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 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
600+ 4000.0% |
$24.5K - $27.4K
|
615
$30K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
931+ 3.02% |
$38K - $42.6K
|
31.7K
$1.55M
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
BUY
|
- |
2.57K+ 5.33% |
$105K - $118K
|
50.8K
$2.48M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
44+ 3.0% |
$1.8K - $2.01K
|
1.51K
$73.6K
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
690+ 5.95% |
$28.2K - $31.6K
|
12.3K
$599K
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-258- 1.93% |
$10.5K - $11.8K
|
13.1K
$640K
|
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-3.44K- 7.49% |
$140K - $157K
|
42.4K
$2.07M
|
|
|
Nov 01, 2024
Q3 2024
|
Bray Capital Advisors
|
SELL
|
- |
-7.88K- 11.69% |
$322K - $360K
|
59.5K
$2.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-2.27K- 6.66% |
$92.7K - $104K
|
31.8K
$1.55M
|
|
|
Nov 01, 2024
Q3 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
16.2K+ 25.59% |
$662K - $741K
|
79.5K
$3.88M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
15.2K+ 7.92% |
$622K - $697K
|
208K
$10.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-69- 5.3% |
$2.82K - $3.16K
|
1.23K
$60.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
67+ 1.18% |
$2.74K - $3.06K
|
5.73K
$279K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
4.9K+ 38.57% |
$200K - $224K
|
17.6K
$858K
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-700- 1.05% |
$28.6K - $32K
|
66.1K
$3.22M
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-300- 3.61% |
$12.3K - $13.7K
|
8K
$390K
|
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
2.05K+ 1.4% |
$83.7K - $93.7K
|
148K
$7.21M
|
|
|
Nov 01, 2024
Q3 2024
|
5th Street Advisors, LLC
|
SELL
|
- |
-2.94K- 1.6% |
$120K - $134K
|
180K
$8.79M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
298K+ 35.13% |
$12.2M - $13.6M
|
1.15M
$55.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-552- 3.79% |
$22.5K - $25.2K
|
14K
$684K
|
|
|
Nov 01, 2024
Q3 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
164+ 0.28% |
$6.7K - $7.5K
|
59K
$2.88M
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
4.9KNew |
$200K - $224K
|
4.9K
$239K
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
SELL
|
- |
-845- 2.6% |
$34.5K - $38.7K
|
31.7K
$1.54M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-86.5K- 69.73% |
$3.53M - $3.96M
|
37.5K
$1.83M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.2K+ 0.71% |
$48.9K - $54.8K
|
169K
$8.24M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-206- 2.8% |
$8.41K - $9.42K
|
7.16K
$349K
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
SELL
|
- |
-377- 0.12% |
$15.4K - $17.2K
|
313K
$15.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
1.11KNew |
$45.1K - $50.5K
|
1.11K
$53.9K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-50- 0.31% |
$2.04K - $2.29K
|
16.1K
$786K
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
793+ 0.51% |
$32.4K - $36.3K
|
157K
$7.67M
|
|
|
Oct 31, 2024
Q3 2024
|
3 Edge Asset Management, LP
|
SELL
|
- |
-23.2K- 64.52% |
$949K - $1.06M
|
12.8K
$623K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
15K+ 109.69% |
$613K - $686K
|
28.7K
$1.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
SELL
|
- |
-1.5K- 14.92% |
$61.3K - $68.6K
|
8.55K
$417K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.03K+ 2.11% |
$42K - $47K
|
49.9K
$2.43M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
SELL
|
- |
-15.3K- 2.59% |
$626K - $701K
|
576K
$28.1M
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
216+ 1.2% |
$8.82K - $9.88K
|
18.2K
$885K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisors Management Group Inc
|
BUY
|
- |
914+ 4.21% |
$37.3K - $41.8K
|
22.6K
$1.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-4.22K- 6.15% |
$172K - $193K
|
64.5K
$3.14M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-4.26K- 17.82% |
$174K - $195K
|
19.7K
$959K
|
|
|
Oct 31, 2024
Q3 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
3.53K+ 7.72% |
$144K - $162K
|
49.3K
$2.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-35.1K- 58.52% |
$1.43M - $1.61M
|
24.9K
$1.21M
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
4.46K+ 33.82% |
$182K - $204K
|
17.6K
$860K
|
|
|
Oct 31, 2024
Q3 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
194K+ 61.47% |
$7.93M - $8.88M
|
510K
$24.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
634+ 218.62% |
$25.9K - $29K
|
924
$45K
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-31- 0.5% |
$1.27K - $1.42K
|
6.13K
$299K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
288K+ 190.16% |
$11.7M - $13.2M
|
439K
$21.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-63- 0.4% |
$2.57K - $2.88K
|
15.5K
$755K
|
|
|
Oct 31, 2024
Q3 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-2K- 3.26% |
$81.7K - $91.5K
|
59.3K
$2.89M
|
|
|
Oct 31, 2024
Q3 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
4.68K+ 1.16% |
$191K - $214K
|
409K
$19.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-186- 3.58% |
$7.6K - $8.51K
|
5.01K
$244K
|