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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 %
IWM
176
IHT Wealth Management
Illinois
$15.5M +$1.63M +32,720 +12%
Point72 Asset Management
177
Point72 Asset Management
Connecticut
$15.4M -$2.37M -47,500 -13%
PCMH
178
Polymer Capital Management (HK)
Hong Kong
$15.3M +$10.5M +211,251 +222%
SPIA
179
Steward Partners Investment Advisory
New York
$15.1M +$962K +19,323 +7%
Two Sigma Investments
180
Two Sigma Investments
New York
$15.1M +$15.1M +302,309 New
Cerity Partners
181
Cerity Partners
New York
$15M +$3.51M +70,486 +30%
ACA
182
Atlas Capital Advisors
Wyoming
$15M +$1.68M +33,647 +13%
IC
183
Innealta Capital
Texas
$15M -$7.25M -145,511 -33%
MSCM
184
McElhenny Sheffield Capital Management
Texas
$14.8M -$3.19M -63,952 -18%
BHB
185
Bank Hapoalim BM
Israel
$14.6M +$17K +341 +0.1%
UCMOK
186
United Capital Management of KS
Kansas
$14.6M +$1.5M +30,209 +11%
KWM
187
Kingsview Wealth Management
Oregon
$14.6M -$832K -16,702 -5%
RSWM
188
Robertson Stephens Wealth Management
California
$14M -$4.2M -84,330 -23%
AL
189
Aspiriant LLC
California
$13.9M
MCM
190
MAI Capital Management
Ohio
$13.8M +$1.94M +38,905 +16%
CIC
191
Carnegie Investment Counsel
Ohio
$13.8M +$237K +5,368 +2%
CTA
192
Chesley Taft & Associates
Illinois
$13.7M -$153K -3,067 -1%
GWM
193
Geneos Wealth Management
Colorado
$13.5M +$3.01M +60,415 +29%
CF
194
Clarity Financial
Texas
$13.5M +$3.73M +74,985 +38%
JMFC
195
J.M. Forbes & Co
Massachusetts
$13.4M -$205K -4,111 -2%
EWA
196
EP Wealth Advisors
California
$13.4M -$1.15M -23,130 -8%
MYLI
197
Meiji Yasuda Life Insurance
Japan
$13.3M +$13.3M +267,559 New
FFG
198
Frisch Financial Group
New York
$13.1M -$200K -4,009 -2%
FIB
199
First Interstate Bank
Montana
$12.9M -$1.08M -21,625 -8%
MOS
200
MGO One Seven
Ohio
$12.7M -$1.27M -25,442 -9%