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 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.75K+ 3.56% |
$393K - $449K
|
255K
$12.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
8.69KNew |
$390K - $446K
|
8.69K
$414K
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
8.5K+ 155.42% |
$381K - $436K
|
14K
$666K
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
8.47K+ 156.54% |
$380K - $435K
|
13.9K
$662K
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
8.44K+ 8.98% |
$379K - $433K
|
102K
$4.88M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
8.4K+ 12.84% |
$377K - $431K
|
73.8K
$3.52M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
8.36KNew |
$375K - $429K
|
8.36K
$399K
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
8.31K+ 1.11% |
$373K - $427K
|
756K
$36.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
8.31KNew |
$373K - $427K
|
8.31K
$396K
|
|
|
Mar 11, 2025
Q4 2024
|
Lighthouse Financial LLC
Largo, FL |
BUY
|
- |
8.31KNew |
$373K - $427K
|
8.31K
$396K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
8.26K+ 16.69% |
$371K - $424K
|
57.8K
$2.75M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
8.05KNew |
$361K - $413K
|
8.05K
$384K
|
|
|
Jan 17, 2025
Q4 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
7.96KNew |
$358K - $409K
|
7.96K
$380K
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
7.95K+ 31.98% |
$357K - $408K
|
32.8K
$1.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Centric Wealth Management
|
BUY
|
- |
7.81K+ 13.14% |
$351K - $401K
|
67.3K
$3.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
7.78KNew |
$349K - $399K
|
7.78K
$371K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
7.74K+ 21.82% |
$347K - $397K
|
43.2K
$2.06M
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
7.65KNew |
$343K - $393K
|
7.65K
$365K
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
7.62K+ 15.83% |
$342K - $391K
|
55.8K
$2.66M
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
7.62K+ 35.94% |
$342K - $391K
|
28.8K
$1.37M
|
|
|
Feb 11, 2025
Q4 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
7.55KNew |
$339K - $388K
|
7.55K
$360K
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
7.52K+ 241.63% |
$338K - $386K
|
10.6K
$507K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
7.45K+ 4.99% |
$334K - $382K
|
157K
$7.48M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
7.44KNew |
$334K - $382K
|
7.44K
$355K
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
7.41KNew |
$333K - $381K
|
7.41K
$353K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
7.4K+ 23.84% |
$332K - $380K
|
38.4K
$1.83M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
7.38K+ 4.69% |
$331K - $379K
|
165K
$7.85M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
7.37KNew |
$331K - $379K
|
7.37K
$352K
|
|
|
Feb 06, 2025
Q4 2024
|
Wernau Asset Management Inc.
Gloucester, MA |
BUY
|
- |
7.31KNew |
$328K - $375K
|
7.31K
$349K
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
7.27K+ 31.66% |
$326K - $373K
|
30.2K
$1.44M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
7.22KNew |
$324K - $371K
|
7.22K
$344K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
7.08K+ 3.79% |
$318K - $363K
|
194K
$9.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
6.95K+ 60.24% |
$312K - $357K
|
18.5K
$882K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
6.95K+ 11.23% |
$312K - $357K
|
68.8K
$3.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
6.94KNew |
$311K - $356K
|
6.94K
$331K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
6.92KNew |
$311K - $355K
|
6.92K
$330K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.92K+ 10.92% |
$311K - $355K
|
70.3K
$3.35M
|
|
|
Feb 06, 2025
Q4 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
6.91K+ 9.88% |
$310K - $355K
|
76.8K
$3.66M
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
6.9K+ 72.45% |
$310K - $354K
|
16.4K
$783K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
6.89K+ 24.93% |
$309K - $354K
|
34.5K
$1.65M
|
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
6.88K+ 2.35% |
$309K - $353K
|
300K
$14.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
6.87K+ 10.12% |
$308K - $353K
|
74.7K
$3.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
6.81KNew |
$306K - $350K
|
6.81K
$325K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.8K+ 0.98% |
$305K - $349K
|
704K
$33.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6.79K+ 52.78% |
$305K - $348K
|
19.6K
$937K
|
|
|
Feb 11, 2025
Q4 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
6.7KNew |
$301K - $344K
|
6.7K
$320K
|
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
6.68KNew |
$300K - $343K
|
6.68K
$318K
|
|
|
Jan 16, 2025
Q4 2024
|
Delta Capital Management LLC
|
BUY
|
- |
6.65KNew |
$299K - $341K
|
6.65K
$317K
|
|
|
Feb 07, 2025
Q4 2024
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
6.6KNew |
$296K - $339K
|
6.6K
$315K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.57K+ 18.94% |
$295K - $337K
|
41.2K
$1.97M
|