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
|
Elm Partners Management LLC
|
BUY
|
- |
12.1K+ 113.21% |
$541K - $619K
|
22.7K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
12K+ 49.76% |
$538K - $616K
|
36.1K
$1.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Morangie Management LLC
New York, NY |
BUY
|
- |
12KNew |
$538K - $615K
|
12K
$593K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
11.9KNew |
$536K - $613K
|
11.9K
$591K
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
11.7KNew |
$524K - $599K
|
11.7K
$577K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
11.6K+ 58.15% |
$522K - $598K
|
31.7K
$1.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
11.5K+ 7.75% |
$517K - $592K
|
160K
$7.92M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
11.5KNew |
$515K - $589K
|
11.5K
$567K
|
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
11.4KNew |
$514K - $588K
|
11.4K
$566K
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
11.3KNew |
$509K - $583K
|
11.3K
$561K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
11.1K+ 6.33% |
$499K - $570K
|
187K
$9.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
11K+ 61.07% |
$495K - $566K
|
29.1K
$1.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
11KNew |
$493K - $564K
|
11K
$543K
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
10.9KNew |
$488K - $558K
|
10.9K
$538K
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
10.8KNew |
$485K - $555K
|
10.8K
$534K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
10.8K+ 26.66% |
$484K - $553K
|
51.2K
$2.53M
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
10.6K+ 4.12% |
$475K - $543K
|
267K
$13.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
10.5KNew |
$472K - $540K
|
10.5K
$521K
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
10.5K+ 20.4% |
$472K - $540K
|
62.1K
$3.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
10.5KNew |
$471K - $539K
|
10.5K
$519K
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
10.5KNew |
$470K - $537K
|
10.5K
$517K
|
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
10.4K+ 41.82% |
$467K - $534K
|
35.3K
$1.75M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
10.4KNew |
$467K - $534K
|
10.4K
$514K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
10.4KNew |
$467K - $534K
|
10.4K
$514K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
10.4K+ 10.54% |
$466K - $533K
|
109K
$5.38M
|
|
|
Jan 10, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
10.3K+ 284.19% |
$461K - $527K
|
13.9K
$686K
|
|
|
Feb 03, 2025
Q4 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
10.1K+ 36.92% |
$455K - $521K
|
37.6K
$1.86M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
10.1K+ 175.97% |
$454K - $519K
|
15.9K
$784K
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
10KNew |
$449K - $513K
|
10K
$495K
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
9.82K+ 26.25% |
$441K - $504K
|
47.2K
$2.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
9.71KNew |
$436K - $499K
|
9.71K
$480K
|
|
|
Feb 12, 2025
Q4 2024
|
Pier 88 Investment Partners LLC
San Francisco, CA |
BUY
|
- |
9.7KNew |
$435K - $498K
|
9.7K
$480K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
9.66K+ 66.79% |
$434K - $496K
|
24.1K
$1.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9.64K+ 4.34% |
$433K - $495K
|
232K
$11.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
9.6K+ 32.64% |
$431K - $493K
|
39K
$1.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
9.55K+ 7.35% |
$429K - $490K
|
139K
$6.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
9.49K+ 12.9% |
$426K - $487K
|
83.1K
$4.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
9.42K+ 202.36% |
$423K - $483K
|
14.1K
$696K
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
9.33KNew |
$419K - $479K
|
9.33K
$461K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
9.23KNew |
$414K - $474K
|
9.23K
$456K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
9.19K+ 6.9% |
$413K - $472K
|
142K
$7.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Prepared Retirement Institute LLC
Lansdale, PA |
BUY
|
- |
9.18KNew |
$412K - $471K
|
9.18K
$454K
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
9.17K+ 40.39% |
$412K - $471K
|
31.9K
$1.58M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
9.15K+ 32.29% |
$411K - $470K
|
37.5K
$1.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
9.07K+ 11.04% |
$407K - $465K
|
91.2K
$4.51M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
9.06K+ 21.83% |
$407K - $465K
|
50.6K
$2.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
9K+ 2.32% |
$404K - $462K
|
398K
$19.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
9K+ 75.2% |
$404K - $462K
|
21K
$1.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
8.94K+ 38.2% |
$401K - $459K
|
32.3K
$1.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
8.89KNew |
$399K - $457K
|
8.89K
$440K
|