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 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
2.33K+ 34.27% |
$105K - $120K
|
9.12K
$465K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
2.32K+ 8.79% |
$104K - $119K
|
28.7K
$1.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
2.31K+ 26.81% |
$103K - $118K
|
10.9K
$556K
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
2.3K+ 2.06% |
$103K - $118K
|
114K
$5.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
2.28K+ 2.45% |
$102K - $117K
|
95.4K
$4.86M
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
2.27K+ 1.05% |
$102K - $117K
|
218K
$11.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
2.27KNew |
$102K - $117K
|
2.27K
$116K
|
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
2.26K+ 17.96% |
$101K - $116K
|
14.8K
$756K
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
2.26K+ 4.05% |
$101K - $116K
|
58K
$2.95M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
2.24K+ 14.2% |
$100K - $115K
|
18K
$917K
|
|
|
Feb 12, 2025
Q4 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
2.23K+ 32.08% |
$100K - $114K
|
9.17K
$468K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2.19K+ 4.46% |
$98.2K - $112K
|
51.3K
$2.61M
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
BUY
|
- |
2.16K+ 2.57% |
$97.1K - $111K
|
86.3K
$4.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
2.15K+ 6.26% |
$96.5K - $110K
|
36.5K
$1.86M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.1K+ 39.69% |
$94K - $108K
|
7.37K
$376K
|
|
|
Feb 13, 2025
Q4 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
2.09K+ 10.34% |
$93.9K - $107K
|
22.3K
$1.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
2.08K+ 5.99% |
$93.3K - $107K
|
36.8K
$1.87M
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
2.05K+ 12.81% |
$92.1K - $105K
|
18.1K
$920K
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
2.04K+ 12718.75% |
$91.4K - $104K
|
2.05K
$105K
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
2.01K+ 401.2% |
$90K - $103K
|
2.51K
$128K
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
2K+ 1.78% |
$89.9K - $103K
|
115K
$5.84M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
2K+ 1.18% |
$89.6K - $103K
|
171K
$8.71M
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
BUY
|
- |
1.95K+ 10.02% |
$87.6K - $100K
|
21.4K
$1.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.93K+ 4.45% |
$86.8K - $99.3K
|
45.4K
$2.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Natixis
Paris, I0 |
BUY
|
- |
1.93K+ 274.5% |
$86.5K - $98.9K
|
2.63K
$134K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
1.93K+ 4.92% |
$86.5K - $98.9K
|
41.1K
$2.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.92K+ 2.79% |
$86.3K - $98.7K
|
70.9K
$3.61M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.9KNew |
$85.3K - $97.5K
|
1.9K
$96.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.9K+ 10.9% |
$85.2K - $97.5K
|
19.3K
$985K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
1.83K+ 9.54% |
$81.9K - $93.7K
|
21K
$1.07M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.79K+ 9.77% |
$80.5K - $92.1K
|
20.2K
$1.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.79K+ 35.58% |
$80.3K - $91.8K
|
6.82K
$347K
|
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
1.78K+ 10.37% |
$80.1K - $91.6K
|
19K
$968K
|
|
|
Feb 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
1.78K+ 3.65% |
$79.9K - $91.4K
|
50.6K
$2.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
1.78K+ 0.23% |
$79.9K - $91.4K
|
781K
$39.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.77K+ 13.52% |
$79.5K - $90.9K
|
14.9K
$757K
|
|
|
Jan 31, 2025
Q4 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
1.77K+ 1.86% |
$79.4K - $90.8K
|
96.9K
$4.94M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.77K+ 12.91% |
$79.4K - $90.8K
|
15.5K
$788K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.77K+ 3.58% |
$79.3K - $90.7K
|
51.1K
$2.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.76K+ 6.2% |
$78.8K - $90.1K
|
30K
$1.53M
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.75K+ 0.72% |
$78.7K - $90.1K
|
244K
$12.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
1.73K+ 4.24% |
$77.6K - $88.7K
|
42.5K
$2.16M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
1.73K+ 1.22% |
$77.5K - $88.6K
|
144K
$7.32M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.68K+ 9.23% |
$75.2K - $86K
|
19.8K
$1.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1.66K+ 275.79% |
$74.7K - $85.4K
|
2.27K
$115K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1.66K+ 29.89% |
$74.3K - $85K
|
7.2K
$367K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.65K+ 71.32% |
$73.9K - $84.5K
|
3.95K
$201K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.64KNew |
$73.7K - $84.3K
|
1.64K
$83.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
1.63K+ 32.95% |
$73.3K - $83.8K
|
6.59K
$336K
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
1.62K+ 6.03% |
$72.5K - $82.9K
|
28.4K
$1.45M
|