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Financial Select Sector SPDR Fund

1,111 hedge funds and large institutions have $17.3B invested in Financial Select Sector SPDR Fund in 2020 Q4 according to their latest regulatory filings, with 236 funds opening new positions, 369 increasing their positions, 366 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,111
Holders Change
+144
Holders Change %
+14.89%
% of All Funds
19.71%
Holding in Top 10
51
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+75.86%
% of All Funds
0.9%
New
236
Increased
369
Reduced
366
Closed
77
Calls
$4.06B
Puts
$6.22B
Net Calls
-$2.15B
Net Calls Change
-$751M
Name Holding Trade Value Shares
Change
Shares
Change %
BWM
301
BigSur Wealth Management
Florida
$2.83M
PAMU
302
Pictet Asset Management (UK)
United Kingdom
$2.81M +$1.36M +46,000 +93%
APW
303
Acima Private Wealth
Virginia
$2.79M
CAPTRUST Financial Advisors
304
CAPTRUST Financial Advisors
North Carolina
$2.76M -$162K -5,501 -6%
FMC
305
First Merchants Corp
Indiana
$2.74M +$66K +2,240 +2%
HWA
306
Heartwood Wealth Advisors
Virginia
$2.73M +$73.5K +2,494 +3%
WPW
307
Waldron Private Wealth
Pennsylvania
$2.68M -$38.3K -1,300 -1%
ICG
308
InterOcean Capital Group
Tennessee
$2.65M +$2.65M +89,806 New
Kovitz Investment Group Partners
309
Kovitz Investment Group Partners
Illinois
$2.64M -$194K -6,570 -7%
FC
310
Ferris Capital
Massachusetts
$2.59M +$289K +9,808 +13%
EWM
311
Evercore Wealth Management
New York
$2.58M +$1.62M +54,801 +168%
WA
312
WP Advisors
California
$2.56M -$15.9K -540 -0.6%
PWAP
313
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$2.56M -$282K -9,563 -10%
Janus Henderson Group
314
Janus Henderson Group
United Kingdom
$2.54M +$242K +8,200 +11%
AI
315
Aperture Investors
New York
$2.53M +$610K +20,716 +32%
BO
316
BRR OpCo
Ohio
$2.5M +$659K +22,343 +36%
Mawer Investment Management
317
Mawer Investment Management
Alberta, Canada
$2.5M +$2.5M +84,650 New
RJT
318
Raymond James Trust
Florida
$2.49M +$468K +15,874 +23%
PCM
319
Poehling Capital Management
Wisconsin
$2.49M -$52.6K -1,785 -2%
GC
320
GFG Capital
Florida
$2.48M +$80.4K +2,729 +3%
Carson Wealth (CWM LLC)
321
Carson Wealth (CWM LLC)
Nebraska
$2.47M
LCM
322
Lucas Capital Management
New Jersey
$2.45M -$196K -6,648 -7%
GI
323
Glovista Investments
New Jersey
$2.42M +$2.42M +82,228 New
MA
324
Mutual Advisors
Nebraska
$2.42M +$474K +16,095 +24%
SB
325
Simmons Bank
Arkansas
$2.4M +$242K +8,199 +11%