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 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-173- 2.2% |
$7.77K - $8.88K
|
7.68K
$378K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-179- 9.14% |
$8.04K - $9.19K
|
1.78K
$87.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-188- 1.58% |
$8.44K - $9.65K
|
11.7K
$577K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-188- 1.54% |
$8.44K - $9.65K
|
12K
$590K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-189- 2.98% |
$8.48K - $9.7K
|
6.15K
$303K
|
|
|
Jan 29, 2025
Q4 2024
|
Axecap Investments, LLC
Mason, OH |
SELL
|
- |
-192- 1.3% |
$8.62K - $9.86K
|
14.6K
$720K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-195- 2.54% |
$8.75K - $10K
|
7.47K
$368K
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-198- 1.71% |
$8.89K - $10.2K
|
11.4K
$561K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-199- 1.43% |
$8.93K - $10.2K
|
13.7K
$677K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
SELL
|
- |
-200- 1.19% |
$8.98K - $10.3K
|
16.6K
$815K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-200- 7.58% |
$8.98K - $10.3K
|
2.44K
$120K
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-200- 2.73% |
$8.98K - $10.3K
|
7.12K
$350K
|
|
|
Feb 12, 2025
Q4 2024
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-200- 0.81% |
$8.98K - $10.3K
|
24.6K
$1.21M
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-201- 2.07% |
$9.02K - $10.3K
|
9.5K
$467K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-202- 11.41% |
$9.07K - $10.4K
|
1.57K
$77.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-203- 0.18% |
$9.11K - $10.4K
|
114K
$5.59M
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-219- 18.07% |
$9.83K - $11.2K
|
993
$48.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-220- 1.65% |
$9.88K - $11.3K
|
13.1K
$644K
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-223- 2.0% |
$10K - $11.4K
|
10.9K
$537K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-225- 0.81% |
$10.1K - $11.6K
|
27.6K
$1.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
SELL
|
- |
-225- 2.53% |
$10.1K - $11.6K
|
8.68K
$427K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-227- 0.98% |
$10.2K - $11.7K
|
22.9K
$1.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-240- 4.16% |
$10.8K - $12.3K
|
5.54K
$272K
|
|
|
Feb 14, 2025
Q4 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-240- 5.1% |
$10.8K - $12.3K
|
4.46K
$220K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-242- 10.94% |
$10.9K - $12.4K
|
1.97K
$96.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-246- 1.96% |
$11K - $12.6K
|
12.3K
$604K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-249- 3.69% |
$11.2K - $12.8K
|
6.49K
$319K
|
|
|
Jan 15, 2025
Q4 2024
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-250- 3.78% |
$11.2K - $12.8K
|
6.37K
$313K
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-257- 0.35% |
$11.5K - $13.2K
|
72.7K
$3.58M
|
|
|
Jan 16, 2025
Q4 2024
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-258- 1.09% |
$11.6K - $13.2K
|
23.4K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-268- 0.96% |
$12K - $13.8K
|
27.6K
$1.36M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-270- 1.84% |
$12.1K - $13.9K
|
14.4K
$709K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-274- 12.96% |
$12.3K - $14.1K
|
1.84K
$90.6K
|
|
|
Mar 03, 2025
Q4 2024
|
Cim, LLC
|
SELL
|
- |
-295- 0.55% |
$13.2K - $15.1K
|
53.3K
$2.62M
|
|
|
Feb 06, 2025
Q4 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-299- 1.03% |
$13.4K - $15.4K
|
28.8K
$1.42M
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
SELL
|
- |
-299- 1.46% |
$13.4K - $15.4K
|
20.1K
$990K
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-300- 2.48% |
$13.5K - $15.4K
|
11.8K
$581K
|
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-300- 75.0% |
$13.5K - $15.4K
|
100
$4.92K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-310- 3.23% |
$13.9K - $15.9K
|
9.29K
$457K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
SELL
|
- |
-316- 6.14% |
$14.2K - $16.2K
|
4.83K
$238K
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-319- 3.19% |
$14.3K - $16.4K
|
9.68K
$476K
|
|
|
Feb 14, 2025
Q4 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-319- 3.39% |
$14.3K - $16.4K
|
9.08K
$447K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-324- 2.6% |
$14.5K - $16.6K
|
12.1K
$598K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-328- 3.74% |
$14.7K - $16.8K
|
8.44K
$415K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-329- 0.36% |
$14.8K - $16.9K
|
90.5K
$4.45M
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-332- 11.07% |
$14.9K - $17K
|
2.67K
$131K
|
|
|
Jan 13, 2025
Q4 2024
|
Grassi Investment Management
|
SELL
|
- |
-334- 2.85% |
$15K - $17.1K
|
11.4K
$560K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-344- 0.69% |
$15.4K - $17.7K
|
49.5K
$2.44M
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-348- 0.98% |
$15.6K - $17.9K
|
35K
$1.72M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-355- 1.79% |
$15.9K - $18.2K
|
19.4K
$957K
|