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 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
17.1K+ 10.87% |
$766K - $876K
|
174K
$8.11M
|
|
|
Feb 14, 2025
Q4 2024
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
17KNew |
$763K - $873K
|
17K
$793K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
17K+ 30.45% |
$762K - $872K
|
72.7K
$3.39M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
16.7KNew |
$749K - $857K
|
16.7K
$778K
|
|
|
Jan 28, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
16.7K+ 33.47% |
$748K - $855K
|
66.4K
$3.1M
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
16.6K+ 52.36% |
$745K - $852K
|
48.3K
$2.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
16.6KNew |
$744K - $851K
|
16.6K
$773K
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
16.6K+ 264.66% |
$744K - $850K
|
22.8K
$1.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
16.2K+ 2167.82% |
$729K - $834K
|
17K
$792K
|
|
|
Feb 11, 2025
Q4 2024
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
16.2KNew |
$729K - $834K
|
16.2K
$757K
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
16.2KNew |
$725K - $829K
|
16.2K
$754K
|
|
|
Feb 11, 2025
Q4 2024
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
16.1KNew |
$725K - $829K
|
16.1K
$753K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
16.1K+ 32.79% |
$724K - $828K
|
65.4K
$3.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
16.1KNew |
$722K - $825K
|
16.1K
$750K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
15.6K+ 15.86% |
$702K - $803K
|
114K
$5.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
15.6K+ 14.88% |
$701K - $802K
|
121K
$5.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
15.6K+ 15.89% |
$699K - $799K
|
114K
$5.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
15.5K+ 36.55% |
$696K - $796K
|
57.9K
$2.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
15.4KNew |
$689K - $788K
|
15.4K
$716K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
15.3K+ 3.89% |
$687K - $786K
|
409K
$19.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
15.3K+ 47.07% |
$685K - $784K
|
47.7K
$2.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
15.1K+ 4.78% |
$680K - $777K
|
332K
$15.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
15.1K+ 11.68% |
$678K - $775K
|
144K
$6.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
15.1K+ 2.32% |
$678K - $775K
|
666K
$31.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
15.1KNew |
$677K - $774K
|
15.1K
$703K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
14.9K+ 107.08% |
$669K - $765K
|
28.8K
$1.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
14.7KNew |
$660K - $755K
|
14.7K
$686K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
14.7K+ 52.14% |
$658K - $753K
|
42.8K
$2M
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
14.4KNew |
$645K - $738K
|
14.4K
$670K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
14.4KNew |
$644K - $737K
|
14.4K
$670K
|
|
|
Feb 14, 2025
Q4 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
14.3KNew |
$644K - $736K
|
14.3K
$669K
|
|
|
Feb 13, 2025
Q4 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
14.3KNew |
$642K - $734K
|
14.3K
$667K
|
|
|
Feb 28, 2025
Q4 2024
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
14.3KNew |
$642K - $734K
|
14.3K
$667K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
14.2K+ 72.43% |
$636K - $727K
|
33.7K
$1.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
14.1KNew |
$632K - $723K
|
14.1K
$657K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
14K+ 247.54% |
$631K - $721K
|
19.7K
$920K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
13.9K+ 8.58% |
$623K - $712K
|
176K
$8.19M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
13.8K+ 55.88% |
$618K - $707K
|
38.4K
$1.79M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
13.7K+ 31.87% |
$615K - $704K
|
56.7K
$2.65M
|
|
|
Jan 27, 2025
Q4 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
13.6K+ 20.41% |
$608K - $696K
|
79.9K
$3.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
13.5KNew |
$605K - $692K
|
13.5K
$629K
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
13.5K+ 34.63% |
$605K - $692K
|
52.4K
$2.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Finward Bancorp
Munster, IN |
BUY
|
- |
13.4KNew |
$602K - $689K
|
13.4K
$626K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
13.3K+ 31.0% |
$595K - $681K
|
56.1K
$2.61M
|
|
|
Feb 07, 2025
Q4 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
13.1K+ 7.35% |
$587K - $671K
|
191K
$8.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
13K+ 184.0% |
$582K - $666K
|
20K
$934K
|
|
|
Jan 16, 2025
Q4 2024
|
Jb Global.Com LLC
New York, NY |
BUY
|
- |
12.9KNew |
$580K - $663K
|
12.9K
$603K
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
12.9KNew |
$579K - $662K
|
12.9K
$601K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
12.8KNew |
$576K - $659K
|
12.8K
$599K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
12.6K+ 9.72% |
$564K - $645K
|
142K
$6.61M
|