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 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-270- 1.84% |
$12.1K - $13.9K
|
14.4K
$759K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-274- 12.96% |
$12.3K - $14.1K
|
1.84K
$97K
|
|
|
Mar 03, 2025
Q4 2024
|
Cim, LLC
|
SELL
|
- |
-295- 0.55% |
$13.2K - $15.1K
|
53.3K
$2.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-299- 1.03% |
$13.4K - $15.4K
|
28.8K
$1.52M
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
SELL
|
- |
-299- 1.46% |
$13.4K - $15.4K
|
20.1K
$1.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-300- 2.48% |
$13.5K - $15.4K
|
11.8K
$622K
|
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-300- 75.0% |
$13.5K - $15.4K
|
100
$5.27K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-310- 3.23% |
$13.9K - $15.9K
|
9.29K
$489K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
SELL
|
- |
-316- 6.14% |
$14.2K - $16.2K
|
4.83K
$255K
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-319- 3.19% |
$14.3K - $16.4K
|
9.68K
$510K
|
|
|
Feb 14, 2025
Q4 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-319- 3.39% |
$14.3K - $16.4K
|
9.08K
$478K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-324- 2.6% |
$14.5K - $16.6K
|
12.1K
$640K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-328- 3.74% |
$14.7K - $16.8K
|
8.44K
$444K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-329- 0.36% |
$14.8K - $16.9K
|
90.5K
$4.77M
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-332- 11.07% |
$14.9K - $17K
|
2.67K
$141K
|
|
|
Jan 13, 2025
Q4 2024
|
Grassi Investment Management
|
SELL
|
- |
-334- 2.85% |
$15K - $17.1K
|
11.4K
$600K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-344- 0.69% |
$15.4K - $17.7K
|
49.5K
$2.61M
|
|
|
May 29, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-346- 1.84% |
$15.5K - $17.8K
|
18.4K
$971K
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-346- 1.84% |
$15.5K - $17.8K
|
18.4K
$971K
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-348- 0.98% |
$15.6K - $17.9K
|
35K
$1.85M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-355- 1.79% |
$15.9K - $18.2K
|
19.4K
$1.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-360- 22.77% |
$16.2K - $18.5K
|
1.22K
$64.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-360- 14.97% |
$16.2K - $18.5K
|
2.05K
$108K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-372- 6.64% |
$16.7K - $19.1K
|
5.23K
$276K
|
|
|
Jan 28, 2025
Q4 2024
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-377- 2.39% |
$16.9K - $19.4K
|
15.4K
$810K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-379- 0.6% |
$17K - $19.5K
|
62.7K
$3.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-380- 2.24% |
$17.1K - $19.5K
|
16.6K
$872K
|
|
|
Feb 04, 2025
Q4 2024
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-382- 3.67% |
$17.1K - $19.6K
|
10K
$528K
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-390- 0.31% |
$17.5K - $20K
|
124K
$6.55M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-393- 2.87% |
$17.6K - $20.2K
|
13.3K
$702K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-400- 19.1% |
$18K - $20.5K
|
1.69K
$89.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-400- 0.47% |
$18K - $20.5K
|
84K
$4.43M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-404- 0.51% |
$18.1K - $20.7K
|
79.3K
$4.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-411- 0.95% |
$18.4K - $21.1K
|
42.8K
$2.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-425- 1.63% |
$19.1K - $21.8K
|
25.6K
$1.35M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-428- 7.36% |
$19.2K - $22K
|
5.38K
$284K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-437- 2.22% |
$19.6K - $22.4K
|
19.2K
$1.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-438- 1.34% |
$19.7K - $22.5K
|
32.2K
$1.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-448- 2.09% |
$20.1K - $23K
|
21K
$1.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-467- 0.77% |
$21K - $24K
|
60.2K
$3.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-475- 3.05% |
$21.3K - $24.4K
|
15.1K
$796K
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-480- 6.12% |
$21.5K - $24.6K
|
7.37K
$388K
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-484- 3.52% |
$21.7K - $24.8K
|
13.3K
$699K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-488- 0.34% |
$21.9K - $25.1K
|
143K
$7.55M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-490- 13.98% |
$22K - $25.2K
|
3.02K
$159K
|
|
|
Feb 14, 2025
Q4 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
SELL
|
- |
-504- 11.04% |
$22.6K - $25.9K
|
4.06K
$214K
|
|
|
Feb 14, 2025
Q4 2024
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-509- 0.91% |
$22.8K - $26.1K
|
55.3K
$2.91M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-516- 1.0% |
$23.2K - $26.5K
|
50.9K
$2.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-523- 7.14% |
$23.5K - $26.9K
|
6.8K
$358K
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-533- 0.01% |
$23.9K - $27.4K
|
10.3M
$544M
|