +11%
SWC
172
Spectrum Wealth Counsel
Indiana
$16M +$5.15M +103,330 +47%
AIC
173
Ayalon Insurance Company
Israel
$15.8M +$486K +9,765 +3%
NAG
174
Northstar Advisory Group
New Jersey
$15.7M +$639K +12,833 +4%
Envestnet Portfolio Solutions
175
Envestnet Portfolio Solutions
Illinois
$15.7M -$16.8M -337,524 -52%