Latest Institutional Transactions on Financial Sector Spdr (XLF)
This table provides information on the latest institutional transactions involving Financial Sector Spdr (XLF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
69New |
$3.27K - $3.6K
|
69
$3.52K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
4.91K+ 26.97% |
$232K - $256K
|
23.1K
$1.18M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-11.3K- 10.91% |
$533K - $588K
|
92K
$4.69M
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
24New |
$1.14K - $1.25K
|
24
$1.22K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
502K+ 4024.7% |
$23.7M - $26.2M
|
514K
$26.2M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.86K+ 11.46% |
$135K - $149K
|
27.8K
$1.42M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
9.48K+ 24.99% |
$449K - $495K
|
47.4K
$2.42M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
BUY
|
- |
5.78KNew |
$274K - $302K
|
5.78K
$295K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-31.7K- 20.94% |
$1.5M - $1.65M
|
120K
$6.09M
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-301- 4.7% |
$14.2K - $15.7K
|
6.1K
$311K
|
|
|
May 21, 2025
Q1 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
BUY
|
- |
4.68KNew |
$221K - $244K
|
4.68K
$238K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.99K+ 5.42% |
$283K - $312K
|
116K
$5.93M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.09K- 5.63% |
$51.5K - $56.8K
|
18.2K
$929K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
6.41K+ 69.54% |
$303K - $334K
|
15.6K
$796K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
3+ 0.02% |
$142 - $157
|
14.8K
$756K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
162K+ 35.7% |
$7.64M - $8.43M
|
614K
$31.3M
|
|
|
May 20, 2025
Q1 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
2.45K+ 41.29% |
$116K - $128K
|
8.38K
$427K
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
52K+ 743.34% |
$2.46M - $2.72M
|
59K
$3.01M
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
53.6K+ 63.08% |
$2.54M - $2.8M
|
139K
$7.06M
|
|
|
May 19, 2025
Q1 2025
|
Smith Asset Management Co., LLC
Chiefland, FL |
BUY
|
- |
4.93KNew |
$233K - $257K
|
4.93K
$251K
|
|
|
May 19, 2025
Q1 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
8.34K+ 7.34% |
$395K - $435K
|
122K
$6.22M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-430- 6.26% |
$20.3K - $22.4K
|
6.43K
$328K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
525K+ 119.61% |
$24.8M - $27.4M
|
964K
$49.1M
|
|
|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-679K- 21.79% |
$32.1M - $35.4M
|
2.44M
$124M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
48.3KNew |
$2.29M - $2.52M
|
48.3K
$2.46M
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-610- 7.28% |
$28.9K - $31.8K
|
7.77K
$396K
|
|
|
May 16, 2025
Q1 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
53.9KNew |
$2.55M - $2.81M
|
53.9K
$2.75M
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
862+ 1724.0% |
$40.8K - $45K
|
912
$46.5K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-100- 1.7% |
$4.73K - $5.22K
|
5.77K
$294K
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
235+ 5.27% |
$11.1K - $12.3K
|
4.7K
$239K
|
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-286- 11.58% |
$13.5K - $14.9K
|
2.18K
$111K
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-4.08K- 19.28% |
$193K - $213K
|
17.1K
$870K
|
|
|
May 16, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-36.9M- 75.75% |
$1.75B - $1.93B
|
11.8M
$602M
|
|
|
May 16, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
25MNew |
$1.18B - $1.31B
|
25M
$1.28B
|
|
|
May 15, 2025
Q1 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-243- 0.83% |
$11.5K - $12.7K
|
29.1K
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-370K- 60.78% |
$17.5M - $19.3M
|
239K
$12.2M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
63.6K+ 41.21% |
$3.01M - $3.32M
|
218K
$11.1M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-314K- 13.14% |
$14.9M - $16.4M
|
2.08M
$106M
|
|
|
May 15, 2025
Q1 2025
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-10K- 15.38% |
$473K - $522K
|
55K
$2.8M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
1+ 0.59% |
$47.3 - $52.2
|
170
$8.66K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
822+ 40.08% |
$38.9K - $42.9K
|
2.87K
$146K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.27KNew |
$107K - $119K
|
2.27K
$116K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
32.7K+ 11.73% |
$1.55M - $1.71M
|
312K
$15.9M
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.27M+ 60.09% |
$60.1M - $66.2M
|
3.38M
$172M
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-2.25M- 44.59% |
$106M - $117M
|
2.8M
$143M
|
|
|
May 15, 2025
Q1 2025
|
Atom Investors LP
Austin, TX |
BUY
|
- |
292K+ 442.1% |
$13.8M - $15.2M
|
358K
$18.2M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.36K+ 243.45% |
$64.2K - $70.8K
|
1.91K
$97.5K
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
PUT |
2M+ 310.99% |
$94.7M - $104M
|
2.65M
$135M
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
1.97K+ 3.22% |
$93K - $103K
|
63K
$3.21M
|