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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q4 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
76New |
$3.41K - $3.9K
|
76
$3.87K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
75+ 1.04% |
$3.37K - $3.85K
|
7.25K
$370K
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
69+ 0.42% |
$3.1K - $3.54K
|
16.5K
$840K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
67+ 0.6% |
$3.01K - $3.44K
|
11.3K
$576K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
65+ 0.66% |
$2.92K - $3.34K
|
9.97K
$508K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
65New |
$2.92K - $3.34K
|
65
$3.31K
|
|
|
Feb 14, 2025
Q4 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
62+ 0.98% |
$2.78K - $3.18K
|
6.37K
$325K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
60New |
$2.69K - $3.08K
|
60
$3.06K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
59New |
$2.65K - $3.03K
|
59
$3.01K
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
58+ 3.4% |
$2.6K - $2.98K
|
1.76K
$89.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
51+ 0.3% |
$2.29K - $2.62K
|
17.1K
$869K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
50+ 5.11% |
$2.24K - $2.57K
|
1.03K
$52.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
50+ 22.94% |
$2.24K - $2.57K
|
268
$13.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
48+ 0.15% |
$2.15K - $2.46K
|
31.8K
$1.62M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
47+ 25.68% |
$2.11K - $2.41K
|
230
$11.7K
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
46+ 0.36% |
$2.06K - $2.36K
|
12.8K
$650K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
45+ 0.47% |
$2.02K - $2.31K
|
9.64K
$491K
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
BUY
|
- |
45+ 0.37% |
$2.02K - $2.31K
|
12.2K
$621K
|
|
|
Feb 14, 2025
Q4 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
45+ 0.42% |
$2.02K - $2.31K
|
10.9K
$554K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
40New |
$1.8K - $2.05K
|
40
$2.04K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
38+ 0.21% |
$1.71K - $1.95K
|
17.9K
$911K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
38+ 5.24% |
$1.71K - $1.95K
|
763
$38.9K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
37+ 0.3% |
$1.66K - $1.9K
|
12.5K
$636K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
37New |
$1.66K - $1.9K
|
37
$1.89K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
37+ 0.27% |
$1.66K - $1.9K
|
13.6K
$691K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
34+ 2.87% |
$1.53K - $1.75K
|
1.22K
$62K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
33+ 0.82% |
$1.48K - $1.69K
|
4.06K
$207K
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
33+ 0.41% |
$1.48K - $1.69K
|
8.17K
$416K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
32+ 8.0% |
$1.44K - $1.64K
|
432
$22K
|
|
|
Jan 28, 2025
Q4 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
29+ 0.32% |
$1.3K - $1.49K
|
8.98K
$458K
|
|
|
Feb 05, 2025
Q4 2024
|
Fusion Capital, LLC
|
BUY
|
- |
29+ 0.31% |
$1.3K - $1.49K
|
9.26K
$472K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
27+ 1.44% |
$1.21K - $1.39K
|
1.9K
$96.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
26+ 0.22% |
$1.17K - $1.33K
|
12.1K
$614K
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
26+ 0.45% |
$1.17K - $1.33K
|
5.77K
$294K
|
|
|
Feb 14, 2025
Q4 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
25New |
$1.12K - $1.28K
|
25
$1.27K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
23+ 2.62% |
$1.03K - $1.18K
|
902
$46K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
23+ 0.05% |
$1.03K - $1.18K
|
47.3K
$2.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
23+ 0.15% |
$1.03K - $1.18K
|
15.5K
$791K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
23+ 0.21% |
$1.03K - $1.18K
|
11.1K
$567K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
21+ 0.19% |
$943 - $1.08K
|
11K
$560K
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
20+ 0.43% |
$898 - $1.03K
|
4.7K
$239K
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
18+ 0.24% |
$808 - $924
|
7.63K
$389K
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
17+ 0.12% |
$763 - $873
|
14K
$714K
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
14+ 0.23% |
$628 - $719
|
6.23K
$317K
|
|
|
Feb 14, 2025
Q4 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
14+ 0.36% |
$628 - $719
|
3.95K
$201K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
13New |
$584 - $667
|
13
$662
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
12+ 0.09% |
$539 - $616
|
13K
$665K
|
|
|
Jan 28, 2025
Q4 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
11+ 0.22% |
$494 - $565
|
4.95K
$252K
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
BUY
|
- |
11+ 0.01% |
$494 - $565
|
157K
$7.99M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
11+ 0.19% |
$494 - $565
|
5.65K
$288K
|