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 14, 2025
Q4 2024
|
Peak Financial Advisors LLC
|
SELL
|
- |
-69- 0.41% |
$3.1K - $3.54K
|
16.9K
$868K
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-70- 12.52% |
$3.14K - $3.59K
|
489
$25.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-70- 10.4% |
$3.14K - $3.59K
|
603
$31K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-77- 1.03% |
$3.46K - $3.95K
|
7.43K
$382K
|
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-83- 0.15% |
$3.73K - $4.26K
|
55.6K
$2.86M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-87- 2.65% |
$3.91K - $4.47K
|
3.19K
$164K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-91- 1.98% |
$4.08K - $4.67K
|
4.51K
$232K
|
|
|
Feb 04, 2025
Q4 2024
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-100- 0.89% |
$4.49K - $5.13K
|
11.1K
$573K
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-102- 0.39% |
$4.58K - $5.24K
|
26.2K
$1.35M
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
SELL
|
- |
-127- 2.47% |
$5.7K - $6.52K
|
5.02K
$259K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-136- 0.43% |
$6.11K - $6.98K
|
31.6K
$1.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Capital Management, LLC
|
SELL
|
- |
-144- 0.67% |
$6.46K - $7.39K
|
21.4K
$1.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-147- 1.4% |
$6.6K - $7.55K
|
10.4K
$533K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-148- 0.9% |
$6.64K - $7.6K
|
16.3K
$837K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-153- 2.19% |
$6.87K - $7.86K
|
6.85K
$352K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-161- 8.9% |
$7.23K - $8.27K
|
1.65K
$84.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-166- 0.47% |
$7.45K - $8.52K
|
35.1K
$1.81M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-170- 0.88% |
$7.63K - $8.73K
|
19.1K
$981K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-179- 9.14% |
$8.04K - $9.19K
|
1.78K
$91.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-188- 1.58% |
$8.44K - $9.65K
|
11.7K
$604K
|
|
|
Jan 29, 2025
Q4 2024
|
Axecap Investments, LLC
Mason, OH |
SELL
|
- |
-192- 1.3% |
$8.62K - $9.86K
|
14.6K
$753K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-195- 2.54% |
$8.75K - $10K
|
7.47K
$385K
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-198- 1.71% |
$8.89K - $10.2K
|
11.4K
$586K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-199- 1.43% |
$8.93K - $10.2K
|
13.7K
$708K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
SELL
|
- |
-200- 1.19% |
$8.98K - $10.3K
|
16.6K
$852K
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-203- 0.18% |
$9.11K - $10.4K
|
114K
$5.85M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-220- 1.65% |
$9.88K - $11.3K
|
13.1K
$673K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-225- 0.81% |
$10.1K - $11.6K
|
27.6K
$1.42M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-227- 0.98% |
$10.2K - $11.7K
|
22.9K
$1.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-240- 4.16% |
$10.8K - $12.3K
|
5.54K
$285K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-242- 10.94% |
$10.9K - $12.4K
|
1.97K
$101K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-249- 3.69% |
$11.2K - $12.8K
|
6.49K
$334K
|
|
|
Jan 15, 2025
Q4 2024
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-250- 3.78% |
$11.2K - $12.8K
|
6.37K
$328K
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-257- 0.35% |
$11.5K - $13.2K
|
72.7K
$3.74M
|
|
|
Jan 16, 2025
Q4 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-258- 1.09% |
$11.6K - $13.2K
|
23.4K
$1.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-270- 1.84% |
$12.1K - $13.9K
|
14.4K
$742K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
SELL
|
- |
-316- 6.14% |
$14.2K - $16.2K
|
4.83K
$249K
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-319- 3.19% |
$14.3K - $16.4K
|
9.68K
$498K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-324- 2.6% |
$14.5K - $16.6K
|
12.1K
$625K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-328- 3.74% |
$14.7K - $16.8K
|
8.44K
$434K
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-332- 11.07% |
$14.9K - $17K
|
2.67K
$137K
|
|
|
Jan 13, 2025
Q4 2024
|
Grassi Investment Management
|
SELL
|
- |
-334- 2.85% |
$15K - $17.1K
|
11.4K
$586K
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-348- 0.98% |
$15.6K - $17.9K
|
35K
$1.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-355- 1.79% |
$15.9K - $18.2K
|
19.4K
$1M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-360- 22.77% |
$16.2K - $18.5K
|
1.22K
$62.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-372- 6.64% |
$16.7K - $19.1K
|
5.23K
$269K
|
|
|
Jan 28, 2025
Q4 2024
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-377- 2.39% |
$16.9K - $19.4K
|
15.4K
$791K
|
|
|
Feb 04, 2025
Q4 2024
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-382- 3.67% |
$17.1K - $19.6K
|
10K
$516K
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-390- 0.31% |
$17.5K - $20K
|
124K
$6.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-393- 2.87% |
$17.6K - $20.2K
|
13.3K
$686K
|