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 14, 2025
Q4 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
64.1K+ 11.95% |
$2.88M - $3.29M
|
600K
$28.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
63.8KNew |
$2.86M - $3.27M
|
63.8K
$3.04M
|
|
|
Feb 05, 2025
Q4 2024
|
Capital Wealth Planning, LLC
|
BUY
|
- |
62.9KNew |
$2.82M - $3.23M
|
62.9K
$3M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
62.6K+ 16.03% |
$2.81M - $3.21M
|
453K
$21.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
62.2K+ 604.14% |
$2.79M - $3.2M
|
72.5K
$3.46M
|
|
|
Mar 06, 2025
Q4 2024
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
61.9KNew |
$2.78M - $3.18M
|
61.9K
$2.95M
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
60.8K+ 25.16% |
$2.73M - $3.12M
|
302K
$14.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
59.2K+ 11.18% |
$2.66M - $3.04M
|
589K
$28.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
57.2KNew |
$2.57M - $2.94M
|
57.2K
$2.73M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
56.8K+ 389.23% |
$2.55M - $2.92M
|
71.4K
$3.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
56.6K+ 113.01% |
$2.54M - $2.91M
|
107K
$5.09M
|
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
56.5KNew |
$2.54M - $2.9M
|
56.5K
$2.69M
|
|
|
Feb 03, 2025
Q4 2024
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
55.9KNew |
$2.51M - $2.87M
|
55.9K
$2.66M
|
|
|
Feb 05, 2025
Q4 2024
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
55.3KNew |
$2.48M - $2.84M
|
55.3K
$2.64M
|
|
|
Feb 10, 2025
Q4 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
54.4KNew |
$2.44M - $2.79M
|
54.4K
$2.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
53.9KNew |
$2.42M - $2.77M
|
53.9K
$2.57M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
53.5K+ 22.71% |
$2.4M - $2.75M
|
289K
$13.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Marvin & Palmer Associates Inc
Wilmington, DE |
BUY
|
- |
53.5K+ 853.11% |
$2.4M - $2.75M
|
59.8K
$2.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Symmetry Investments LP
|
BUY
|
- |
52.9KNew |
$2.37M - $2.72M
|
52.9K
$2.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
52.6K+ 34.54% |
$2.36M - $2.7M
|
205K
$9.77M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
52.2K+ 48.98% |
$2.35M - $2.68M
|
159K
$7.58M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
52.2K+ 6.92% |
$2.34M - $2.68M
|
807K
$38.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
51.9K+ 13.43% |
$2.33M - $2.66M
|
438K
$20.9M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
50.7KNew |
$2.27M - $2.6M
|
50.7K
$2.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
50.1KNew |
$2.25M - $2.57M
|
50.1K
$2.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
49.8K+ 43.42% |
$2.24M - $2.56M
|
165K
$7.85M
|
|
|
Jan 31, 2025
Q4 2024
|
Rye Brook Capital LLC
|
BUY
|
- |
49.8KNew |
$2.24M - $2.56M
|
49.8K
$2.37M
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
49.1K+ 324.83% |
$2.21M - $2.52M
|
64.2K
$3.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
49K+ 4.88% |
$2.2M - $2.52M
|
1.05M
$50.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
48.9KNew |
$2.2M - $2.51M
|
48.9K
$2.33M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
48.6K+ 35.77% |
$2.18M - $2.5M
|
185K
$8.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
47.6K+ 22.81% |
$2.14M - $2.44M
|
256K
$12.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
47.2KNew |
$2.12M - $2.42M
|
47.2K
$2.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
46.2K+ 59.34% |
$2.08M - $2.37M
|
124K
$5.92M
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
45.8KNew |
$2.06M - $2.35M
|
45.8K
$2.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
45.7KNew |
$2.05M - $2.34M
|
45.7K
$2.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
45.4K+ 202.99% |
$2.04M - $2.33M
|
67.7K
$3.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
45.1K+ 69.09% |
$2.02M - $2.32M
|
110K
$5.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
43K+ 33.34% |
$1.93M - $2.21M
|
172K
$8.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
42.8K+ 2.97% |
$1.92M - $2.2M
|
1.48M
$70.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Oak Family Advisors, LLC
|
BUY
|
- |
42.7KNew |
$1.92M - $2.19M
|
42.7K
$2.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Parametrica Management LTD
|
BUY
|
- |
42.5KNew |
$1.91M - $2.18M
|
42.5K
$2.03M
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
42.5K+ 72.34% |
$1.91M - $2.18M
|
101K
$4.83M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
41.6K+ 12.37% |
$1.87M - $2.13M
|
378K
$18M
|
|
|
Feb 05, 2025
Q4 2024
|
Central Asset Investments & Management Holdings (Hk) LTD
|
BUY
|
- |
41.5KNew |
$1.86M - $2.13M
|
41.5K
$1.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
41.4KNew |
$1.86M - $2.12M
|
41.4K
$1.97M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
41.2KNew |
$1.85M - $2.12M
|
41.2K
$1.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
41K+ 708.64% |
$1.84M - $2.11M
|
46.8K
$2.23M
|
|
|
Jan 21, 2025
Q4 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
40.7K+ 24.46% |
$1.83M - $2.09M
|
207K
$9.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
40.4K+ 16.06% |
$1.81M - $2.07M
|
292K
$13.9M
|