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 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
10+ 0.03% |
$449 - $513
|
38.6K
$1.99M
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
10+ 0.07% |
$449 - $513
|
14.5K
$746K
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
10+ 0.19% |
$449 - $513
|
5.27K
$271K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
8+ 0.06% |
$359 - $411
|
13.4K
$688K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
7+ 0.08% |
$314 - $359
|
9.28K
$478K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
6+ 0.07% |
$269 - $308
|
9.02K
$464K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
6+ 0.13% |
$269 - $308
|
4.55K
$234K
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
5+ 0.03% |
$224 - $257
|
14.8K
$762K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
4+ 0.39% |
$180 - $205
|
1.03K
$52.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
4+ 0.4% |
$180 - $205
|
1.01K
$52.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
3+ 6.38% |
$135 - $154
|
50
$2.57K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.03% |
$135 - $154
|
11.6K
$597K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
3+ 0.07% |
$135 - $154
|
4.47K
$230K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2+ 0.08% |
$89.8 - $103
|
2.6K
$134K
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
2+ 0.03% |
$89.8 - $103
|
5.74K
$296K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.38% |
$89.8 - $103
|
526
$27.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
1+ 0.02% |
$44.9 - $51.3
|
4.69K
$241K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1+ 0.02% |
$44.9 - $51.3
|
5.4K
$278K
|
|
|
Jan 13, 2025
Q4 2024
|
Founders Capital Management
|
BUY
|
- |
1+ 0.08% |
$44.9 - $51.3
|
1.33K
$68.4K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1+ 0.1% |
$44.9 - $51.3
|
957
$49.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.12% |
$44.9 - $51.3
|
848
$43.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 0.35% |
$44.9 - $51.3
|
288
$14.8K
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
1+ 0.01% |
$44.9 - $51.3
|
8.03K
$413K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 1.06% |
$44.9 - $51.3
|
95
$4.89K
|
|
|
Feb 03, 2025
Q4 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
1+ 0.69% |
$44.9 - $51.3
|
145
$7.46K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$44.9 - $51.3
|
5.2K
$268K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-4- 0.01% |
$180 - $205
|
26.7K
$1.38M
|
|
|
Jan 23, 2025
Q4 2024
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-7- 0.02% |
$314 - $359
|
34.3K
$1.77M
|
|
|
Feb 03, 2025
Q4 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-15- 0.35% |
$673 - $770
|
4.24K
$218K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-18- 0.75% |
$808 - $924
|
2.38K
$123K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-21- 19.81% |
$943 - $1.08K
|
85
$4.37K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-25- 1.42% |
$1.12K - $1.28K
|
1.73K
$89K
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-25- 0.17% |
$1.12K - $1.28K
|
14.6K
$750K
|
|
|
Jan 28, 2025
Q4 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-25- 0.4% |
$1.12K - $1.28K
|
6.28K
$323K
|
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-25- 0.42% |
$1.12K - $1.28K
|
5.94K
$306K
|
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-25- 0.2% |
$1.12K - $1.28K
|
12.7K
$654K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-30- 0.13% |
$1.35K - $1.54K
|
23K
$1.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-33- 0.21% |
$1.48K - $1.69K
|
15.8K
$813K
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-35- 2.18% |
$1.57K - $1.8K
|
1.57K
$80.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-36- 0.48% |
$1.62K - $1.85K
|
7.51K
$386K
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-40- 0.39% |
$1.8K - $2.05K
|
10.1K
$522K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-40- 9.88% |
$1.8K - $2.05K
|
365
$18.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-42- 0.21% |
$1.89K - $2.16K
|
19.9K
$1.03M
|
|
|
Jan 30, 2025
Q4 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-43- 0.77% |
$1.93K - $2.21K
|
5.56K
$286K
|
|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-46- 0.2% |
$2.06K - $2.36K
|
23K
$1.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-48- 1.08% |
$2.15K - $2.46K
|
4.39K
$226K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-51- 0.32% |
$2.29K - $2.62K
|
15.8K
$811K
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-59- 0.28% |
$2.65K - $3.03K
|
21.1K
$1.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-61- 1.34% |
$2.74K - $3.13K
|
4.49K
$231K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-65- 0.77% |
$2.92K - $3.34K
|
8.37K
$431K
|