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Consumer Discretionary Select Sector SPDR Fund

1,206 hedge funds and large institutions have $15.8B invested in Consumer Discretionary Select Sector SPDR Fund in 2025 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 387 increasing their positions, 491 reducing their positions, and 155 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,206
Holders Change
-77
Holders Change %
-6%
% of All Funds
16.38%
Holding in Top 10
34
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-35.85%
% of All Funds
0.46%
New
105
Increased
387
Reduced
491
Closed
155
Calls
$1.52B
Puts
$3.3B
Net Calls
-$1.79B
Net Calls Change
+$733M
Name Holding Trade Value Shares
Change
Shares
Change %
FBFS
501
First Business Financial Services
Wisconsin
$1.12M
SG
502
Sharper & Granite
California
$1.11M +$130K +657 +13%
AO
503
Advisor OS
Illinois
$1.11M +$1.11M +5,608 New
UCFA
504
United Capital Financial Advisors
Texas
$1.1M -$31.6K -160 -3%
RIA
505
Regal Investment Advisors
Michigan
$1.09M -$231K -1,169 -17%
PWAC
506
Private Wealth Advisors (California)
California
$1.09M -$4.94K -25 -0.4%
PA
507
Parallel Advisors
California
$1.08M -$245K -1,243 -18%
SCM
508
SCS Capital Management
Massachusetts
$1.08M +$1.08M +5,478 New
AIM
509
Aspen Investment Management
Michigan
$1.07M +$295K +1,495 +38%
CFO
510
Capitol Family Office
Oregon
$1.07M +$1.07M +5,394 New
BWM
511
Birchcreek Wealth Management
Ohio
$1.06M +$92.6K +469 +10%
PWM
512
Pines Wealth Management
North Carolina
$1.05M +$87.6K +497 +9%
KCPT
513
Kingstone Capital Partners Texas
Texas
$1.04M -$15.8K -80 -1%
CA
514
Claro Advisors
Massachusetts
$1.03M -$131K -665 -11%
QWM
515
Quadcap Wealth Management
Texas
$1.03M -$17.6K -89 -2%
CHC
516
City Holding Co
West Virginia
$1.03M -$27.6K -140 -3%
PWM
517
Perigon Wealth Management
California
$1.02M +$19.5K +99 +2%
CCM
518
Crew Capital Management
Ohio
$1.02M +$16.2K +82 +2%
IB
519
Iyo Bank
Japan
$1M +$1M +5,073 New
Wellington Management Group
520
Wellington Management Group
Massachusetts
$998K -$216K -1,096 -18%
GSWM
521
Golden State Wealth Management
California
$970K -$6.12K -31 -0.6%
IFWM
522
Institute for Wealth Management
Colorado
$968K -$17.8K -90 -2%
DFA
523
Davies Financial Advisors
California
$966K -$6.32K -32 -0.6%
MCM
524
Mendel Capital Management
Arkansas
$962K +$16.4K +83 +2%
CA
525
Calton & Associates
Florida
$954K +$20.9K +106 +2%