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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2025
Q3 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
1.24K+ 1.02% |
$63.6K - $67.2K
|
123K
$6.35M
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
8.49K+ 37.84% |
$436K - $461K
|
30.9K
$1.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
800New |
$41.1K - $43.4K
|
800
$41.4K
|
|
|
Oct 24, 2025
Q3 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-7.02K- 49.02% |
$361K - $381K
|
7.3K
$378K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.58K+ 125.35% |
$133K - $140K
|
4.64K
$240K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
2.58KNew |
$133K - $140K
|
2.58K
$134K
|
|
|
Oct 24, 2025
Q3 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
BUY
|
- |
1.3KNew |
$66.8K - $70.6K
|
1.3K
$67.3K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
33K+ 6.33% |
$1.7M - $1.79M
|
554K
$28.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
4+ 0.04% |
$205 - $217
|
9K
$466K
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.24K- 2.05% |
$63.9K - $67.5K
|
59.4K
$3.07M
|
|
|
Oct 24, 2025
Q3 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-1.72K- 11.33% |
$88.4K - $93.3K
|
13.5K
$697K
|
|
|
Oct 24, 2025
Q3 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-122- 10.07% |
$6.27K - $6.62K
|
1.09K
$56.4K
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
BUY
|
- |
1.51K+ 0.54% |
$77.8K - $82.1K
|
281K
$14.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-700- 4.96% |
$36K - $38K
|
13.4K
$694K
|
|
|
Oct 24, 2025
Q3 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
374+ 3.79% |
$19.2K - $20.3K
|
10.3K
$531K
|
|
|
Oct 24, 2025
Q3 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
4+ 0.04% |
$205 - $217
|
11.4K
$590K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
2.64K+ 0.65% |
$136K - $143K
|
409K
$21.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Aventus Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-1.06K- 0.9% |
$54.3K - $57.3K
|
117K
$6.03M
|
|
|
Oct 24, 2025
Q3 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-100- 47.85% |
$5.14K - $5.43K
|
109
$5.64K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
9.84K+ 4.53% |
$506K - $534K
|
227K
$11.7M
|
|
|
Oct 23, 2025
Q3 2025
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
11.3K+ 2.72% |
$580K - $612K
|
426K
$22.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
10.1KNew |
$521K - $550K
|
10.1K
$525K
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
794+ 1.42% |
$40.8K - $43.1K
|
56.6K
$2.93M
|
|
|
Oct 23, 2025
Q3 2025
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-325- 2.93% |
$16.7K - $17.6K
|
10.8K
$557K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
66.3K+ 8.18% |
$3.4M - $3.59M
|
877K
$45.4M
|
|
|
Oct 23, 2025
Q3 2025
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-1.17K- 6.82% |
$60K - $63.4K
|
16K
$826K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-4.52K- 7.6% |
$232K - $245K
|
54.9K
$2.84M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.13K+ 30.77% |
$263K - $278K
|
21.8K
$1.13M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
36.9K+ 45.86% |
$1.9M - $2M
|
117K
$6.07M
|
|
|
Oct 23, 2025
Q3 2025
|
Howard Financial Services, Ltd.
|
BUY
|
- |
4.29KNew |
$220K - $233K
|
4.29K
$222K
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
610+ 4.86% |
$31.3K - $33.1K
|
13.2K
$681K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-105K- 15.73% |
$5.4M - $5.71M
|
564K
$29.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
834+ 6.99% |
$42.8K - $45.2K
|
12.8K
$660K
|
|
|
Oct 23, 2025
Q3 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
522+ 33.46% |
$26.8K - $28.3K
|
2.08K
$108K
|
|
|
Oct 23, 2025
Q3 2025
|
Trust CO Of Virginia
|
BUY
|
- |
1.49K+ 1.25% |
$76.7K - $81K
|
121K
$6.25M
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-107K- 31.95% |
$5.48M - $5.79M
|
227K
$11.8M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-4.37K- 2.45% |
$224K - $237K
|
174K
$9M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
57.2K+ 50.2% |
$2.94M - $3.1M
|
171K
$8.85M
|
|
|
Oct 23, 2025
Q3 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-5.34K- 2.94% |
$274K - $290K
|
176K
$9.13M
|
|
|
Oct 23, 2025
Q3 2025
|
Canton Hathaway, LLC
|
BUY
|
- |
4.46KNew |
$229K - $242K
|
4.46K
$231K
|
|
|
Oct 23, 2025
Q3 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
966+ 0.93% |
$49.6K - $52.4K
|
105K
$5.44M
|
|
|
Oct 23, 2025
Q3 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
73New |
$3.75K - $3.96K
|
73
$3.78K
|
|
|
Oct 23, 2025
Q3 2025
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-41.3K- 66.85% |
$2.12M - $2.24M
|
20.5K
$1.06M
|
|
|
Oct 23, 2025
Q3 2025
|
First Bancorp, Inc
|
SELL
|
- |
-280- 0.61% |
$14.4K - $15.2K
|
45.3K
$2.35M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
101K+ 125.38% |
$5.17M - $5.46M
|
181K
$9.37M
|
|
|
Oct 23, 2025
Q3 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
485+ 8.95% |
$24.9K - $26.3K
|
5.91K
$306K
|
|
|
Oct 23, 2025
Q3 2025
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-36- 0.16% |
$1.85K - $1.95K
|
22.1K
$1.14M
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-5.34K- 10.65% |
$274K - $290K
|
44.8K
$2.32M
|
|
|
Oct 23, 2025
Q3 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-5.47K- 31.37% |
$281K - $297K
|
12K
$619K
|
|
|
Oct 23, 2025
Q3 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-1.66K- 1.32% |
$85.3K - $90.1K
|
124K
$6.43M
|