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 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
1.17K+ 19.06% |
$52.7K - $60.2K
|
7.33K
$377K
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.15K+ 13.4% |
$51.4K - $58.8K
|
9.7K
$499K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1.14K+ 2.49% |
$51.4K - $58.7K
|
47.1K
$2.42M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
1.14K+ 15.58% |
$51.2K - $58.5K
|
8.46K
$435K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.14K+ 10.88% |
$51.1K - $58.5K
|
11.6K
$598K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
1.08K+ 1.14% |
$48.3K - $55.2K
|
95.5K
$4.91M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.04K+ 4.6% |
$46.8K - $53.5K
|
23.7K
$1.22M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
1.02K+ 18.28% |
$45.6K - $52.2K
|
6.57K
$338K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.01K+ 1.29% |
$45.3K - $51.8K
|
78.9K
$4.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Brave Asset Management Inc
|
BUY
|
- |
1K+ 9.68% |
$45.1K - $51.5K
|
11.4K
$586K
|
|
|
Jan 27, 2025
Q4 2024
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
1KNew |
$44.9K - $51.3K
|
1K
$51.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
996+ 4.55% |
$44.7K - $51.1K
|
22.9K
$1.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
992+ 7.14% |
$44.5K - $50.9K
|
14.9K
$766K
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
BUY
|
- |
968+ 6.5% |
$43.5K - $49.7K
|
15.9K
$816K
|
|
|
Jan 30, 2025
Q4 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
941+ 2.02% |
$42.2K - $48.3K
|
47.5K
$2.44M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
932New |
$41.8K - $47.8K
|
932
$48K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
924+ 6.48% |
$41.5K - $47.4K
|
15.2K
$782K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
901+ 0.22% |
$40.4K - $46.3K
|
419K
$21.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
899+ 2.62% |
$40.4K - $46.2K
|
35.2K
$1.81M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
888+ 3.29% |
$39.9K - $45.6K
|
27.9K
$1.43M
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
853+ 1.2% |
$38.3K - $43.8K
|
71.8K
$3.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
835+ 3.43% |
$37.5K - $42.9K
|
25.2K
$1.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
820+ 15.67% |
$36.8K - $42.1K
|
6.05K
$312K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
799+ 3.78% |
$35.9K - $41K
|
21.9K
$1.13M
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
798+ 11.43% |
$35.8K - $41K
|
7.78K
$400K
|
|
|
Jan 21, 2025
Q4 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
775+ 9.69% |
$34.8K - $39.8K
|
8.78K
$452K
|
|
|
Jan 16, 2025
Q4 2024
|
Kennicott Capital Management LLC
|
BUY
|
- |
770+ 0.91% |
$34.6K - $39.5K
|
85.6K
$4.41M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
754+ 13.17% |
$33.8K - $38.7K
|
6.48K
$334K
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
720+ 12.67% |
$32.3K - $37K
|
6.4K
$329K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
715+ 5.27% |
$32.1K - $36.7K
|
14.3K
$735K
|
|
|
Jan 24, 2025
Q4 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
710+ 11.58% |
$31.9K - $36.5K
|
6.84K
$352K
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
709+ 6.15% |
$31.8K - $36.4K
|
12.2K
$629K
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
702+ 6.07% |
$31.5K - $36K
|
12.3K
$632K
|
|
|
Jan 21, 2025
Q4 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
699+ 2.05% |
$31.4K - $35.9K
|
34.7K
$1.79M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
698+ 12.87% |
$31.3K - $35.8K
|
6.12K
$315K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
692+ 2.09% |
$31.1K - $35.5K
|
33.8K
$1.74M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
687+ 13.81% |
$30.8K - $35.3K
|
5.66K
$291K
|
|
|
Jan 28, 2025
Q4 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
687+ 10.43% |
$30.8K - $35.3K
|
7.28K
$374K
|
|
|
Jan 14, 2025
Q4 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
685+ 3.62% |
$30.7K - $35.2K
|
19.6K
$1.01M
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
681+ 1.25% |
$30.6K - $35K
|
55K
$2.83M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
655+ 1.47% |
$29.4K - $33.6K
|
45.1K
$2.32M
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
BUY
|
- |
650+ 1.77% |
$29.2K - $33.4K
|
37.4K
$1.93M
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
BUY
|
- |
643+ 2.84% |
$28.9K - $33K
|
23.3K
$1.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
636New |
$28.6K - $32.7K
|
636
$32.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
617+ 12.31% |
$27.7K - $31.7K
|
5.63K
$290K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
596+ 1.59% |
$26.8K - $30.6K
|
38.2K
$1.97M
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
589+ 3.57% |
$26.4K - $30.2K
|
17.1K
$879K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
579+ 237.3% |
$26K - $29.7K
|
823
$42.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
575+ 4.68% |
$25.8K - $29.5K
|
12.9K
$662K
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
559+ 11.68% |
$25.1K - $28.7K
|
5.35K
$275K
|