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
|
Avitas Wealth Management LLC
|
SELL
|
- |
-2.59K- 5.26% |
$116K - $133K
|
46.7K
$2.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-2.75K- 25.03% |
$123K - $141K
|
8.22K
$422K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-2.85K- 1.71% |
$128K - $146K
|
164K
$8.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.91K- 0.94% |
$131K - $150K
|
308K
$15.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-2.92K- 48.37% |
$131K - $150K
|
3.12K
$160K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-2.96K- 1.6% |
$133K - $152K
|
182K
$9.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-3K- 29.51% |
$135K - $154K
|
7.17K
$367K
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
SELL
|
- |
-3.02K- 7.08% |
$135K - $155K
|
39.6K
$2.03M
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-3.16K- 1.48% |
$142K - $162K
|
210K
$10.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-3.26K- 1.48% |
$146K - $167K
|
217K
$11.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-3.34K- 1.39% |
$150K - $171K
|
237K
$12.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-3.34K- 15.35% |
$150K - $171K
|
18.4K
$944K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3.36K- 11.23% |
$151K - $172K
|
26.5K
$1.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Tamar Securities, LLC
|
SELL
|
- |
-3.6K- 1.66% |
$162K - $185K
|
213K
$10.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-3.94K- 1.68% |
$177K - $202K
|
230K
$11.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-4K- 7.12% |
$180K - $205K
|
52.2K
$2.68M
|
|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-4.04K- 11.23% |
$182K - $208K
|
32K
$1.64M
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
SELL
|
- |
-4.23K- 8.48% |
$190K - $217K
|
45.6K
$2.34M
|
|
|
Jan 16, 2025
Q4 2024
|
Prairiewood Capital, LLC
|
SELL
|
- |
-4.35K- 11.1% |
$195K - $223K
|
34.8K
$1.78M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-4.86K- 17.12% |
$218K - $250K
|
23.5K
$1.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-5.12K- 3.69% |
$230K - $263K
|
134K
$6.86M
|
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-5.57K- 7.0% |
$250K - $286K
|
74K
$3.79M
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
SELL
|
- |
-5.9K- 2.93% |
$265K - $303K
|
196K
$10M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-6.1K- 29.21% |
$274K - $313K
|
14.8K
$758K
|
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-6.11K- 11.84% |
$274K - $314K
|
45.5K
$2.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-6.16K- 88.02% |
$276K - $316K
|
838
$43K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-6.2K- 5.38% |
$278K - $318K
|
109K
$5.58M
|
|
|
Jan 16, 2025
Q4 2024
|
Act Wealth Management, LLC
|
SELL
|
- |
-6.69K- 4.11% |
$300K - $343K
|
156K
$8M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-6.79K- 36.87% |
$305K - $349K
|
11.6K
$596K
|
|
|
Jan 17, 2025
Q4 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-6.95K- 9.82% |
$312K - $357K
|
63.8K
$3.27M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-6.96K- 1.14% |
$312K - $357K
|
603K
$30.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-6.99K- 19.34% |
$314K - $359K
|
29.2K
$1.49M
|
|
|
Jan 17, 2025
Q4 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-7K- 41.18% |
$314K - $359K
|
10K
$513K
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-7.25K- 49.09% |
$325K - $372K
|
7.52K
$385K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7.45K- 99.89% |
$334K - $383K
|
8
$410
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-8.02K- 16.96% |
$360K - $412K
|
39.3K
$2.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-8.13K- 31.93% |
$365K - $417K
|
17.3K
$889K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-8.23K- 25.88% |
$369K - $423K
|
23.6K
$1.21M
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-8.92K- 64.24% |
$400K - $458K
|
4.96K
$254K
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-9K- 6.54% |
$404K - $462K
|
128K
$6.59M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-9K- 1.13% |
$404K - $462K
|
790K
$40.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-9.03K- 9.76% |
$405K - $464K
|
83.5K
$4.28M
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-9.39K- 3.1% |
$422K - $482K
|
294K
$15.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-9.57K- 25.33% |
$429K - $491K
|
28.2K
$1.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-9.73K- 2.78% |
$437K - $499K
|
340K
$17.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-10K- 25.88% |
$450K - $515K
|
28.7K
$1.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-11.4K- 23.97% |
$512K - $585K
|
36.2K
$1.85M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-11.9K- 17.4% |
$534K - $611K
|
56.5K
$2.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-13K- 80.52% |
$584K - $667K
|
3.15K
$161K
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-14.3K- 6.79% |
$642K - $735K
|
196K
$10.1M
|