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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 %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$5.99B -$1.87B -35,645,699 -24%
Bank of America
2
Bank of America
North Carolina
$4.35B -$663M -12,650,459 -13%
Morgan Stanley
3
Morgan Stanley
New York
$2.33B -$650M -12,409,511 -22%
Wells Fargo
4
Wells Fargo
California
$1.33B +$147M +2,803,876 +12%
LPL Financial
5
LPL Financial
California
$1.09B -$9.39M -179,356 -0.9%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$961M -$252M -4,818,291 -21%
Goldman Sachs
7
Goldman Sachs
New York
$899M +$280M +5,347,643 +45%
D.E. Shaw & Co
8
D.E. Shaw & Co
New York
$818M +$171M +3,263,035 +26%
Raymond James Financial
9
Raymond James Financial
Florida
$708M -$132M -2,514,958 -16%
UBS Group
10
UBS Group
Switzerland
$700M -$122M -2,323,114 -15%
Ameriprise
11
Ameriprise
Minnesota
$605M -$5.32M -101,651 -0.9%
HIIFS
12
Harel Insurance Investments & Financial Services
Israel
$597M +$56.3M +1,075,716 +10%
CM
13
Churchill Management
California
$528M -$1.83M -34,901 -0.3%
BNP Paribas Financial Markets
14
BNP Paribas Financial Markets
France
$436M -$271M -5,168,826 -38%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$429M +$49.9M +952,389 +13%
Truist Financial
16
Truist Financial
North Carolina
$425M -$110M -2,094,421 -21%
Citigroup
17
Citigroup
New York
$416M -$60.1M -1,147,294 -13%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$386M -$105M -2,010,381 -21%
WA
19
WestEnd Advisors
North Carolina
$313M -$102M -1,947,140 -25%
MIH
20
Meitav Investment House
Israel
$302M -$18.1M -345,269 -6%
MMEA
21
Main Management ETF Advisors
California
$276M +$276M +5,269,091 New
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$271M +$51.2M +978,039 +23%
Bank of Nova Scotia
23
Bank of Nova Scotia
Ontario, Canada
$250M +$89.1M +1,701,566 +56%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$219M +$15.3M +291,679 +8%
CI
25
Clal Insurance
Israel
$214M