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 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
121K+ 58.39% |
$5.44M - $6.23M
|
329K
$15.7M
|
|
|
Feb 14, 2025
Q4 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
121KNew |
$5.43M - $6.2M
|
121K
$5.76M
|
|
|
Feb 12, 2025
Q4 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
118KNew |
$5.31M - $6.08M
|
118K
$5.64M
|
|
|
Jan 29, 2025
Q4 2024
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
118KNew |
$5.31M - $6.07M
|
118K
$5.64M
|
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
117K+ 2086.43% |
$5.24M - $6M
|
122K
$5.84M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
114KNew |
$5.1M - $5.83M
|
114K
$5.42M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
113K+ 93.72% |
$5.08M - $5.81M
|
234K
$11.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
112KNew |
$5.01M - $5.73M
|
112K
$5.33M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
BUY
|
- |
111K+ 2.65% |
$4.97M - $5.69M
|
4.29M
$205M
|
|
|
Feb 20, 2025
Q4 2024
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
109KNew |
$4.89M - $5.59M
|
109K
$5.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
107K+ 8.08% |
$4.82M - $5.51M
|
1.44M
$68.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
107K+ 6.25% |
$4.79M - $5.47M
|
1.81M
$86.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
104KNew |
$4.67M - $5.34M
|
104K
$4.96M
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
104K+ 20.54% |
$4.65M - $5.32M
|
608K
$29M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
104K+ 115.8% |
$4.65M - $5.32M
|
193K
$9.2M
|
|
|
Feb 14, 2025
Q4 2024
|
1248 Management, LLC
Kansas City, MO |
BUY
|
- |
101KNew |
$4.53M - $5.18M
|
101K
$4.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
101K+ 69.59% |
$4.53M - $5.18M
|
246K
$11.7M
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
99.8K+ 6.79% |
$4.48M - $5.12M
|
1.57M
$74.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
98.4K+ 12.31% |
$4.42M - $5.05M
|
898K
$42.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
96.7K+ 29.85% |
$4.34M - $4.97M
|
421K
$20.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
92.9K+ 340.6% |
$4.17M - $4.77M
|
120K
$5.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
91.4K+ 119.41% |
$4.1M - $4.69M
|
168K
$8.01M
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
90.5KNew |
$4.06M - $4.65M
|
90.5K
$4.31M
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
89.8K+ 703.26% |
$4.03M - $4.61M
|
103K
$4.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
88.7KNew |
$3.98M - $4.55M
|
88.7K
$4.23M
|
|
|
Feb 18, 2025
Q4 2024
|
Ctc LLC
|
BUY
|
- |
87K+ 83.34% |
$3.91M - $4.47M
|
191K
$9.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
85KNew |
$3.82M - $4.36M
|
85K
$4.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
84.3K+ 222.39% |
$3.78M - $4.33M
|
122K
$5.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
83.4K+ 62.2% |
$3.74M - $4.28M
|
217K
$10.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
82.1KNew |
$3.68M - $4.21M
|
82.1K
$3.91M
|
|
|
Feb 07, 2025
Q4 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
80.6K+ 597.34% |
$3.62M - $4.14M
|
94.1K
$4.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
79.5K+ 106.48% |
$3.57M - $4.08M
|
154K
$7.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
77.9K+ 51.83% |
$3.5M - $4M
|
228K
$10.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
77.7K+ 58.65% |
$3.49M - $3.99M
|
210K
$10M
|
|
|
Feb 13, 2025
Q4 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
75K+ 369.24% |
$3.37M - $3.85M
|
95.3K
$4.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
75KNew |
$3.36M - $3.85M
|
75K
$3.57M
|
|
|
Jan 16, 2025
Q4 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
74.9KNew |
$3.36M - $3.85M
|
74.9K
$3.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
74.3KNew |
$3.33M - $3.81M
|
74.3K
$3.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
74.2K+ 1124.92% |
$3.33M - $3.81M
|
80.8K
$3.85M
|
|
|
Feb 19, 2025
Q4 2024
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
73.6KNew |
$3.3M - $3.78M
|
73.6K
$3.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
72.5KNew |
$3.25M - $3.72M
|
72.5K
$3.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
72.5K+ 17.62% |
$3.25M - $3.72M
|
484K
$23.1M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
72.4KNew |
$3.25M - $3.72M
|
72.4K
$3.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
72.3K+ 43.4% |
$3.25M - $3.71M
|
239K
$11.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
72KNew |
$3.23M - $3.7M
|
72K
$3.43M
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
71.5K+ 34.1% |
$3.21M - $3.67M
|
281K
$13.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
70.6K+ 156.32% |
$3.17M - $3.63M
|
116K
$5.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
66.8K+ 23.09% |
$3M - $3.43M
|
356K
$17M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
66.7K+ 867.17% |
$2.99M - $3.42M
|
74.4K
$3.55M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
64.7K+ 26.84% |
$2.9M - $3.32M
|
306K
$14.6M
|