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 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
579+ 237.3% |
$26K - $29.7K
|
823
$38.4K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
576New |
$25.9K - $29.6K
|
576
$26.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
575+ 4.68% |
$25.8K - $29.5K
|
12.9K
$600K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
573+ 2.13% |
$25.7K - $29.4K
|
27.5K
$1.28M
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
566New |
$25.4K - $29.1K
|
566
$26.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
559+ 11.68% |
$25.1K - $28.7K
|
5.35K
$249K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
555+ 19.08% |
$24.9K - $28.5K
|
3.46K
$162K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
554+ 6.72% |
$24.9K - $28.4K
|
8.8K
$411K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
549New |
$24.6K - $28.2K
|
549
$25.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
539+ 7.67% |
$24.2K - $27.7K
|
7.56K
$353K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
538+ 3.06% |
$24.2K - $27.6K
|
18.1K
$847K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
529+ 11.77% |
$23.7K - $27.2K
|
5.03K
$234K
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
526+ 8.52% |
$23.6K - $27K
|
6.7K
$312K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
522+ 5.93% |
$23.4K - $26.8K
|
9.32K
$435K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
507+ 42.75% |
$22.8K - $26K
|
1.69K
$79K
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
503+ 4.55% |
$22.6K - $25.8K
|
11.6K
$539K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
502+ 10.84% |
$22.5K - $25.8K
|
5.14K
$240K
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
500+ 1.68% |
$22.4K - $25.7K
|
30.2K
$1.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
499New |
$22.4K - $25.6K
|
499
$23.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
483+ 23.04% |
$21.7K - $24.8K
|
2.58K
$120K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
478+ 8.45% |
$21.5K - $24.5K
|
6.13K
$286K
|
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
475+ 2.44% |
$21.3K - $24.4K
|
19.9K
$929K
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
475+ 2.47% |
$21.3K - $24.4K
|
19.7K
$920K
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
470+ 6.35% |
$21.1K - $24.1K
|
7.88K
$367K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
467+ 0.94% |
$21K - $24K
|
50.2K
$2.34M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
457+ 6.62% |
$20.5K - $23.5K
|
7.36K
$343K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
454+ 1.86% |
$20.4K - $23.3K
|
24.8K
$1.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
453+ 3.63% |
$20.3K - $23.3K
|
12.9K
$603K
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
451+ 1.39% |
$20.2K - $23.2K
|
33K
$1.54M
|
|
|
Feb 12, 2025
Q4 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
450+ 10.16% |
$20.2K - $23.1K
|
4.88K
$228K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
443+ 5.67% |
$19.9K - $22.7K
|
8.25K
$385K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
442+ 1.39% |
$19.8K - $22.7K
|
32.2K
$1.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
437New |
$19.6K - $22.4K
|
437
$20.4K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
436New |
$19.6K - $22.4K
|
436
$20.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
431+ 1.73% |
$19.3K - $22.1K
|
25.4K
$1.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
425+ 1.34% |
$19.1K - $21.8K
|
32.1K
$1.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
423+ 7.14% |
$19K - $21.7K
|
6.35K
$296K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
414+ 0.47% |
$18.6K - $21.3K
|
88.5K
$4.13M
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
409+ 59.28% |
$18.4K - $21K
|
1.1K
$51.3K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
400+ 10.89% |
$18K - $20.5K
|
4.07K
$190K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
398+ 4.27% |
$17.9K - $20.4K
|
9.71K
$453K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
397+ 9.73% |
$17.8K - $20.4K
|
4.48K
$209K
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
395+ 7.71% |
$17.7K - $20.3K
|
5.52K
$257K
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
395+ 6.5% |
$17.7K - $20.3K
|
6.48K
$302K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
388+ 3.68% |
$17.4K - $19.9K
|
10.9K
$510K
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
377+ 5.07% |
$16.9K - $19.4K
|
7.81K
$364K
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
363+ 2.89% |
$16.3K - $18.6K
|
12.9K
$602K
|
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
BUY
|
- |
360+ 5.22% |
$16.2K - $18.5K
|
7.26K
$339K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
350New |
$15.7K - $18K
|
350
$16.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
334+ 1.26% |
$15K - $17.1K
|
26.8K
$1.25M
|