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 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-400- 0.47% |
$18K - $20.5K
|
84K
$4.32M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-400- 19.1% |
$18K - $20.5K
|
1.69K
$87.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-404- 0.51% |
$18.1K - $20.7K
|
79.3K
$4.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-411- 0.95% |
$18.4K - $21.1K
|
42.8K
$2.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-425- 1.63% |
$19.1K - $21.8K
|
25.6K
$1.32M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-428- 7.36% |
$19.2K - $22K
|
5.38K
$277K
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-438- 1.34% |
$19.7K - $22.5K
|
32.2K
$1.66M
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-484- 3.52% |
$21.7K - $24.8K
|
13.3K
$683K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-490- 13.98% |
$22K - $25.2K
|
3.02K
$155K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-516- 1.0% |
$23.2K - $26.5K
|
50.9K
$2.62M
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-533- 0.01% |
$23.9K - $27.4K
|
10.3M
$532M
|
|
|
Jan 29, 2025
Q4 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-546- 0.75% |
$24.5K - $28K
|
72K
$3.71M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-549- 25.33% |
$24.6K - $28.2K
|
1.62K
$83.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-550- 0.2% |
$24.7K - $28.2K
|
277K
$14.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-583- 7.45% |
$26.2K - $29.9K
|
7.24K
$373K
|
|
|
Jan 07, 2025
Q4 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-650- 7.63% |
$29.2K - $33.4K
|
7.87K
$405K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-650- 0.79% |
$29.2K - $33.4K
|
81.2K
$4.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-671- 7.73% |
$30.1K - $34.4K
|
8.01K
$412K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-672- 9.47% |
$30.2K - $34.5K
|
6.42K
$331K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-696- 4.18% |
$31.2K - $35.7K
|
15.9K
$820K
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
SELL
|
- |
-697- 10.06% |
$31.3K - $35.8K
|
6.23K
$321K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-698- 2.69% |
$31.3K - $35.8K
|
25.3K
$1.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-724- 0.93% |
$32.5K - $37.2K
|
77.5K
$3.99M
|
|
|
Jan 28, 2025
Q4 2024
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-727- 2.99% |
$32.6K - $37.3K
|
23.6K
$1.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-757- 5.26% |
$34K - $38.9K
|
13.6K
$701K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-774- 1.35% |
$34.7K - $39.7K
|
56.6K
$2.91M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-819- 5.66% |
$36.8K - $42K
|
13.7K
$703K
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-830- 3.98% |
$37.3K - $42.6K
|
20K
$1.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-844- 0.2% |
$37.9K - $43.3K
|
424K
$21.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-848- 1.78% |
$38.1K - $43.5K
|
46.8K
$2.41M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-861- 1.01% |
$38.7K - $44.2K
|
84.6K
$4.35M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-871- 2.56% |
$39.1K - $44.7K
|
33.2K
$1.71M
|
|
|
Jan 29, 2025
Q4 2024
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-873- 10.45% |
$39.2K - $44.8K
|
7.48K
$385K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-893- 4.57% |
$40.1K - $45.8K
|
18.6K
$959K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-895- 4.34% |
$40.2K - $45.9K
|
19.7K
$1.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-912- 5.66% |
$40.9K - $46.8K
|
15.2K
$783K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-924- 6.02% |
$41.5K - $47.4K
|
14.4K
$743K
|
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-930- 2.48% |
$41.7K - $47.7K
|
36.5K
$1.88M
|
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-942- 2.17% |
$42.3K - $48.4K
|
42.5K
$2.19M
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-949- 2.17% |
$42.6K - $48.7K
|
42.9K
$2.21M
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-959- 2.26% |
$43K - $49.2K
|
41.5K
$2.14M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-988- 15.21% |
$44.4K - $50.7K
|
5.51K
$284K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.03K- 7.78% |
$46K - $52.6K
|
12.2K
$625K
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-1.03K- 2.55% |
$46.2K - $52.8K
|
39.3K
$2.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-1.04K- 0.72% |
$46.6K - $53.2K
|
144K
$7.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.04K- 4.9% |
$46.8K - $53.5K
|
20.2K
$1.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.08K- 11.72% |
$48.3K - $55.3K
|
8.11K
$418K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-1.11K- 6.53% |
$49.8K - $57K
|
15.9K
$818K
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-1.19K- 1.12% |
$53.3K - $60.9K
|
105K
$5.38M
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.2K- 11.38% |
$53.9K - $61.6K
|
9.35K
$481K
|