Purchases and Sales Made in Q4 2024 in Financial Sector Spdr (XLF)

XLF Quotes by TradingView

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 28, 2025 Q4 2024
Bryn Mawr Trust CO

Bryn Mawr, PA
BUY
 -
1.42K
+ 3.23%
$63.5K - $72.6K
45.2K $2.11M
Feb 12, 2025 Q4 2024
Everstar Asset Management, LLC

Mooresville, NC
BUY
 -
1.39K
+ 2.07%
$62.6K - $71.6K
68.9K $3.21M
Feb 12, 2025 Q4 2024
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
1.39K
+ 13.85%
$62.3K - $71.2K
11.4K $532K
Feb 04, 2025 Q4 2024
Pine Valley Investments LTD Liability CO

Marlton, NJ
BUY
 -
1.38K
+ 2.38%
$62.1K - $71K
59.6K $2.78M
Jan 08, 2025 Q4 2024
Watts Gwilliam & Co., LLC

Gilbert, AZ
BUY
 -
1.37K
+ 4.21%
$61.7K - $70.5K
34K $1.59M
Jan 29, 2025 Q4 2024
Soltis Investment Advisors LLC

St. George, UT
BUY
 -
1.33K
+ 4.38%
$59.7K - $68.3K
31.7K $1.48M
Feb 10, 2025 Q4 2024
Diversified Enterprises, LLC

Wilmington, DE
BUY
 -
1.33K
+ 16.14%
$59.7K - $68.2K
9.56K $446K
Feb 10, 2025 Q4 2024
Tocqueville Asset Management L.P.

New York, NY
BUY
 -
1.27K
+ 0.31%
$57K - $65.2K
408K $19.1M
Feb 11, 2025 Q4 2024
Tiaa Trust, National Association

Charlotte, NC
BUY
 -
1.26K
+ 1.33%
$56.5K - $64.6K
96.2K $4.49M
Feb 14, 2025 Q4 2024
Bip Wealth, LLC

Atlanta, GA
BUY
 -
1.24K
+ 20.67%
$55.8K - $63.8K
7.26K $339K
Feb 13, 2025 Q4 2024
Bokf, Na

Tulsa, OK
BUY
 -
1.2K
+ 7.22%
$53.9K - $61.6K
17.8K $831K
Feb 07, 2025 Q4 2024
Summit X, LLC

Chesterfield, MO
BUY
 -
1.19K
+ 16.04%
$53.6K - $61.2K
8.63K $403K
Jan 16, 2025 Q4 2024
Harbor Investment Advisory, LLC

BUY
 -
1.18K
+ 37.89%
$53K - $60.6K
4.29K $200K
Jan 29, 2025 Q4 2024
Avestar Capital, LLC

BUY
 -
1.17K
+ 19.06%
$52.7K - $60.2K
7.33K $342K
Jan 24, 2025 Q4 2024
Reuter James Wealth Management, LLC

Oklahoma City, OK
BUY
 -
1.15K
+ 13.4%
$51.4K - $58.8K
9.7K $452K
Jan 24, 2025 Q4 2024
Riggs Asset Managment Co. Inc.

BUY
 -
1.14K
+ 2.49%
$51.4K - $58.7K
47.1K $2.2M
Jan 15, 2025 Q4 2024
Long View Wealth Management

Atlanta, GA
BUY
 -
1.14K
+ 15.58%
$51.2K - $58.5K
8.46K $395K
Jan 27, 2025 Q4 2024
Leo Wealth, LLC

Hurst, TX
BUY
 -
1.14K
+ 10.88%
$51.1K - $58.5K
11.6K $542K
Feb 10, 2025 Q4 2024
Creative Financial Designs Inc

BUY
 -
1.09K
+ 0.72%
$48.8K - $55.9K
151K $7.06M
Jan 14, 2025 Q4 2024
Rockland Trust CO

BUY
 -
1.08K
+ 1.14%
$48.3K - $55.2K
95.5K $4.45M
Feb 12, 2025 Q4 2024
Loomis Sayles & CO L P

BUY
 -
1.07K
New
$48.1K - $55K
1.07K $50K
Feb 05, 2025 Q4 2024
Flputnam Investment Management CO

Portland, ME
BUY
 -
1.07K
+ 9.7%
$47.9K - $54.8K
12.1K $564K
Feb 07, 2025 Q4 2024
Managed Asset Portfolios, LLC

Rochester, MI
BUY
 -
1.06K
+ 2.26%
$47.5K - $54.3K
47.8K $2.23M
Jan 13, 2025 Q4 2024
Breakwater Capital Group

Paramus, NJ
BUY
 -
1.04K
+ 4.6%
$46.8K - $53.5K
23.7K $1.11M
Feb 07, 2025 Q4 2024
Intellectus Partners, LLC

San Francisco, CA
BUY
 -
1.02K
+ 3.71%
$46K - $52.6K
28.7K $1.34M
Jan 13, 2025 Q4 2024
Ehrlich Financial Group

Laguna Niguel, CA
BUY
 -
1.02K
+ 18.28%
$45.6K - $52.2K
6.57K $307K
Feb 13, 2025 Q4 2024
Allred Capital Management, LLC

Dallas, TX
BUY
 -
1.01K
+ 19.08%
$45.4K - $51.9K
6.31K $294K
Jan 30, 2025 Q4 2024
Valeo Financial Advisors, LLC

BUY
 -
1.01K
+ 1.29%
$45.3K - $51.8K
78.9K $3.68M
Feb 07, 2025 Q4 2024
Briaud Financial Planning, Inc

College Station, TX
BUY
 -
1.01K
+ 102.44%
$45.2K - $51.7K
1.99K $92.8K
Jan 14, 2025 Q4 2024
Brave Asset Management Inc

BUY
 -
1K
+ 9.68%
$45.1K - $51.5K
11.4K $531K
Feb 14, 2025 Q4 2024
Cladis Investment Advisory, LLC

Billings, MT
BUY
 -
1K
+ 3.12%
$44.9K - $51.4K
33.1K $1.55M
Jan 27, 2025 Q4 2024
Tandem Financial, LLC

Greenwood Village, CO
BUY
 -
1K
New
$44.9K - $51.3K
1K $46.7K
Jan 24, 2025 Q4 2024
Gps Wealth Strategies Group, LLC

BUY
 -
996
+ 4.55%
$44.7K - $51.1K
22.9K $1.07M
Jan 24, 2025 Q4 2024
Burford Brothers, Inc.

Dallas, TX
BUY
 -
992
+ 7.14%
$44.5K - $50.9K
14.9K $695K
Jan 13, 2025 Q4 2024
Chicago Trust CO Na

BUY
 -
968
+ 6.5%
$43.5K - $49.7K
15.9K $739K
Feb 14, 2025 Q4 2024
Aqr Capital Management LLC

Greenwich, CT
BUY
 -
944
+ 3.81%
$42.4K - $48.5K
25.7K $1.2M
Jan 30, 2025 Q4 2024
Kessler Investment Group, LLC

BUY
 -
941
+ 2.02%
$42.2K - $48.3K
47.5K $2.22M
Feb 13, 2025 Q4 2024
Transce3nd, LLC

Kyle, TX
BUY
 -
934
New
$41.9K - $48K
934 $43.6K
Feb 18, 2025 Q4 2024
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
933
+ 26.28%
$41.9K - $47.9K
4.48K $209K
Jan 30, 2025 Q4 2024
Roxbury Financial LLC

Mount Arlington, NJ
BUY
 -
932
New
$41.8K - $47.8K
932 $43.5K
Feb 13, 2025 Q4 2024
Bernard Wealth Management Corp.

Royal Oak, MI
BUY
 -
931
New
$41.8K - $47.8K
931 $43.4K
Feb 10, 2025 Q4 2024
Van Hulzen Asset Management, LLC

BUY
 -
929
New
$41.7K - $47.7K
929 $43.3K
Feb 11, 2025 Q4 2024
Florida Financial Advisors, LLC

Tampa, FL
BUY
 -
925
+ 4.18%
$41.5K - $47.5K
23.1K $1.08M
Jan 16, 2025 Q4 2024
Koshinski Asset Management, Inc.

BUY
 -
924
+ 6.48%
$41.5K - $47.4K
15.2K $709K
Jan 15, 2025 Q4 2024
Krilogy Financial LLC

BUY
 -
901
+ 0.22%
$40.4K - $46.3K
419K $19.6M
Jan 30, 2025 Q4 2024
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
899
+ 2.62%
$40.4K - $46.2K
35.2K $1.64M
Feb 21, 2025 Q4 2024
Vermillion Wealth Management, Inc.

Rosemount, MN
BUY
 -
894
New
$40.1K - $45.9K
894 $41.7K
Jan 13, 2025 Q4 2024
Psi Advisors, LLC

BUY
 -
888
+ 3.29%
$39.9K - $45.6K
27.9K $1.3M
Feb 13, 2025 Q4 2024
O'Rourke & Company, Inc

Boston, MA
BUY
 -
887
+ 5.76%
$39.8K - $45.5K
16.3K $759K

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