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State Street Financial Select Sector SPDR ETF

1,933 hedge funds and large institutions have $38B invested in State Street Financial Select Sector SPDR ETF in 2025 Q4 according to their latest regulatory filings, with 271 funds opening new positions, 727 increasing their positions, 662 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0% more funds holding in top 10

Funds holding in top 10: 8585 (0)

0.24% less ownership

Funds ownership: 71.54%71.31% (-0.24%)

4% less capital invested

Capital invested by funds: $39.6B → $38B (-$1.62B)

Holders
1,933
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
85
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$13.4B
Puts
$12.2B
Net Calls
Net Calls Change

Top Sellers

1 -$1.96B
2 -$605M
3 -$547M
4
Morgan Stanley
Morgan Stanley
New York
-$346M
5
Bank of America
Bank of America
North Carolina
-$220M
Name Holding Trade Value Shares
Change
Change in
Stake
AC
2001
ASB Consultores
Florida
NB
2002
Nicolet Bankshares
Wisconsin
BWA
2003
BlueSky Wealth Advisors
North Carolina
WN
2004
Williams & Novak
California
FCFC
2005
First Commonwealth Financial Corp
Pennsylvania
RBWA
2006
RFG - Bristol Wealth Advisors
Massachusetts
GAM
2007
Griffin Asset Management
New York
IIC
2008
Integrated Investment Consultants
Michigan
HTIM
2009
Harbour Trust & Investment Management
Indiana
GWM
2010
Gibbs Wealth Management
Georgia
NF
2011
Nvest Financial
New Hampshire
BWMG
2012
Barnes Wealth Management Group
California
SWTS
2013
Stonehaven Wealth & Tax Solutions
Wisconsin
KIM
2014
Kestra Investment Management
Texas
AFW
2015
Avantra Family Wealth
Pennsylvania
PAS
2016
PKS Advisory Services
New York
LPAM
2017
Lodestar Private Asset Management
California
KA
2018
Klingman & Associates
New York
Asset Management One
2019
Asset Management One
Japan
HWA
2020
Heartwood Wealth Advisors
Virginia
WFA
2021
West Financial Advisors
Iowa
FFWM
2022
Future Financial Wealth Management
Ohio
TCM
2023
TruNorth Capital Management
Michigan
LFA
2024
LGT Financial Advisors
Texas
BCWM
2025
Ball & Co Wealth Management
Tennessee