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
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
10.5KNew |
$470K - $537K
|
10.5K
$535K
|
|
|
Jan 22, 2025
Q4 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
10.4K+ 41.82% |
$467K - $534K
|
35.3K
$1.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
10.4KNew |
$467K - $534K
|
10.4K
$532K
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
10.4KNew |
$467K - $534K
|
10.4K
$532K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
10.4K+ 10.54% |
$466K - $533K
|
109K
$5.56M
|
|
|
Jan 10, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
10.3K+ 284.19% |
$461K - $527K
|
13.9K
$710K
|
|
|
Feb 03, 2025
Q4 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
10.1K+ 36.92% |
$455K - $521K
|
37.6K
$1.92M
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
10.1K+ 175.97% |
$454K - $519K
|
15.9K
$811K
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
10KNew |
$449K - $513K
|
10K
$511K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
9.66K+ 66.79% |
$434K - $496K
|
24.1K
$1.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
9.23KNew |
$414K - $474K
|
9.23K
$472K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
9.19K+ 6.9% |
$413K - $472K
|
142K
$7.28M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
9.15K+ 32.29% |
$411K - $470K
|
37.5K
$1.92M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
9.06K+ 21.83% |
$407K - $465K
|
50.6K
$2.59M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
9K+ 75.2% |
$404K - $462K
|
21K
$1.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
8.89KNew |
$399K - $457K
|
8.89K
$455K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
8.88K+ 4.81% |
$399K - $456K
|
194K
$9.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
8.76K+ 78.8% |
$393K - $449K
|
19.9K
$1.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.75K+ 3.56% |
$393K - $449K
|
255K
$13M
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
8.69KNew |
$390K - $446K
|
8.69K
$444K
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
8.5K+ 155.42% |
$381K - $436K
|
14K
$714K
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
8.47K+ 156.54% |
$380K - $435K
|
13.9K
$710K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
8.4K+ 12.84% |
$377K - $431K
|
73.8K
$3.78M
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
8.31K+ 1.11% |
$373K - $427K
|
756K
$38.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
8.26K+ 16.69% |
$371K - $424K
|
57.8K
$2.95M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
8.05KNew |
$361K - $413K
|
8.05K
$412K
|
|
|
Jan 17, 2025
Q4 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
7.96KNew |
$358K - $409K
|
7.96K
$407K
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
7.95K+ 31.98% |
$357K - $408K
|
32.8K
$1.68M
|
|
|
Jan 30, 2025
Q4 2024
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
7.78KNew |
$349K - $399K
|
7.78K
$398K
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
7.65KNew |
$343K - $393K
|
7.65K
$391K
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
7.62K+ 15.83% |
$342K - $391K
|
55.8K
$2.85M
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
7.62K+ 35.94% |
$342K - $391K
|
28.8K
$1.47M
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
7.52K+ 241.63% |
$338K - $386K
|
10.6K
$544K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
7.45K+ 4.99% |
$334K - $382K
|
157K
$8.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
7.4K+ 23.84% |
$332K - $380K
|
38.4K
$1.96M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
7.38K+ 4.69% |
$331K - $379K
|
165K
$8.42M
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
7.27K+ 31.66% |
$326K - $373K
|
30.2K
$1.55M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
7.22KNew |
$324K - $371K
|
7.22K
$369K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
6.95K+ 60.24% |
$312K - $357K
|
18.5K
$946K
|
|
|
Jan 28, 2025
Q4 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
6.94KNew |
$311K - $356K
|
6.94K
$355K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
6.92KNew |
$311K - $355K
|
6.92K
$354K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.92K+ 10.92% |
$311K - $355K
|
70.3K
$3.59M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
6.89K+ 24.93% |
$309K - $354K
|
34.5K
$1.76M
|
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
6.88K+ 2.35% |
$309K - $353K
|
300K
$15.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6.79K+ 52.78% |
$305K - $348K
|
19.6K
$1M
|
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
BUY
|
- |
6.65KNew |
$299K - $341K
|
6.65K
$340K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
6.53K+ 47.59% |
$293K - $335K
|
20.3K
$1.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
6.53K+ 1.03% |
$293K - $335K
|
639K
$32.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
6.37KNew |
$286K - $327K
|
6.37K
$326K
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
BUY
|
- |
6.37KNew |
$286K - $327K
|
6.37K
$326K
|