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 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
59.8K+ 4.71% |
$2.44M - $2.73M
|
1.33M
$65.3M
|
|
Nov 08, 2024
Q3 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
845+ 56.6% |
$34.5K - $38.7K
|
2.34K
$115K
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
SELL
|
- |
-251- 1.57% |
$10.3K - $11.5K
|
15.8K
$774K
|
|
Nov 08, 2024
Q3 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
313+ 0.63% |
$12.8K - $14.3K
|
50.3K
$2.47M
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
289+ 2.69% |
$11.8K - $13.2K
|
11K
$541K
|
|
Nov 08, 2024
Q3 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
2+ 0.02% |
$81.7 - $91.5
|
10.2K
$501K
|
|
Nov 08, 2024
Q3 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
622+ 11.44% |
$25.4K - $28.5K
|
6.06K
$298K
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-100- 1.36% |
$4.08K - $4.57K
|
7.23K
$355K
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
8.55KNew |
$349K - $391K
|
8.55K
$420K
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
13New |
$531 - $595
|
13
$638
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-822- 1.87% |
$33.6K - $37.6K
|
43.2K
$2.12M
|
|
Nov 08, 2024
Q3 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
97.1K+ 7064.7% |
$3.96M - $4.44M
|
98.4K
$4.83M
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
15.3K+ 55.44% |
$627K - $702K
|
43K
$2.11M
|
|
Nov 08, 2024
Q3 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
8.01K+ 33.86% |
$327K - $366K
|
31.7K
$1.55M
|
|
Nov 08, 2024
Q3 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-39.1K- 2.91% |
$1.6M - $1.79M
|
1.31M
$64.1M
|
|
Nov 08, 2024
Q3 2024
|
Allie Family Office LLC
|
SELL
|
- |
-850- 3.31% |
$34.7K - $38.9K
|
24.9K
$1.22M
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-2.02K- 5.1% |
$82.5K - $92.3K
|
37.6K
$1.84M
|
|
Nov 08, 2024
Q3 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
40.4KNew |
$1.65M - $1.85M
|
40.4K
$1.98M
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-129K- 39.68% |
$5.27M - $5.91M
|
196K
$9.64M
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-449- 3.46% |
$18.3K - $20.5K
|
12.5K
$615K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-27.8K- 18.03% |
$1.13M - $1.27M
|
126K
$6.21M
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
48.4K+ 11.67% |
$1.98M - $2.21M
|
463K
$22.8M
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
360New |
$14.7K - $16.5K
|
360
$17.7K
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
13.6KNew |
$556K - $622K
|
13.6K
$668K
|
|
Nov 08, 2024
Q3 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
55.6K+ 29.86% |
$2.27M - $2.54M
|
242K
$11.9M
|
|
Nov 08, 2024
Q3 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
7.26K+ 11.58% |
$296K - $332K
|
69.9K
$3.43M
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
216KNew |
$8.81M - $9.87M
|
216K
$10.6M
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
4.83K+ 31.49% |
$197K - $221K
|
20.2K
$991K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.25M+ 9.08% |
$51.1M - $57.2M
|
15M
$738M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
PUT |
9.9KNew |
$404K - $453K
|
9.9K
$486K
|
|
Nov 08, 2024
Q3 2024
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-233- 0.9% |
$9.52K - $10.7K
|
25.7K
$1.26M
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-400- 4.08% |
$16.3K - $18.3K
|
9.4K
$462K
|
|
Nov 08, 2024
Q3 2024
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
557K+ 539.65% |
$22.8M - $25.5M
|
661K
$32.4M
|
|
Nov 08, 2024
Q3 2024
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
PUT |
193K+ 28.88% |
$7.87M - $8.81M
|
860K
$42.2M
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
63K+ 21.65% |
$2.57M - $2.88M
|
354K
$17.4M
|
|
Nov 08, 2024
Q3 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
76.9K+ 1788.37% |
$3.14M - $3.52M
|
81.2K
$3.99M
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.75K+ 8.06% |
$71.3K - $79.9K
|
23.4K
$1.15M
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-1.62K- 2.26% |
$66K - $73.9K
|
70K
$3.44M
|
|
Nov 08, 2024
Q3 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
255K+ 59.02% |
$10.4M - $11.7M
|
688K
$33.8M
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.12K+ 3.38% |
$45.5K - $51K
|
34.1K
$1.67M
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
250+ 5.43% |
$10.2K - $11.4K
|
4.86K
$238K
|
|
Nov 08, 2024
Q3 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
345+ 0.9% |
$14.1K - $15.8K
|
38.6K
$1.9M
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-1.4K- 7.96% |
$57.3K - $64.2K
|
16.2K
$797K
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-263- 0.28% |
$10.7K - $12K
|
92.6K
$4.55M
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-9.85K- 43.44% |
$402K - $450K
|
12.8K
$630K
|
|
Nov 08, 2024
Q3 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-437- 2.0% |
$17.8K - $20K
|
21.4K
$1.05M
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-675- 5.26% |
$27.6K - $30.9K
|
12.2K
$597K
|
|
Nov 08, 2024
Q3 2024
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-71- 0.22% |
$2.9K - $3.25K
|
32.1K
$1.58M
|
|
Nov 07, 2024
Q3 2024
|
Next Capital Management LLC
|
SELL
|
- |
-806- 2.63% |
$32.9K - $36.9K
|
29.9K
$1.47M
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
47.6K+ 228.9% |
$1.94M - $2.18M
|
68.4K
$3.36M
|