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 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-21- 19.81% |
$943 - $1.08K
|
85
$4.33K
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-22- 0.28% |
$988 - $1.13K
|
7.78K
$396K
|
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-23- 0.2% |
$1.03K - $1.18K
|
11.3K
$575K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-25- 1.42% |
$1.12K - $1.28K
|
1.73K
$88.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-25- 0.2% |
$1.12K - $1.28K
|
12.7K
$647K
|
|
|
Jan 28, 2025
Q4 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-25- 0.4% |
$1.12K - $1.28K
|
6.28K
$320K
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-25- 0.17% |
$1.12K - $1.28K
|
14.6K
$742K
|
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-25- 0.42% |
$1.12K - $1.28K
|
5.94K
$303K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-30- 0.13% |
$1.35K - $1.54K
|
23K
$1.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-32- 5.43% |
$1.44K - $1.64K
|
557
$28.4K
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-33- 0.21% |
$1.48K - $1.69K
|
15.8K
$805K
|
|
|
Feb 11, 2025
Q4 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
SELL
|
- |
-33- 0.39% |
$1.48K - $1.69K
|
8.44K
$430K
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-35- 2.18% |
$1.57K - $1.8K
|
1.57K
$79.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-36- 0.48% |
$1.62K - $1.85K
|
7.51K
$383K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-37- 1.48% |
$1.66K - $1.9K
|
2.47K
$126K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-40- 9.88% |
$1.8K - $2.05K
|
365
$18.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-40- 0.39% |
$1.8K - $2.05K
|
10.1K
$516K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-40Closed |
$1.8K - $2.05K
|
0
$0
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-41- 0.16% |
$1.84K - $2.1K
|
24.8K
$1.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-42- 0.21% |
$1.89K - $2.16K
|
19.9K
$1.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-43- 0.77% |
$1.93K - $2.21K
|
5.56K
$283K
|
|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-46- 0.2% |
$2.06K - $2.36K
|
23K
$1.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-47- 0.69% |
$2.11K - $2.41K
|
6.8K
$346K
|
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-48- 1.08% |
$2.15K - $2.46K
|
4.39K
$224K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-51- 0.32% |
$2.29K - $2.62K
|
15.8K
$803K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-56- 41.79% |
$2.51K - $2.88K
|
78
$3.97K
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-59- 0.28% |
$2.65K - $3.03K
|
21.1K
$1.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-59- 0.45% |
$2.65K - $3.03K
|
13.1K
$669K
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-61- 1.34% |
$2.74K - $3.13K
|
4.49K
$229K
|
|
|
Feb 14, 2025
Q4 2024
|
Peterson Wealth Management
|
SELL
|
- |
-62- 0.49% |
$2.78K - $3.18K
|
12.6K
$644K
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-64- 29.63% |
$2.87K - $3.29K
|
152
$7.75K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-65- 0.77% |
$2.92K - $3.34K
|
8.37K
$426K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-66- 0.22% |
$2.96K - $3.39K
|
30.3K
$1.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Peak Financial Advisors LLC
|
SELL
|
- |
-69- 0.41% |
$3.1K - $3.54K
|
16.9K
$859K
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-69- 0.43% |
$3.1K - $3.54K
|
15.8K
$805K
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-70- 12.52% |
$3.14K - $3.59K
|
489
$24.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-70- 10.4% |
$3.14K - $3.59K
|
603
$30.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-70- 0.39% |
$3.14K - $3.59K
|
17.7K
$903K
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-70- 0.43% |
$3.14K - $3.59K
|
16.1K
$819K
|
|
|
Feb 11, 2025
Q4 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-73- 1.3% |
$3.28K - $3.75K
|
5.53K
$282K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-74- 1.28% |
$3.32K - $3.8K
|
5.7K
$291K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-77- 1.03% |
$3.46K - $3.95K
|
7.43K
$379K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-82Closed |
$3.68K - $4.21K
|
0
$0
|
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-83- 0.15% |
$3.73K - $4.26K
|
55.6K
$2.84M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-87- 2.65% |
$3.91K - $4.47K
|
3.19K
$163K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-91- 1.98% |
$4.08K - $4.67K
|
4.51K
$230K
|
|
|
Feb 04, 2025
Q4 2024
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-100- 0.89% |
$4.49K - $5.13K
|
11.1K
$567K
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-100- 0.8% |
$4.49K - $5.13K
|
12.4K
$632K
|
|
|
Feb 14, 2025
Q4 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-100- 1.38% |
$4.49K - $5.13K
|
7.15K
$364K
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-102- 0.39% |
$4.58K - $5.24K
|
26.2K
$1.34M
|