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 31, 2024
Q1 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
6KNew |
$224K - $253K
|
6K
$250K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.95K- 27.0% |
$72.7K - $82.1K
|
5.27K
$220K
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-2.33K- 38.24% |
$86.8K - $98.1K
|
3.76K
$157K
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
93New |
$3.47K - $3.92K
|
93
$3.87K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
928K+ 390.37% |
$34.6M - $39.1M
|
1.17M
$48.6M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
PUT |
2KNew |
$74.5K - $84.2K
|
2K
$83.3K
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
1.5KNew |
$56K - $63.3K
|
1.5K
$62.5K
|
|
|
May 22, 2024
Q1 2024
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-3.24K- 31.83% |
$121K - $136K
|
6.93K
$289K
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
321+ 4.5% |
$12K - $13.5K
|
7.46K
$310K
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
SELL
|
- |
-100- 0.29% |
$3.73K - $4.21K
|
34.2K
$1.42M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
60.6K+ 58.52% |
$2.26M - $2.55M
|
164K
$6.84M
|
|
|
May 21, 2024
Q1 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
42.6K+ 175.19% |
$1.59M - $1.79M
|
66.9K
$2.78M
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
3.48K+ 55.05% |
$130K - $147K
|
9.81K
$409K
|
|
|
May 20, 2024
Q1 2024
|
Cim, LLC
|
SELL
|
- |
-184- 0.35% |
$6.86K - $7.75K
|
51.7K
$2.15M
|
|
|
May 20, 2024
Q1 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
123KNew |
$4.6M - $5.19M
|
123K
$5.13M
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
4.44K+ 353.42% |
$165K - $187K
|
5.7K
$237K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
3.46K+ 670.54% |
$129K - $146K
|
3.98K
$166K
|
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-57.4K- 19.27% |
$2.14M - $2.42M
|
240K
$10M
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
70+ 6.03% |
$2.61K - $2.95K
|
1.23K
$51.3K
|
|
|
May 17, 2024
Q1 2024
|
Advisory Resource Group
|
BUY
|
- |
12.3K+ 13.92% |
$459K - $518K
|
101K
$4.19M
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
9.68K+ 144.59% |
$361K - $408K
|
16.4K
$682K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.43K+ 115.32% |
$53.3K - $60.2K
|
2.67K
$111K
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
56+ 0.83% |
$2.09K - $2.36K
|
6.8K
$283K
|
|
|
May 16, 2024
Q1 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
43New |
$1.6K - $1.81K
|
43
$1.79K
|
|
|
May 16, 2024
Q1 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
PUT |
10KNew |
$373K - $421K
|
10K
$416K
|
|
|
May 16, 2024
Q1 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
61.3K+ 24.78% |
$2.29M - $2.58M
|
309K
$12.9M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-12.1K- 8.22% |
$452K - $511K
|
135K
$5.64M
|
|
|
May 15, 2024
Q1 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
82.7K+ 286.35% |
$3.08M - $3.49M
|
112K
$4.65M
|
|
|
May 15, 2024
Q1 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-757- 6.59% |
$28.2K - $31.9K
|
10.7K
$447K
|
|
|
May 15, 2024
Q1 2024
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-435- 5.22% |
$16.2K - $18.3K
|
7.9K
$329K
|
|
|
May 15, 2024
Q1 2024
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-2.92K- 20.76% |
$109K - $123K
|
11.1K
$463K
|
|
|
May 15, 2024
Q1 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-15.3K- 93.01% |
$571K - $646K
|
1.15K
$48K
|
|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
PUT |
5.33MNew |
$199M - $224M
|
5.33M
$222M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
41.2K+ 9.96% |
$1.54M - $1.74M
|
455K
$18.9M
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.65K+ 2.89% |
$61.5K - $69.5K
|
58.8K
$2.45M
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-262K- 47.59% |
$9.75M - $11M
|
288K
$12M
|
|
|
May 15, 2024
Q1 2024
|
New Gen Asset Management LTD
|
BUY
|
PUT |
2.5KNew |
$93.2K - $105K
|
2.5K
$104K
|
|
|
May 15, 2024
Q1 2024
|
Mendon Capital Advisors Corp
Rochester, NY |
SELL
|
PUT |
-100K- 50.0% |
$3.73M - $4.21M
|
100K
$4.16M
|
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-3.55K- 11.36% |
$132K - $149K
|
27.7K
$1.15M
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
BUY
|
- |
1.49K+ 15.93% |
$55.3K - $62.5K
|
10.8K
$450K
|
|
|
May 15, 2024
Q1 2024
|
Rokos Capital Management LLP
London, X0 |
BUY
|
- |
1.18MNew |
$43.8M - $49.5M
|
1.18M
$49M
|
|
|
May 15, 2024
Q1 2024
|
Rokos Capital Management LLP
London, X0 |
BUY
|
PUT |
2.8MNew |
$104M - $118M
|
2.8M
$117M
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1- -0.0% |
$37.3 - $42.1
|
60.5K
$2.52M
|
|
|
May 15, 2024
Q1 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
25KNew |
$932K - $1.05M
|
25K
$1.04M
|
|
|
May 15, 2024
Q1 2024
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
PUT |
-4.9K- 8.32% |
$183K - $206K
|
54K
$2.25M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
44.1K+ 33.71% |
$1.64M - $1.86M
|
175K
$7.28M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.63K+ 1.14% |
$284K - $321K
|
678K
$28.2M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
230+ 3.32% |
$8.57K - $9.69K
|
7.17K
$298K
|
|
|
May 15, 2024
Q1 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
650KNew |
$24.2M - $27.4M
|
650K
$27.1M
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.01K- 1.29% |
$37.6K - $42.5K
|
77.4K
$3.22M
|
|