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
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-3.7K- 8.59% |
$166K - $190K
|
39.3K
$2.07M
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-3.88K- 30.98% |
$174K - $199K
|
8.64K
$455K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-3.93K- 22.45% |
$177K - $202K
|
13.6K
$715K
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-3.94K- 1.68% |
$177K - $202K
|
230K
$12.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-4K- 7.12% |
$180K - $205K
|
52.2K
$2.75M
|
|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-4.04K- 11.23% |
$182K - $208K
|
32K
$1.68M
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
SELL
|
- |
-4.23K- 8.48% |
$190K - $217K
|
45.6K
$2.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Prairiewood Capital, LLC
|
SELL
|
- |
-4.35K- 11.1% |
$195K - $223K
|
34.8K
$1.83M
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-4.36K- 27.08% |
$196K - $224K
|
11.7K
$618K
|
|
|
Feb 14, 2025
Q4 2024
|
Private Capital Management, LLC
Naples, FL |
SELL
|
- |
-4.45K- 33.52% |
$200K - $229K
|
8.83K
$465K
|
|
|
Feb 14, 2025
Q4 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-4.49K- 1.33% |
$201K - $230K
|
332K
$17.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
SELL
|
- |
-4.56K- 1.46% |
$205K - $234K
|
309K
$16.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-4.64K- 35.35% |
$208K - $238K
|
8.49K
$447K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-4.86K- 17.12% |
$218K - $250K
|
23.5K
$1.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-4.94K- 5.89% |
$222K - $254K
|
79K
$4.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-4.98K- 4.22% |
$223K - $256K
|
113K
$5.96M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.08K- 4.91% |
$228K - $261K
|
98.3K
$5.18M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.1K- 6.53% |
$229K - $262K
|
73K
$3.85M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-5.12K- 3.69% |
$230K - $263K
|
134K
$7.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-5.24K- 0.81% |
$235K - $269K
|
643K
$33.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-5.29K- 7.34% |
$237K - $272K
|
66.7K
$3.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-5.44K- 2.0% |
$244K - $279K
|
266K
$14M
|
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-5.57K- 7.0% |
$250K - $286K
|
74K
$3.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-5.66K- 37.64% |
$254K - $290K
|
9.37K
$494K
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
SELL
|
- |
-5.9K- 2.93% |
$265K - $303K
|
196K
$10.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-5.96K- 3.91% |
$267K - $306K
|
146K
$7.71M
|
|
|
Feb 12, 2025
Q4 2024
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-6.08K- 9.9% |
$273K - $312K
|
55.4K
$2.92M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-6.1K- 29.21% |
$274K - $313K
|
14.8K
$779K
|
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-6.11K- 11.84% |
$274K - $314K
|
45.5K
$2.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-6.16K- 88.02% |
$276K - $316K
|
838
$44.1K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-6.2K- 5.38% |
$278K - $318K
|
109K
$5.74M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-6.29K- 9.75% |
$282K - $323K
|
58.2K
$3.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-6.51K- 9.16% |
$292K - $334K
|
64.5K
$3.4M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-6.58K- 1.68% |
$295K - $338K
|
385K
$20.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Act Wealth Management, LLC
|
SELL
|
- |
-6.69K- 4.11% |
$300K - $343K
|
156K
$8.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-6.79K- 36.87% |
$305K - $349K
|
11.6K
$612K
|
|
|
Feb 04, 2025
Q4 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-6.94K- 11.76% |
$312K - $356K
|
52.1K
$2.74M
|
|
|
Jan 17, 2025
Q4 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-6.95K- 9.82% |
$312K - $357K
|
63.8K
$3.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-6.95K- 4.23% |
$312K - $357K
|
157K
$8.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-6.96K- 1.14% |
$312K - $357K
|
603K
$31.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-6.99K- 19.34% |
$314K - $359K
|
29.2K
$1.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-6.99K- 18.86% |
$314K - $359K
|
30.1K
$1.59M
|
|
|
Jan 17, 2025
Q4 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-7K- 41.18% |
$314K - $359K
|
10K
$527K
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-7.25K- 49.09% |
$325K - $372K
|
7.52K
$396K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7.45K- 99.89% |
$334K - $383K
|
8
$421
|
|
|
Feb 13, 2025
Q4 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-7.5K- 43.72% |
$337K - $385K
|
9.66K
$509K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-7.74K- 6.03% |
$348K - $397K
|
121K
$6.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-7.84K- 52.82% |
$352K - $402K
|
7K
$369K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-7.9K- 5.01% |
$355K - $405K
|
150K
$7.89M
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-8.02K- 16.96% |
$360K - $412K
|
39.3K
$2.07M
|