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 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-15.2K- 9.46% |
$719K - $793K
|
145K
$7.66M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-577- 0.73% |
$27.3K - $30.1K
|
78.4K
$4.13M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-196- 1.13% |
$9.27K - $10.2K
|
17.1K
$901K
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.06K- 5.4% |
$50.3K - $55.5K
|
18.7K
$983K
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-33- 0.33% |
$1.56K - $1.72K
|
10.1K
$532K
|
|
|
May 14, 2025
Q1 2025
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
1+ 0.01% |
$47.3 - $52.2
|
8.84K
$465K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
841K+ 137.2% |
$39.8M - $43.9M
|
1.45M
$76.6M
|
|
|
May 14, 2025
Q1 2025
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
2+ 0.02% |
$94.6 - $104
|
9.29K
$490K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.31K- 26.13% |
$109K - $121K
|
6.54K
$344K
|
|
|
May 14, 2025
Q1 2025
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
211K+ 221.64% |
$10M - $11M
|
307K
$16.1M
|
|
|
May 14, 2025
Q1 2025
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
BUY
|
- |
4K+ 9.35% |
$189K - $209K
|
46.8K
$2.47M
|
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
SELL
|
- |
-2.78K- 94.55% |
$131K - $145K
|
160
$8.43K
|
|
|
May 14, 2025
Q1 2025
|
Minot De Blois Advisors LLC
Boston, MA |
SELL
|
- |
-4.81K- 72.03% |
$228K - $251K
|
1.87K
$98.4K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
9.51K+ 17.62% |
$450K - $496K
|
63.4K
$3.34M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
5.36K+ 135.63% |
$254K - $280K
|
9.32K
$491K
|
|
|
May 13, 2025
Q1 2025
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
SELL
|
- |
-8M- 66.24% |
$379M - $418M
|
4.08M
$215M
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-11.7K- 5.9% |
$554K - $611K
|
187K
$9.83M
|
|
|
May 13, 2025
Q1 2025
|
Tiff Advisory Services Inc
|
BUY
|
- |
642K+ 65.66% |
$30.4M - $33.5M
|
1.62M
$85.3M
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1K- 1.77% |
$47.3K - $52.2K
|
55.6K
$2.93M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-947- 1.05% |
$44.8K - $49.4K
|
89.6K
$4.72M
|
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
1.07K+ 8.25% |
$50.4K - $55.6K
|
14K
$737K
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.42K- 7.34% |
$67.2K - $74.1K
|
17.9K
$944K
|
|
|
May 13, 2025
Q1 2025
|
Mkp Capital Management, L.L.C.
New York, NY |
BUY
|
- |
5.14MNew |
$243M - $268M
|
5.14M
$271M
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
202+ 2.21% |
$9.56K - $10.5K
|
9.34K
$492K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.06M- 92.08% |
$50.2M - $55.3M
|
91.1K
$4.8M
|
|
|
May 13, 2025
Q1 2025
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-4.29K- 3.85% |
$203K - $224K
|
107K
$5.64M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
25.3K+ 86.75% |
$1.2M - $1.32M
|
54.4K
$2.86M
|
|
|
May 13, 2025
Q1 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-4.48K- 20.42% |
$212K - $234K
|
17.4K
$918K
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-82- 0.28% |
$3.88K - $4.28K
|
29.3K
$1.54M
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
15.4K+ 252.37% |
$731K - $806K
|
21.6K
$1.14M
|
|
|
May 13, 2025
Q1 2025
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-93.9K- 7.35% |
$4.44M - $4.9M
|
1.18M
$62.4M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.29M+ 200.84% |
$61.1M - $67.4M
|
1.93M
$102M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
CALL |
150KNew |
$7.1M - $7.83M
|
150K
$7.9M
|
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-6.55K- 4.55% |
$310K - $342K
|
137K
$7.24M
|
|
|
May 13, 2025
Q1 2025
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-112K- 74.1% |
$5.31M - $5.85M
|
39.2K
$2.07M
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
3.3K+ 10.36% |
$156K - $172K
|
35.1K
$1.85M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
500+ 0.64% |
$23.7K - $26.1K
|
78.9K
$4.16M
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
298+ 3.65% |
$14.1K - $15.6K
|
8.47K
$446K
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
15.7K+ 265.47% |
$743K - $820K
|
21.6K
$1.14M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
916+ 2.83% |
$43.3K - $47.8K
|
33.3K
$1.75M
|
|
|
May 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-11- 14.1% |
$521 - $574
|
67
$3.53K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.94K- 12.25% |
$91.9K - $101K
|
13.9K
$733K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.75K+ 9.6% |
$414K - $457K
|
100K
$5.27M
|
|
|
May 13, 2025
Q1 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
70.7K+ 63.29% |
$3.35M - $3.69M
|
182K
$9.61M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
7.33K+ 4.45% |
$347K - $383K
|
172K
$9.06M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
CALL |
1.6MNew |
$75.7M - $83.5M
|
1.6M
$84.3M
|
|
|
May 13, 2025
Q1 2025
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-85.4K- 90.74% |
$4.04M - $4.46M
|
8.72K
$459K
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
83.5K+ 21.0% |
$3.95M - $4.36M
|
481K
$25.3M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-2.27K- 7.54% |
$107K - $118K
|
27.8K
$1.47M
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-84- 1.1% |
$3.97K - $4.38K
|
7.54K
$397K
|