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 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
24.2KNew |
$1.09M - $1.24M
|
24.2K
$1.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
23.5K+ 6.87% |
$1.05M - $1.21M
|
365K
$18.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
23.3K+ 81.91% |
$1.05M - $1.2M
|
51.8K
$2.65M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
22.8K+ 94.13% |
$1.02M - $1.17M
|
47K
$2.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
21.9KNew |
$984K - $1.12M
|
21.9K
$1.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
21.9K+ 3159.45% |
$983K - $1.12M
|
22.6K
$1.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
21.3K+ 21.98% |
$958K - $1.1M
|
118K
$6.06M
|
|
|
Feb 04, 2025
Q4 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
21.1K+ 5.51% |
$948K - $1.08M
|
404K
$20.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
20.6K+ 31.53% |
$925K - $1.06M
|
86K
$4.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
20.4K+ 167.66% |
$915K - $1.05M
|
32.6K
$1.66M
|
|
|
Feb 04, 2025
Q4 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
19.7K+ 48.78% |
$885K - $1.01M
|
60.1K
$3.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
19.4KNew |
$872K - $997K
|
19.4K
$993K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
19.4K+ 4.45% |
$871K - $996K
|
455K
$23.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
18.1K+ 3.1% |
$814K - $931K
|
602K
$30.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
17.9K+ 5.51% |
$803K - $918K
|
342K
$17.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
17.4KNew |
$782K - $894K
|
17.4K
$890K
|
|
|
Jan 16, 2025
Q4 2024
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
17.1KNew |
$770K - $880K
|
17.1K
$877K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
17K+ 30.45% |
$762K - $872K
|
72.7K
$3.72M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
16.7KNew |
$749K - $857K
|
16.7K
$853K
|
|
|
Jan 28, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
16.7K+ 33.47% |
$748K - $855K
|
66.4K
$3.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
16.6KNew |
$744K - $851K
|
16.6K
$848K
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
16.6K+ 264.66% |
$744K - $850K
|
22.8K
$1.17M
|
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
16.2K+ 2167.82% |
$729K - $834K
|
17K
$869K
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
16.2KNew |
$725K - $829K
|
16.2K
$826K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
16.1K+ 32.79% |
$724K - $828K
|
65.4K
$3.34M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
15.6K+ 15.86% |
$702K - $803K
|
114K
$5.84M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
15.5K+ 36.55% |
$696K - $796K
|
57.9K
$2.96M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
15.1K+ 4.78% |
$680K - $777K
|
332K
$17M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
14.7K+ 52.14% |
$658K - $753K
|
42.8K
$2.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
14.2K+ 72.43% |
$636K - $727K
|
33.7K
$1.72M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
14K+ 247.54% |
$631K - $721K
|
19.7K
$1.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
13.9K+ 8.58% |
$623K - $712K
|
176K
$8.98M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
13.8K+ 55.88% |
$618K - $707K
|
38.4K
$1.96M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
13.7K+ 31.87% |
$615K - $704K
|
56.7K
$2.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
13.6K+ 20.41% |
$608K - $696K
|
79.9K
$4.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
13.5K+ 34.63% |
$605K - $692K
|
52.4K
$2.68M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
13K+ 184.0% |
$582K - $666K
|
20K
$1.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Jb Global.Com LLC
New York, NY |
BUY
|
- |
12.9KNew |
$580K - $663K
|
12.9K
$661K
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
12.9KNew |
$579K - $662K
|
12.9K
$659K
|
|
|
Jan 16, 2025
Q4 2024
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
12.5KNew |
$563K - $644K
|
12.5K
$641K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
12.3KNew |
$551K - $631K
|
12.3K
$628K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
12.2K+ 23.44% |
$550K - $629K
|
64.5K
$3.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
11.9KNew |
$536K - $613K
|
11.9K
$611K
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
11.7KNew |
$524K - $599K
|
11.7K
$597K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
11.6K+ 58.15% |
$522K - $598K
|
31.7K
$1.62M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
11.5KNew |
$515K - $589K
|
11.5K
$586K
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
11.3KNew |
$509K - $583K
|
11.3K
$580K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
11.1K+ 6.33% |
$499K - $570K
|
187K
$9.54M
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
10.9KNew |
$488K - $558K
|
10.9K
$556K
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
10.5K+ 20.4% |
$472K - $540K
|
62.1K
$3.17M
|