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Consumer Discretionary Select Sector SPDR Fund

1,215 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, 374 increasing their positions, 472 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,215
Holders Change
+9
Holders Change %
+0.75%
% 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
374
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 %
WA
201
Waverly Advisors
Alabama
$5.37M +$934K +4,296 +21%
AUB
202
Atlantic Union Bankshares
Virginia
$5.3M +$5.3M +24,367 New
SB
203
Simmons Bank
Arkansas
$5.27M -$133K -610 -2%
PP
204
Paloma Partners
Connecticut
$5.24M +$5.03M +23,144 +2,423%
RPGK
205
Retirement Planning Group (Kansas)
Kansas
$5.22M -$323K -1,486 -6%
MCM
206
MAI Capital Management
Ohio
$5.11M -$1.33M -6,123 -21%
CW
207
Cooksen Wealth
Texas
$5.04M +$1.02M +4,716 +26%
Natixis Advisors
208
Natixis Advisors
Massachusetts
$5.03M +$313K +1,441 +7%
Bank of New York Mellon
209
Bank of New York Mellon
New York
$5.03M -$65K -299 -1%
MT
210
Midwest Trust
Kansas
$4.98M +$4.98M +22,895 New
SWP
211
Stratos Wealth Partners
Ohio
$4.97M +$2.59M +11,937 +109%
KeyBank National Association
212
KeyBank National Association
Ohio
$4.93M +$76.9K +354 +2%
CM
213
Caption Management
Oklahoma
$4.89M +$4.89M +22,516 New
DAS
214
Dynamic Advisor Solutions
Arizona
$4.89M +$3.06M +14,067 +167%
TTWM
215
TCV Trust & Wealth Management
Virginia
$4.87M +$50.6K +233 +1%
TFA
216
Toth Financial Advisory
Virginia
$4.86M -$1.09M -5,004 -18%
MHFA
217
Mission Hills Financial Advisory
California
$4.82M -$191K -880 -4%
FC
218
FCA Corp
Texas
$4.79M +$20.4K +94 +0.4%
FFN
219
Focus Financial Network
Minnesota
$4.76M -$1.22M -5,605 -20%
WWA
220
WCG Wealth Advisors
Nevada
$4.73M +$4.73M +21,747 New
SC
221
Sykon Capital
New York
$4.64M +$4.64M +21,330 New
CBA
222
Coastal Bridge Advisors
Connecticut
$4.59M +$387K +1,779 +9%
LRWA
223
Long Run Wealth Advisors
New York
$4.56M -$126K -579 -3%
CAPTRUST Financial Advisors
224
CAPTRUST Financial Advisors
North Carolina
$4.55M +$136K +626 +3%
MCM
225
Monument Capital Management
Virginia
$4.52M +$4.52M +20,803 New