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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
4.37M+ 227.43% |
$196M - $224M
|
6.29M
$324M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
2.04M+ 25.57% |
$91.6M - $105M
|
10M
$516M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.02M+ 26.45% |
$90.5M - $104M
|
9.64M
$496M
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
BUY
|
- |
1.8M+ 27.73% |
$80.7M - $92.2M
|
8.28M
$426M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.22M+ 485.8% |
$54.8M - $62.6M
|
1.47M
$75.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
685K+ 5341.97% |
$30.8M - $35.2M
|
698K
$35.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
467KNew |
$21M - $24M
|
467K
$24M
|
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
466K+ 7190.87% |
$20.9M - $23.9M
|
473K
$24.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
388K+ 2709.39% |
$17.4M - $19.9M
|
403K
$20.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
354K+ 4467.1% |
$15.9M - $18.2M
|
362K
$18.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
351K+ 5784.97% |
$15.7M - $18M
|
357K
$18.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
273K+ 47.31% |
$12.2M - $14M
|
849K
$43.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
258KNew |
$11.6M - $13.3M
|
258K
$13.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
209K+ 97.42% |
$9.38M - $10.7M
|
423K
$21.8M
|
|
|
Jan 17, 2025
Q4 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
201K+ 73.81% |
$9.01M - $10.3M
|
473K
$24.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
189K+ 156.95% |
$8.5M - $9.72M
|
310K
$16M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
160KNew |
$7.17M - $8.2M
|
160K
$8.22M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
139K+ 12.93% |
$6.24M - $7.13M
|
1.21M
$62.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Astor Investment Management LLC
|
BUY
|
- |
127KNew |
$5.69M - $6.51M
|
127K
$6.53M
|
|
|
Jan 29, 2025
Q4 2024
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
118KNew |
$5.31M - $6.07M
|
118K
$6.09M
|
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
117K+ 2086.43% |
$5.24M - $6M
|
122K
$6.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
113K+ 93.72% |
$5.08M - $5.81M
|
234K
$12M
|
|
|
Jan 21, 2025
Q4 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
107K+ 6.25% |
$4.79M - $5.47M
|
1.81M
$93.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
104KNew |
$4.67M - $5.34M
|
104K
$5.36M
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
104K+ 20.54% |
$4.65M - $5.32M
|
608K
$31.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
101K+ 69.59% |
$4.53M - $5.18M
|
246K
$12.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
98.4K+ 12.31% |
$4.42M - $5.05M
|
898K
$46.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
96.7K+ 29.85% |
$4.34M - $4.97M
|
421K
$21.7M
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
89.8K+ 703.26% |
$4.03M - $4.61M
|
103K
$5.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
84.3K+ 222.39% |
$3.78M - $4.33M
|
122K
$6.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
82.1KNew |
$3.68M - $4.21M
|
82.1K
$4.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
77.7K+ 58.65% |
$3.49M - $3.99M
|
210K
$10.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
74.9KNew |
$3.36M - $3.85M
|
74.9K
$3.86M
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
72.5KNew |
$3.25M - $3.72M
|
72.5K
$3.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
72.5K+ 17.62% |
$3.25M - $3.72M
|
484K
$24.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
72KNew |
$3.23M - $3.7M
|
72K
$3.71M
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
71.5K+ 34.1% |
$3.21M - $3.67M
|
281K
$14.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
70.6K+ 156.32% |
$3.17M - $3.63M
|
116K
$5.96M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
66.7K+ 867.17% |
$2.99M - $3.42M
|
74.4K
$3.83M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
64.7K+ 26.84% |
$2.9M - $3.32M
|
306K
$15.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
62.2K+ 604.14% |
$2.79M - $3.2M
|
72.5K
$3.73M
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
60.8K+ 25.16% |
$2.73M - $3.12M
|
302K
$15.6M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
56.8K+ 389.23% |
$2.55M - $2.92M
|
71.4K
$3.68M
|
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
56.5KNew |
$2.54M - $2.9M
|
56.5K
$2.91M
|
|
|
Feb 03, 2025
Q4 2024
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
55.9KNew |
$2.51M - $2.87M
|
55.9K
$2.87M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
53.5K+ 22.71% |
$2.4M - $2.75M
|
289K
$14.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
52.2K+ 48.98% |
$2.35M - $2.68M
|
159K
$8.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
52.2K+ 6.92% |
$2.34M - $2.68M
|
807K
$41.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
51.9K+ 13.43% |
$2.33M - $2.66M
|
438K
$22.6M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
50.7KNew |
$2.27M - $2.6M
|
50.7K
$2.61M
|