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
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
25.9K+ 5.45% |
$1.16M - $1.33M
|
502K
$23.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
25.7K+ 15.04% |
$1.16M - $1.32M
|
197K
$9.38M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
25.6K+ 5.53% |
$1.15M - $1.32M
|
489K
$23.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
25.5K+ 20.91% |
$1.15M - $1.31M
|
148K
$7.04M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
25.2K+ 108.1% |
$1.13M - $1.29M
|
48.4K
$2.31M
|
|
|
Jan 24, 2025
Q4 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
24.7K+ 4.85% |
$1.11M - $1.27M
|
535K
$25.5M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
24.7KNew |
$1.11M - $1.27M
|
24.7K
$1.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
24.6KNew |
$1.11M - $1.26M
|
24.6K
$1.17M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
24.3K+ 24.49% |
$1.09M - $1.25M
|
124K
$5.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
24.2KNew |
$1.09M - $1.24M
|
24.2K
$1.16M
|
|
|
Mar 12, 2025
Q4 2024
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
24.2KNew |
$1.08M - $1.24M
|
24.2K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
23.6K+ 12.18% |
$1.06M - $1.21M
|
217K
$10.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
23.5K+ 6.87% |
$1.05M - $1.21M
|
365K
$17.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
23.3K+ 81.91% |
$1.05M - $1.2M
|
51.8K
$2.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
22.8K+ 94.13% |
$1.02M - $1.17M
|
47K
$2.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
22.8KNew |
$1.02M - $1.17M
|
22.8K
$1.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
22.2K+ 43.68% |
$998K - $1.14M
|
73.1K
$3.49M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
21.9KNew |
$984K - $1.12M
|
21.9K
$1.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
21.9K+ 3159.45% |
$983K - $1.12M
|
22.6K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
21.4K+ 6.16% |
$961K - $1.1M
|
369K
$17.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
21.3K+ 21.98% |
$958K - $1.1M
|
118K
$5.65M
|
|
|
Feb 04, 2025
Q4 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
21.1K+ 5.51% |
$948K - $1.08M
|
404K
$19.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
20.7K+ 55.08% |
$928K - $1.06M
|
58.2K
$2.78M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
20.6K+ 31.53% |
$925K - $1.06M
|
86K
$4.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
20.6K+ 4.3% |
$925K - $1.06M
|
500K
$23.8M
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
20.5KNew |
$920K - $1.05M
|
20.5K
$977K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
20.4K+ 167.66% |
$915K - $1.05M
|
32.6K
$1.55M
|
|
|
Feb 11, 2025
Q4 2024
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
20.1KNew |
$904K - $1.03M
|
20.1K
$960K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
19.9K+ 7.7% |
$895K - $1.02M
|
279K
$13.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
19.7KNew |
$886K - $1.01M
|
19.7K
$941K
|
|
|
Feb 04, 2025
Q4 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
19.7K+ 48.78% |
$885K - $1.01M
|
60.1K
$2.87M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
19.4KNew |
$872K - $997K
|
19.4K
$926K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
19.4K+ 4.45% |
$871K - $996K
|
455K
$21.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
19.3K+ 12.34% |
$868K - $993K
|
176K
$8.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
18.6K+ 67.1% |
$835K - $955K
|
46.3K
$2.21M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
18.4KNew |
$828K - $946K
|
18.4K
$879K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
18.3KNew |
$820K - $937K
|
18.3K
$870K
|
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
18.1K+ 3.1% |
$814K - $931K
|
602K
$28.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
18K+ 30.92% |
$809K - $925K
|
76.3K
$3.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
17.9K+ 5.51% |
$803K - $918K
|
342K
$16.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
17.7K+ 281.21% |
$795K - $910K
|
24K
$1.15M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
17.7KNew |
$794K - $908K
|
17.7K
$844K
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
17.4KNew |
$782K - $894K
|
17.4K
$830K
|
|
|
Jan 16, 2025
Q4 2024
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
17.1KNew |
$770K - $880K
|
17.1K
$818K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
17.1K+ 10.87% |
$766K - $876K
|
174K
$8.29M
|
|
|
Feb 14, 2025
Q4 2024
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
17KNew |
$763K - $873K
|
17K
$811K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
17K+ 30.45% |
$762K - $872K
|
72.7K
$3.47M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
16.7KNew |
$749K - $857K
|
16.7K
$796K
|
|
|
Jan 28, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
BUY
|
- |
16.7K+ 33.47% |
$748K - $855K
|
66.4K
$3.17M
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
16.6K+ 52.36% |
$745K - $852K
|
48.3K
$2.3M
|