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 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.03% |
$135 - $154
|
11.6K
$595K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2+ 0.08% |
$89.8 - $103
|
2.6K
$133K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.38% |
$89.8 - $103
|
526
$27K
|
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 0.35% |
$44.9 - $51.3
|
288
$14.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
1+ 0.02% |
$44.9 - $51.3
|
4.69K
$240K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1+ 0.1% |
$44.9 - $51.3
|
957
$49.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$44.9 - $51.3
|
5.2K
$267K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1+ 0.02% |
$44.9 - $51.3
|
5.4K
$277K
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
1+ 0.01% |
$44.9 - $51.3
|
8.03K
$412K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.12% |
$44.9 - $51.3
|
848
$43.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Founders Capital Management
|
BUY
|
- |
1+ 0.08% |
$44.9 - $51.3
|
1.33K
$68.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-4- 0.01% |
$180 - $205
|
26.7K
$1.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-7- 0.02% |
$314 - $359
|
34.3K
$1.76M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-21- 19.81% |
$943 - $1.08K
|
85
$4.36K
|
|
|
Jan 28, 2025
Q4 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-25- 0.4% |
$1.12K - $1.28K
|
6.28K
$322K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-25- 1.42% |
$1.12K - $1.28K
|
1.73K
$88.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-25- 0.2% |
$1.12K - $1.28K
|
12.7K
$651K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-30- 0.13% |
$1.35K - $1.54K
|
23K
$1.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-33- 0.21% |
$1.48K - $1.69K
|
15.8K
$810K
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-35- 2.18% |
$1.57K - $1.8K
|
1.57K
$80.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-36- 0.48% |
$1.62K - $1.85K
|
7.51K
$385K
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-40- 0.39% |
$1.8K - $2.05K
|
10.1K
$520K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-40- 9.88% |
$1.8K - $2.05K
|
365
$18.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-42- 0.21% |
$1.89K - $2.16K
|
19.9K
$1.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-46- 0.2% |
$2.06K - $2.36K
|
23K
$1.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-48- 1.08% |
$2.15K - $2.46K
|
4.39K
$225K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-51- 0.32% |
$2.29K - $2.62K
|
15.8K
$808K
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-59- 0.28% |
$2.65K - $3.03K
|
21.1K
$1.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Peak Financial Advisors LLC
|
SELL
|
- |
-69- 0.41% |
$3.1K - $3.54K
|
16.9K
$864K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-70- 10.4% |
$3.14K - $3.59K
|
603
$30.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Godsey & Gibb Associates
|
SELL
|
- |
-70- 12.52% |
$3.14K - $3.59K
|
489
$25.1K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-77- 1.03% |
$3.46K - $3.95K
|
7.43K
$381K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-87- 2.65% |
$3.91K - $4.47K
|
3.19K
$164K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-91- 1.98% |
$4.08K - $4.67K
|
4.51K
$231K
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
SELL
|
- |
-102- 0.39% |
$4.58K - $5.24K
|
26.2K
$1.34M
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
SELL
|
- |
-127- 2.47% |
$5.7K - $6.52K
|
5.02K
$258K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-136- 0.43% |
$6.11K - $6.98K
|
31.6K
$1.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Capital Management, LLC
|
SELL
|
- |
-144- 0.67% |
$6.46K - $7.39K
|
21.4K
$1.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-147- 1.4% |
$6.6K - $7.55K
|
10.4K
$531K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-148- 0.9% |
$6.64K - $7.6K
|
16.3K
$834K
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-161- 8.9% |
$7.23K - $8.27K
|
1.65K
$84.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-170- 0.88% |
$7.63K - $8.73K
|
19.1K
$978K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-179- 9.14% |
$8.04K - $9.19K
|
1.78K
$91.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-188- 1.58% |
$8.44K - $9.65K
|
11.7K
$602K
|
|
|
Jan 29, 2025
Q4 2024
|
Axecap Investments, LLC
Mason, OH |
SELL
|
- |
-192- 1.3% |
$8.62K - $9.86K
|
14.6K
$750K
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-198- 1.71% |
$8.89K - $10.2K
|
11.4K
$584K
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
SELL
|
- |
-200- 1.19% |
$8.98K - $10.3K
|
16.6K
$849K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-220- 1.65% |
$9.88K - $11.3K
|
13.1K
$671K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-225- 0.81% |
$10.1K - $11.6K
|
27.6K
$1.41M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-227- 0.98% |
$10.2K - $11.7K
|
22.9K
$1.17M
|