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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-827- 10.97% |
$36.3K - $43.3K
|
6.71K
$352K
|
|
|
Jul 18, 2025
Q2 2025
|
Donald L. Hagan, LLC
|
SELL
|
- |
-27.3K- 46.46% |
$1.2M - $1.43M
|
31.4K
$1.65M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-2.09M- 20.5% |
$92M - $110M
|
8.12M
$426M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-229- 0.21% |
$10.1K - $12K
|
107K
$5.64M
|
|
|
Jul 18, 2025
Q2 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
11.5K+ 39.18% |
$504K - $601K
|
40.8K
$2.14M
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
281+ 1.66% |
$12.3K - $14.7K
|
17.2K
$902K
|
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-460- 11.57% |
$20.2K - $24.1K
|
3.52K
$185K
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
14.1K+ 128.57% |
$618K - $737K
|
25K
$1.31M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
605+ 20.07% |
$26.6K - $31.7K
|
3.62K
$190K
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
SELL
|
- |
-42.9K- 64.8% |
$1.89M - $2.25M
|
23.3K
$1.22M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
32+ 3.28% |
$1.41K - $1.68K
|
1.01K
$52.8K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
400K+ 328.12% |
$17.6M - $20.9M
|
521K
$27.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Eagle Capital Management, LLC
|
BUY
|
- |
933+ 4.27% |
$41K - $48.9K
|
22.8K
$1.19M
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-533- 2.79% |
$23.4K - $27.9K
|
18.6K
$974K
|
|
|
Jul 18, 2025
Q2 2025
|
Founders Capital Management
|
BUY
|
- |
1+ 0.08% |
$43.9 - $52.4
|
1.33K
$69.9K
|
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
944+ 13.19% |
$41.5K - $49.4K
|
8.1K
$425K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
5.54K+ 80.57% |
$243K - $290K
|
12.4K
$651K
|
|
|
Jul 18, 2025
Q2 2025
|
Astor Investment Management LLC
|
SELL
|
- |
-45.3K- 32.13% |
$1.99M - $2.37M
|
95.6K
$5.02M
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-531- 7.18% |
$23.3K - $27.8K
|
6.86K
$360K
|
|
|
Jul 18, 2025
Q2 2025
|
Clarity Financial LLC
|
BUY
|
- |
47K+ 17.38% |
$2.07M - $2.46M
|
318K
$16.7M
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
11+ 0.18% |
$483 - $576
|
6.28K
$329K
|
|
|
Jul 18, 2025
Q2 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-28.8K- 52.67% |
$1.26M - $1.51M
|
25.9K
$1.36M
|
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-24.8K- 19.68% |
$1.09M - $1.3M
|
101K
$5.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
959+ 2.73% |
$42.1K - $50.2K
|
36.1K
$1.9M
|
|
|
Jul 18, 2025
Q2 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-77- 0.53% |
$3.38K - $4.03K
|
14.3K
$752K
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
SELL
|
- |
-34.9K- 0.35% |
$1.53M - $1.83M
|
10.1M
$529M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-182- 1.31% |
$7.99K - $9.53K
|
13.7K
$719K
|
|
|
Jul 17, 2025
Q2 2025
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-4.5K- 38.81% |
$198K - $236K
|
7.1K
$372K
|
|
|
Jul 17, 2025
Q2 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-898- 2.42% |
$39.4K - $47K
|
36.1K
$1.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-215- 2.5% |
$9.44K - $11.3K
|
8.37K
$439K
|
|
|
Jul 17, 2025
Q2 2025
|
Flywheel Private Wealth LLC
Los Altos, CA |
SELL
|
- |
-3.06K- 12.42% |
$134K - $160K
|
21.6K
$1.13M
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
89+ 1.39% |
$3.91K - $4.66K
|
6.5K
$341K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-972- 14.4% |
$42.7K - $50.9K
|
5.78K
$303K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
228+ 22.16% |
$10K - $11.9K
|
1.26K
$66K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-9.25K- 4.0% |
$406K - $485K
|
222K
$11.6M
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
340+ 0.38% |
$14.9K - $17.8K
|
90.2K
$4.73M
|
|
|
Jul 17, 2025
Q2 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-12- 0.24% |
$527 - $628
|
4.92K
$258K
|
|
|
Jul 17, 2025
Q2 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
51.5K+ 100.25% |
$2.26M - $2.7M
|
103K
$5.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
1.8K+ 6.97% |
$79.1K - $94.4K
|
27.7K
$1.45M
|
|
|
Jul 17, 2025
Q2 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-174- 3.71% |
$7.64K - $9.11K
|
4.51K
$237K
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
1+ 0.21% |
$43.9 - $52.4
|
477
$25K
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-259- 3.33% |
$11.4K - $13.6K
|
7.51K
$394K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
100+ 1.67% |
$4.39K - $5.24K
|
6.09K
$320K
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-100- 3.46% |
$4.39K - $5.24K
|
2.79K
$146K
|
|
|
Jul 17, 2025
Q2 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-227- 3.13% |
$9.97K - $11.9K
|
7.01K
$368K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-18.3K- 88.49% |
$804K - $958K
|
2.38K
$125K
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
547+ 2.32% |
$24K - $28.6K
|
24.2K
$1.27M
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
7+ 0.78% |
$307 - $367
|
904
$47.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.47K+ 35.59% |
$64.5K - $76.9K
|
5.59K
$294K
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
150+ 7.18% |
$6.59K - $7.86K
|
2.24K
$117K
|