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Financial Select Sector SPDR Fund

1,314 hedge funds and large institutions have $203B invested in Financial Select Sector SPDR Fund in 2021 Q2 according to their latest regulatory filings, with 161 funds opening new positions, 577 increasing their positions, 400 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,314
Holders Change
+57
Holders Change %
+4.53%
% of All Funds
22.94%
Holding in Top 10
88
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+6.02%
% of All Funds
1.54%
New
161
Increased
577
Reduced
400
Closed
86
Calls
$5.43B
Puts
$8.65B
Net Calls
-$3.22B
Net Calls Change
-$1.92B
Name Holding Trade Value Shares
Change
Shares
Change %
TA
751
TruWealth Advisors
Louisiana
$660K -$238K -6,486 -26%
BCM
752
Bourgeon Capital Management
Connecticut
$652K
EWM
753
Executive Wealth Management
Michigan
$652K +$316K +8,613 +94%
VA
754
Valmark Advisers
Ohio
$650K +$209K +5,693 +47%
SIM
755
Sterling Investment Management
Arizona
$644K -$12K -326 -2%
HWA
756
Hillcrest Wealth Advisors
New Jersey
$644K +$149K +4,050 +30%
BCP
757
Berkeley Capital Partners
Georgia
$643K -$348K -9,487 -35%
EVM
758
Eaton Vance Management
Massachusetts
$638K -$84.9K -2,314 -12%
GBT
759
Grove Bank & Trust
Florida
$638K
Simplex Trading
760
Simplex Trading
Illinois
$638K +$638K +17,401 New
GP
761
Girard Partners
Pennsylvania
$638K +$638K +17,406 New
AWM
762
Avitas Wealth Management
California
$636K +$8.18K +223 +1%
BIG
763
Boothe Investment Group
Delaware
$632K -$5.77K -156 -0.9%
NFC
764
Northeast Financial Consultants
Connecticut
$629K
PCM
765
Pinz Capital Management
New York
$627K +$627K +17,100 New
PHS
766
Pekin Hardy Strauss
Illinois
$626K
XWM
767
Xcel Wealth Management
Florida
$625K +$11.5K +313 +2%
WT
768
Whittier Trust
California
$623K +$1.43K +39 +0.2%
AW
769
ACG Wealth
Georgia
$621K +$217K +5,921 +54%
OWA
770
Octavia Wealth Advisors
Ohio
$620K -$17.9K -489 -3%
VVP
771
Venture Visionary Partners
Ohio
$617K -$402K -10,980 -39%
GA
772
Greytown Advisors
Florida
$617K +$29.3K +799 +5%
GFS
773
GYL Financial Synergies
Connecticut
$617K +$40.4K +1,101 +7%
BFO
774
Biltmore Family Office
North Carolina
$614K
AIM
775
Axiom Investment Management
New York
$609K +$583K +15,900 +2,271%