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 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-257- 0.35% |
$11.5K - $13.2K
|
72.7K
$3.76M
|
|
|
Jan 16, 2025
Q4 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-258- 1.09% |
$11.6K - $13.2K
|
23.4K
$1.21M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-270- 1.84% |
$12.1K - $13.9K
|
14.4K
$745K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-274- 12.96% |
$12.3K - $14.1K
|
1.84K
$95.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-299- 1.03% |
$13.4K - $15.4K
|
28.8K
$1.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
SELL
|
- |
-299- 1.46% |
$13.4K - $15.4K
|
20.1K
$1.04M
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
SELL
|
- |
-316- 6.14% |
$14.2K - $16.2K
|
4.83K
$250K
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-319- 3.19% |
$14.3K - $16.4K
|
9.68K
$500K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-324- 2.6% |
$14.5K - $16.6K
|
12.1K
$628K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-328- 3.74% |
$14.7K - $16.8K
|
8.44K
$436K
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-332- 11.07% |
$14.9K - $17K
|
2.67K
$138K
|
|
|
Jan 13, 2025
Q4 2024
|
Grassi Investment Management
|
SELL
|
- |
-334- 2.85% |
$15K - $17.1K
|
11.4K
$588K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-344- 0.69% |
$15.4K - $17.7K
|
49.5K
$2.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-348- 0.98% |
$15.6K - $17.9K
|
35K
$1.81M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-355- 1.79% |
$15.9K - $18.2K
|
19.4K
$1M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-360- 22.77% |
$16.2K - $18.5K
|
1.22K
$63.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-372- 6.64% |
$16.7K - $19.1K
|
5.23K
$270K
|
|
|
Jan 28, 2025
Q4 2024
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-377- 2.39% |
$16.9K - $19.4K
|
15.4K
$794K
|
|
|
Feb 04, 2025
Q4 2024
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-382- 3.67% |
$17.1K - $19.6K
|
10K
$518K
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-390- 0.31% |
$17.5K - $20K
|
124K
$6.43M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-393- 2.87% |
$17.6K - $20.2K
|
13.3K
$689K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-400- 19.1% |
$18K - $20.5K
|
1.69K
$87.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-400- 0.47% |
$18K - $20.5K
|
84K
$4.34M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-404- 0.51% |
$18.1K - $20.7K
|
79.3K
$4.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-411- 0.95% |
$18.4K - $21.1K
|
42.8K
$2.21M
|
|
|
Feb 04, 2025
Q4 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-425- 1.63% |
$19.1K - $21.8K
|
25.6K
$1.32M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-428- 7.36% |
$19.2K - $22K
|
5.38K
$278K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-437- 2.22% |
$19.6K - $22.4K
|
19.2K
$994K
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-438- 1.34% |
$19.7K - $22.5K
|
32.2K
$1.67M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-475- 3.05% |
$21.3K - $24.4K
|
15.1K
$780K
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-484- 3.52% |
$21.7K - $24.8K
|
13.3K
$686K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-490- 13.98% |
$22K - $25.2K
|
3.02K
$156K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-516- 1.0% |
$23.2K - $26.5K
|
50.9K
$2.63M
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-533- 0.01% |
$23.9K - $27.4K
|
10.3M
$534M
|
|
|
Jan 29, 2025
Q4 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-546- 0.75% |
$24.5K - $28K
|
72K
$3.72M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-549- 25.33% |
$24.6K - $28.2K
|
1.62K
$83.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-550- 0.2% |
$24.7K - $28.2K
|
277K
$14.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-583- 7.45% |
$26.2K - $29.9K
|
7.24K
$374K
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-650- 7.63% |
$29.2K - $33.4K
|
7.87K
$407K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-650- 0.79% |
$29.2K - $33.4K
|
81.2K
$4.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-671- 7.73% |
$30.1K - $34.4K
|
8.01K
$414K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-672- 9.47% |
$30.2K - $34.5K
|
6.42K
$332K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-696- 4.18% |
$31.2K - $35.7K
|
15.9K
$824K
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
SELL
|
- |
-697- 10.06% |
$31.3K - $35.8K
|
6.23K
$322K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-698- 2.69% |
$31.3K - $35.8K
|
25.3K
$1.31M
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-724- 0.93% |
$32.5K - $37.2K
|
77.5K
$4M
|
|
|
Jan 28, 2025
Q4 2024
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-727- 2.99% |
$32.6K - $37.3K
|
23.6K
$1.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-757- 5.26% |
$34K - $38.9K
|
13.6K
$704K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-774- 1.35% |
$34.7K - $39.7K
|
56.6K
$2.93M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-819- 5.66% |
$36.8K - $42K
|
13.7K
$705K
|