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 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-33- 0.21% |
$1.48K - $1.69K
|
15.8K
$816K
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-35- 2.18% |
$1.57K - $1.8K
|
1.57K
$81K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-36- 0.48% |
$1.62K - $1.85K
|
7.51K
$388K
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-40- 0.39% |
$1.8K - $2.05K
|
10.1K
$524K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-40- 9.88% |
$1.8K - $2.05K
|
365
$18.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-42- 0.21% |
$1.89K - $2.16K
|
19.9K
$1.03M
|
|
|
Jan 30, 2025
Q4 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-43- 0.77% |
$1.93K - $2.21K
|
5.56K
$287K
|
|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-46- 0.2% |
$2.06K - $2.36K
|
23K
$1.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-48- 1.08% |
$2.15K - $2.46K
|
4.39K
$227K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-51- 0.32% |
$2.29K - $2.62K
|
15.8K
$815K
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-59- 0.28% |
$2.65K - $3.03K
|
21.1K
$1.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-61- 1.34% |
$2.74K - $3.13K
|
4.49K
$232K
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-64- 29.63% |
$2.87K - $3.29K
|
152
$7.86K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-65- 0.77% |
$2.92K - $3.34K
|
8.37K
$433K
|
|
|
Jan 14, 2025
Q4 2024
|
Peak Financial Advisors LLC
|
SELL
|
- |
-69- 0.41% |
$3.1K - $3.54K
|
16.9K
$871K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-70- 10.4% |
$3.14K - $3.59K
|
603
$31.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-70- 12.52% |
$3.14K - $3.59K
|
489
$25.3K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-77- 1.03% |
$3.46K - $3.95K
|
7.43K
$384K
|
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-83- 0.15% |
$3.73K - $4.26K
|
55.6K
$2.88M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-87- 2.65% |
$3.91K - $4.47K
|
3.19K
$165K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-91- 1.98% |
$4.08K - $4.67K
|
4.51K
$233K
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-100- 0.8% |
$4.49K - $5.13K
|
12.4K
$641K
|
|
|
Feb 04, 2025
Q4 2024
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-100- 0.89% |
$4.49K - $5.13K
|
11.1K
$576K
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-102- 0.39% |
$4.58K - $5.24K
|
26.2K
$1.35M
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
SELL
|
- |
-127- 2.47% |
$5.7K - $6.52K
|
5.02K
$260K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-136- 0.43% |
$6.11K - $6.98K
|
31.6K
$1.64M
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Capital Management, LLC
|
SELL
|
- |
-144- 0.67% |
$6.46K - $7.39K
|
21.4K
$1.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-147- 1.4% |
$6.6K - $7.55K
|
10.4K
$535K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-148- 0.9% |
$6.64K - $7.6K
|
16.3K
$840K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-153- 2.19% |
$6.87K - $7.86K
|
6.85K
$354K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-161- 8.9% |
$7.23K - $8.27K
|
1.65K
$85.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-166- 0.47% |
$7.45K - $8.52K
|
35.1K
$1.82M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-170- 0.88% |
$7.63K - $8.73K
|
19.1K
$985K
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-173- 2.2% |
$7.77K - $8.88K
|
7.68K
$397K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-179- 9.14% |
$8.04K - $9.19K
|
1.78K
$91.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-188- 1.58% |
$8.44K - $9.65K
|
11.7K
$606K
|
|
|
Jan 29, 2025
Q4 2024
|
Axecap Investments, LLC
Mason, OH |
SELL
|
- |
-192- 1.3% |
$8.62K - $9.86K
|
14.6K
$756K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-195- 2.54% |
$8.75K - $10K
|
7.47K
$386K
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-198- 1.71% |
$8.89K - $10.2K
|
11.4K
$589K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-199- 1.43% |
$8.93K - $10.2K
|
13.7K
$710K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
SELL
|
- |
-200- 1.19% |
$8.98K - $10.3K
|
16.6K
$856K
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-203- 0.18% |
$9.11K - $10.4K
|
114K
$5.87M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-220- 1.65% |
$9.88K - $11.3K
|
13.1K
$676K
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-223- 2.0% |
$10K - $11.4K
|
10.9K
$564K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-225- 0.81% |
$10.1K - $11.6K
|
27.6K
$1.42M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-227- 0.98% |
$10.2K - $11.7K
|
22.9K
$1.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-240- 4.16% |
$10.8K - $12.3K
|
5.54K
$286K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-242- 10.94% |
$10.9K - $12.4K
|
1.97K
$102K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-249- 3.69% |
$11.2K - $12.8K
|
6.49K
$336K
|
|
|
Jan 15, 2025
Q4 2024
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-250- 3.78% |
$11.2K - $12.8K
|
6.37K
$329K
|