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 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
39.9K+ 98.78% |
$1.79M - $2.05M
|
80.4K
$4.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
39.5K+ 41.35% |
$1.77M - $2.03M
|
135K
$6.92M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
36.5K+ 81.6% |
$1.64M - $1.88M
|
81.3K
$4.17M
|
|
|
Jan 15, 2025
Q4 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
36K+ 188.5% |
$1.62M - $1.85M
|
55.1K
$2.83M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
34K+ 7.4% |
$1.53M - $1.74M
|
493K
$25.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
33.5KNew |
$1.51M - $1.72M
|
33.5K
$1.72M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
32.9K+ 4.54% |
$1.48M - $1.69M
|
758K
$38.9M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
32.2K+ 20.2% |
$1.44M - $1.65M
|
191K
$9.82M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
31.6KNew |
$1.42M - $1.62M
|
31.6K
$1.62M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
31.2K+ 47.57% |
$1.4M - $1.6M
|
96.8K
$4.97M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
31.2K+ 1.56% |
$1.4M - $1.6M
|
2.03M
$104M
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
30.9KNew |
$1.39M - $1.59M
|
30.9K
$1.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
30.9KNew |
$1.39M - $1.59M
|
30.9K
$1.58M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
30.9K+ 3.9% |
$1.39M - $1.58M
|
822K
$42.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
30.3K+ 313.24% |
$1.36M - $1.55M
|
39.9K
$2.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
28.6K+ 81.25% |
$1.28M - $1.47M
|
63.7K
$3.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
27.4K+ 176.82% |
$1.23M - $1.41M
|
42.9K
$2.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
27.4K+ 9.79% |
$1.23M - $1.41M
|
307K
$15.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
26.7K+ 64.99% |
$1.2M - $1.37M
|
67.7K
$3.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
25.7K+ 15.04% |
$1.16M - $1.32M
|
197K
$10.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
24.7K+ 4.85% |
$1.11M - $1.27M
|
535K
$27.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
24.6KNew |
$1.11M - $1.26M
|
24.6K
$1.26M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
23.5K+ 6.87% |
$1.05M - $1.21M
|
365K
$18.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
23.3K+ 81.91% |
$1.05M - $1.2M
|
51.8K
$2.65M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
22.8K+ 94.13% |
$1.02M - $1.17M
|
47K
$2.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
21.9KNew |
$984K - $1.12M
|
21.9K
$1.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
21.9K+ 3159.45% |
$983K - $1.12M
|
22.6K
$1.16M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
20.6K+ 31.53% |
$925K - $1.06M
|
86K
$4.41M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
20.4K+ 167.66% |
$915K - $1.05M
|
32.6K
$1.67M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
19.4KNew |
$872K - $997K
|
19.4K
$996K
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
18.1K+ 3.1% |
$814K - $931K
|
602K
$30.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
17.9K+ 5.51% |
$803K - $918K
|
342K
$17.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
17.1KNew |
$770K - $880K
|
17.1K
$879K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
17K+ 30.45% |
$762K - $872K
|
72.7K
$3.73M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
16.7KNew |
$749K - $857K
|
16.7K
$856K
|
|
|
Jan 28, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
16.7K+ 33.47% |
$748K - $855K
|
66.4K
$3.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
16.6KNew |
$744K - $851K
|
16.6K
$850K
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
16.2KNew |
$725K - $829K
|
16.2K
$828K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
15.5K+ 36.55% |
$696K - $796K
|
57.9K
$2.97M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
15.1K+ 4.78% |
$680K - $777K
|
332K
$17M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
14.7K+ 52.14% |
$658K - $753K
|
42.8K
$2.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
14.2K+ 72.43% |
$636K - $727K
|
33.7K
$1.73M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
14K+ 247.54% |
$631K - $721K
|
19.7K
$1.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
13.9K+ 8.58% |
$623K - $712K
|
176K
$9M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
13.7K+ 31.87% |
$615K - $704K
|
56.7K
$2.91M
|
|
|
Jan 27, 2025
Q4 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
13.6K+ 20.41% |
$608K - $696K
|
79.9K
$4.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
13.5K+ 34.63% |
$605K - $692K
|
52.4K
$2.69M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
13K+ 184.0% |
$582K - $666K
|
20K
$1.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Jb Global.Com LLC
New York, NY |
BUY
|
- |
12.9KNew |
$580K - $663K
|
12.9K
$663K
|
|
|
Jan 16, 2025
Q4 2024
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
12.5KNew |
$563K - $644K
|
12.5K
$643K
|