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 29, 2025
Q4 2024
|
Ims Capital Management
|
BUY
|
- |
4.23KNew |
$190K - $217K
|
4.23K
$216K
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
4.22K+ 7.79% |
$190K - $217K
|
58.5K
$2.99M
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
4.17KNew |
$187K - $214K
|
4.17K
$213K
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
4.17K+ 18.32% |
$187K - $214K
|
26.9K
$1.38M
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
4.16K+ 3.23% |
$187K - $214K
|
133K
$6.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
4.16KNew |
$187K - $213K
|
4.16K
$213K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
4.16K+ 17.15% |
$187K - $213K
|
28.4K
$1.45M
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
4.12K+ 18.28% |
$185K - $211K
|
26.6K
$1.36M
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
4K+ 199950.0% |
$180K - $205K
|
4K
$205K
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
3.92K+ 5.09% |
$176K - $201K
|
80.8K
$4.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
3.82K+ 3.23% |
$172K - $196K
|
122K
$6.25M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.78K+ 11.5% |
$170K - $194K
|
36.6K
$1.87M
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
3.71K+ 5.82% |
$166K - $190K
|
67.4K
$3.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
3.63K+ 59.86% |
$163K - $186K
|
9.69K
$495K
|
|
|
Jan 16, 2025
Q4 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
3.57K+ 13.14% |
$160K - $183K
|
30.8K
$1.57M
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
3.54K+ 52.23% |
$159K - $182K
|
10.3K
$528K
|
|
|
Feb 03, 2025
Q4 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
3.4K+ 16.02% |
$153K - $174K
|
24.6K
$1.26M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
3.36K+ 12.94% |
$151K - $173K
|
29.3K
$1.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
3.36K+ 26.3% |
$151K - $172K
|
16.1K
$825K
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
3.32K+ 15.5% |
$149K - $170K
|
24.7K
$1.26M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.23K+ 3.05% |
$145K - $166K
|
109K
$5.58M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
3.21K+ 9.08% |
$144K - $165K
|
38.6K
$1.97M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
3.2K+ 28.85% |
$144K - $164K
|
14.3K
$732K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
3.18K+ 5.5% |
$143K - $163K
|
61.1K
$3.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
3.15K+ 5.93% |
$141K - $162K
|
56.2K
$2.88M
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
3.08K+ 7.01% |
$138K - $158K
|
47.1K
$2.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
3.08K+ 54.54% |
$138K - $158K
|
8.73K
$446K
|
|
|
Jan 22, 2025
Q4 2024
|
Bay Rivers Group
|
BUY
|
- |
3.04K+ 7.03% |
$136K - $156K
|
46.2K
$2.36M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
3.02KNew |
$136K - $155K
|
3.02K
$155K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.97K+ 66.97% |
$133K - $152K
|
7.41K
$379K
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
2.95K+ 26.59% |
$132K - $151K
|
14K
$717K
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
2.92K+ 61.36% |
$131K - $150K
|
7.67K
$392K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
2.79K+ 2.76% |
$125K - $143K
|
104K
$5.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
2.78K+ 8.2% |
$125K - $143K
|
36.6K
$1.87M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
2.78K+ 3.36% |
$125K - $142K
|
85.3K
$4.36M
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2.72K+ 1.38% |
$122K - $139K
|
199K
$10.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
BUY
|
- |
2.68K+ 1.91% |
$120K - $137K
|
142K
$7.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
BUY
|
- |
2.56K+ 6.55% |
$115K - $132K
|
41.7K
$2.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
2.56KNew |
$115K - $131K
|
2.56K
$131K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2.52K+ 3.12% |
$113K - $129K
|
83.3K
$4.26M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
2.44K+ 4.37% |
$110K - $125K
|
58.4K
$2.99M
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
2.34K+ 46.78% |
$105K - $120K
|
7.36K
$376K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
2.32K+ 8.79% |
$104K - $119K
|
28.7K
$1.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
2.31K+ 26.81% |
$103K - $118K
|
10.9K
$558K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
2.27K+ 1.05% |
$102K - $117K
|
218K
$11.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
2.26K+ 4.05% |
$101K - $116K
|
58K
$2.97M
|
|
|
Feb 04, 2025
Q4 2024
|
Wt Wealth Management
|
BUY
|
- |
2.16K+ 2.57% |
$97.1K - $111K
|
86.3K
$4.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.1K+ 39.69% |
$94K - $108K
|
7.37K
$377K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
2.08K+ 5.99% |
$93.3K - $107K
|
36.8K
$1.88M
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
2.05K+ 12.81% |
$92.1K - $105K
|
18.1K
$924K
|