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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 %
SWP
126
Stratos Wealth Partners
Ohio
$10.3M +$715K +24,246 +7%
VWM
127
Venturi Wealth Management
Texas
$10.2M -$433K -14,694 -4%
FWM
128
Focused Wealth Management
New York
$10.1M +$151K +5,119 +2%
CGA
129
Crescent Grove Advisors
Illinois
$9.98M +$1.07M +36,396 +12%
UAS
130
United Asset Strategies
New York
$9.92M +$2.09M +71,061 +27%
PIN
131
Prudent Investors Network
California
$9.88M +$675K +22,913 +7%
MLM
132
Mount Lucas Management
Pennsylvania
$9.88M +$9.88M +335,148 New
Cambridge Investment Research Advisors
133
Cambridge Investment Research Advisors
Iowa
$9.75M -$677K -22,950 -6%
VI
134
Vestcor Inc
New Brunswick, Canada
$9.74M -$4.68M -158,800 -32%
VFPI
135
Vantage Financial Partners (Illinois)
Illinois
$9.69M -$615K -20,850 -6%
RCP
136
Rothschild Capital Partners
New York
$9.62M +$5.33M +180,742 +124%
SPIA
137
Strategic Point Investment Advisors
Rhode Island
$9.61M +$9.61M +327,525 New
HIM
138
Hanlon Investment Management
New Jersey
$9.57M +$9.57M +324,335 New
SSA
139
Schonfeld Strategic Advisors
New York
$9.49M +$6.05M +205,381 +176%
AI
140
Atria Investments
North Carolina
$9.43M +$2.7M +91,691 +40%
QFA
141
Quattro Financial Advisors
Texas
$9.41M -$1.54M -49,477 -14%
EWA
142
Evolution Wealth Advisors
Florida
$9.35M +$424K +14,393 +5%
BOPW
143
Brandywine Oak Private Wealth
Pennsylvania
$9.34M -$769K -26,099 -8%
PI
144
Putnam Investments
Massachusetts
$9.3M +$9.3M +315,500 New
BUB
145
BBVA USA Bancshares
Texas
$9.3M +$6.48M +219,770 +230%
PWAG
146
Polaris Wealth Advisory Group
California
$9.21M +$9.21M +297,879 New
BB
147
Busey Bank
Illinois
$9.14M -$235K -7,965 -3%
GI
148
GAMCO Investors
Connecticut
$9.14M -$779K -26,417 -8%
CIC
149
Carnegie Investment Counsel
Ohio
$9.12M -$457K -15,518 -5%
PCH
150
PGIM Custom Harvest
New Jersey
$9.11M +$9.11M +306,329 New