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 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-2.62K- 1.5% |
$118K - $134K
|
172K
$8.37M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-2.75K- 25.03% |
$123K - $141K
|
8.22K
$399K
|
|
|
Feb 12, 2025
Q4 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-2.81K- 3.79% |
$126K - $144K
|
71.4K
$3.47M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-2.85K- 1.71% |
$128K - $146K
|
164K
$7.96M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.91K- 0.94% |
$131K - $150K
|
308K
$14.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-2.92K- 48.37% |
$131K - $150K
|
3.12K
$151K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-2.96K- 1.6% |
$133K - $152K
|
182K
$8.81M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-3K- 29.51% |
$135K - $154K
|
7.17K
$348K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-3.02K- 7.08% |
$135K - $155K
|
39.6K
$1.92M
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-3.16K- 1.48% |
$142K - $162K
|
210K
$10.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-3.19K- 1.24% |
$143K - $164K
|
255K
$12.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-3.26K- 1.48% |
$146K - $167K
|
217K
$10.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-3.34K- 1.39% |
$150K - $171K
|
237K
$11.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-3.34K- 15.35% |
$150K - $171K
|
18.4K
$893K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.34K- 1.05% |
$150K - $171K
|
314K
$15.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3.36K- 11.23% |
$151K - $172K
|
26.5K
$1.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Orca Investment Management, LLC
|
SELL
|
- |
-3.42K- 5.47% |
$153K - $176K
|
59.1K
$2.87M
|
|
|
Feb 10, 2025
Q4 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-3.47K- 5.84% |
$156K - $178K
|
55.9K
$2.71M
|
|
|
Jan 22, 2025
Q4 2024
|
Tamar Securities, LLC
|
SELL
|
- |
-3.6K- 1.66% |
$162K - $185K
|
213K
$10.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-3.66K- 3.72% |
$164K - $188K
|
94.6K
$4.59M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-3.67K- 3.33% |
$165K - $188K
|
106K
$5.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-3.7K- 8.59% |
$166K - $190K
|
39.3K
$1.91M
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-3.88K- 30.98% |
$174K - $199K
|
8.64K
$419K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-3.93K- 22.45% |
$177K - $202K
|
13.6K
$659K
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-3.94K- 1.68% |
$177K - $202K
|
230K
$11.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-4K- 7.12% |
$180K - $205K
|
52.2K
$2.53M
|
|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-4.04K- 11.23% |
$182K - $208K
|
32K
$1.55M
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
SELL
|
- |
-4.23K- 8.48% |
$190K - $217K
|
45.6K
$2.21M
|
|
|
Jan 16, 2025
Q4 2024
|
Prairiewood Capital, LLC
|
SELL
|
- |
-4.35K- 11.1% |
$195K - $223K
|
34.8K
$1.69M
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-4.36K- 27.08% |
$196K - $224K
|
11.7K
$569K
|
|
|
Feb 14, 2025
Q4 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-4.45K- 33.52% |
$200K - $229K
|
8.83K
$428K
|
|
|
Feb 14, 2025
Q4 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-4.49K- 1.33% |
$201K - $230K
|
332K
$16.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
SELL
|
- |
-4.56K- 1.46% |
$205K - $234K
|
309K
$15M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-4.64K- 35.35% |
$208K - $238K
|
8.49K
$412K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-4.86K- 17.12% |
$218K - $250K
|
23.5K
$1.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-4.94K- 5.89% |
$222K - $254K
|
79K
$3.83M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-4.98K- 4.22% |
$223K - $256K
|
113K
$5.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.08K- 4.91% |
$228K - $261K
|
98.3K
$4.77M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.1K- 6.53% |
$229K - $262K
|
73K
$3.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-5.12K- 3.69% |
$230K - $263K
|
134K
$6.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-5.24K- 0.81% |
$235K - $269K
|
643K
$31.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-5.29K- 7.34% |
$237K - $272K
|
66.7K
$3.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-5.44K- 2.0% |
$244K - $279K
|
266K
$12.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-5.57K- 7.0% |
$250K - $286K
|
74K
$3.59M
|
|
|
Feb 12, 2025
Q4 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-5.66K- 37.64% |
$254K - $290K
|
9.37K
$455K
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
SELL
|
- |
-5.9K- 2.93% |
$265K - $303K
|
196K
$9.49M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-5.96K- 3.91% |
$267K - $306K
|
146K
$7.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-6.08K- 9.9% |
$273K - $312K
|
55.4K
$2.69M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-6.1K- 29.21% |
$274K - $313K
|
14.8K
$717K
|
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-6.11K- 11.84% |
$274K - $314K
|
45.5K
$2.21M
|