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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
27.3K+ 49.19% |
$1.2M - $1.43M
|
82.9K
$4.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-1.34K- 70.05% |
$58.9K - $70.2K
|
573
$29.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-50- 18.66% |
$2.2K - $2.62K
|
218
$11.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
SELL
|
- |
-219K- 71.29% |
$9.6M - $11.4M
|
88K
$4.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-5.91K- 37.81% |
$260K - $310K
|
9.72K
$503K
|
|
|
Aug 14, 2025
Q2 2025
|
Win Advisors, Inc
|
BUY
|
- |
52.6KNew |
$2.31M - $2.76M
|
52.6K
$2.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Redwood Financial Network Corp
|
SELL
|
- |
-405- 0.84% |
$17.8K - $21.2K
|
48K
$2.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Menora Mivtachim Holdings Ltd.
|
SELL
|
- |
-990K- 29.03% |
$43.5M - $51.8M
|
2.42M
$125M
|
|
|
Aug 14, 2025
Q2 2025
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
CALL |
15KNew |
$659K - $786K
|
15K
$776K
|
|
|
Aug 14, 2025
Q2 2025
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
7.23K+ 17.35% |
$317K - $378K
|
48.9K
$2.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-75.7K- 94.03% |
$3.32M - $3.96M
|
4.81K
$249K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-113K- 3.42% |
$4.95M - $5.9M
|
3.18M
$164M
|
|
|
Aug 14, 2025
Q2 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
10KNew |
$441K - $526K
|
10K
$520K
|
|
|
Aug 14, 2025
Q2 2025
|
Nwi Management LP
New York, NY |
BUY
|
CALL |
7.36MNew |
$323M - $385M
|
7.36M
$381M
|
|
|
Aug 14, 2025
Q2 2025
|
Nishkama Capital, LLC
Dorado, PR |
BUY
|
CALL |
435KNew |
$19.1M - $22.8M
|
435K
$22.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-147K- 10.11% |
$6.44M - $7.67M
|
1.3M
$67.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
42.4K+ 3.94% |
$1.86M - $2.22M
|
1.12M
$57.9M
|
|
|
Aug 14, 2025
Q2 2025
|
J. Goldman & CO LP
New York, NY |
SELL
|
- |
-169K- 38.93% |
$7.42M - $8.84M
|
265K
$13.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Azora Capital LP
Miami, FL |
BUY
|
- |
19.2KNew |
$844K - $1.01M
|
19.2K
$994K
|
|
|
Aug 14, 2025
Q2 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
1.89K+ 0.72% |
$82.9K - $98.8K
|
264K
$13.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Interval Partners, LP
New York, NY |
BUY
|
PUT |
40.4K+ 16.88% |
$1.77M - $2.12M
|
280K
$14.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-10.7K- 6.91% |
$471K - $561K
|
144K
$7.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-5.06K- 13.13% |
$222K - $265K
|
33.5K
$1.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
PUT |
15.9MNew |
$697M - $831M
|
15.9M
$822M
|
|
|
Aug 14, 2025
Q2 2025
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-50.1K- 18.72% |
$2.2M - $2.62M
|
217K
$11.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-30.2K- 79.56% |
$1.33M - $1.58M
|
7.75K
$401K
|
|
|
Aug 14, 2025
Q2 2025
|
Aragon Global Management, LP
Miami, FL |
BUY
|
- |
125KNew |
$5.47M - $6.52M
|
125K
$6.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.27K+ 6.76% |
$55.8K - $66.5K
|
20.1K
$1.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
SELL
|
- |
-13- 0.31% |
$571 - $681
|
4.21K
$218K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
70.8KNew |
$3.11M - $3.71M
|
70.8K
$3.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.8M+ 12.38% |
$123M - $147M
|
25.4M
$1.32B
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
4.02M+ 285.66% |
$177M - $211M
|
5.43M
$281M
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
523+ 6.18% |
$23K - $27.4K
|
8.99K
$465K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-6.92K- 7.39% |
$304K - $362K
|
86.7K
$4.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
632+ 3.49% |
$27.8K - $33.1K
|
18.7K
$969K
|
|
|
Aug 14, 2025
Q2 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
231+ 4.07% |
$10.1K - $12.1K
|
5.91K
$306K
|
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-505K- 93.89% |
$22.2M - $26.5M
|
32.9K
$1.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-268- 4.01% |
$11.8K - $14K
|
6.42K
$332K
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
6.32K+ 27.69% |
$278K - $331K
|
29.2K
$1.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
SELL
|
- |
-2.59K- 6.12% |
$114K - $136K
|
39.7K
$2.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
18.1K+ 3.73% |
$795K - $947K
|
503K
$26M
|
|
|
Aug 14, 2025
Q2 2025
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
200+ 0.57% |
$8.78K - $10.5K
|
35.4K
$1.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.45M+ 2160.21% |
$107M - $128M
|
2.56M
$132M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
PUT |
1.8M+ 22.2% |
$79.1M - $94.3M
|
9.91M
$513M
|
|
|
Aug 14, 2025
Q2 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-857- 0.77% |
$37.6K - $44.9K
|
111K
$5.75M
|
|
|
Aug 14, 2025
Q2 2025
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-1.55K- 6.75% |
$68.2K - $81.3K
|
21.4K
$1.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-512- 2.81% |
$22.5K - $26.8K
|
17.7K
$917K
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-464- 0.97% |
$20.4K - $24.3K
|
47.5K
$2.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-885- 4.92% |
$38.9K - $46.3K
|
17.1K
$885K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.76K+ 10.86% |
$297K - $354K
|
69K
$3.57M
|