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 12, 2025
Q4 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
3.2K+ 7.5% |
$143K - $164K
|
45.8K
$2.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
3.18K+ 5.5% |
$143K - $163K
|
61.1K
$2.85M
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
3.15K+ 5.93% |
$141K - $162K
|
56.2K
$2.62M
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
3.13K+ 9.62% |
$140K - $161K
|
35.7K
$1.66M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
3.13KNew |
$140K - $161K
|
3.13K
$146K
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
3.08K+ 7.01% |
$138K - $158K
|
47.1K
$2.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
3.08K+ 54.54% |
$138K - $158K
|
8.73K
$407K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.08K+ 10.53% |
$138K - $158K
|
32.3K
$1.51M
|
|
|
Jan 22, 2025
Q4 2024
|
Bay Rivers Group
|
BUY
|
- |
3.04K+ 7.03% |
$136K - $156K
|
46.2K
$2.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
3.02KNew |
$136K - $155K
|
3.02K
$141K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.97K+ 66.97% |
$133K - $152K
|
7.41K
$345K
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
2.95K+ 26.59% |
$132K - $151K
|
14K
$654K
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
2.92K+ 61.36% |
$131K - $150K
|
7.67K
$358K
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
2.91K+ 25.97% |
$130K - $149K
|
14.1K
$657K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.82K+ 3.04% |
$127K - $145K
|
95.4K
$4.45M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
2.79K+ 2.76% |
$125K - $143K
|
104K
$4.85M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.78K+ 2.48% |
$125K - $143K
|
115K
$5.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
2.78K+ 8.2% |
$125K - $143K
|
36.6K
$1.71M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
2.78K+ 3.36% |
$125K - $142K
|
85.3K
$3.98M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
2.74K+ 9.4% |
$123K - $141K
|
31.9K
$1.49M
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2.72K+ 1.38% |
$122K - $139K
|
199K
$9.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2.7K+ 100.0% |
$121K - $139K
|
5.4K
$252K
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
2.69K+ 0.31% |
$121K - $138K
|
880K
$41.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
BUY
|
- |
2.68K+ 1.91% |
$120K - $137K
|
142K
$6.65M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
2.66K+ 33.24% |
$119K - $136K
|
10.7K
$497K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
2.63KNew |
$118K - $135K
|
2.63K
$123K
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
2.59KNew |
$116K - $133K
|
2.59K
$121K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
BUY
|
- |
2.56K+ 6.55% |
$115K - $132K
|
41.7K
$1.95M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.56KNew |
$115K - $131K
|
2.56K
$119K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2.52K+ 3.12% |
$113K - $129K
|
83.3K
$3.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
2.47KNew |
$111K - $127K
|
2.47K
$115K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
2.44K+ 4.37% |
$110K - $125K
|
58.4K
$2.72M
|
|
|
Feb 10, 2025
Q4 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
2.41K+ 6.28% |
$108K - $124K
|
40.7K
$1.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.37K+ 17.47% |
$106K - $121K
|
15.9K
$742K
|
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
2.36K+ 12.54% |
$106K - $121K
|
21.2K
$988K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.35K+ 23.11% |
$105K - $120K
|
12.5K
$583K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
2.34K+ 46.78% |
$105K - $120K
|
7.36K
$343K
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
2.33K+ 34.27% |
$105K - $120K
|
9.12K
$425K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
2.32K+ 8.79% |
$104K - $119K
|
28.7K
$1.34M
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
2.31K+ 26.81% |
$103K - $118K
|
10.9K
$509K
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
2.3K+ 2.06% |
$103K - $118K
|
114K
$5.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
2.28K+ 2.45% |
$102K - $117K
|
95.4K
$4.45M
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
2.27K+ 1.05% |
$102K - $117K
|
218K
$10.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
2.27KNew |
$102K - $117K
|
2.27K
$106K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
2.26K+ 17.96% |
$101K - $116K
|
14.8K
$692K
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
2.26K+ 4.05% |
$101K - $116K
|
58K
$2.7M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
2.24K+ 14.2% |
$100K - $115K
|
18K
$840K
|
|
|
Feb 12, 2025
Q4 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
2.23K+ 32.08% |
$100K - $114K
|
9.17K
$428K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2.19K+ 4.46% |
$98.2K - $112K
|
51.3K
$2.39M
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
BUY
|
- |
2.16K+ 2.57% |
$97.1K - $111K
|
86.3K
$4.02M
|