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
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-36- 2.26% |
$1.47K - $1.65K
|
1.56K
$76.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
60.5K+ 602.07% |
$2.47M - $2.77M
|
70.6K
$3.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
14K+ 15.09% |
$571K - $640K
|
107K
$5.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
PUT |
-6.05M- 53.78% |
$247M - $277M
|
5.2M
$255M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.2K+ 0.99% |
$89.6K - $100K
|
224K
$11M
|
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.21K- 2.12% |
$49.3K - $55.2K
|
55.7K
$2.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
619+ 0.08% |
$25.3K - $28.3K
|
775K
$38.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-400- 1.35% |
$16.3K - $18.3K
|
29.3K
$1.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-173- 0.98% |
$7.07K - $7.91K
|
17.5K
$860K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
950+ 33.33% |
$38.8K - $43.5K
|
3.8K
$187K
|
|
|
Nov 12, 2024
Q3 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
529K+ 21.16% |
$21.6M - $24.2M
|
3.03M
$149M
|
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-1.76K- 0.98% |
$71.8K - $80.5K
|
178K
$8.72M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
21K+ 19.25% |
$857K - $960K
|
130K
$6.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Naples Money Management LLC
Naples, FL |
SELL
|
- |
-136- 2.72% |
$5.55K - $6.22K
|
4.87K
$239K
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
283+ 1.05% |
$11.6K - $12.9K
|
27.3K
$1.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Estate Counselors, LLC
|
SELL
|
- |
-982- 0.86% |
$40.1K - $44.9K
|
113K
$5.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
74.3K+ 95.77% |
$3.03M - $3.4M
|
152K
$7.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.04K+ 5.32% |
$83.1K - $93.1K
|
40.3K
$1.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
6.83K+ 2.07% |
$279K - $313K
|
337K
$16.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Hap Trading, LLC
New York, NY |
SELL
|
PUT |
-21.1K- 36.32% |
$862K - $965K
|
37K
$1.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
CALL |
793KNew |
$32.4M - $36.3M
|
793K
$38.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
10.1KNew |
$414K - $464K
|
10.1K
$498K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
665+ 11.44% |
$27.2K - $30.4K
|
6.48K
$318K
|
|
|
Nov 12, 2024
Q3 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
2KNew |
$81.7K - $91.5K
|
2K
$98.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-73- 0.21% |
$2.98K - $3.34K
|
34.4K
$1.69M
|
|
|
Nov 12, 2024
Q3 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-7.57K- 13.42% |
$309K - $346K
|
48.8K
$2.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1+ 0.01% |
$40.8 - $45.7
|
11.8K
$579K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-81.8K- 82.06% |
$3.34M - $3.74M
|
17.9K
$878K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
SELL
|
- |
-617- 1.29% |
$25.2K - $28.2K
|
47.3K
$2.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
8.53K+ 138.58% |
$348K - $390K
|
14.7K
$721K
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
SELL
|
- |
-5.01K- 48.01% |
$204K - $229K
|
5.42K
$266K
|
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
115+ 1.45% |
$4.7K - $5.26K
|
8.07K
$396K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
37.2K+ 662.96% |
$1.52M - $1.7M
|
42.8K
$2.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Managed Asset Portfolios, LLC
Rochester, MI |
BUY
|
- |
46.8KNew |
$1.91M - $2.14M
|
46.8K
$2.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
263K+ 335.76% |
$10.8M - $12M
|
342K
$16.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-45.5K- 7.51% |
$1.86M - $2.08M
|
561K
$27.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-28K- 9.57% |
$1.14M - $1.28M
|
264K
$13M
|
|
|
Nov 12, 2024
Q3 2024
|
Marco Investment Management LLC
|
BUY
|
- |
3.14K+ 11.27% |
$128K - $143K
|
31K
$1.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
27+ 25.23% |
$1.1K - $1.23K
|
134
$6.58K
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
7.54K+ 27.76% |
$308K - $345K
|
34.7K
$1.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
19.8K+ 43.63% |
$810K - $907K
|
65.3K
$3.21M
|
|
|
Nov 12, 2024
Q3 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
6.11KNew |
$249K - $279K
|
6.11K
$300K
|
|
|
Nov 12, 2024
Q3 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
876+ 3.97% |
$35.8K - $40.1K
|
22.9K
$1.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
1.8K+ 35.06% |
$73.6K - $82.5K
|
6.95K
$341K
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
381K+ 23.03% |
$15.6M - $17.4M
|
2.03M
$99.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
PUT |
27.8K+ 0.54% |
$1.14M - $1.27M
|
5.13M
$252M
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
33KNew |
$1.35M - $1.51M
|
33K
$1.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
14.8KNew |
$606K - $679K
|
14.8K
$729K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.22K+ 2.67% |
$50K - $56K
|
47K
$2.31M
|
|
|
Nov 08, 2024
Q3 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-10- 5.59% |
$408 - $457
|
169
$8.3K
|