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 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
454+ 1.86% |
$20.4K - $23.3K
|
24.8K
$1.28M
|
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
453+ 3.63% |
$20.3K - $23.3K
|
12.9K
$669K
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
451+ 1.39% |
$20.2K - $23.2K
|
33K
$1.71M
|
|
|
Feb 12, 2025
Q4 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
450+ 10.16% |
$20.2K - $23.1K
|
4.88K
$253K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
443+ 5.67% |
$19.9K - $22.7K
|
8.25K
$427K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
442+ 1.39% |
$19.8K - $22.7K
|
32.2K
$1.67M
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
437New |
$19.6K - $22.4K
|
437
$22.6K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
436New |
$19.6K - $22.4K
|
436
$22.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
431+ 1.73% |
$19.3K - $22.1K
|
25.4K
$1.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
425+ 1.34% |
$19.1K - $21.8K
|
32.1K
$1.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
423+ 7.14% |
$19K - $21.7K
|
6.35K
$328K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
414+ 0.47% |
$18.6K - $21.3K
|
88.5K
$4.58M
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
409+ 59.28% |
$18.4K - $21K
|
1.1K
$56.9K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
400+ 10.89% |
$18K - $20.5K
|
4.07K
$211K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
398+ 4.27% |
$17.9K - $20.4K
|
9.71K
$503K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
397+ 9.73% |
$17.8K - $20.4K
|
4.48K
$232K
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
395+ 7.71% |
$17.7K - $20.3K
|
5.52K
$286K
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
395+ 6.5% |
$17.7K - $20.3K
|
6.48K
$335K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
388+ 3.68% |
$17.4K - $19.9K
|
10.9K
$565K
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
377+ 5.07% |
$16.9K - $19.4K
|
7.81K
$404K
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
363+ 2.89% |
$16.3K - $18.6K
|
12.9K
$668K
|
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
BUY
|
- |
360+ 5.22% |
$16.2K - $18.5K
|
7.26K
$376K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
350New |
$15.7K - $18K
|
350
$18.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
334+ 1.26% |
$15K - $17.1K
|
26.8K
$1.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
333+ 2.3% |
$14.9K - $17.1K
|
14.8K
$767K
|
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
330+ 1.48% |
$14.8K - $16.9K
|
22.6K
$1.17M
|
|
|
Jul 16, 2025
Q4 2024
|
Smith Asset Management Co., LLC
Chiefland, FL |
BUY
|
- |
324+ 6.57% |
$14.5K - $16.6K
|
5.26K
$272K
|
|
|
Jan 13, 2025
Q4 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
322+ 1.85% |
$14.5K - $16.5K
|
17.7K
$915K
|
|
|
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
$9.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
320+ 1.06% |
$14.4K - $16.4K
|
30.5K
$1.58M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
315+ 3.76% |
$14.1K - $16.2K
|
8.7K
$450K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
309New |
$13.9K - $15.9K
|
309
$16K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
308+ 26.26% |
$13.8K - $15.8K
|
1.48K
$76.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
307+ 2.01% |
$13.8K - $15.8K
|
15.6K
$806K
|
|
|
Feb 05, 2025
Q4 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
307+ 0.55% |
$13.8K - $15.8K
|
56.2K
$2.91M
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
301+ 12.4% |
$13.5K - $15.5K
|
2.73K
$141K
|
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
300New |
$13.5K - $15.4K
|
300
$15.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
300New |
$13.5K - $15.4K
|
300
$15.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
283New |
$12.7K - $14.5K
|
283
$14.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
275+ 1.81% |
$12.3K - $14.1K
|
15.5K
$800K
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
275New |
$12.3K - $14.1K
|
275
$14.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
274+ 0.74% |
$12.3K - $14.1K
|
37.3K
$1.93M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
270+ 3.03% |
$12.1K - $13.9K
|
9.19K
$475K
|
|
|
Feb 03, 2025
Q4 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
270+ 2.27% |
$12.1K - $13.9K
|
12.2K
$629K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
267+ 0.25% |
$12K - $13.7K
|
108K
$5.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
262+ 3.79% |
$11.8K - $13.5K
|
7.17K
$371K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
261+ 0.27% |
$11.7K - $13.4K
|
98K
$5.07M
|
|
|
Feb 13, 2025
Q4 2024
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
255+ 0.56% |
$11.4K - $13.1K
|
45.6K
$2.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
254+ 3.01% |
$11.4K - $13K
|
8.7K
$451K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
254+ 4.05% |
$11.4K - $13K
|
6.52K
$337K
|