Purchases and Sales Made in Q4 2024 in Financial Sector Spdr (XLF)
This table provides information about the institutional ownership of Financial Sector Spdr (XLF) during Q4 2024. The information is specifically focused on institutions that hold shares of FINANCIAL SECTOR SPDR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
6.6KNew |
$296K - $339K
|
6.6K
$327K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.57K+ 18.94% |
$295K - $337K
|
41.2K
$2.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
6.56K+ 98.26% |
$295K - $337K
|
13.2K
$656K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
6.53K+ 47.59% |
$293K - $335K
|
20.3K
$1M
|
|
|
Jan 21, 2025
Q4 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
6.53K+ 1.03% |
$293K - $335K
|
639K
$31.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
6.45K+ 5.85% |
$290K - $331K
|
117K
$5.78M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.4K+ 11.14% |
$287K - $328K
|
63.8K
$3.16M
|
|
|
Feb 03, 2025
Q4 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
6.37KNew |
$286K - $327K
|
6.37K
$316K
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
BUY
|
- |
6.37KNew |
$286K - $327K
|
6.37K
$316K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
6.33K+ 45.16% |
$284K - $325K
|
20.4K
$1.01M
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
6.31K+ 11.41% |
$283K - $324K
|
61.6K
$3.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
6.28K+ 12.74% |
$282K - $322K
|
55.6K
$2.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
6.2K+ 1.52% |
$278K - $318K
|
415K
$20.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
6.18K+ 1.3% |
$277K - $317K
|
482K
$23.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Seelaus Asset Management LLC
|
BUY
|
- |
6.16KNew |
$277K - $316K
|
6.16K
$305K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
6.12KNew |
$275K - $314K
|
6.12K
$303K
|
|
|
Jan 27, 2025
Q4 2024
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
6.1KNew |
$274K - $313K
|
6.1K
$302K
|
|
|
Feb 14, 2025
Q4 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
6.07K+ 24.11% |
$272K - $312K
|
31.2K
$1.55M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
6.05K+ 1.91% |
$272K - $311K
|
322K
$16M
|
|
|
Jan 28, 2025
Q4 2024
|
Benedict Financial Advisors Inc
|
BUY
|
- |
6.05KNew |
$271K - $311K
|
6.05K
$300K
|
|
|
Feb 07, 2025
Q4 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
6K+ 23.3% |
$269K - $308K
|
31.8K
$1.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
5.99K+ 26.12% |
$269K - $307K
|
28.9K
$1.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
5.93KNew |
$266K - $305K
|
5.93K
$294K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
5.91K+ 17.34% |
$265K - $303K
|
40K
$1.98M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5.82K+ 18.12% |
$261K - $299K
|
37.9K
$1.88M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5.81K+ 191.25% |
$261K - $298K
|
8.85K
$439K
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
5.8KNew |
$260K - $298K
|
5.8K
$288K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
5.76K+ 4.08% |
$259K - $296K
|
147K
$7.28M
|
|
|
Feb 03, 2025
Q4 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
5.73K+ 7.17% |
$257K - $294K
|
85.6K
$4.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
5.73K+ 20.11% |
$257K - $294K
|
34.2K
$1.69M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
5.71K+ 32.75% |
$256K - $293K
|
23.2K
$1.15M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
5.64K+ 208.04% |
$253K - $290K
|
8.36K
$414K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
5.62K+ 11.87% |
$252K - $289K
|
53K
$2.63M
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
5.62K+ 11.87% |
$252K - $289K
|
53K
$2.63M
|
|
|
Feb 05, 2025
Q4 2024
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
5.62KNew |
$252K - $288K
|
5.62K
$278K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.61K+ 13.93% |
$252K - $288K
|
45.9K
$2.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
5.41KNew |
$243K - $278K
|
5.41K
$268K
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
5.34K+ 7.38% |
$240K - $274K
|
77.8K
$3.85M
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
5.34KNew |
$240K - $274K
|
5.34K
$265K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
5.32K+ 14.17% |
$239K - $273K
|
42.9K
$2.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.29K+ 83.45% |
$237K - $271K
|
11.6K
$576K
|
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
5.28K+ 1.18% |
$237K - $271K
|
452K
$22.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
5.27K+ 68.72% |
$237K - $271K
|
12.9K
$642K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
5.24K+ 2.16% |
$235K - $269K
|
248K
$12.3M
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
BUY
|
- |
5.21KNew |
$234K - $268K
|
5.21K
$258K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.21K+ 92.66% |
$234K - $268K
|
10.8K
$537K
|
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
5.21KNew |
$234K - $267K
|
5.21K
$258K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
5.19K+ 10.66% |
$233K - $266K
|
53.8K
$2.67M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
5.19KNew |
$233K - $266K
|
5.19K
$257K
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
5.15K+ 7.29% |
$231K - $264K
|
75.7K
$3.75M
|