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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 %
CB
1726
CNB Bank
Pennsylvania
$10.1K
FMB
1727
Field & Main Bank
Kentucky
$9.95K -$36.7K -700 -79%
LWA
1728
Lowe Wealth Advisors
Maryland
$9.43K
WA
1729
WPG Advisers
Maryland
$8.93K
OWP
1730
ORG Wealth Partners
Texas
$8.76K
CAM
1731
Creekmur Asset Management
Illinois
$8.67K +$8.67K +166 New
MBFW
1732
Morton Brown Family Wealth
Pennsylvania
$8.05K
TVWM
1733
Tower View Wealth Management
Wisconsin
$8K -$209 -4 -3%
DAM
1734
Delta Asset Management
Tennessee
$7.9K
MSFP
1735
Mark Sheptoff Financial Planning
Connecticut
$7.65K
GWS
1736
Glassman Wealth Services
Virginia
$7.38K
T
1737
Transce3nd
Texas
$7.38K +$7.38K +141 New
CAM
1738
Costello Asset Management
Pennsylvania
$6.65K
CTWM
1739
Cherry Tree Wealth Management
Minnesota
$6.34K
QWM
1740
Quaker Wealth Management
New Jersey
$6.02K +$6.02K +115 New
ST
1741
Smithfield Trust
Pennsylvania
$6K +$6K +101 New
RF
1742
Rossby Financial
Florida
$5.71K +$1.26K +24 +28%
IWP
1743
IAG Wealth Partners
Wisconsin
$5.71K +$5.71K +109 New
AWM
1744
Accredited Wealth Management
Kentucky
$5.24K
FGC
1745
Financial Gravity Companies
Texas
$5.08K +$5.08K +97 New
POIA
1746
Pin Oak Investment Advisors
Texas
$5K
CWM
1747
Cranbrook Wealth Management
Michigan
$4.97K -$1.26K -24 -20%
PWA
1748
Principia Wealth Advisory
Texas
$4.66K +$628 +12 +16%
FM
1749
Family Management
New York
$4.29K -$26.2K -500 -86%
WCM
1750
WealthTrak Capital Management
Virginia
$4.14K