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 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
333+ 2.3% |
$14.9K - $17.1K
|
14.8K
$692K
|
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
330+ 1.48% |
$14.8K - $16.9K
|
22.6K
$1.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
322+ 1.85% |
$14.5K - $16.5K
|
17.7K
$825K
|
|
|
Feb 10, 2025
Q4 2024
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
BUY
|
- |
321+ 0.18% |
$14.4K - $16.5K
|
174K
$8.13M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
320+ 1.06% |
$14.4K - $16.4K
|
30.5K
$1.42M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
315+ 3.76% |
$14.1K - $16.2K
|
8.7K
$406K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
309New |
$13.9K - $15.9K
|
309
$14.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
308+ 26.26% |
$13.8K - $15.8K
|
1.48K
$69.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
307+ 2.01% |
$13.8K - $15.8K
|
15.6K
$726K
|
|
|
Feb 05, 2025
Q4 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
307+ 0.55% |
$13.8K - $15.8K
|
56.2K
$2.62M
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
301+ 12.4% |
$13.5K - $15.5K
|
2.73K
$127K
|
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
300New |
$13.5K - $15.4K
|
300
$14K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
300New |
$13.5K - $15.4K
|
300
$14K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
283New |
$12.7K - $14.5K
|
283
$13.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
275+ 1.81% |
$12.3K - $14.1K
|
15.5K
$721K
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
275New |
$12.3K - $14.1K
|
275
$12.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
274+ 0.74% |
$12.3K - $14.1K
|
37.3K
$1.74M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
270+ 3.03% |
$12.1K - $13.9K
|
9.19K
$429K
|
|
|
Feb 03, 2025
Q4 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
270+ 2.27% |
$12.1K - $13.9K
|
12.2K
$567K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
267+ 0.25% |
$12K - $13.7K
|
108K
$5.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
262+ 3.79% |
$11.8K - $13.5K
|
7.17K
$335K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
261+ 0.27% |
$11.7K - $13.4K
|
98K
$4.57M
|
|
|
Feb 13, 2025
Q4 2024
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
255+ 0.56% |
$11.4K - $13.1K
|
45.6K
$2.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
254+ 3.01% |
$11.4K - $13K
|
8.7K
$406K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
254+ 4.05% |
$11.4K - $13K
|
6.52K
$304K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
254+ 2.59% |
$11.4K - $13K
|
10.1K
$470K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
250+ 0.96% |
$11.2K - $12.8K
|
26.2K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
250New |
$11.2K - $12.8K
|
250
$11.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
239New |
$10.7K - $12.3K
|
239
$11.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
237+ 3.39% |
$10.6K - $12.2K
|
7.23K
$337K
|
|
|
Feb 11, 2025
Q4 2024
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
233New |
$10.5K - $12K
|
233
$10.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
233+ 2.91% |
$10.5K - $12K
|
8.25K
$385K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
231+ 18.48% |
$10.4K - $11.9K
|
1.48K
$69.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
229+ 2.75% |
$10.3K - $11.8K
|
8.56K
$399K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
226New |
$10.1K - $11.6K
|
226
$10.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
225+ 34.62% |
$10.1K - $11.6K
|
875
$40.8K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
222+ 1.9% |
$9.97K - $11.4K
|
11.9K
$556K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
222+ 3.1% |
$9.97K - $11.4K
|
7.39K
$345K
|
|
|
Jan 31, 2025
Q4 2024
|
Braun Stacey Associates Inc
|
BUY
|
- |
215+ 1.83% |
$9.65K - $11K
|
11.9K
$557K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
210+ 0.18% |
$9.43K - $10.8K
|
115K
$5.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
210+ 2.83% |
$9.43K - $10.8K
|
7.64K
$356K
|
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
206+ 1.02% |
$9.25K - $10.6K
|
20.4K
$953K
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
203+ 2.08% |
$9.11K - $10.4K
|
9.98K
$466K
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
201New |
$9.02K - $10.3K
|
201
$9.38K
|
|
|
Feb 13, 2025
Q4 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
200+ 0.55% |
$8.98K - $10.3K
|
36.8K
$1.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
200+ 4.15% |
$8.98K - $10.3K
|
5.02K
$234K
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
199+ 1.28% |
$8.93K - $10.2K
|
15.8K
$735K
|
|
|
Jan 24, 2025
Q4 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
192+ 3.58% |
$8.62K - $9.86K
|
5.55K
$259K
|
|
|
Feb 11, 2025
Q4 2024
|
Horrell Capital Management, Inc.
|
BUY
|
- |
191+ 3.36% |
$8.57K - $9.81K
|
5.87K
$274K
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
BUY
|
- |
191+ 1.48% |
$8.57K - $9.81K
|
13.1K
$613K
|