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Consumer Discretionary Select Sector SPDR Fund

1,216 hedge funds and large institutions have $18.4B invested in Consumer Discretionary Select Sector SPDR Fund in 2025 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 375 increasing their positions, 472 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,216
Holders Change
+10
Holders Change %
+0.83%
% of All Funds
16.3%
Holding in Top 10
30
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-11.76%
% of All Funds
0.4%
New
135
Increased
375
Reduced
472
Closed
99
Calls
$1.51B
Puts
$2.55B
Net Calls
-$1.04B
Net Calls Change
+$746M
Name Holding Trade Value Shares
Change
Shares
Change %
IFWM
501
Institute for Wealth Management
Colorado
$1.1M +$34.6K +159 +3%
B
502
Bailard
California
$1.09M +$38.9K +179 +4%
BA
503
Bristlecone Advisors
Washington
$1.09M -$246K -1,130 -18%
MCP
504
Mirador Capital Partners
California
$1.08M -$188K -865 -15%
AF
505
Allworth Financial
California
$1.07M -$344K -1,583 -24%
GSWM
506
Golden State Wealth Management
California
$1.07M
Wellington Management Group
507
Wellington Management Group
Massachusetts
$1.06M -$36.7K -169 -3%
AWA
508
Arete Wealth Advisors
Illinois
$1.06M +$210K +966 +25%
VWM
509
VCI Wealth Management
Missouri
$1.06M +$88.7K +408 +9%
IC
510
IEQ Capital
California
$1.06M -$2.31M -10,617 -69%
MCCP
511
Mission Creek Capital Partners
California
$1.04M +$6.09K +28 +0.6%
ATS
512
Ashton Thomas Securities
New York
$1.04M +$30.6K +141 +3%
RWP
513
RWA Wealth Partners
Massachusetts
$1.04M -$869 -4 -0.1%
PWM
514
Perigon Wealth Management
California
$1.03M -$91.1K -419 -8%
SAM
515
Sherman Asset Management
California
$1.03M +$580K +2,667 +128%
SL
516
Sentinus LLC
Illinois
$1.03M -$2.39K -11 -0.2%
BFA
517
Beacon Financial Advisory
Ohio
$1.03M -$213K -979 -17%
UCFA
518
United Capital Financial Advisors
Texas
$1.02M -$191K -881 -16%
WAP
519
Wealthcare Advisory Partners
Pennsylvania
$1.02M +$324K +1,491 +47%
SJIM
520
St. Johns Investment Management
Florida
$1.02M +$19.3K +89 +2%
SSWM
521
Smith Salley Wealth Management
North Carolina
$1.01M +$283K +1,300 +39%
CA
522
Calton & Associates
Florida
$1.01M -$40.2K -185 -4%
SCM
523
SCS Capital Management
Massachusetts
$1M -$188K -865 -16%
KCAM
524
Kagan Cocozza Asset Management
New Jersey
$996K -$3.26K -15 -0.3%
LOIP
525
Live Oak Investment Partners
Texas
$992K +$59.8K +275 +6%