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
Report Date	Institution (Fund)	Operation	Option	Shares change	Value Range	Shares Held	Trade History
Jan 21, 2025 Q4 2024	Sound Income Strategies, LLC	SELL	-	-51 - 0.32%	$2.29K - $2.62K	15.8K $765K
Feb 07, 2025 Q4 2024	Daiwa Securities Group Inc. Tokyo, M0	SELL	-	-56 - 41.79%	$2.51K - $2.88K	78 $3.78K
Jan 24, 2025 Q4 2024	Capital Insight Partners, LLC	SELL	-	-59 - 0.28%	$2.65K - $3.03K	21.1K $1.03M
Feb 13, 2025 Q4 2024	Hanlon Investment Management, Inc.	SELL	-	-59 - 0.45%	$2.65K - $3.03K	13.1K $637K
Jan 31, 2025 Q4 2024	Americana Partners, LLC Houston, TX	SELL	-	-61 - 1.34%	$2.74K - $3.13K	4.49K $218K
Feb 14, 2025 Q4 2024	Peterson Wealth Management	SELL	-	-62 - 0.49%	$2.78K - $3.18K	12.6K $614K
Feb 05, 2025 Q4 2024	Tower View Investment Management & Research LLC	SELL	-	-64 - 29.63%	$2.87K - $3.29K	152 $7.38K
Feb 04, 2025 Q4 2024	Delta Financial Group, Inc. Basking Ridge, NJ	SELL	-	-65 - 0.77%	$2.92K - $3.34K	8.37K $406K
Feb 07, 2025 Q4 2024	Nbt Bank N A	SELL	-	-66 - 0.22%	$2.96K - $3.39K	30.3K $1.47M
Jan 14, 2025 Q4 2024	Peak Financial Advisors LLC	SELL	-	-69 - 0.41%	$3.1K - $3.54K	16.9K $818K
Feb 14, 2025 Q4 2024	Mission Creek Capital Partners, Inc. San Francisco, CA	SELL	-	-69 - 0.43%	$3.1K - $3.54K	15.8K $766K
Jan 14, 2025 Q4 2024	Godsey & Gibb Associates	SELL	-	-70 - 12.52%	$3.14K - $3.59K	489 $23.7K
Jan 23, 2025 Q4 2024	Concord Wealth Partners	SELL	-	-70 - 10.4%	$3.14K - $3.59K	603 $29.3K
Feb 11, 2025 Q4 2024	Td Private Client Wealth LLC New York, NY	SELL	-	-70 - 0.39%	$3.14K - $3.59K	17.7K $860K
Feb 11, 2025 Q4 2024	Woodmont Investment Counsel LLC Nashville, TN	SELL	-	-70 - 0.43%	$3.14K - $3.59K	16.1K $780K
Feb 11, 2025 Q4 2024	Arlington Capital Management, Inc. Arlington Heights, IL	SELL	-	-73 - 1.3%	$3.28K - $3.75K	5.53K $268K
Feb 14, 2025 Q4 2024	Continuum Advisory, LLC Eagle, ID	SELL	-	-74 - 1.28%	$3.32K - $3.8K	5.7K $277K
Jan 16, 2025 Q4 2024	First United Bank & Trust	SELL	-	-77 - 1.03%	$3.46K - $3.95K	7.43K $361K
Mar 04, 2025 Q4 2024	Dogwood Wealth Management LLC Lenexa, KS	SELL	-	-82 Closed	$3.68K - $4.21K	0 $0
Feb 03, 2025 Q4 2024	Wp Advisors, LLC	SELL	-	-83 - 0.15%	$3.73K - $4.26K	55.6K $2.7M
Jan 07, 2025 Q4 2024	Bangor Savings Bank Bangor, ME	SELL	-	-87 - 2.65%	$3.91K - $4.47K	3.19K $155K
Jan 14, 2025 Q4 2024	Wolff Wiese Magana LLC	SELL	-	-91 - 1.98%	$4.08K - $4.67K	4.51K $219K
Feb 04, 2025 Q4 2024	Rpg Investment Advisory, LLC	SELL	-	-100 - 0.89%	$4.49K - $5.13K	11.1K $540K
Feb 05, 2025 Q4 2024	Pettyjohn, Wood & White, Inc Lynchburg, VA	SELL	-	-100 - 0.8%	$4.49K - $5.13K	12.4K $602K
Feb 14, 2025 Q4 2024	Vista Investment Management Pittsburgh, PA	SELL	-	-100 - 1.38%	$4.49K - $5.13K	7.15K $347K
Jan 08, 2025 Q4 2024	Worth Asset Management, LLC	SELL	-	-102 - 0.39%	$4.58K - $5.24K	26.2K $1.27M
Feb 12, 2025 Q4 2024	Mosaic Financial Group, LLC Chicago, IL	SELL	-	-111 - 1.31%	$4.98K - $5.7K	8.39K $407K
Feb 11, 2025 Q4 2024	Lynx Investment Advisory Washington, Dc, DC	SELL	-	-114 - 0.52%	$5.12K - $5.85K	21.8K $1.06M
Feb 14, 2025 Q4 2024	Safeguard Investment Advisory Group, LLC	SELL	-	-115 - 2.34%	$5.16K - $5.9K	4.8K $233K
Jan 24, 2025 Q4 2024	Patron Partners, LLC	SELL	-	-127 - 2.47%	$5.7K - $6.52K	5.02K $244K
Feb 10, 2025 Q4 2024	Analyst Ims Investment Management Services Ltd.	SELL	-	-129 - 1.38%	$5.79K - $6.62K	9.2K $446K
Jan 29, 2025 Q4 2024	Essex Financial Services, Inc.	SELL	-	-136 - 0.43%	$6.11K - $6.98K	31.6K $1.54M
Jan 17, 2025 Q4 2024	Eagle Capital Management, LLC	SELL	-	-144 - 0.67%	$6.46K - $7.39K	21.4K $1.04M
Jan 21, 2025 Q4 2024	Southland Equity Partners LLC Wildwood, MO	SELL	-	-147 - 1.4%	$6.6K - $7.55K	10.4K $502K
Feb 07, 2025 Q4 2024	Morton Community Bank East Peoria, IL	SELL	-	-147 - 0.22%	$6.6K - $7.55K	66K $3.2M
Jan 23, 2025 Q4 2024	Capital Investment Advisory Services, LLC	SELL	-	-148 - 0.9%	$6.64K - $7.6K	16.3K $789K
Jan 31, 2025 Q4 2024	Cra Financial Services, LLC	SELL	-	-153 - 2.19%	$6.87K - $7.86K	6.85K $332K
Feb 12, 2025 Q4 2024	Sage Capital Management, LLC Stockton, NJ	SELL	-	-154 - 3.46%	$6.91K - $7.91K	4.29K $208K
Feb 13, 2025 Q4 2024	Gratus Wealth Advisors, LLC Virginia Beach, VA	SELL	-	-157 - 1.21%	$7.05K - $8.06K	12.8K $621K
Feb 13, 2025 Q4 2024	Financial Network Wealth Advisors LLC Murray, UT	SELL	-	-159 - 23.14%	$7.14K - $8.16K	528 $25.6K
Feb 18, 2025 Q4 2024	Pettinga Financial Advisors, LLC	SELL	-	-160 - 0.91%	$7.18K - $8.21K	17.4K $844K
Jan 29, 2025 Q4 2024	Indiana Trust & Investment Management CO	SELL	-	-161 - 8.9%	$7.23K - $8.27K	1.65K $80K
Jan 31, 2025 Q4 2024	Blue Chip Partners, Inc.	SELL	-	-166 - 0.47%	$7.45K - $8.52K	35.1K $1.71M
Jan 28, 2025 Q4 2024	Soa Wealth Advisors, Llc.	SELL	-	-170 - 0.88%	$7.63K - $8.73K	19.1K $925K
Feb 05, 2025 Q4 2024	Bouchey Financial Group LTD	SELL	-	-173 - 2.2%	$7.77K - $8.88K	7.68K $373K
Jan 24, 2025 Q4 2024	Mather Group, Llc. Chicago, IL	SELL	-	-179 - 9.14%	$8.04K - $9.19K	1.78K $86.3K
Jan 24, 2025 Q4 2024	Tempus Wealth Planning, LLC	SELL	-	-188 - 1.58%	$8.44K - $9.65K	11.7K $569K
Feb 07, 2025 Q4 2024	Pfg Advisors	SELL	-	-188 - 1.54%	$8.44K - $9.65K	12K $582K
Feb 13, 2025 Q4 2024	Main Street Financial Solutions, LLC	SELL	-	-189 - 2.98%	$8.48K - $9.7K	6.15K $298K
Jan 29, 2025 Q4 2024	Axecap Investments, LLC Mason, OH	SELL	-	-192 - 1.3%	$8.62K - $9.86K	14.6K $710K

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Type

P - Open market or private purchase×

S - Open market or private sale×

V - Transaction voluntarily reported earlier than required×

A - Grant, award, or other acquisition×

D - Sale (or disposition) back to the issuer×

F - Payment of exercise price or tax liability×

I - Discretionary transaction×

M - Exercise of conversion of derivative security×

C - Conversion of derivative security×

E - Expiration of short derivative position×

H - Expiration (or cancellation) of long derivative position with value received×

O - Exercise of out-of-the-money derivative securities×

X - Exercise of in-the-money or at-the-money derivatives securities×

G - Bona fide gift×

L - Small Acquisition×

W - Acquisition or disposition by will or laws×

Z - Deposit into or withdrawal from voting trust×

J - Other acquisition or disposition×

K - Transaction in equity swap or similar instrument×

U - Disposition due to a tender of shares in a change of control transaction×

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Purchases and Sales Made in Q4 2024 in Financial Sector Spdr (XLF)

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