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 |
|---|---|---|---|---|---|---|---|
|
Mar 04, 2025
Q4 2024
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
3.57K+ 14.55% |
$160K - $183K
|
28.1K
$1.43M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
3.56KNew |
$160K - $183K
|
3.56K
$181K
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
3.54K+ 52.23% |
$159K - $182K
|
10.3K
$526K
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
3.5K+ 21.11% |
$157K - $180K
|
20.1K
$1.02M
|
|
|
Feb 03, 2025
Q4 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
3.4K+ 16.02% |
$153K - $174K
|
24.6K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
3.39K+ 38.07% |
$152K - $174K
|
12.3K
$626K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
3.36K+ 12.94% |
$151K - $173K
|
29.3K
$1.49M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
3.36K+ 26.3% |
$151K - $172K
|
16.1K
$822K
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
3.32K+ 15.5% |
$149K - $170K
|
24.7K
$1.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
3.3K+ 29.69% |
$148K - $169K
|
14.4K
$735K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.23K+ 3.05% |
$145K - $166K
|
109K
$5.56M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
3.21K+ 9.08% |
$144K - $165K
|
38.6K
$1.96M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
3.2K+ 28.85% |
$144K - $164K
|
14.3K
$729K
|
|
|
Feb 12, 2025
Q4 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
3.2K+ 7.5% |
$143K - $164K
|
45.8K
$2.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
3.18K+ 5.5% |
$143K - $163K
|
61.1K
$3.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
3.15K+ 5.93% |
$141K - $162K
|
56.2K
$2.87M
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
3.13K+ 9.62% |
$140K - $161K
|
35.7K
$1.82M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
3.13KNew |
$140K - $161K
|
3.13K
$159K
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
3.08K+ 7.01% |
$138K - $158K
|
47.1K
$2.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
3.08K+ 54.54% |
$138K - $158K
|
8.73K
$445K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.08K+ 10.53% |
$138K - $158K
|
32.3K
$1.65M
|
|
|
Jan 22, 2025
Q4 2024
|
Bay Rivers Group
|
BUY
|
- |
3.04K+ 7.03% |
$136K - $156K
|
46.2K
$2.36M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
3.02KNew |
$136K - $155K
|
3.02K
$154K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.97K+ 66.97% |
$133K - $152K
|
7.41K
$377K
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
2.95K+ 26.59% |
$132K - $151K
|
14K
$714K
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
2.92K+ 61.36% |
$131K - $150K
|
7.67K
$391K
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
2.91K+ 25.97% |
$130K - $149K
|
14.1K
$718K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.82K+ 3.04% |
$127K - $145K
|
95.4K
$4.86M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
2.79K+ 2.76% |
$125K - $143K
|
104K
$5.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.78K+ 2.48% |
$125K - $143K
|
115K
$5.87M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
2.78K+ 8.2% |
$125K - $143K
|
36.6K
$1.87M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
2.78K+ 3.36% |
$125K - $142K
|
85.3K
$4.35M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
2.74K+ 9.4% |
$123K - $141K
|
31.9K
$1.62M
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2.72K+ 1.38% |
$122K - $139K
|
199K
$10.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2.7K+ 100.0% |
$121K - $139K
|
5.4K
$275K
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
2.69K+ 0.31% |
$121K - $138K
|
880K
$44.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
BUY
|
- |
2.68K+ 1.91% |
$120K - $137K
|
142K
$7.26M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.66K+ 33.24% |
$119K - $136K
|
10.7K
$543K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
2.63KNew |
$118K - $135K
|
2.63K
$134K
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
2.59KNew |
$116K - $133K
|
2.59K
$132K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
BUY
|
- |
2.56K+ 6.55% |
$115K - $132K
|
41.7K
$2.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.56KNew |
$115K - $131K
|
2.56K
$130K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2.52K+ 3.12% |
$113K - $129K
|
83.3K
$4.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
2.47KNew |
$111K - $127K
|
2.47K
$126K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
2.44K+ 4.37% |
$110K - $125K
|
58.4K
$2.98M
|
|
|
Feb 10, 2025
Q4 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
2.41K+ 6.28% |
$108K - $124K
|
40.7K
$2.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.37K+ 17.47% |
$106K - $121K
|
15.9K
$810K
|
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
2.36K+ 12.54% |
$106K - $121K
|
21.2K
$1.08M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.35K+ 23.11% |
$105K - $120K
|
12.5K
$637K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
2.34K+ 46.78% |
$105K - $120K
|
7.36K
$375K
|