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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 %
JFA
1726
JNBA Financial Advisors
Minnesota
$10.1K +$3.51K +67 +54%
CB
1727
CNB Bank
Pennsylvania
$10.1K
FMB
1728
Field & Main Bank
Kentucky
$9.95K -$36.7K -700 -79%
LWA
1729
Lowe Wealth Advisors
Maryland
$9.43K
WA
1730
WPG Advisers
Maryland
$8.93K
OWP
1731
ORG Wealth Partners
Texas
$8.76K
CAM
1732
Creekmur Asset Management
Illinois
$8.67K +$8.67K +166 New
MBFW
1733
Morton Brown Family Wealth
Pennsylvania
$8.05K
TVWM
1734
Tower View Wealth Management
Wisconsin
$8K -$209 -4 -3%
DAM
1735
Delta Asset Management
Tennessee
$7.9K
MSFP
1736
Mark Sheptoff Financial Planning
Connecticut
$7.65K
GWS
1737
Glassman Wealth Services
Virginia
$7.38K
T
1738
Transce3nd
Texas
$7.38K +$7.38K +141 New
CAM
1739
Costello Asset Management
Pennsylvania
$6.65K
CTWM
1740
Cherry Tree Wealth Management
Minnesota
$6.34K
QWM
1741
Quaker Wealth Management
New Jersey
$6.02K +$6.02K +115 New
ST
1742
Smithfield Trust
Pennsylvania
$6K +$6K +101 New
RF
1743
Rossby Financial
Florida
$5.71K +$1.26K +24 +28%
IWP
1744
IAG Wealth Partners
Wisconsin
$5.71K +$5.71K +109 New
AWM
1745
Accredited Wealth Management
Kentucky
$5.24K
FGC
1746
Financial Gravity Companies
Texas
$5.08K +$5.08K +97 New
POIA
1747
Pin Oak Investment Advisors
Texas
$5K
CWM
1748
Cranbrook Wealth Management
Michigan
$4.97K -$1.26K -24 -20%
PWA
1749
Principia Wealth Advisory
Texas
$4.66K +$628 +12 +16%
FM
1750
Family Management
New York
$4.29K -$26.2K -500 -86%