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 30, 2025
Q4 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
941+ 2.02% |
$42.2K - $48.3K
|
47.5K
$2.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
934New |
$41.9K - $48K
|
934
$49.2K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
933+ 26.28% |
$41.9K - $47.9K
|
4.48K
$236K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
932New |
$41.8K - $47.8K
|
932
$49.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
931New |
$41.8K - $47.8K
|
931
$49K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
929New |
$41.7K - $47.7K
|
929
$48.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
925+ 4.18% |
$41.5K - $47.5K
|
23.1K
$1.22M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
924+ 6.48% |
$41.5K - $47.4K
|
15.2K
$800K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
901+ 0.22% |
$40.4K - $46.3K
|
419K
$22.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
899+ 2.62% |
$40.4K - $46.2K
|
35.2K
$1.85M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
894New |
$40.1K - $45.9K
|
894
$47.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
888+ 3.29% |
$39.9K - $45.6K
|
27.9K
$1.47M
|
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
887+ 5.76% |
$39.8K - $45.5K
|
16.3K
$857K
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
869+ 1.31% |
$39K - $44.6K
|
67.2K
$3.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
853+ 1.2% |
$38.3K - $43.8K
|
71.8K
$3.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
836+ 2.21% |
$37.5K - $42.9K
|
38.7K
$2.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
835+ 3.43% |
$37.5K - $42.9K
|
25.2K
$1.33M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
827+ 22.52% |
$37.1K - $42.5K
|
4.5K
$237K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
820+ 15.67% |
$36.8K - $42.1K
|
6.05K
$319K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
806+ 3.34% |
$36.2K - $41.4K
|
25K
$1.31M
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
802+ 10.36% |
$36K - $41.2K
|
8.54K
$450K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
800+ 21.05% |
$35.9K - $41.1K
|
4.6K
$242K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
799+ 3.78% |
$35.9K - $41K
|
21.9K
$1.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
799+ 2.15% |
$35.9K - $41K
|
37.9K
$2M
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
798+ 11.43% |
$35.8K - $41K
|
7.78K
$410K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
783New |
$35.1K - $40.2K
|
783
$41.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
775+ 9.69% |
$34.8K - $39.8K
|
8.78K
$462K
|
|
|
Jan 16, 2025
Q4 2024
|
Kennicott Capital Management LLC
|
BUY
|
- |
770+ 0.91% |
$34.6K - $39.5K
|
85.6K
$4.51M
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
759New |
$34.1K - $39K
|
759
$40K
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
757New |
$34K - $38.9K
|
757
$39.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
754+ 13.17% |
$33.8K - $38.7K
|
6.48K
$341K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
748+ 8.24% |
$33.6K - $38.4K
|
9.83K
$518K
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
720+ 12.67% |
$32.3K - $37K
|
6.4K
$337K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
715+ 5.27% |
$32.1K - $36.7K
|
14.3K
$752K
|
|
|
Feb 12, 2025
Q4 2024
|
Heartland Advisors Inc
Milwaukee, WI |
BUY
|
- |
714New |
$32.1K - $36.7K
|
714
$37.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
710+ 11.58% |
$31.9K - $36.5K
|
6.84K
$360K
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
709+ 6.15% |
$31.8K - $36.4K
|
12.2K
$644K
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
702+ 6.07% |
$31.5K - $36K
|
12.3K
$646K
|
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
699+ 2.05% |
$31.4K - $35.9K
|
34.7K
$1.83M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
698+ 12.87% |
$31.3K - $35.8K
|
6.12K
$322K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
692+ 2.09% |
$31.1K - $35.5K
|
33.8K
$1.78M
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
691+ 14.1% |
$31K - $35.5K
|
5.59K
$295K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
687+ 13.81% |
$30.8K - $35.3K
|
5.66K
$298K
|
|
|
Jan 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
687+ 10.43% |
$30.8K - $35.3K
|
7.28K
$383K
|
|
|
Jan 14, 2025
Q4 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
685+ 3.62% |
$30.7K - $35.2K
|
19.6K
$1.03M
|
|
|
Mar 18, 2025
Q4 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
682+ 2.17% |
$30.6K - $35K
|
32.1K
$1.69M
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
681+ 1.25% |
$30.6K - $35K
|
55K
$2.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
661+ 10.66% |
$29.7K - $33.9K
|
6.86K
$362K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
655+ 1.47% |
$29.4K - $33.6K
|
45.1K
$2.38M
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
BUY
|
- |
650+ 1.77% |
$29.2K - $33.4K
|
37.4K
$1.97M
|