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
|
Oakworth Capital, Inc.
|
SELL
|
- |
-549- 25.33% |
$24.6K - $28.2K
|
1.62K
$82.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-550- 0.2% |
$24.7K - $28.2K
|
277K
$14.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-566- 8.73% |
$25.4K - $29.1K
|
5.92K
$302K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-583- 7.45% |
$26.2K - $29.9K
|
7.24K
$369K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-584- 3.26% |
$26.2K - $30K
|
17.3K
$882K
|
|
|
Feb 10, 2025
Q4 2024
|
Penobscot Wealth Management
|
SELL
|
- |
-624- 3.59% |
$28K - $32K
|
16.8K
$854K
|
|
|
Feb 14, 2025
Q4 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-635- 1.96% |
$28.5K - $32.6K
|
31.8K
$1.62M
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-650- 7.63% |
$29.2K - $33.4K
|
7.87K
$401K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-650- 0.79% |
$29.2K - $33.4K
|
81.2K
$4.14M
|
|
|
Feb 12, 2025
Q4 2024
|
Dorsey Wright & Associates
|
SELL
|
- |
-650- 1.32% |
$29.2K - $33.4K
|
48.7K
$2.48M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-665- 1.11% |
$29.9K - $34.1K
|
59.2K
$3.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-666- 9.45% |
$29.9K - $34.2K
|
6.38K
$325K
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-671- 7.73% |
$30.1K - $34.4K
|
8.01K
$408K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-672- 9.47% |
$30.2K - $34.5K
|
6.42K
$327K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-696- 4.18% |
$31.2K - $35.7K
|
15.9K
$812K
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
SELL
|
- |
-697- 10.06% |
$31.3K - $35.8K
|
6.23K
$318K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-698- 2.69% |
$31.3K - $35.8K
|
25.3K
$1.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
SELL
|
- |
-700- 2.22% |
$31.4K - $35.9K
|
30.8K
$1.57M
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-724- 0.93% |
$32.5K - $37.2K
|
77.5K
$3.95M
|
|
|
Jan 28, 2025
Q4 2024
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-727- 2.99% |
$32.6K - $37.3K
|
23.6K
$1.2M
|
|
|
Feb 13, 2025
Q4 2024
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-730- 2.84% |
$32.8K - $37.5K
|
25K
$1.27M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-749- 1.66% |
$33.6K - $38.5K
|
44.3K
$2.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-757- 5.26% |
$34K - $38.9K
|
13.6K
$694K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-774- 1.35% |
$34.7K - $39.7K
|
56.6K
$2.88M
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-787- 4.92% |
$35.3K - $40.4K
|
15.2K
$775K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-819- 5.66% |
$36.8K - $42K
|
13.7K
$696K
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-830- 3.98% |
$37.3K - $42.6K
|
20K
$1.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-844- 0.2% |
$37.9K - $43.3K
|
424K
$21.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-848- 1.78% |
$38.1K - $43.5K
|
46.8K
$2.39M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-861- 1.01% |
$38.7K - $44.2K
|
84.6K
$4.31M
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-869- 4.14% |
$39K - $44.6K
|
20.1K
$1.03M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-871- 2.56% |
$39.1K - $44.7K
|
33.2K
$1.69M
|
|
|
Jan 29, 2025
Q4 2024
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-873- 10.45% |
$39.2K - $44.8K
|
7.48K
$381K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-891- 7.33% |
$40K - $45.7K
|
11.3K
$574K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-893- 4.57% |
$40.1K - $45.8K
|
18.6K
$950K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-895- 4.34% |
$40.2K - $45.9K
|
19.7K
$1.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-900- 19.68% |
$40.4K - $46.2K
|
3.67K
$187K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-906- 3.02% |
$40.7K - $46.5K
|
29.1K
$1.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-912- 5.66% |
$40.9K - $46.8K
|
15.2K
$775K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-913- 5.41% |
$41K - $46.9K
|
16K
$813K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-924- 6.02% |
$41.5K - $47.4K
|
14.4K
$736K
|
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-930- 2.48% |
$41.7K - $47.7K
|
36.5K
$1.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrow Financial Corp
|
SELL
|
- |
-935- 2.95% |
$42K - $48K
|
30.7K
$1.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-942- 2.17% |
$42.3K - $48.4K
|
42.5K
$2.17M
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-949- 2.17% |
$42.6K - $48.7K
|
42.9K
$2.18M
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-959- 2.26% |
$43K - $49.2K
|
41.5K
$2.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-972- 4.06% |
$43.6K - $49.9K
|
23K
$1.17M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-974- 6.27% |
$43.7K - $50K
|
14.6K
$742K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-988- 15.21% |
$44.4K - $50.7K
|
5.51K
$281K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.03K- 7.78% |
$46K - $52.6K
|
12.2K
$619K
|