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 13, 2025
Q4 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-18K- 2.32% |
$807K - $923K
|
757K
$36.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-19.7K- 8.67% |
$883K - $1.01M
|
207K
$9.89M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-21.5K- 10.83% |
$966K - $1.1M
|
177K
$8.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Credit Agricole S A
|
SELL
|
- |
-21.8K- 59.86% |
$981K - $1.12M
|
14.7K
$699K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-22.2K- 17.53% |
$994K - $1.14M
|
104K
$4.97M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-24.1K- 4.18% |
$1.08M - $1.24M
|
552K
$26.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-24.3K- 84.61% |
$1.09M - $1.25M
|
4.43K
$211K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-24.5K- 43.34% |
$1.1M - $1.26M
|
32.1K
$1.53M
|
|
|
Feb 11, 2025
Q4 2024
|
Stevens Capital Management LP
Radnor, PA |
SELL
|
- |
-24.7K- 34.98% |
$1.11M - $1.27M
|
45.9K
$2.19M
|
|
|
Feb 04, 2025
Q4 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-25.7K- 1.97% |
$1.16M - $1.32M
|
1.28M
$61M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
SELL
|
- |
-26.2K- 88.46% |
$1.17M - $1.34M
|
3.41K
$163K
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
SELL
|
- |
-27K- 0.26% |
$1.21M - $1.39M
|
10.3M
$492M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-28.1K- 19.41% |
$1.26M - $1.44M
|
117K
$5.57M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-29.1K- 69.5% |
$1.3M - $1.49M
|
12.8K
$608K
|
|
|
Feb 10, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-31.2K- 86.31% |
$1.4M - $1.6M
|
4.96K
$236K
|
|
|
Feb 03, 2025
Q4 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-31.5K- 11.46% |
$1.41M - $1.62M
|
243K
$11.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-32.2K- 57.48% |
$1.45M - $1.66M
|
23.8K
$1.14M
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-32.6K- 23.56% |
$1.46M - $1.67M
|
106K
$5.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-33.1K- 41.05% |
$1.48M - $1.7M
|
47.5K
$2.26M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-34.9K- 13.71% |
$1.57M - $1.79M
|
220K
$10.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-38.6K- 89.43% |
$1.73M - $1.98M
|
4.56K
$217K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-39.6K- 43.15% |
$1.78M - $2.03M
|
52.1K
$2.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-42.2K- 94.67% |
$1.89M - $2.17M
|
2.38K
$113K
|
|
|
Feb 14, 2025
Q4 2024
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-44K- 14.35% |
$1.98M - $2.26M
|
263K
$12.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-44.5K- 38.3% |
$2M - $2.28M
|
71.6K
$3.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-45.4K- 8.1% |
$2.04M - $2.33M
|
515K
$24.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-46.4K- 1.59% |
$2.08M - $2.38M
|
2.87M
$137M
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-49K- 66.01% |
$2.2M - $2.52M
|
25.3K
$1.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
SELL
|
- |
-50.6K- 6.08% |
$2.27M - $2.6M
|
781K
$37.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-53.3K- 89.78% |
$2.39M - $2.74M
|
6.07K
$289K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-54.9K- 79.88% |
$2.46M - $2.82M
|
13.8K
$659K
|
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-57.4K- 85.99% |
$2.58M - $2.95M
|
9.35K
$446K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-63.8K- 18.49% |
$2.86M - $3.27M
|
281K
$13.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-67.3K- 74.29% |
$3.02M - $3.46M
|
23.3K
$1.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-79.6K- 99.09% |
$3.57M - $4.09M
|
733
$34.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-83.6K- 55.53% |
$3.75M - $4.29M
|
66.9K
$3.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-88.6K- 36.13% |
$3.98M - $4.55M
|
157K
$7.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-97.5K- 13.81% |
$4.38M - $5.01M
|
609K
$29M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-104K- 39.21% |
$4.65M - $5.32M
|
161K
$7.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-107K- 47.98% |
$4.82M - $5.52M
|
117K
$5.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-108K- 42.42% |
$4.86M - $5.56M
|
147K
$7.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-112K- 6.81% |
$5.02M - $5.74M
|
1.53M
$72.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
SELL
|
- |
-112K- 75.93% |
$5.02M - $5.75M
|
35.5K
$1.69M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-112K- 80.8% |
$5.02M - $5.75M
|
26.6K
$1.27M
|
|
|
Jan 13, 2025
Q4 2024
|
Wela Strategies, Inc.
|
SELL
|
- |
-113K- 99.13% |
$5.07M - $5.79M
|
986
$47K
|
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-116K- 78.11% |
$5.19M - $5.93M
|
32.4K
$1.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-129K- 87.94% |
$5.8M - $6.63M
|
17.7K
$845K
|
|
|
Feb 14, 2025
Q4 2024
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-140K- 51.66% |
$6.29M - $7.2M
|
131K
$6.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Absolute Gestao De Investimentos Ltda.
Sao Paulo, D5 |
SELL
|
- |
-143K- 95.0% |
$6.4M - $7.32M
|
7.5K
$358K
|
|
|
Feb 11, 2025
Q4 2024
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-175K- 12.03% |
$7.85M - $8.98M
|
1.28M
$61M
|