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 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
40.2KNew |
$1.8M - $2.06M
|
40.2K
$1.92M
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
39.9K+ 98.78% |
$1.79M - $2.05M
|
80.4K
$3.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
39.9KNew |
$1.79M - $2.05M
|
39.9K
$1.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
39.8KNew |
$1.78M - $2.04M
|
39.8K
$1.9M
|
|
|
Feb 19, 2025
Q4 2024
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
39.7KNew |
$1.78M - $2.04M
|
39.7K
$1.89M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
39.5K+ 41.35% |
$1.77M - $2.03M
|
135K
$6.44M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
39.2K+ 21.7% |
$1.76M - $2.01M
|
220K
$10.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
39K+ 40.43% |
$1.75M - $2M
|
135K
$6.46M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
37.8K+ 36.79% |
$1.7M - $1.94M
|
141K
$6.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
37.7KNew |
$1.69M - $1.94M
|
37.7K
$1.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
36.9K+ 187.51% |
$1.66M - $1.89M
|
56.6K
$2.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
36.7K+ 18.31% |
$1.65M - $1.88M
|
237K
$11.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
36.5K+ 81.6% |
$1.64M - $1.88M
|
81.3K
$3.88M
|
|
|
Jan 15, 2025
Q4 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
36K+ 188.5% |
$1.62M - $1.85M
|
55.1K
$2.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
35.4K+ 8.25% |
$1.59M - $1.82M
|
465K
$22.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
35K+ 38.9% |
$1.57M - $1.8M
|
125K
$5.96M
|
|
|
Feb 12, 2025
Q4 2024
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
34.8K+ 29.8% |
$1.56M - $1.78M
|
151K
$7.22M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
34.6K+ 99.93% |
$1.56M - $1.78M
|
69.3K
$3.31M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
34.5K+ 13.87% |
$1.55M - $1.77M
|
283K
$13.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
34.5K+ 2.24% |
$1.55M - $1.77M
|
1.57M
$74.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
34K+ 7.4% |
$1.53M - $1.74M
|
493K
$23.5M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
34K+ 42.69% |
$1.52M - $1.74M
|
114K
$5.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
33.5KNew |
$1.51M - $1.72M
|
33.5K
$1.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
32.9K+ 4.54% |
$1.48M - $1.69M
|
758K
$36.1M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
32.2K+ 20.2% |
$1.44M - $1.65M
|
191K
$9.13M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
32K+ 22.16% |
$1.44M - $1.64M
|
176K
$8.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
31.6KNew |
$1.42M - $1.62M
|
31.6K
$1.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
31.2K+ 47.57% |
$1.4M - $1.6M
|
96.8K
$4.62M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
31.2K+ 1.56% |
$1.4M - $1.6M
|
2.03M
$96.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
31KNew |
$1.39M - $1.59M
|
31K
$1.48M
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
30.9KNew |
$1.39M - $1.59M
|
30.9K
$1.48M
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
30.9KNew |
$1.39M - $1.59M
|
30.9K
$1.47M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
30.9K+ 3.9% |
$1.39M - $1.58M
|
822K
$39.2M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
30.8K+ 71.04% |
$1.38M - $1.58M
|
74.1K
$3.53M
|
|
|
Feb 11, 2025
Q4 2024
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
30.4KNew |
$1.36M - $1.56M
|
30.4K
$1.45M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
30.3K+ 313.24% |
$1.36M - $1.55M
|
39.9K
$1.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
30KNew |
$1.35M - $1.54M
|
30K
$1.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
29.9K+ 40.81% |
$1.34M - $1.54M
|
103K
$4.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
29.4KNew |
$1.32M - $1.51M
|
29.4K
$1.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
28.6K+ 81.25% |
$1.28M - $1.47M
|
63.7K
$3.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
28.1KNew |
$1.26M - $1.44M
|
28.1K
$1.34M
|
|
|
Feb 04, 2025
Q4 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
28K+ 543.55% |
$1.26M - $1.44M
|
33.1K
$1.58M
|
|
|
Feb 11, 2025
Q4 2024
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
27.7KNew |
$1.25M - $1.42M
|
27.7K
$1.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
27.6K+ 16.27% |
$1.24M - $1.42M
|
197K
$9.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
27.5K+ 7.77% |
$1.23M - $1.41M
|
381K
$18.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
27.4K+ 176.82% |
$1.23M - $1.41M
|
42.9K
$2.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
27.4K+ 342.5% |
$1.23M - $1.41M
|
35.4K
$1.69M
|
|
|
Jan 14, 2025
Q4 2024
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
27.4K+ 9.79% |
$1.23M - $1.41M
|
307K
$14.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
26.7K+ 64.99% |
$1.2M - $1.37M
|
67.7K
$3.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
26.2K+ 161.28% |
$1.17M - $1.34M
|
42.4K
$2.02M
|