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 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.83K+ 15.07% |
$86.6K - $95.6K
|
14K
$712K
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
91+ 1.18% |
$4.31K - $4.75K
|
7.77K
$396K
|
|
|
May 09, 2025
Q1 2025
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-5.53K- 2.17% |
$262K - $289K
|
249K
$12.7M
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
32.3K+ 114.42% |
$1.53M - $1.68M
|
60.5K
$3.08M
|
|
|
May 09, 2025
Q1 2025
|
Washington Growth Strategies LLC
Washington, DC |
SELL
|
- |
-7.2K- 99.31% |
$341K - $376K
|
50
$2.55K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
SELL
|
- |
-8K- 21.21% |
$378K - $417K
|
29.7K
$1.51M
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
7.24K+ 15.86% |
$343K - $378K
|
52.9K
$2.7M
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
18.1KNew |
$856K - $944K
|
18.1K
$922K
|
|
|
May 09, 2025
Q1 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-44- 0.22% |
$2.08K - $2.3K
|
19.8K
$1.01M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.51K+ 2.61% |
$71.2K - $78.5K
|
59.3K
$3.02M
|
|
|
May 09, 2025
Q1 2025
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-12.4K- 13.06% |
$585K - $645K
|
82.3K
$4.19M
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
8.59K+ 284.06% |
$406K - $448K
|
11.6K
$592K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-23- 0.12% |
$1.09K - $1.2K
|
19.2K
$979K
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
4.28K+ 30.49% |
$202K - $223K
|
18.3K
$932K
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1.9K+ 19.07% |
$90K - $99.3K
|
11.9K
$606K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
4.77K+ 13.03% |
$226K - $249K
|
41.4K
$2.11M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 0.1% |
$47.3 - $52.2
|
1.04K
$53K
|
|
|
May 09, 2025
Q1 2025
|
Ball & CO Wealth Management Inc.
Franklin, TN |
SELL
|
- |
-6.02KClosed |
$285K - $314K
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
13.9K+ 3.64% |
$658K - $725K
|
395K
$20.1M
|
|
|
May 09, 2025
Q1 2025
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
2.56K+ 0.61% |
$121K - $133K
|
424K
$21.6M
|
|
|
May 09, 2025
Q1 2025
|
Briaud Financial Planning, Inc
College Station, TX |
SELL
|
- |
-500- 25.13% |
$23.7K - $26.1K
|
1.49K
$75.9K
|
|
|
May 09, 2025
Q1 2025
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
35+ 0.39% |
$1.66K - $1.83K
|
9.02K
$460K
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-234- 4.02% |
$11.1K - $12.2K
|
5.59K
$285K
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-1.04K- 0.17% |
$49.1K - $54.2K
|
607K
$30.9M
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-72.5K- 89.82% |
$3.43M - $3.79M
|
8.22K
$419K
|
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-76Closed |
$3.6K - $3.97K
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
49+ 0.6% |
$2.32K - $2.56K
|
8.16K
$416K
|
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-846- 6.41% |
$40K - $44.2K
|
12.3K
$629K
|
|
|
May 09, 2025
Q1 2025
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-1.06K- 2.32% |
$50.2K - $55.3K
|
44.5K
$2.27M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-7.63K- 2.02% |
$361K - $398K
|
370K
$18.9M
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-389- 7.68% |
$18.4K - $20.3K
|
4.67K
$238K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
92.7KNew |
$4.39M - $4.84M
|
92.7K
$4.72M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
6.41K+ 18.2% |
$303K - $334K
|
41.6K
$2.12M
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
12.1K+ 517.71% |
$573K - $632K
|
14.4K
$736K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-2.99K- 5.96% |
$141K - $156K
|
47.2K
$2.4M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
BUY
|
- |
761+ 4.85% |
$36K - $39.7K
|
16.4K
$838K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-2.35K- 31.93% |
$111K - $123K
|
5.01K
$255K
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
3.19K+ 12.62% |
$151K - $166K
|
28.4K
$1.45M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
108+ 0.74% |
$5.11K - $5.64K
|
14.7K
$747K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
45.3K+ 25.8% |
$2.14M - $2.36M
|
221K
$11.3M
|
|
|
May 08, 2025
Q1 2025
|
Gables Capital Management Inc.
|
BUY
|
- |
55+ 1.57% |
$2.6K - $2.87K
|
3.56K
$181K
|
|
|
May 08, 2025
Q1 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
235+ 1.53% |
$11.1K - $12.3K
|
15.6K
$795K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.12K+ 5.78% |
$242K - $267K
|
93.7K
$4.77M
|
|
|
May 08, 2025
Q1 2025
|
Hall Capital Management CO Inc
|
BUY
|
- |
39.2KNew |
$1.85M - $2.04M
|
39.2K
$2M
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
BUY
|
- |
1+ 0.02% |
$47.3 - $52.2
|
4.66K
$237K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-148- 0.46% |
$7K - $7.72K
|
32K
$1.63M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
18+ 0.09% |
$852 - $939
|
19.5K
$991K
|
|
|
May 08, 2025
Q1 2025
|
Excalibur Management Corp
|
SELL
|
- |
-30- 0.7% |
$1.42K - $1.57K
|
4.24K
$216K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
543+ 8.83% |
$25.7K - $28.3K
|
6.69K
$341K
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
4.59K+ 39.48% |
$217K - $239K
|
16.2K
$826K
|