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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 %
PAM
601
Private Asset Management
California
$592K -$38K -1,289 -6%
EW
602
Evoke Wealth
California
$592K +$425K +14,414 +254%
FNBT
603
FineMark National Bank & Trust
Florida
$579K
BCA
604
Bay Colony Advisors
Massachusetts
$579K +$5.13K +174 +0.9%
RWA
605
Ropes Wealth Advisors
Massachusetts
$579K +$280K +9,508 +94%
AFA
606
American Financial Advisors
Georgia
$576K +$6.04K +205 +1%
HSA
607
HBK Sorce Advisory
Pennsylvania
$575K +$112K +3,796 +24%
BAM
608
Berkshire Asset Management
Pennsylvania
$574K +$116K +3,919 +25%
EVM
609
Eaton Vance Management
Massachusetts
$571K -$45.5K -1,543 -7%
EFSCE
610
Enterprise Financial Services Corp (EFSC)
Missouri
$570K -$3.1K -105 -0.5%
FA
611
Fagan Associates
New York
$567K
KLCM
612
KG&L Capital Management
Louisiana
$563K +$21.6K +732 +4%
GEM
613
Global Endowment Management
North Carolina
$561K +$561K +19,030 New
SIM
614
Sterling Investment Management
Arizona
$560K -$41.7K -1,415 -7%
TNB
615
Thomasville National Bank
Georgia
$558K +$33.2K +1,125 +6%
WWS
616
Wellington Wealth Strategies
Indiana
$552K +$552K +14,691 New
APW
617
Aurora Private Wealth
New Jersey
$551K -$207 -7 -0%
LWM
618
Lyell Wealth Management
California
$549K -$123K -4,184 -18%
CRC
619
Curi RMB Capital
Illinois
$549K +$549K +18,614 New
BCM
620
Bourgeon Capital Management
Connecticut
$546K
SAMT
621
Select Asset Management & Trust
Pennsylvania
$545K +$545K +18,478 New
KFS
622
Kaizen Financial Strategies
California
$543K +$543K +18,416 New
SDAM
623
Shulman DeMeo Asset Management
New York
$542K +$212K +7,189 +64%
BFEC
624
Benjamin F. Edwards & Company
Missouri
$541K +$249K +8,427 +85%
AWM
625
Alterna Wealth Management
Texas
$539K +$173K +5,867 +47%