Weekly Pulse – Week of Aug 3-7, 2026 – Free-source build
Bull · early regime held; net call premium 1.8x put across 5 sessions; no single-name positioning carried through the week.
How to read this Pulse
KPI strip → Sector tape → Concentration (top single-name net premium) → This Week’s Tell → Dark-pool prints (FINRA T-14) → What changed → Next session catalysts → Data quality + methodology + disclaimer. The KPI strip carries the headline reads; the rest is the structure beneath them.
Key Level
SPY $773
Above gamma flipCall Premium
$24.48B
vs Put $13.63BP/C Volume
0.66
ratioSector TapeClose · net options premium
| ETF · Sector | Day % | Call prem | Put prem | Net |
|---|---|---|---|---|
| SPY S&P 500 (broad market) | +0.61% | $1.32B | $721.9M | $594.6M |
| XLB Materials | +1.32% | $1.6M | $760.2K | $861.0K |
| XLC Communication Services | +0.06% | $952.4K | $64.1K | $888.3K |
| XLE Energy | -1.13% | $8.1M | $3.9M | $4.3M |
| XLF Financials | -0.36% | $7.3M | $2.0M | $5.3M |
| XLI Industrials | +0.23% | $1.2M | $2.2M | -$931.2K |
| XLK Technology | +1.42% | $12.2M | $2.9M | $9.3M |
| XLP Consumer Staples | +0.01% | $1.9M | $782.1K | $1.2M |
| XLRE Real Estate | +0.38% | $23.3K | $6.3K | $17.0K |
| XLU Utilities | +0.53% | $2.5M | $1.1M | $1.4M |
| XLV Health Care | +0.75% | $4.1M | $402.1K | $3.7M |
| XLY Consumer Discretionary | +1.49% | $2.0M | $3.8M | -$1.8M |
ConcentrationTop single-name net premium
Tech anchors
- MU-$784.9K
- NVDA+$668.0K
- TSLA-$193.3K
- META+$186.6K
- AAPL+$162.5K
Non-tech anchors
- SPXW-$7.3M
- SPX-$4.2M
- SNDK-$2.1M
- RUTW+$1.4M
- SPCX+$1.1M
This Week’s TellStandout single-name positioning
Quiet Tape
No standout single-name positioning today.
Flow distributed evenly across index products. No single ticker accumulated the kind of one-sided ask-side imbalance or concentrated dark-pool absorption that draws institutional attention. Tape stayed in observation mode.
Dark-Pool TellsFINRA OTC ATS · T-14 lag
| Ticker | Total premium | Mega-prints (≥100K) | Print count |
|---|---|---|---|
| SPY | $4.31B | 9 | 500 |
| MSFT | $2.37B | 5 | 500 |
| NVDA | $1.35B | 12 | 500 |
| AVGO | $1.08B | 4 | 500 |
| QQQ | $951.2M | 6 | 500 |
| META | $808.5M | 4 | 500 |
| AMZN | $751.0M | 2 | 500 |
| AMD | $557.9M | 1 | 500 |
| AAPL | $546.0M | 6 | 500 |
| TSLA | $468.1M | 2 | 500 |
FINRA ATS publishes with a T-14 lag — the off-exchange tape here reflects institutional activity two weeks ago, not the current session.
Cross-Sector Insider HeatmapSEC Form 4 net flow – last 5 sessions
Heaviest selling in Technology.
What ChangedSession deltas
- ▲ Week call-premium total $24.48B vs put $13.63B = 1.8x call-heavy.
- ▲ Consumer Discretionary (XLY) closed Fri at $119.86 (+1.49%).
- ● Five-session window covered: 2026-08-03 through 2026-08-07.
Next Session CatalystsEyes on the tape
No major confirmed catalysts · week of Aug 10-14
Sector heatmap · Concentration · Dark pool · By-the-numbers