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
|
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
|
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-1.66K- 10.29% |
$74.4K - $85.1K
|
14.4K
$749K
|
|
|
Jan 28, 2025
Q4 2024
|
5th Street Advisors, LLC
|
SELL
|
- |
-1.7K- 0.94% |
$76.2K - $87.2K
|
179K
$9.25M
|
|
|
Jan 14, 2025
Q4 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-1.73K- 10.09% |
$77.7K - $88.8K
|
15.4K
$799K
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-1.81K- 2.45% |
$81.2K - $92.8K
|
71.9K
$3.73M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-1.82K- 5.16% |
$81.5K - $93.2K
|
33.4K
$1.73M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
SELL
|
- |
-1.85K- 3.63% |
$82.8K - $94.7K
|
49K
$2.54M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
SELL
|
- |
-1.87K- 1.76% |
$83.9K - $95.9K
|
104K
$5.41M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-2.02K- 1.95% |
$90.5K - $104K
|
101K
$5.25M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.05K- 18.13% |
$92K - $105K
|
9.25K
$480K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-2.07K- 5.92% |
$92.8K - $106K
|
32.9K
$1.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-2.11K- 21.51% |
$94.6K - $108K
|
7.69K
$399K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-2.13K- 11.51% |
$95.6K - $109K
|
16.4K
$849K
|
|
|
Feb 04, 2025
Q4 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-2.14K- 14.06% |
$96.2K - $110K
|
13.1K
$679K
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-2.19K- 3.71% |
$98.3K - $112K
|
56.8K
$2.94M
|
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-2.24K- 7.23% |
$100K - $115K
|
28.7K
$1.49M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-2.33K- 2.07% |
$105K - $120K
|
110K
$5.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-2.36K- 66.71% |
$106K - $121K
|
1.18K
$60.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-2.4K- 4.41% |
$108K - $123K
|
52K
$2.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-2.4K- 55.65% |
$108K - $123K
|
1.91K
$99.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-2.48K- 2.01% |
$111K - $127K
|
121K
$6.26M
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-2.59K- 5.26% |
$116K - $133K
|
46.7K
$2.42M
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
SELL
|
- |
-2.6K- 4.37% |
$117K - $133K
|
56.9K
$2.95M
|
|
|
Feb 05, 2025
Q4 2024
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-2.6K- 9.24% |
$117K - $134K
|
25.6K
$1.32M
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-2.62K- 1.5% |
$118K - $134K
|
172K
$8.94M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-2.75K- 25.03% |
$123K - $141K
|
8.22K
$426K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-2.85K- 1.71% |
$128K - $146K
|
164K
$8.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.91K- 0.94% |
$131K - $150K
|
308K
$15.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-2.92K- 48.37% |
$131K - $150K
|
3.12K
$162K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-2.96K- 1.6% |
$133K - $152K
|
182K
$9.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-3K- 29.51% |
$135K - $154K
|
7.17K
$371K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-3.02K- 7.08% |
$135K - $155K
|
39.6K
$2.05M
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-3.16K- 1.48% |
$142K - $162K
|
210K
$10.9M
|