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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.53K- 2.6% |
$62.5K - $70K
|
57.4K
$2.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.23K+ 15.73% |
$50.4K - $56.4K
|
9.08K
$446K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
15.4K+ 173.05% |
$627K - $702K
|
24.2K
$1.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-6- 0.07% |
$245 - $274
|
8.97K
$440K
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-1K- 7.39% |
$40.8K - $45.7K
|
12.5K
$615K
|
|
|
Nov 12, 2024
Q3 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-5.58K- 27.07% |
$228K - $255K
|
15K
$738K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
7.63K+ 21.35% |
$311K - $349K
|
43.3K
$2.13M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-13.9K- 15.08% |
$567K - $635K
|
78.1K
$3.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-18.6K- 12.59% |
$760K - $851K
|
129K
$6.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-284- 1.99% |
$11.6K - $13K
|
14K
$687K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
374+ 11.33% |
$15.3K - $17.1K
|
3.67K
$180K
|
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
5.19K+ 70.1% |
$212K - $237K
|
12.6K
$618K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
809+ 2.02% |
$33K - $37K
|
40.8K
$2.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-548- 9.08% |
$22.4K - $25.1K
|
5.48K
$269K
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
965+ 5.86% |
$39.4K - $44.1K
|
17.4K
$856K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
21.5K+ 41.35% |
$877K - $982K
|
73.4K
$3.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
2.67K+ 27.21% |
$109K - $122K
|
12.5K
$612K
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
17+ 0.08% |
$694 - $778
|
21.5K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.61K- 15.82% |
$65.9K - $73.8K
|
8.59K
$422K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
5.15KNew |
$210K - $235K
|
5.15K
$253K
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
7.12K+ 75.24% |
$291K - $325K
|
16.6K
$814K
|
|
|
Nov 12, 2024
Q3 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
4.56KNew |
$186K - $209K
|
4.56K
$224K
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
67.5KNew |
$2.76M - $3.09M
|
67.5K
$3.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Providence First Trust CO
|
BUY
|
- |
1.36K+ 4.82% |
$55.5K - $62.2K
|
29.6K
$1.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-300- 4.8% |
$12.3K - $13.7K
|
5.96K
$292K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-29.4K- 1.0% |
$1.2M - $1.35M
|
2.91M
$143M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-5.33K- 8.6% |
$218K - $244K
|
56.6K
$2.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
39.5K+ 28.59% |
$1.61M - $1.81M
|
178K
$8.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
160+ 2.09% |
$6.53K - $7.32K
|
7.82K
$384K
|
|
|
Nov 12, 2024
Q3 2024
|
Bayview Asset Management, LLC
Coral Gables, FL |
BUY
|
PUT |
559KNew |
$22.8M - $25.6M
|
559K
$27.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-10.5K- 6.23% |
$428K - $480K
|
158K
$7.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-31.9K- 90.03% |
$1.3M - $1.46M
|
3.53K
$173K
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-542K- 97.69% |
$22.1M - $24.8M
|
12.8K
$630K
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
72+ 1.35% |
$2.94K - $3.29K
|
5.39K
$265K
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
3.76MNew |
$153M - $172M
|
3.76M
$185M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
23K+ 11.53% |
$937K - $1.05M
|
222K
$10.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
8.33K+ 48.09% |
$340K - $381K
|
25.6K
$1.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.5K- 13.02% |
$306K - $343K
|
50.1K
$2.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-163K- 57.47% |
$6.66M - $7.46M
|
121K
$5.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
3.13K+ 1.48% |
$128K - $143K
|
214K
$10.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
24+ 0.37% |
$980 - $1.1K
|
6.58K
$323K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-6.27K- 51.84% |
$256K - $287K
|
5.83K
$286K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
24.7K+ 64.31% |
$1.01M - $1.13M
|
63.1K
$3.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
3.28K+ 747.95% |
$134K - $150K
|
3.71K
$182K
|
|
|
Nov 12, 2024
Q3 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
173+ 2.27% |
$7.07K - $7.91K
|
7.8K
$383K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.62K+ 4.04% |
$66.2K - $74.2K
|
41.8K
$2.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
453+ 0.4% |
$18.5K - $20.7K
|
112K
$5.52M
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
8.49K+ 45.4% |
$347K - $389K
|
27.2K
$1.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-225- 2.61% |
$9.19K - $10.3K
|
8.38K
$412K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
20.8K+ 69.27% |
$850K - $952K
|
50.9K
$2.5M
|