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 04, 2025
Q4 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-8.23K- 1.92% |
$369K - $423K
|
421K
$21.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-8.23K- 25.88% |
$369K - $423K
|
23.6K
$1.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-8.91K- 1.47% |
$400K - $457K
|
596K
$30.4M
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-8.92K- 64.24% |
$400K - $458K
|
4.96K
$253K
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-9K- 6.54% |
$404K - $462K
|
128K
$6.55M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-9K- 1.13% |
$404K - $462K
|
790K
$40.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-9.01K- 11.64% |
$405K - $463K
|
68.4K
$3.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-9.03K- 9.76% |
$405K - $464K
|
83.5K
$4.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-9.04K- 66.49% |
$406K - $464K
|
4.56K
$232K
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-9.39K- 3.1% |
$422K - $482K
|
294K
$15M
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-9.57K- 25.33% |
$429K - $491K
|
28.2K
$1.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-9.68K- 16.38% |
$434K - $497K
|
49.4K
$2.52M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-9.73K- 2.78% |
$437K - $499K
|
340K
$17.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-10K- 25.88% |
$450K - $515K
|
28.7K
$1.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-10.1K- 13.22% |
$452K - $516K
|
66K
$3.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-10.3K- 2.36% |
$463K - $530K
|
427K
$21.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-11.4K- 23.97% |
$512K - $585K
|
36.2K
$1.84M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-11.5K- 7.51% |
$518K - $592K
|
142K
$7.24M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-11.5K- 6.83% |
$518K - $593K
|
158K
$8.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-11.9K- 17.4% |
$534K - $611K
|
56.5K
$2.88M
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-13K- 80.52% |
$584K - $667K
|
3.15K
$160K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-13.6K- 41.26% |
$610K - $698K
|
19.3K
$986K
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-14.3K- 6.79% |
$642K - $735K
|
196K
$10M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-15.1K- 65.04% |
$678K - $775K
|
8.12K
$414K
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-15.7K- 25.64% |
$706K - $807K
|
45.6K
$2.32M
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-16.3K- 80.02% |
$730K - $835K
|
4.06K
$207K
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-16.6K- 33.83% |
$745K - $852K
|
32.5K
$1.65M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-16.7K- 72.76% |
$751K - $858K
|
6.26K
$319K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-16.8K- 27.47% |
$754K - $863K
|
44.4K
$2.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-17K- 31.54% |
$763K - $873K
|
36.9K
$1.88M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-17.6K- 6.84% |
$789K - $902K
|
239K
$12.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Core Alternative Capital
|
SELL
|
- |
-17.6K- 52.49% |
$792K - $906K
|
16K
$814K
|
|
|
Feb 13, 2025
Q4 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-18K- 2.32% |
$807K - $923K
|
757K
$38.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-19.7K- 8.67% |
$883K - $1.01M
|
207K
$10.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-21.5K- 10.83% |
$966K - $1.1M
|
177K
$9.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Credit Agricole S A
|
SELL
|
- |
-21.8K- 59.86% |
$981K - $1.12M
|
14.7K
$747K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-22.2K- 17.53% |
$994K - $1.14M
|
104K
$5.31M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-24.1K- 4.18% |
$1.08M - $1.24M
|
552K
$28.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-24.3K- 84.61% |
$1.09M - $1.25M
|
4.43K
$225K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-24.5K- 43.34% |
$1.1M - $1.26M
|
32.1K
$1.63M
|
|
|
Feb 11, 2025
Q4 2024
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-24.7K- 34.98% |
$1.11M - $1.27M
|
45.9K
$2.34M
|
|
|
Feb 04, 2025
Q4 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-25.7K- 1.97% |
$1.16M - $1.32M
|
1.28M
$65.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
SELL
|
- |
-26.2K- 88.46% |
$1.17M - $1.34M
|
3.41K
$174K
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
SELL
|
- |
-27K- 0.26% |
$1.21M - $1.39M
|
10.3M
$526M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-28.1K- 19.41% |
$1.26M - $1.44M
|
117K
$5.95M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-29.1K- 69.5% |
$1.3M - $1.49M
|
12.8K
$650K
|
|
|
May 15, 2025
Q4 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-30.6K- 15.31% |
$1.37M - $1.57M
|
169K
$8.61M
|
|
|
Feb 10, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-31.2K- 86.31% |
$1.4M - $1.6M
|
4.96K
$253K
|
|
|
Feb 03, 2025
Q4 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-31.5K- 11.46% |
$1.41M - $1.62M
|
243K
$12.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-32.2K- 57.48% |
$1.45M - $1.66M
|
23.8K
$1.22M
|