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 05, 2025
Q4 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
4.52KNew |
$203K - $232K
|
4.52K
$234K
|
|
|
Jan 29, 2025
Q4 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
4.51K+ 84.78% |
$202K - $231K
|
9.82K
$508K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
4.46KNew |
$200K - $229K
|
4.46K
$231K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4.45K+ 13.25% |
$200K - $228K
|
38K
$1.97M
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
4.43K+ 1.01% |
$199K - $227K
|
442K
$22.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
4.41K+ 56.3% |
$198K - $226K
|
12.2K
$632K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
4.4KNew |
$198K - $226K
|
4.4K
$227K
|
|
|
Jan 27, 2025
Q4 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
4.34KNew |
$195K - $223K
|
4.34K
$224K
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
4.33KNew |
$195K - $222K
|
4.33K
$224K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
4.31KNew |
$194K - $221K
|
4.31K
$223K
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
4.31KNew |
$193K - $221K
|
4.31K
$223K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
4.31K+ 5.2% |
$193K - $221K
|
87.1K
$4.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
4.29K+ 3.42% |
$193K - $220K
|
130K
$6.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
4.27K+ 2.42% |
$191K - $219K
|
180K
$9.32M
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
4.25K+ 2.05% |
$191K - $218K
|
212K
$11M
|
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
BUY
|
- |
4.23KNew |
$190K - $217K
|
4.23K
$219K
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
4.22K+ 7.79% |
$190K - $217K
|
58.5K
$3.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
4.17KNew |
$187K - $214K
|
4.17K
$216K
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
4.17K+ 18.32% |
$187K - $214K
|
26.9K
$1.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
4.16K+ 3.23% |
$187K - $214K
|
133K
$6.87M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
4.16KNew |
$187K - $213K
|
4.16K
$215K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
4.16K+ 17.15% |
$187K - $213K
|
28.4K
$1.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
4.12K+ 18.28% |
$185K - $211K
|
26.6K
$1.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
4K+ 199950.0% |
$180K - $205K
|
4K
$207K
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
3.92K+ 5.09% |
$176K - $201K
|
80.8K
$4.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
3.82K+ 3.23% |
$172K - $196K
|
122K
$6.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.78K+ 11.5% |
$170K - $194K
|
36.6K
$1.89M
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
3.71K+ 5.82% |
$166K - $190K
|
67.4K
$3.48M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
3.63K+ 59.86% |
$163K - $186K
|
9.69K
$501K
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
3.57K+ 13.14% |
$160K - $183K
|
30.8K
$1.59M
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
3.54K+ 52.23% |
$159K - $182K
|
10.3K
$533K
|
|
|
Feb 03, 2025
Q4 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
3.4K+ 16.02% |
$153K - $174K
|
24.6K
$1.27M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
3.36K+ 12.94% |
$151K - $173K
|
29.3K
$1.52M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
3.36K+ 26.3% |
$151K - $172K
|
16.1K
$833K
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
3.32K+ 15.5% |
$149K - $170K
|
24.7K
$1.28M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.23K+ 3.05% |
$145K - $166K
|
109K
$5.64M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
3.21K+ 9.08% |
$144K - $165K
|
38.6K
$1.99M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
3.2K+ 28.85% |
$144K - $164K
|
14.3K
$739K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
3.18K+ 5.5% |
$143K - $163K
|
61.1K
$3.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
3.15K+ 5.93% |
$141K - $162K
|
56.2K
$2.91M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
3.13KNew |
$140K - $161K
|
3.13K
$162K
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
3.08K+ 7.01% |
$138K - $158K
|
47.1K
$2.43M
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
3.08K+ 54.54% |
$138K - $158K
|
8.73K
$451K
|
|
|
Jan 22, 2025
Q4 2024
|
Bay Rivers Group
|
BUY
|
- |
3.04K+ 7.03% |
$136K - $156K
|
46.2K
$2.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
3.02KNew |
$136K - $155K
|
3.02K
$156K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.97K+ 66.97% |
$133K - $152K
|
7.41K
$383K
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
2.95K+ 26.59% |
$132K - $151K
|
14K
$725K
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
2.92K+ 61.36% |
$131K - $150K
|
7.67K
$396K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
2.79K+ 2.76% |
$125K - $143K
|
104K
$5.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
2.78K+ 8.2% |
$125K - $143K
|
36.6K
$1.89M
|