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 14, 2025
Q4 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-5.44K- 2.0% |
$244K - $279K
|
266K
$13.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-5.57K- 7.0% |
$250K - $286K
|
74K
$3.64M
|
|
|
Feb 12, 2025
Q4 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-5.66K- 37.64% |
$254K - $290K
|
9.37K
$461K
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
SELL
|
- |
-5.9K- 2.93% |
$265K - $303K
|
196K
$9.63M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-5.96K- 3.91% |
$267K - $306K
|
146K
$7.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-6.08K- 9.9% |
$273K - $312K
|
55.4K
$2.72M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-6.1K- 29.21% |
$274K - $313K
|
14.8K
$728K
|
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-6.11K- 11.84% |
$274K - $314K
|
45.5K
$2.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-6.16K- 88.02% |
$276K - $316K
|
838
$41.2K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-6.2K- 5.38% |
$278K - $318K
|
109K
$5.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-6.29K- 9.75% |
$282K - $323K
|
58.2K
$2.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-6.51K- 9.16% |
$292K - $334K
|
64.5K
$3.18M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-6.58K- 1.68% |
$295K - $338K
|
385K
$18.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Act Wealth Management, LLC
|
SELL
|
- |
-6.69K- 4.11% |
$300K - $343K
|
156K
$7.68M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-6.79K- 36.87% |
$305K - $349K
|
11.6K
$572K
|
|
|
Feb 04, 2025
Q4 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-6.94K- 11.76% |
$312K - $356K
|
52.1K
$2.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-6.95K- 9.82% |
$312K - $357K
|
63.8K
$3.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-6.95K- 4.23% |
$312K - $357K
|
157K
$7.74M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-6.96K- 1.14% |
$312K - $357K
|
603K
$29.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-6.99K- 19.34% |
$314K - $359K
|
29.2K
$1.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-6.99K- 18.86% |
$314K - $359K
|
30.1K
$1.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-7K- 41.18% |
$314K - $359K
|
10K
$492K
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-7.25K- 49.09% |
$325K - $372K
|
7.52K
$370K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7.45K- 99.89% |
$334K - $383K
|
8
$394
|
|
|
Feb 13, 2025
Q4 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-7.5K- 43.72% |
$337K - $385K
|
9.66K
$475K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-7.74K- 6.03% |
$348K - $397K
|
121K
$5.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-7.84K- 52.82% |
$352K - $402K
|
7K
$344K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-7.9K- 5.01% |
$355K - $405K
|
150K
$7.37M
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-8.02K- 16.96% |
$360K - $412K
|
39.3K
$1.93M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-8.13K- 31.93% |
$365K - $417K
|
17.3K
$853K
|
|
|
Feb 04, 2025
Q4 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-8.23K- 1.92% |
$369K - $423K
|
421K
$20.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-8.23K- 25.88% |
$369K - $423K
|
23.6K
$1.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-8.91K- 1.47% |
$400K - $457K
|
596K
$29.4M
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-8.92K- 64.24% |
$400K - $458K
|
4.96K
$244K
|
|
|
Jan 21, 2025
Q4 2024
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-9K- 6.54% |
$404K - $462K
|
128K
$6.32M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-9K- 1.13% |
$404K - $462K
|
790K
$38.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-9.01K- 11.64% |
$405K - $463K
|
68.4K
$3.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-9.03K- 9.76% |
$405K - $464K
|
83.5K
$4.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-9.04K- 66.49% |
$406K - $464K
|
4.56K
$224K
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-9.39K- 3.1% |
$422K - $482K
|
294K
$14.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-9.57K- 25.33% |
$429K - $491K
|
28.2K
$1.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
SELL
|
- |
-9.68K- 16.38% |
$434K - $497K
|
49.4K
$2.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-9.73K- 2.78% |
$437K - $499K
|
340K
$16.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-10K- 25.88% |
$450K - $515K
|
28.7K
$1.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-10.1K- 13.22% |
$452K - $516K
|
66K
$3.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-10.3K- 2.36% |
$463K - $530K
|
427K
$21M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-11.4K- 23.97% |
$512K - $585K
|
36.2K
$1.78M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-11.5K- 7.51% |
$518K - $592K
|
142K
$6.99M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-11.5K- 6.83% |
$518K - $593K
|
158K
$7.75M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-11.9K- 17.4% |
$534K - $611K
|
56.5K
$2.78M
|