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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-1.03K- 2.04% |
$46.1K - $52.7K
|
49.3K
$2.51M
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-1.03K- 2.55% |
$46.2K - $52.8K
|
39.3K
$2M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-1.03K- 2.95% |
$46.2K - $52.9K
|
33.9K
$1.73M
|
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-1.04K- 0.72% |
$46.6K - $53.2K
|
144K
$7.34M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.04K- 4.9% |
$46.8K - $53.5K
|
20.2K
$1.03M
|
|
|
Feb 11, 2025
Q4 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
SELL
|
- |
-1.04K- 12.14% |
$46.8K - $53.5K
|
7.55K
$384K
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-1.07K- 10.47% |
$48K - $54.9K
|
9.14K
$466K
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1.07K- 28.92% |
$48.2K - $55.1K
|
2.64K
$135K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.08K- 11.72% |
$48.3K - $55.3K
|
8.11K
$413K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-1.11K- 6.53% |
$49.8K - $57K
|
15.9K
$810K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1.16K- 14.41% |
$52.2K - $59.7K
|
6.91K
$352K
|
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-1.18K- 4.14% |
$53.1K - $60.8K
|
27.4K
$1.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-1.19K- 1.12% |
$53.3K - $60.9K
|
105K
$5.33M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.19K- 2.91% |
$53.3K - $61K
|
39.6K
$2.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-1.19K- 16.57% |
$53.5K - $61.1K
|
6K
$306K
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.2K- 11.38% |
$53.9K - $61.6K
|
9.35K
$476K
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.2K- 6.22% |
$53.9K - $61.6K
|
18.1K
$922K
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-1.2K- 5.91% |
$54K - $61.7K
|
19.2K
$976K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-1.21K- 3.51% |
$54.1K - $61.9K
|
33.2K
$1.69M
|
|
|
Jan 16, 2025
Q4 2024
|
Ars Investment Partners, LLC
|
SELL
|
- |
-1.22K- 2.91% |
$54.9K - $62.8K
|
40.8K
$2.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-1.24K- 1.31% |
$55.8K - $63.9K
|
94K
$4.79M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-1.28K- 3.69% |
$57.2K - $65.5K
|
33.3K
$1.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.28K- 5.34% |
$57.3K - $65.6K
|
22.6K
$1.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-1.28K- 13.31% |
$57.4K - $65.7K
|
8.33K
$424K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-1.29K- 6.37% |
$57.7K - $66K
|
18.9K
$962K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.31K- 0.72% |
$58.7K - $67.2K
|
179K
$9.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-1.32K- 1.34% |
$59K - $67.5K
|
96.7K
$4.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-1.33K- 23.84% |
$59.8K - $68.4K
|
4.26K
$217K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.39K- 9.04% |
$62.5K - $71.5K
|
14K
$714K
|
|
|
Feb 13, 2025
Q4 2024
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
SELL
|
- |
-1.4K- 3.17% |
$62.8K - $71.9K
|
42.8K
$2.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Allie Family Office LLC
|
SELL
|
- |
-1.41K- 5.67% |
$63.3K - $72.4K
|
23.4K
$1.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-1.42K- 14.1% |
$63.6K - $72.7K
|
8.63K
$440K
|
|
|
Mar 14, 2025
Q4 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-1.43K- 1.34% |
$64.3K - $73.6K
|
105K
$5.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.45K- 15.27% |
$64.9K - $74.2K
|
8.02K
$409K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.45K- 1.62% |
$65.2K - $74.5K
|
88K
$4.48M
|
|
|
Jan 16, 2025
Q4 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-1.5K- 18.59% |
$67.3K - $77K
|
6.57K
$335K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.51K- 3.94% |
$67.7K - $77.4K
|
36.8K
$1.87M
|
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-1.51K- 7.07% |
$67.8K - $77.5K
|
19.8K
$1.01M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-1.52K- 1.36% |
$68.1K - $77.9K
|
110K
$5.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.53K- 2.05% |
$68.5K - $78.3K
|
73K
$3.72M
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.54K- 5.57% |
$69.3K - $79.3K
|
26.2K
$1.33M
|
|
|
Feb 24, 2025
Q4 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-1.54K- 5.05% |
$69.3K - $79.3K
|
29K
$1.48M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.55K- 26.24% |
$69.4K - $79.4K
|
4.35K
$222K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-1.57K- 2.59% |
$70.5K - $80.6K
|
59K
$3.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.6K- 13.57% |
$71.8K - $82.1K
|
10.2K
$519K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.6K- 1.17% |
$71.8K - $82.1K
|
136K
$6.91M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.62K- 18.23% |
$72.5K - $82.9K
|
7.25K
$369K
|
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-1.66K- 0.23% |
$74.3K - $85K
|
718K
$36.6M
|
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-1.66K- 10.29% |
$74.4K - $85.1K
|
14.4K
$736K
|
|
|
Jan 28, 2025
Q4 2024
|
5th Street Advisors, LLC
|
SELL
|
- |
-1.7K- 0.94% |
$76.2K - $87.2K
|
179K
$9.1M
|