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 |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-15.4K- 9.09% |
$627K - $702K
|
154K
$7.52M
|
|
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
22.3K+ 86.19% |
$910K - $1.02M
|
48.2K
$2.36M
|
|
|
Dec 12, 2024
Q3 2024
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
BUY
|
- |
50.8K+ 17.31% |
$2.08M - $2.32M
|
344K
$16.9M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
16.3K+ 400.42% |
$664K - $744K
|
20.3K
$996K
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-4.35K- 0.71% |
$177K - $199K
|
605K
$29.7M
|
|
|
Nov 26, 2024
Q3 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
27.3K+ 7.65% |
$1.11M - $1.25M
|
383K
$18.8M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
2.75K+ 4.96% |
$112K - $126K
|
58.2K
$2.85M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
PUT |
-130K- 92.86% |
$5.31M - $5.95M
|
10K
$490K
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-11.1K- 24.29% |
$454K - $509K
|
34.7K
$1.7M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
436KNew |
$17.8M - $19.9M
|
436K
$21.4M
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
9.81KNew |
$401K - $449K
|
9.81K
$481K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
43.7KNew |
$1.79M - $2M
|
43.7K
$2.14M
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
5.12KNew |
$209K - $234K
|
5.12K
$251K
|
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
2.79K+ 4.25% |
$114K - $128K
|
68.6K
$3.36M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
859+ 6.3% |
$35.1K - $39.3K
|
14.5K
$710K
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
19.4K+ 86.67% |
$794K - $889K
|
41.9K
$2.05M
|
|
|
Nov 20, 2024
Q3 2024
|
Advisory Resource Group
|
SELL
|
- |
-1.18K- 1.09% |
$48K - $53.7K
|
106K
$5.21M
|
|
|
Nov 20, 2024
Q3 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
394K+ 5664.46% |
$16.1M - $18M
|
401K
$19.7M
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-2.11K- 2.58% |
$86.3K - $96.6K
|
79.7K
$3.9M
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
23+ 0.93% |
$939 - $1.05K
|
2.51K
$123K
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
25K+ 371.46% |
$1.02M - $1.14M
|
31.7K
$1.55M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
9+ 0.25% |
$368 - $412
|
3.55K
$174K
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-67.8K- 25.35% |
$2.77M - $3.1M
|
200K
$9.78M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.07K+ 6.41% |
$43.7K - $49K
|
17.8K
$871K
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-6.68K- 18.01% |
$273K - $306K
|
30.4K
$1.49M
|
|
|
Nov 18, 2024
Q3 2024
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-48- 0.75% |
$1.96K - $2.2K
|
6.31K
$309K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
230+ 0.13% |
$9.39K - $10.5K
|
180K
$8.84M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.1M+ 99.41% |
$44.8M - $50.2M
|
2.2M
$108M
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
674+ 7.09% |
$27.5K - $30.8K
|
10.2K
$498K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-968- 2.7% |
$39.5K - $44.3K
|
34.9K
$1.71M
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
15.1K+ 638.54% |
$616K - $690K
|
17.5K
$855K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-9.76M- 38.14% |
$399M - $447M
|
15.8M
$776M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
PUT |
6MNew |
$245M - $274M
|
6M
$294M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
501+ 9.5% |
$20.5K - $22.9K
|
5.78K
$283K
|
|
|
Nov 15, 2024
Q3 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1.05K+ 15.94% |
$42.7K - $47.8K
|
7.61K
$373K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-20.9K- 34.04% |
$852K - $954K
|
40.4K
$1.98M
|
|
|
Nov 15, 2024
Q3 2024
|
Dorsey Wright & Associates
|
SELL
|
- |
-3.06K- 5.84% |
$125K - $140K
|
49.3K
$2.42M
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-680- 3.41% |
$27.8K - $31.1K
|
19.3K
$945K
|
|
|
Nov 15, 2024
Q3 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-25K- 21.43% |
$1.02M - $1.14M
|
91.7K
$4.49M
|
|
|
Nov 15, 2024
Q3 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
SELL
|
- |
-39- 0.46% |
$1.59K - $1.78K
|
8.5K
$416K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
50New |
$2.04K - $2.29K
|
50
$2.45K
|
|
|
Nov 15, 2024
Q3 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
30.3KNew |
$1.24M - $1.38M
|
30.3K
$1.48M
|
|
|
Nov 15, 2024
Q3 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-574- 0.94% |
$23.4K - $26.3K
|
60.6K
$2.97M
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-4.46K- 78.02% |
$182K - $204K
|
1.26K
$61.5K
|
|
|
Nov 15, 2024
Q3 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
1.35K+ 20.77% |
$55.1K - $61.7K
|
7.85K
$385K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
6.34KNew |
$259K - $290K
|
6.34K
$310K
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
4.05M+ 144.85% |
$165M - $185M
|
6.84M
$335M
|
|
|
Nov 14, 2024
Q3 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
706KNew |
$28.8M - $32.3M
|
706K
$34.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
6.91K+ 8.97% |
$282K - $316K
|
83.9K
$4.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-9- 16.98% |
$368 - $412
|
44
$2.16K
|