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 13, 2025
Q4 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
1.6K+ 0.9% |
$72K - $82.3K
|
179K
$9.11M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.6K+ 3.4% |
$71.6K - $81.9K
|
48.6K
$2.48M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
1.59K+ 11.3% |
$71.5K - $81.7K
|
15.7K
$799K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.58K+ 5.43% |
$71K - $81.2K
|
30.7K
$1.56M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
BUY
|
- |
1.56K+ 81.84% |
$70K - $80K
|
3.46K
$177K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
1.54K+ 26.5% |
$69.2K - $79.2K
|
7.36K
$375K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.53K+ 1.07% |
$68.8K - $78.7K
|
144K
$7.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
1.52K+ 2.73% |
$68.1K - $77.8K
|
57K
$2.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.5K+ 5.36% |
$67.4K - $77.1K
|
29.5K
$1.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.5K+ 12.99% |
$67.3K - $77K
|
13K
$665K
|
|
|
Feb 13, 2025
Q4 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
1.47K+ 22.02% |
$65.8K - $75.2K
|
8.12K
$414K
|
|
|
Jan 21, 2025
Q4 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.45K+ 0.79% |
$65.1K - $74.4K
|
185K
$9.45M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.43K+ 1.85% |
$64K - $73.2K
|
78.4K
$4M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.42K+ 3.23% |
$63.5K - $72.6K
|
45.2K
$2.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
1.39K+ 2.07% |
$62.6K - $71.6K
|
68.9K
$3.51M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.39K+ 13.85% |
$62.3K - $71.2K
|
11.4K
$581K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.38K+ 2.38% |
$62.1K - $71K
|
59.6K
$3.04M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
1.37K+ 4.21% |
$61.7K - $70.5K
|
34K
$1.73M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.33K+ 4.38% |
$59.7K - $68.3K
|
31.7K
$1.62M
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
1.33K+ 16.14% |
$59.7K - $68.2K
|
9.56K
$487K
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
1.27K+ 0.31% |
$57K - $65.2K
|
408K
$20.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.26K+ 1.33% |
$56.5K - $64.6K
|
96.2K
$4.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.24K+ 20.67% |
$55.8K - $63.8K
|
7.26K
$370K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.23K+ 4.8% |
$55.1K - $63K
|
26.8K
$1.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.2K+ 7.22% |
$53.9K - $61.6K
|
17.8K
$908K
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.19K+ 16.04% |
$53.6K - $61.2K
|
8.63K
$440K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.18K+ 37.89% |
$53K - $60.6K
|
4.29K
$219K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
1.17K+ 19.06% |
$52.7K - $60.2K
|
7.33K
$373K
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.15K+ 13.4% |
$51.4K - $58.8K
|
9.7K
$494K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1.14K+ 2.49% |
$51.4K - $58.7K
|
47.1K
$2.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
1.14K+ 15.58% |
$51.2K - $58.5K
|
8.46K
$431K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.14K+ 10.88% |
$51.1K - $58.5K
|
11.6K
$592K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.09K+ 0.72% |
$48.8K - $55.9K
|
151K
$7.71M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
1.08K+ 1.14% |
$48.3K - $55.2K
|
95.5K
$4.86M
|
|
|
Feb 12, 2025
Q4 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
1.07KNew |
$48.1K - $55K
|
1.07K
$54.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.07K+ 9.7% |
$47.9K - $54.8K
|
12.1K
$616K
|
|
|
Feb 07, 2025
Q4 2024
|
Managed Asset Portfolios, LLC
Rochester, MI |
BUY
|
- |
1.06K+ 2.26% |
$47.5K - $54.3K
|
47.8K
$2.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.04K+ 4.6% |
$46.8K - $53.5K
|
23.7K
$1.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
1.02K+ 3.71% |
$46K - $52.6K
|
28.7K
$1.46M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
1.02K+ 18.28% |
$45.6K - $52.2K
|
6.57K
$335K
|
|
|
Feb 13, 2025
Q4 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
1.01K+ 19.08% |
$45.4K - $51.9K
|
6.31K
$322K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.01K+ 1.29% |
$45.3K - $51.8K
|
78.9K
$4.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
1.01K+ 102.44% |
$45.2K - $51.7K
|
1.99K
$101K
|
|
|
Jan 14, 2025
Q4 2024
|
Brave Asset Management Inc
|
BUY
|
- |
1K+ 9.68% |
$45.1K - $51.5K
|
11.4K
$580K
|
|
|
Feb 14, 2025
Q4 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1K+ 3.12% |
$44.9K - $51.4K
|
33.1K
$1.69M
|
|
|
Jan 27, 2025
Q4 2024
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
1KNew |
$44.9K - $51.3K
|
1K
$51K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
996+ 4.55% |
$44.7K - $51.1K
|
22.9K
$1.17M
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
992+ 7.14% |
$44.5K - $50.9K
|
14.9K
$759K
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
BUY
|
- |
968+ 6.5% |
$43.5K - $49.7K
|
15.9K
$808K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
944+ 3.81% |
$42.4K - $48.5K
|
25.7K
$1.31M
|