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 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
50.1KNew |
$2.25M - $2.57M
|
50.1K
$2.58M
|
|
|
Jan 31, 2025
Q4 2024
|
Rye Brook Capital LLC
|
BUY
|
- |
49.8KNew |
$2.24M - $2.56M
|
49.8K
$2.56M
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
49.1K+ 324.83% |
$2.21M - $2.52M
|
64.2K
$3.31M
|
|
|
Jan 30, 2025
Q4 2024
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
48.9KNew |
$2.2M - $2.51M
|
48.9K
$2.52M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
48.6K+ 35.77% |
$2.18M - $2.5M
|
185K
$9.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
47.2KNew |
$2.12M - $2.42M
|
47.2K
$2.43M
|
|
|
Jan 24, 2025
Q4 2024
|
Oak Family Advisors, LLC
|
BUY
|
- |
42.7KNew |
$1.92M - $2.19M
|
42.7K
$2.2M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
42.5K+ 72.34% |
$1.91M - $2.18M
|
101K
$5.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
41.6K+ 12.37% |
$1.87M - $2.13M
|
378K
$19.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
41.2KNew |
$1.85M - $2.12M
|
41.2K
$2.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
40.7K+ 24.46% |
$1.83M - $2.09M
|
207K
$10.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
40.2KNew |
$1.8M - $2.06M
|
40.2K
$2.07M
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
39.9K+ 98.78% |
$1.79M - $2.05M
|
80.4K
$4.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
39.5K+ 41.35% |
$1.77M - $2.03M
|
135K
$6.95M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
37.7KNew |
$1.69M - $1.94M
|
37.7K
$1.94M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
36.5K+ 81.6% |
$1.64M - $1.88M
|
81.3K
$4.19M
|
|
|
Jan 15, 2025
Q4 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
36K+ 188.5% |
$1.62M - $1.85M
|
55.1K
$2.84M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
34K+ 7.4% |
$1.53M - $1.74M
|
493K
$25.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
33.5KNew |
$1.51M - $1.72M
|
33.5K
$1.73M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
32.9K+ 4.54% |
$1.48M - $1.69M
|
758K
$39M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
32.2K+ 20.2% |
$1.44M - $1.65M
|
191K
$9.85M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
32K+ 22.16% |
$1.44M - $1.64M
|
176K
$9.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
31.6KNew |
$1.42M - $1.62M
|
31.6K
$1.62M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
31.2K+ 47.57% |
$1.4M - $1.6M
|
96.8K
$4.98M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
31.2K+ 1.56% |
$1.4M - $1.6M
|
2.03M
$104M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
31KNew |
$1.39M - $1.59M
|
31K
$1.6M
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
30.9KNew |
$1.39M - $1.59M
|
30.9K
$1.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
30.9KNew |
$1.39M - $1.59M
|
30.9K
$1.59M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
30.9K+ 3.9% |
$1.39M - $1.58M
|
822K
$42.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
30.3K+ 313.24% |
$1.36M - $1.55M
|
39.9K
$2.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
30KNew |
$1.35M - $1.54M
|
30K
$1.54M
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
28.6K+ 81.25% |
$1.28M - $1.47M
|
63.7K
$3.28M
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
28K+ 543.55% |
$1.26M - $1.44M
|
33.1K
$1.71M
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
27.4K+ 176.82% |
$1.23M - $1.41M
|
42.9K
$2.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
27.4K+ 9.79% |
$1.23M - $1.41M
|
307K
$15.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
26.7K+ 64.99% |
$1.2M - $1.37M
|
67.7K
$3.48M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
25.7K+ 15.04% |
$1.16M - $1.32M
|
197K
$10.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
25.6K+ 5.53% |
$1.15M - $1.32M
|
489K
$25.2M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
25.2K+ 108.1% |
$1.13M - $1.29M
|
48.4K
$2.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
24.7K+ 4.85% |
$1.11M - $1.27M
|
535K
$27.5M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
24.7KNew |
$1.11M - $1.27M
|
24.7K
$1.27M
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
24.6KNew |
$1.11M - $1.26M
|
24.6K
$1.27M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
24.3K+ 24.49% |
$1.09M - $1.25M
|
124K
$6.37M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
24.2KNew |
$1.09M - $1.24M
|
24.2K
$1.25M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
23.5K+ 6.87% |
$1.05M - $1.21M
|
365K
$18.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
23.3K+ 81.91% |
$1.05M - $1.2M
|
51.8K
$2.66M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
22.8K+ 94.13% |
$1.02M - $1.17M
|
47K
$2.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
21.9KNew |
$984K - $1.12M
|
21.9K
$1.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
21.9K+ 3159.45% |
$983K - $1.12M
|
22.6K
$1.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
21.3K+ 21.98% |
$958K - $1.1M
|
118K
$6.1M
|