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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Ars Investment Partners, LLC
|
SELL
|
- |
-1.22K- 2.91% |
$54.9K - $62.8K
|
40.8K
$2.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-1.24K- 1.31% |
$55.8K - $63.9K
|
94K
$4.82M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-1.28K- 3.69% |
$57.2K - $65.5K
|
33.3K
$1.71M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.39K- 9.04% |
$62.5K - $71.5K
|
14K
$718K
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-1.42K- 14.1% |
$63.6K - $72.7K
|
8.63K
$443K
|
|
|
Jan 16, 2025
Q4 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-1.5K- 18.59% |
$67.3K - $77K
|
6.57K
$337K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-1.52K- 1.36% |
$68.1K - $77.9K
|
110K
$5.65M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.55K- 26.24% |
$69.4K - $79.4K
|
4.35K
$223K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-1.57K- 2.59% |
$70.5K - $80.6K
|
59K
$3.03M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.6K- 1.17% |
$71.8K - $82.1K
|
136K
$6.96M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.62K- 18.23% |
$72.5K - $82.9K
|
7.25K
$372K
|
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-1.66K- 10.29% |
$74.4K - $85.1K
|
14.4K
$741K
|
|
|
Jan 28, 2025
Q4 2024
|
5th Street Advisors, LLC
|
SELL
|
- |
-1.7K- 0.94% |
$76.2K - $87.2K
|
179K
$9.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-1.73K- 10.09% |
$77.7K - $88.8K
|
15.4K
$790K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-1.82K- 5.16% |
$81.5K - $93.2K
|
33.4K
$1.71M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
SELL
|
- |
-1.85K- 3.63% |
$82.8K - $94.7K
|
49K
$2.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
SELL
|
- |
-1.87K- 1.76% |
$83.9K - $95.9K
|
104K
$5.35M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-2.02K- 1.95% |
$90.5K - $104K
|
101K
$5.19M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.05K- 18.13% |
$92K - $105K
|
9.25K
$475K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-2.07K- 5.92% |
$92.8K - $106K
|
32.9K
$1.69M
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-2.11K- 21.51% |
$94.6K - $108K
|
7.69K
$394K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-2.13K- 11.51% |
$95.6K - $109K
|
16.4K
$840K
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-2.19K- 3.71% |
$98.3K - $112K
|
56.8K
$2.91M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-2.33K- 2.07% |
$105K - $120K
|
110K
$5.65M
|
|
|
Jan 23, 2025
Q4 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-2.4K- 4.41% |
$108K - $123K
|
52K
$2.66M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-2.4K- 55.65% |
$108K - $123K
|
1.91K
$98.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-2.48K- 2.01% |
$111K - $127K
|
121K
$6.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-2.59K- 5.26% |
$116K - $133K
|
46.7K
$2.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-2.75K- 25.03% |
$123K - $141K
|
8.22K
$422K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-2.85K- 1.71% |
$128K - $146K
|
164K
$8.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.91K- 0.94% |
$131K - $150K
|
308K
$15.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-2.92K- 48.37% |
$131K - $150K
|
3.12K
$160K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-2.96K- 1.6% |
$133K - $152K
|
182K
$9.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-3K- 29.51% |
$135K - $154K
|
7.17K
$367K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-3.02K- 7.08% |
$135K - $155K
|
39.6K
$2.03M
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-3.16K- 1.48% |
$142K - $162K
|
210K
$10.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-3.26K- 1.48% |
$146K - $167K
|
217K
$11.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-3.34K- 1.39% |
$150K - $171K
|
237K
$12.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-3.34K- 15.35% |
$150K - $171K
|
18.4K
$944K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3.36K- 11.23% |
$151K - $172K
|
26.5K
$1.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Tamar Securities, LLC
|
SELL
|
- |
-3.6K- 1.66% |
$162K - $185K
|
213K
$10.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-3.94K- 1.68% |
$177K - $202K
|
230K
$11.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-4K- 7.12% |
$180K - $205K
|
52.2K
$2.68M
|
|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-4.04K- 11.23% |
$182K - $208K
|
32K
$1.64M
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
SELL
|
- |
-4.23K- 8.48% |
$190K - $217K
|
45.6K
$2.34M
|
|
|
Jan 16, 2025
Q4 2024
|
Prairiewood Capital, LLC
|
SELL
|
- |
-4.35K- 11.1% |
$195K - $223K
|
34.8K
$1.78M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
SELL
|
- |
-4.56K- 1.46% |
$205K - $234K
|
309K
$15.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-4.86K- 17.12% |
$218K - $250K
|
23.5K
$1.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-5.12K- 3.69% |
$230K - $263K
|
134K
$6.86M
|
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-5.57K- 7.0% |
$250K - $286K
|
74K
$3.79M
|