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 24, 2025
Q4 2024
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-1.24K- 1.31% |
$55.8K - $63.9K
|
94K
$4.62M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-1.28K- 3.69% |
$57.2K - $65.5K
|
33.3K
$1.64M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.28K- 5.34% |
$57.3K - $65.6K
|
22.6K
$1.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-1.28K- 13.31% |
$57.4K - $65.7K
|
8.33K
$410K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-1.29K- 6.37% |
$57.7K - $66K
|
18.9K
$929K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.31K- 0.72% |
$58.7K - $67.2K
|
179K
$8.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-1.32K- 1.34% |
$59K - $67.5K
|
96.7K
$4.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-1.33K- 23.84% |
$59.8K - $68.4K
|
4.26K
$209K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.39K- 9.04% |
$62.5K - $71.5K
|
14K
$689K
|
|
|
Feb 13, 2025
Q4 2024
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
SELL
|
- |
-1.4K- 3.17% |
$62.8K - $71.9K
|
42.8K
$2.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Allie Family Office LLC
|
SELL
|
- |
-1.41K- 5.67% |
$63.3K - $72.4K
|
23.4K
$1.15M
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-1.42K- 14.1% |
$63.6K - $72.7K
|
8.63K
$425K
|
|
|
Mar 14, 2025
Q4 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-1.43K- 1.34% |
$64.3K - $73.6K
|
105K
$5.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.45K- 15.27% |
$64.9K - $74.2K
|
8.02K
$395K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.45K- 1.62% |
$65.2K - $74.5K
|
88K
$4.33M
|
|
|
Jan 16, 2025
Q4 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
SELL
|
- |
-1.5K- 18.59% |
$67.3K - $77K
|
6.57K
$323K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.51K- 3.94% |
$67.7K - $77.4K
|
36.8K
$1.81M
|
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-1.51K- 7.07% |
$67.8K - $77.5K
|
19.8K
$977K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-1.52K- 1.36% |
$68.1K - $77.9K
|
110K
$5.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.53K- 2.05% |
$68.5K - $78.3K
|
73K
$3.59M
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.54K- 5.57% |
$69.3K - $79.3K
|
26.2K
$1.29M
|
|
|
Feb 24, 2025
Q4 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-1.54K- 5.05% |
$69.3K - $79.3K
|
29K
$1.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.55K- 26.24% |
$69.4K - $79.4K
|
4.35K
$214K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-1.57K- 2.59% |
$70.5K - $80.6K
|
59K
$2.91M
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.6K- 13.57% |
$71.8K - $82.1K
|
10.2K
$501K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.6K- 1.17% |
$71.8K - $82.1K
|
136K
$6.68M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.62K- 18.23% |
$72.5K - $82.9K
|
7.25K
$357K
|
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-1.66K- 0.23% |
$74.3K - $85K
|
718K
$35.3M
|
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-1.66K- 10.29% |
$74.4K - $85.1K
|
14.4K
$711K
|
|
|
Jan 28, 2025
Q4 2024
|
5th Street Advisors, LLC
|
SELL
|
- |
-1.7K- 0.94% |
$76.2K - $87.2K
|
179K
$8.79M
|
|
|
Jan 14, 2025
Q4 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-1.73K- 10.09% |
$77.7K - $88.8K
|
15.4K
$758K
|
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-1.81K- 2.45% |
$81.2K - $92.8K
|
71.9K
$3.54M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-1.82K- 5.16% |
$81.5K - $93.2K
|
33.4K
$1.64M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
SELL
|
- |
-1.85K- 3.63% |
$82.8K - $94.7K
|
49K
$2.41M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
SELL
|
- |
-1.87K- 1.76% |
$83.9K - $95.9K
|
104K
$5.14M
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-1.93K- 30.86% |
$86.5K - $98.9K
|
4.32K
$212K
|
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-1.98K- 4.18% |
$88.9K - $102K
|
45.4K
$2.23M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-2.02K- 1.95% |
$90.5K - $104K
|
101K
$4.98M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.05K- 18.13% |
$92K - $105K
|
9.25K
$455K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-2.07K- 5.92% |
$92.8K - $106K
|
32.9K
$1.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-2.11K- 21.51% |
$94.6K - $108K
|
7.69K
$378K
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-2.13K- 11.51% |
$95.6K - $109K
|
16.4K
$806K
|
|
|
Feb 04, 2025
Q4 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-2.14K- 14.06% |
$96.2K - $110K
|
13.1K
$645K
|
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-2.19K- 3.71% |
$98.3K - $112K
|
56.8K
$2.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-2.24K- 7.23% |
$100K - $115K
|
28.7K
$1.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-2.25K- 3.34% |
$101K - $115K
|
65K
$3.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-2.25K- 5.17% |
$101K - $116K
|
41.3K
$2.03M
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-2.27K- 19.95% |
$102K - $116K
|
9.09K
$447K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-2.33K- 2.07% |
$105K - $120K
|
110K
$5.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-2.36K- 66.71% |
$106K - $121K
|
1.18K
$57.8K
|