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 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-11.4K- 23.97% |
$512K - $585K
|
36.2K
$1.87M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-11.5K- 6.83% |
$518K - $593K
|
158K
$8.16M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-11.9K- 17.4% |
$534K - $611K
|
56.5K
$2.93M
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-13K- 80.52% |
$584K - $667K
|
3.15K
$163K
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-14.3K- 6.79% |
$642K - $735K
|
196K
$10.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-15.1K- 65.04% |
$678K - $775K
|
8.12K
$421K
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-15.7K- 25.64% |
$706K - $807K
|
45.6K
$2.36M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-16.7K- 72.76% |
$751K - $858K
|
6.26K
$324K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-16.8K- 27.47% |
$754K - $863K
|
44.4K
$2.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-17.6K- 6.84% |
$789K - $902K
|
239K
$12.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Core Alternative Capital
|
SELL
|
- |
-17.6K- 52.49% |
$792K - $906K
|
16K
$828K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-19.7K- 8.67% |
$883K - $1.01M
|
207K
$10.7M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-24.1K- 4.18% |
$1.08M - $1.24M
|
552K
$28.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-24.3K- 84.61% |
$1.09M - $1.25M
|
4.43K
$229K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-24.5K- 43.34% |
$1.1M - $1.26M
|
32.1K
$1.66M
|
|
|
Feb 04, 2025
Q4 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-25.7K- 1.97% |
$1.16M - $1.32M
|
1.28M
$66.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
SELL
|
- |
-26.2K- 88.46% |
$1.17M - $1.34M
|
3.41K
$177K
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
SELL
|
- |
-27K- 0.26% |
$1.21M - $1.39M
|
10.3M
$535M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-28.1K- 19.41% |
$1.26M - $1.44M
|
117K
$6.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-29.1K- 69.5% |
$1.3M - $1.49M
|
12.8K
$661K
|
|
|
Feb 03, 2025
Q4 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-31.5K- 11.46% |
$1.41M - $1.62M
|
243K
$12.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-32.2K- 57.48% |
$1.45M - $1.66M
|
23.8K
$1.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-32.6K- 23.56% |
$1.46M - $1.67M
|
106K
$5.48M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-34.9K- 13.71% |
$1.57M - $1.79M
|
220K
$11.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-38.6K- 89.43% |
$1.73M - $1.98M
|
4.56K
$236K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-44.5K- 38.3% |
$2M - $2.28M
|
71.6K
$3.71M
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-49K- 66.01% |
$2.2M - $2.52M
|
25.3K
$1.31M
|
|
|
Feb 05, 2025
Q4 2024
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
SELL
|
- |
-50.6K- 6.08% |
$2.27M - $2.6M
|
781K
$40.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-57.4K- 85.99% |
$2.58M - $2.95M
|
9.35K
$485K
|
|
|
Jan 17, 2025
Q4 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-67.3K- 74.29% |
$3.02M - $3.46M
|
23.3K
$1.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-79.6K- 99.09% |
$3.57M - $4.09M
|
733
$38K
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-83.6K- 55.53% |
$3.75M - $4.29M
|
66.9K
$3.47M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-112K- 6.81% |
$5.02M - $5.74M
|
1.53M
$79.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-112K- 75.93% |
$5.02M - $5.75M
|
35.5K
$1.84M
|
|
|
Jan 13, 2025
Q4 2024
|
Wela Strategies, Inc.
|
SELL
|
- |
-113K- 99.13% |
$5.07M - $5.79M
|
986
$51.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-116K- 78.11% |
$5.19M - $5.93M
|
32.4K
$1.68M
|
|
|
Jan 21, 2025
Q4 2024
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
SELL
|
- |
-210K- 18.89% |
$9.43M - $10.8M
|
902K
$46.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-268K- 80.99% |
$12M - $13.7M
|
62.8K
$3.25M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-282K- 42.92% |
$12.7M - $14.5M
|
375K
$19.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-295K- 43.21% |
$13.2M - $15.1M
|
388K
$20.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-493K- 32.68% |
$22.1M - $25.3M
|
1.02M
$52.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-556K- 7.5% |
$25M - $28.6M
|
6.86M
$356M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-683K- 97.75% |
$30.6M - $35M
|
15.7K
$814K
|
|
|
Feb 06, 2025
Q4 2024
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
SELL
|
- |
-2M- 33.33% |
$89.8M - $103M
|
4M
$207M
|