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 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
589+ 3.57% |
$26.4K - $30.2K
|
17.1K
$883K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
579+ 237.3% |
$26K - $29.7K
|
823
$42.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
575+ 4.68% |
$25.8K - $29.5K
|
12.9K
$665K
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
559+ 11.68% |
$25.1K - $28.7K
|
5.35K
$276K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
555+ 19.08% |
$24.9K - $28.5K
|
3.46K
$179K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
554+ 6.72% |
$24.9K - $28.4K
|
8.8K
$455K
|
|
|
Feb 03, 2025
Q4 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
539+ 7.67% |
$24.2K - $27.7K
|
7.56K
$391K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
538+ 3.06% |
$24.2K - $27.6K
|
18.1K
$938K
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
526+ 8.52% |
$23.6K - $27K
|
6.7K
$346K
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
500+ 1.68% |
$22.4K - $25.7K
|
30.2K
$1.56M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
499New |
$22.4K - $25.6K
|
499
$25.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
478+ 8.45% |
$21.5K - $24.5K
|
6.13K
$317K
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
470+ 6.35% |
$21.1K - $24.1K
|
7.88K
$407K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
457+ 6.62% |
$20.5K - $23.5K
|
7.36K
$380K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
454+ 1.86% |
$20.4K - $23.3K
|
24.8K
$1.28M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
451+ 1.39% |
$20.2K - $23.2K
|
33K
$1.71M
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
437New |
$19.6K - $22.4K
|
437
$22.6K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
436New |
$19.6K - $22.4K
|
436
$22.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
425+ 1.34% |
$19.1K - $21.8K
|
32.1K
$1.66M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
398+ 4.27% |
$17.9K - $20.4K
|
9.71K
$502K
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
395+ 7.71% |
$17.7K - $20.3K
|
5.52K
$285K
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
377+ 5.07% |
$16.9K - $19.4K
|
7.81K
$403K
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
363+ 2.89% |
$16.3K - $18.6K
|
12.9K
$667K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
350New |
$15.7K - $18K
|
350
$18.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
334+ 1.26% |
$15K - $17.1K
|
26.8K
$1.38M
|
|
|
Jan 13, 2025
Q4 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
322+ 1.85% |
$14.5K - $16.5K
|
17.7K
$914K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
315+ 3.76% |
$14.1K - $16.2K
|
8.7K
$449K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
309New |
$13.9K - $15.9K
|
309
$16K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
308+ 26.26% |
$13.8K - $15.8K
|
1.48K
$76.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
307+ 2.01% |
$13.8K - $15.8K
|
15.6K
$805K
|
|
|
Feb 05, 2025
Q4 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
307+ 0.55% |
$13.8K - $15.8K
|
56.2K
$2.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
301+ 12.4% |
$13.5K - $15.5K
|
2.73K
$141K
|
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
300New |
$13.5K - $15.4K
|
300
$15.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
283New |
$12.7K - $14.5K
|
283
$14.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
275+ 1.81% |
$12.3K - $14.1K
|
15.5K
$799K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
274+ 0.74% |
$12.3K - $14.1K
|
37.3K
$1.93M
|
|
|
Feb 03, 2025
Q4 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
270+ 2.27% |
$12.1K - $13.9K
|
12.2K
$628K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
270+ 3.03% |
$12.1K - $13.9K
|
9.19K
$475K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
267+ 0.25% |
$12K - $13.7K
|
108K
$5.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
261+ 0.27% |
$11.7K - $13.4K
|
98K
$5.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
254+ 4.05% |
$11.4K - $13K
|
6.52K
$337K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
254+ 3.01% |
$11.4K - $13K
|
8.7K
$450K
|
|
|
Jan 15, 2025
Q4 2024
|
Smith, Salley & Associates
|
BUY
|
- |
250+ 0.96% |
$11.2K - $12.8K
|
26.2K
$1.35M
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
237+ 3.39% |
$10.6K - $12.2K
|
7.23K
$373K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
231+ 18.48% |
$10.4K - $11.9K
|
1.48K
$76.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
229+ 2.75% |
$10.3K - $11.8K
|
8.56K
$443K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
226New |
$10.1K - $11.6K
|
226
$11.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
225+ 34.62% |
$10.1K - $11.6K
|
875
$45.2K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
222+ 1.9% |
$9.97K - $11.4K
|
11.9K
$616K
|
|
|
Jan 31, 2025
Q4 2024
|
Braun Stacey Associates Inc
|
BUY
|
- |
215+ 1.83% |
$9.65K - $11K
|
11.9K
$617K
|