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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 %
LOIP
551
Live Oak Investment Partners
Texas
$847K +$847K +4,289 New
RA
552
Rockingstone Advisors
Massachusetts
$841K +$23.5K +119 +3%
DAS
553
Diversify Advisory Services
Utah
$840K -$329K -1,653 -28%
LFAS
554
Level Four Advisory Services
Texas
$840K +$78.6K +398 +10%
SC
555
Scotia Capital
Ontario, Canada
$827K -$3.26M -16,521 -80%
SA
556
Sovran Advisors
California
$827K +$452K +2,437 +121%
AIA
557
Ally Invest Advisors
North Carolina
$824K -$17.2K -87 -2%
SPWM
558
Schrum Private Wealth Management
Florida
$824K +$197 +1 +0%
HIA
559
Harbor Investment Advisory
Maryland
$822K -$19.5K -99 -2%
PFT
560
Providence First Trust
Arizona
$817K +$76.6K +388 +10%
MW
561
Marcum Wealth
Ohio
$816K -$5.73K -29 -0.7%
MOS
562
MGO One Seven
Ohio
$816K -$96.2K -487 -11%
WFS
563
WealthGarden F.S.
California
$805K -$33.8K -171 -4%
WJWM
564
Williams Jones Wealth Management
New York
$797K
VBFG
565
Vishria Bird Financial Group
Tennessee
$796K
EGA
566
E&G Advisors
Texas
$787K
KPWM
567
KDK Private Wealth Management
Texas
$778K
OIA
568
OneDigital Investment Advisors
Kansas
$777K -$89.6K -454 -10%
FTA
569
Financial & Tax Architects
Missouri
$776K +$105K +532 +16%
BBWP
570
Beacon Bridge Wealth Partners
Pennsylvania
$771K +$15.6K +79 +2%
AWA
571
Arete Wealth Advisors
Illinois
$771K +$368K +1,863 +91%
MAM
572
Milestone Asset Management
Pennsylvania
$768K -$84.3K -427 -10%
ACS
573
Archford Capital Strategies
Illinois
$764K +$1.58K +8 +0.2%
VIM
574
Vista Investment Management
Pennsylvania
$764K
CCWM
575
Cassaday & Co Wealth Management
Virginia
$759K -$8.69K -44 -1%