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 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
19.8K+ 87.34% |
$935K - $1.03M
|
42.4K
$2.16M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-500- 4.5% |
$23.7K - $26.1K
|
10.6K
$541K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-3.66M- 60.96% |
$173M - $191M
|
2.34M
$119M
|
|
|
May 12, 2025
Q1 2025
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
336K+ 2680.04% |
$15.9M - $17.5M
|
349K
$17.8M
|
|
|
May 12, 2025
Q1 2025
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
100K+ 88.37% |
$4.74M - $5.23M
|
213K
$10.9M
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2.62K+ 15.34% |
$124K - $137K
|
19.7K
$1M
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-15- 0.1% |
$710 - $783
|
14.4K
$735K
|
|
|
May 12, 2025
Q1 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
55.3K+ 535.54% |
$2.61M - $2.88M
|
65.6K
$3.34M
|
|
|
May 12, 2025
Q1 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
60+ 1.3% |
$2.84K - $3.13K
|
4.67K
$238K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.41K+ 4.26% |
$114K - $126K
|
58.9K
$3M
|
|
|
May 12, 2025
Q1 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
14.5K+ 10.3% |
$685K - $755K
|
155K
$7.9M
|
|
|
May 12, 2025
Q1 2025
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-2.23K- 3.38% |
$105K - $116K
|
63.7K
$3.25M
|
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
145+ 1.38% |
$6.86K - $7.57K
|
10.7K
$544K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
41.1M+ 37.68% |
$1.94B - $2.14B
|
150M
$7.64B
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-52.5K- 20.5% |
$2.48M - $2.74M
|
204K
$10.4M
|
|
|
May 12, 2025
Q1 2025
|
Capital Wealth Planning, LLC
|
BUY
|
- |
47.3K+ 75.13% |
$2.24M - $2.47M
|
110K
$5.62M
|
|
|
May 12, 2025
Q1 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
55.5K+ 231.05% |
$2.63M - $2.9M
|
79.5K
$4.05M
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-29- 0.24% |
$1.37K - $1.51K
|
12.3K
$624K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-97- 1.3% |
$4.59K - $5.06K
|
7.38K
$376K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.79K+ 3.82% |
$132K - $146K
|
75.9K
$3.87M
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-412- 24.52% |
$19.5K - $21.5K
|
1.27K
$64.6K
|
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-2.48K- 3.68% |
$117K - $129K
|
64.7K
$3.3M
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-84- 2.0% |
$3.97K - $4.38K
|
4.13K
$210K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
43.1K+ 26.91% |
$2.04M - $2.25M
|
203K
$10.4M
|
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
864+ 5.99% |
$40.9K - $45.1K
|
15.3K
$779K
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
33.6K+ 12.61% |
$1.59M - $1.76M
|
301K
$15.3M
|
|
|
May 12, 2025
Q1 2025
|
Act Two Investors LLC
Santa Cruz, CA |
SELL
|
- |
-2.58K- 20.21% |
$122K - $134K
|
10.2K
$518K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-35K- 94.92% |
$1.66M - $1.83M
|
1.87K
$95.4K
|
|
|
May 12, 2025
Q1 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
13+ 0.29% |
$615 - $678
|
4.51K
$230K
|
|
|
May 12, 2025
Q1 2025
|
Providence First Trust CO
|
BUY
|
- |
5.48K+ 160.67% |
$259K - $286K
|
8.89K
$453K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
5.95K+ 2.74% |
$281K - $310K
|
223K
$11.4M
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-11.3K- 56.32% |
$537K - $592K
|
8.8K
$448K
|
|
|
May 12, 2025
Q1 2025
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-1.07K- 8.19% |
$50.8K - $56K
|
12K
$613K
|
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
175+ 0.5% |
$8.28K - $9.13K
|
35.2K
$1.79M
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-20.8K- 3.49% |
$985K - $1.09M
|
576K
$29.3M
|
|
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
67.2K+ 46.58% |
$3.18M - $3.51M
|
212K
$10.8M
|
|
|
May 12, 2025
Q1 2025
|
Wp Advisors, LLC
|
BUY
|
- |
167+ 0.3% |
$7.9K - $8.72K
|
55.8K
$2.84M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-2K- 1.77% |
$94.8K - $105K
|
111K
$5.66M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-547K- 98.66% |
$25.9M - $28.5M
|
7.41K
$377K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
296+ 0.75% |
$14K - $15.4K
|
39.9K
$2.04M
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-2.57K- 10.37% |
$122K - $134K
|
22.3K
$1.13M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
432K+ 28.25% |
$20.4M - $22.6M
|
1.96M
$100M
|
|
|
May 12, 2025
Q1 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
39.4K+ 54.37% |
$1.87M - $2.06M
|
112K
$5.7M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-3.7K- 34.68% |
$175K - $193K
|
6.96K
$355K
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-363K- 11.5% |
$17.2M - $18.9M
|
2.79M
$142M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
13.4K+ 54.34% |
$636K - $701K
|
38.2K
$1.94M
|
|
|
May 12, 2025
Q1 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
343+ 0.62% |
$16.2K - $17.9K
|
55.7K
$2.84M
|
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 0.35% |
$47.3 - $52.2
|
289
$14.7K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
SELL
|
- |
-1.71K- 9.51% |
$81.1K - $89.4K
|
16.3K
$830K
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
BUY
|
- |
10.1K+ 97.03% |
$477K - $527K
|
20.5K
$1.04M
|