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 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-749- 1.66% |
$33.6K - $38.5K
|
44.3K
$2.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-757- 5.26% |
$34K - $38.9K
|
13.6K
$706K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-774- 1.35% |
$34.7K - $39.7K
|
56.6K
$2.93M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-819- 5.66% |
$36.8K - $42K
|
13.7K
$707K
|
|
|
Jan 16, 2025
Q4 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-830- 3.98% |
$37.3K - $42.6K
|
20K
$1.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-844- 0.2% |
$37.9K - $43.3K
|
424K
$22M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-848- 1.78% |
$38.1K - $43.5K
|
46.8K
$2.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-861- 1.01% |
$38.7K - $44.2K
|
84.6K
$4.38M
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-869- 4.14% |
$39K - $44.6K
|
20.1K
$1.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-871- 2.56% |
$39.1K - $44.7K
|
33.2K
$1.72M
|
|
|
Jan 29, 2025
Q4 2024
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-873- 10.45% |
$39.2K - $44.8K
|
7.48K
$388K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-893- 4.57% |
$40.1K - $45.8K
|
18.6K
$966K
|
|
|
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
$788K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-913- 5.41% |
$41K - $46.9K
|
16K
$827K
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-924- 6.02% |
$41.5K - $47.4K
|
14.4K
$748K
|
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-930- 2.48% |
$41.7K - $47.7K
|
36.5K
$1.89M
|
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-942- 2.17% |
$42.3K - $48.4K
|
42.5K
$2.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-949- 2.17% |
$42.6K - $48.7K
|
42.9K
$2.22M
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-959- 2.26% |
$43K - $49.2K
|
41.5K
$2.15M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-974- 6.27% |
$43.7K - $50K
|
14.6K
$754K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-988- 15.21% |
$44.4K - $50.7K
|
5.51K
$285K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.03K- 7.78% |
$46K - $52.6K
|
12.2K
$630K
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-1.03K- 2.55% |
$46.2K - $52.8K
|
39.3K
$2.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-1.04K- 0.72% |
$46.6K - $53.2K
|
144K
$7.46M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.04K- 4.9% |
$46.8K - $53.5K
|
20.2K
$1.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.08K- 11.72% |
$48.3K - $55.3K
|
8.11K
$420K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-1.11K- 6.53% |
$49.8K - $57K
|
15.9K
$824K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1.16K- 14.41% |
$52.2K - $59.7K
|
6.91K
$358K
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-1.19K- 1.12% |
$53.3K - $60.9K
|
105K
$5.42M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.19K- 2.91% |
$53.3K - $61K
|
39.6K
$2.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.2K- 11.38% |
$53.9K - $61.6K
|
9.35K
$484K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-1.21K- 3.51% |
$54.1K - $61.9K
|
33.2K
$1.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Ars Investment Partners, LLC
|
SELL
|
- |
-1.22K- 2.91% |
$54.9K - $62.8K
|
40.8K
$2.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-1.24K- 1.31% |
$55.8K - $63.9K
|
94K
$4.87M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-1.28K- 3.69% |
$57.2K - $65.5K
|
33.3K
$1.72M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.28K- 5.34% |
$57.3K - $65.6K
|
22.6K
$1.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-1.28K- 13.31% |
$57.4K - $65.7K
|
8.33K
$432K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.31K- 0.72% |
$58.7K - $67.2K
|
179K
$9.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.39K- 9.04% |
$62.5K - $71.5K
|
14K
$726K
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-1.42K- 14.1% |
$63.6K - $72.7K
|
8.63K
$447K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.45K- 1.62% |
$65.2K - $74.5K
|
88K
$4.56M
|
|
|
Jan 16, 2025
Q4 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-1.5K- 18.59% |
$67.3K - $77K
|
6.57K
$340K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.51K- 3.94% |
$67.7K - $77.4K
|
36.8K
$1.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-1.51K- 7.07% |
$67.8K - $77.5K
|
19.8K
$1.03M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-1.52K- 1.36% |
$68.1K - $77.9K
|
110K
$5.71M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.55K- 26.24% |
$69.4K - $79.4K
|
4.35K
$225K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-1.57K- 2.59% |
$70.5K - $80.6K
|
59K
$3.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.6K- 1.17% |
$71.8K - $82.1K
|
136K
$7.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.62K- 18.23% |
$72.5K - $82.9K
|
7.25K
$375K
|