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 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
104K+ 11.67% |
$4.23M - $4.74M
|
991K
$48.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Absolute Gestao De Investimentos Ltda.
Sao Paulo, D5 |
BUY
|
- |
150KNew |
$6.13M - $6.86M
|
150K
$7.37M
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-963- 1.3% |
$39.3K - $44K
|
72.9K
$3.58M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-919- 1.42% |
$37.5K - $42K
|
63.9K
$3.14M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
3.53K+ 11.73% |
$144K - $161K
|
33.6K
$1.65M
|
|
|
Nov 07, 2024
Q3 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-1.25K- 4.26% |
$51.1K - $57.2K
|
28.1K
$1.38M
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
141+ 6.24% |
$5.76K - $6.45K
|
2.4K
$118K
|
|
|
Nov 07, 2024
Q3 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
6.65KNew |
$272K - $304K
|
6.65K
$327K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-8.29K- 4.74% |
$338K - $379K
|
167K
$8.18M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-55.4K- 24.7% |
$2.26M - $2.53M
|
169K
$8.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
41.2K+ 46.83% |
$1.68M - $1.88M
|
129K
$6.34M
|
|
|
Nov 07, 2024
Q3 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-3.9K- 22.41% |
$159K - $178K
|
13.5K
$663K
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-11K- 5.74% |
$449K - $503K
|
181K
$8.88M
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-350- 4.49% |
$14.3K - $16K
|
7.44K
$365K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
39.9K+ 34.17% |
$1.63M - $1.82M
|
157K
$7.69M
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
5.28KNew |
$216K - $241K
|
5.28K
$259K
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
25+ 0.42% |
$1.02K - $1.14K
|
6.02K
$295K
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.04K- 5.93% |
$42.5K - $47.6K
|
16.5K
$810K
|
|
|
Nov 07, 2024
Q3 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 0.35% |
$40.8 - $45.7
|
287
$14.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
200New |
$8.17K - $9.15K
|
200
$9.82K
|
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
4.7KNew |
$192K - $215K
|
4.7K
$231K
|
|
|
Nov 07, 2024
Q3 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-17K- 23.41% |
$696K - $779K
|
55.7K
$2.74M
|
|
|
Nov 07, 2024
Q3 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
8.19KNew |
$334K - $374K
|
8.19K
$402K
|
|
|
Nov 07, 2024
Q3 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-203- 1.7% |
$8.29K - $9.29K
|
11.7K
$575K
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-3.91K- 6.07% |
$160K - $179K
|
60.6K
$2.98M
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-367- 1.3% |
$15K - $16.8K
|
27.8K
$1.36M
|
|
|
Nov 07, 2024
Q3 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
59+ 1.04% |
$2.41K - $2.7K
|
5.73K
$281K
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
6.47K+ 113.5% |
$264K - $296K
|
12.2K
$597K
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
25+ 0.25% |
$1.02K - $1.14K
|
10K
$493K
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
11.5KNew |
$469K - $525K
|
11.5K
$563K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.05K- 0.26% |
$42.9K - $48K
|
408K
$20.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-1.26K- 0.29% |
$51.3K - $57.4K
|
430K
$21.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2.41M+ 0.0% |
$98.5M - $110M
|
2.41M
$118M
|
|
|
Nov 06, 2024
Q3 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
224+ 2.73% |
$9.15K - $10.2K
|
8.42K
$413K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.31K- 1.17% |
$53.4K - $59.8K
|
110K
$5.41M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-663- 4.45% |
$27.1K - $30.3K
|
14.2K
$700K
|
|
|
Nov 06, 2024
Q3 2024
|
Mkp Capital Management, L.L.C.
New York, NY |
BUY
|
- |
3.87MNew |
$158M - $177M
|
3.87M
$190M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
122+ 10.71% |
$4.98K - $5.58K
|
1.26K
$61.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
BUY
|
- |
4.66KNew |
$190K - $213K
|
4.66K
$229K
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
4.75KNew |
$194K - $217K
|
4.75K
$233K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.42K- 1.85% |
$98.9K - $111K
|
128K
$6.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
5.2K+ 23.21% |
$213K - $238K
|
27.6K
$1.36M
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-8.55K- 33.55% |
$349K - $391K
|
16.9K
$832K
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
20K+ 20.28% |
$815K - $913K
|
118K
$5.81M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
2+ 0.01% |
$81.7 - $91.5
|
24.9K
$1.22M
|
|
|
Nov 06, 2024
Q3 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
357+ 4.4% |
$14.6K - $16.3K
|
8.47K
$416K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
238+ 14.43% |
$9.72K - $10.9K
|
1.89K
$92.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
1.52KNew |
$62K - $69.4K
|
1.52K
$74.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-1.2K- 16.48% |
$49K - $54.9K
|
6.08K
$299K
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
5.15K+ 0.59% |
$210K - $235K
|
878K
$43.1M
|