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 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
BUY
|
- |
5.21KNew |
$234K - $268K
|
5.21K
$268K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.21K+ 92.66% |
$234K - $268K
|
10.8K
$558K
|
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
5.21KNew |
$234K - $267K
|
5.21K
$268K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
5.19KNew |
$233K - $266K
|
5.19K
$267K
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
5.13K+ 83.96% |
$230K - $263K
|
11.2K
$578K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
5.1KNew |
$229K - $262K
|
5.1K
$263K
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
5.06K+ 50.94% |
$227K - $260K
|
15K
$772K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.04K+ 3.73% |
$226K - $259K
|
140K
$7.21M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
4.97KNew |
$223K - $255K
|
4.97K
$256K
|
|
|
Jan 14, 2025
Q4 2024
|
Client First Capital LLC
|
BUY
|
- |
4.94K+ 5.61% |
$222K - $254K
|
93.1K
$4.79M
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
4.78KNew |
$214K - $245K
|
4.78K
$246K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
4.76KNew |
$214K - $244K
|
4.76K
$245K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
4.68K+ 16.14% |
$210K - $240K
|
33.6K
$1.73M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
4.58KNew |
$206K - $235K
|
4.58K
$236K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
4.52K+ 9.45% |
$203K - $232K
|
52.4K
$2.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
4.51K+ 84.78% |
$202K - $231K
|
9.82K
$506K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
4.46KNew |
$200K - $229K
|
4.46K
$230K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4.45K+ 13.25% |
$200K - $228K
|
38K
$1.96M
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
4.43K+ 1.01% |
$199K - $227K
|
442K
$22.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
4.41K+ 56.3% |
$198K - $226K
|
12.2K
$630K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
4.4KNew |
$198K - $226K
|
4.4K
$226K
|
|
|
Jan 27, 2025
Q4 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
4.34KNew |
$195K - $223K
|
4.34K
$223K
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
4.33KNew |
$195K - $222K
|
4.33K
$223K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
4.31KNew |
$194K - $221K
|
4.31K
$222K
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
4.31KNew |
$193K - $221K
|
4.31K
$222K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
4.31K+ 5.2% |
$193K - $221K
|
87.1K
$4.48M
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
4.29K+ 3.42% |
$193K - $220K
|
130K
$6.68M
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
4.27K+ 2.42% |
$191K - $219K
|
180K
$9.28M
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
4.25K+ 2.05% |
$191K - $218K
|
212K
$10.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
BUY
|
- |
4.23KNew |
$190K - $217K
|
4.23K
$218K
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
4.22K+ 7.79% |
$190K - $217K
|
58.5K
$3.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
4.17KNew |
$187K - $214K
|
4.17K
$215K
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
4.17K+ 18.32% |
$187K - $214K
|
26.9K
$1.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
4.16K+ 3.23% |
$187K - $214K
|
133K
$6.84M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
4.16KNew |
$187K - $213K
|
4.16K
$214K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
4.12K+ 18.28% |
$185K - $211K
|
26.6K
$1.37M
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
4K+ 199950.0% |
$180K - $205K
|
4K
$206K
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
3.92K+ 5.09% |
$176K - $201K
|
80.8K
$4.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
3.82K+ 3.23% |
$172K - $196K
|
122K
$6.29M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.78K+ 11.5% |
$170K - $194K
|
36.6K
$1.88M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
3.63K+ 59.86% |
$163K - $186K
|
9.69K
$499K
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
3.57K+ 13.14% |
$160K - $183K
|
30.8K
$1.58M
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
3.54K+ 52.23% |
$159K - $182K
|
10.3K
$531K
|
|
|
Feb 03, 2025
Q4 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
3.4K+ 16.02% |
$153K - $174K
|
24.6K
$1.27M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
3.36K+ 12.94% |
$151K - $173K
|
29.3K
$1.51M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
3.36K+ 26.3% |
$151K - $172K
|
16.1K
$830K
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
3.32K+ 15.5% |
$149K - $170K
|
24.7K
$1.27M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.23K+ 3.05% |
$145K - $166K
|
109K
$5.62M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
3.21K+ 9.08% |
$144K - $165K
|
38.6K
$1.98M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
3.2K+ 28.85% |
$144K - $164K
|
14.3K
$736K
|