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 06, 2024
Q3 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
1.85K+ 5.13% |
$75.5K - $84.5K
|
37.9K
$1.86M
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.11K- 9.52% |
$45.3K - $50.8K
|
10.5K
$518K
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
4.47KNew |
$182K - $204K
|
4.47K
$219K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-17- 1.97% |
$694 - $778
|
847
$41.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
121K+ 8.55% |
$4.94M - $5.53M
|
1.54M
$75.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
SELL
|
- |
-3- 0.03% |
$123 - $137
|
8.59K
$422K
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
11+ 0.27% |
$449 - $503
|
4.03K
$198K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-134- 9.96% |
$5.47K - $6.13K
|
1.21K
$59.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
29.8K+ 465.46% |
$1.22M - $1.36M
|
36.2K
$1.78M
|
|
|
Nov 06, 2024
Q3 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
6.81K+ 16.84% |
$278K - $312K
|
47.3K
$2.32M
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
3.54K+ 100.71% |
$144K - $162K
|
7.05K
$346K
|
|
|
Nov 06, 2024
Q3 2024
|
Sawgrass Asset Management LLC
|
BUY
|
- |
4.63KNew |
$189K - $212K
|
4.63K
$227K
|
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-3.52K- 0.69% |
$144K - $161K
|
505K
$24.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
3.57K+ 11.18% |
$146K - $163K
|
35.5K
$1.74M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.27M+ 58.02% |
$256M - $287M
|
17.1M
$838M
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
410+ 212.44% |
$16.7K - $18.8K
|
603
$29.6K
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
673+ 5.02% |
$27.5K - $30.8K
|
14.1K
$692K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-207- 0.6% |
$8.45K - $9.47K
|
34.3K
$1.68M
|
|
|
Nov 05, 2024
Q3 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
19.8K+ 0.16% |
$809K - $906K
|
12.1M
$595M
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
4.05K+ 36.61% |
$166K - $185K
|
15.1K
$743K
|
|
|
Nov 05, 2024
Q3 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
5.71K+ 5.75% |
$233K - $261K
|
105K
$5.15M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
2.3K+ 6.4% |
$94.1K - $105K
|
38.3K
$1.88M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.34K- 4.6% |
$54.6K - $61.2K
|
27.7K
$1.36M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
5.92KNew |
$242K - $271K
|
5.92K
$291K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-43.6K- 18.94% |
$1.78M - $1.99M
|
187K
$9.16M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
329+ 4.63% |
$13.4K - $15K
|
7.43K
$365K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
276+ 3.56% |
$11.3K - $12.6K
|
8.04K
$395K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.35K- 1.37% |
$55.3K - $61.9K
|
97.7K
$4.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-10.6K- 3.98% |
$434K - $486K
|
256K
$12.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
479+ 1.37% |
$19.6K - $21.9K
|
35.3K
$1.74M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
11+ 0.17% |
$449 - $503
|
6.34K
$311K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.59K+ 2.48% |
$64.7K - $72.5K
|
65.4K
$3.21M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.23K+ 3.03% |
$295K - $331K
|
246K
$12.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-4.22K- 1.71% |
$172K - $193K
|
242K
$11.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
162+ 2.56% |
$6.62K - $7.41K
|
6.5K
$319K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
42+ 20.79% |
$1.72K - $1.92K
|
244
$12K
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-989- 0.89% |
$40.4K - $45.2K
|
110K
$5.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-5- 0.01% |
$204 - $229
|
98.2K
$4.82M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-804- 5.75% |
$32.8K - $36.8K
|
13.2K
$647K
|
|
|
Nov 05, 2024
Q3 2024
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-265- 2.3% |
$10.8K - $12.1K
|
11.2K
$552K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-5.31K- 19.13% |
$217K - $243K
|
22.5K
$1.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
BUY
|
- |
698K+ 51.18% |
$28.5M - $31.9M
|
2.06M
$101M
|
|
|
Nov 05, 2024
Q3 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-577- 0.56% |
$23.6K - $26.4K
|
103K
$5.04M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
50+ 0.64% |
$2.04K - $2.29K
|
7.81K
$383K
|
|
|
Nov 05, 2024
Q3 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
349+ 3.03% |
$14.3K - $16K
|
11.9K
$583K
|
|
|
Nov 05, 2024
Q3 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-225- 11.36% |
$9.19K - $10.3K
|
1.76K
$86.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Bell Bank
|
SELL
|
- |
-2.16K- 8.8% |
$88.1K - $98.7K
|
22.3K
$1.1M
|
|
|
Nov 05, 2024
Q3 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
7+ 0.03% |
$286 - $320
|
24.4K
$1.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
SELL
|
- |
-198K- 15.12% |
$8.09M - $9.06M
|
1.11M
$54.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.75M- 47.72% |
$71.6M - $80.2M
|
1.92M
$94.4M
|