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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
4.55KNew |
$186K - $208K
|
4.55K
$223K
|
|
|
Oct 31, 2024
Q3 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-1.73K- 2.33% |
$70.7K - $79.1K
|
72.5K
$3.56M
|
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
930+ 9.92% |
$38K - $42.5K
|
10.3K
$506K
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
10.8K+ 6.58% |
$442K - $495K
|
175K
$8.62M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-179- 1.04% |
$7.31K - $8.19K
|
17K
$835K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-500- 3.0% |
$20.4K - $22.9K
|
16.1K
$793K
|
|
|
Oct 31, 2024
Q3 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
7.54K+ 5.08% |
$308K - $345K
|
156K
$7.66M
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-34- 0.26% |
$1.39K - $1.56K
|
12.9K
$636K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
6.27KNew |
$256K - $287K
|
6.27K
$308K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
81+ 0.27% |
$3.31K - $3.7K
|
30.2K
$1.48M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-199- 3.42% |
$8.13K - $9.1K
|
5.62K
$276K
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
61+ 0.95% |
$2.49K - $2.79K
|
6.46K
$317K
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
20+ 0.21% |
$817 - $915
|
9.61K
$472K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.22K+ 0.7% |
$49.9K - $55.9K
|
175K
$8.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-760- 4.42% |
$31K - $34.8K
|
16.4K
$807K
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
5.65KNew |
$231K - $259K
|
5.65K
$278K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-249- 2.73% |
$10.2K - $11.4K
|
8.86K
$435K
|
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
749New |
$30.6K - $34.3K
|
749
$36.8K
|
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
5.5K+ 8.97% |
$224K - $251K
|
66.7K
$3.28M
|
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-198- 3.59% |
$8.09K - $9.06K
|
5.32K
$261K
|
|
|
Oct 30, 2024
Q3 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1.95K- 4.8% |
$79.8K - $89.4K
|
38.8K
$1.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
8+ 0.1% |
$327 - $366
|
7.97K
$391K
|
|
|
Oct 30, 2024
Q3 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
222+ 4.13% |
$9.07K - $10.2K
|
5.6K
$275K
|
|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-643- 5.5% |
$26.3K - $29.4K
|
11K
$542K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-2.64K- 1.7% |
$108K - $121K
|
152K
$7.48M
|
|
|
Oct 30, 2024
Q3 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
4.96KNew |
$202K - $227K
|
4.96K
$243K
|
|
|
Oct 30, 2024
Q3 2024
|
Innova Wealth Partners
|
SELL
|
- |
-116K- 95.41% |
$4.75M - $5.33M
|
5.6K
$275K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
934+ 6.04% |
$38.1K - $42.7K
|
16.4K
$806K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-12.3K- 21.69% |
$504K - $564K
|
44.6K
$2.19M
|
|
|
Oct 30, 2024
Q3 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-412- 3.03% |
$16.8K - $18.8K
|
13.2K
$648K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-35.7K- 35.36% |
$1.46M - $1.64M
|
65.4K
$3.21M
|
|
|
Oct 30, 2024
Q3 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-1.9K- 12.13% |
$77.6K - $86.9K
|
13.8K
$675K
|
|
|
Oct 30, 2024
Q3 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-14.8K- 21.36% |
$603K - $675K
|
54.3K
$2.67M
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-274- 1.53% |
$11.2K - $12.5K
|
17.7K
$869K
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
BUY
|
- |
92.5K+ 84.78% |
$3.78M - $4.23M
|
202K
$9.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
1.63K+ 1.49% |
$66.7K - $74.6K
|
111K
$5.46M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
51.1K+ 267.25% |
$2.09M - $2.34M
|
70.2K
$3.45M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
10.1KNew |
$411K - $460K
|
10.1K
$494K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
49.4K+ 26.51% |
$2.02M - $2.26M
|
236K
$11.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
BUY
|
- |
244New |
$9.96K - $11.2K
|
244
$12K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
431+ 25.59% |
$17.6K - $19.7K
|
2.12K
$104K
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-3.78K- 23.63% |
$154K - $173K
|
12.2K
$600K
|
|
|
Oct 30, 2024
Q3 2024
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
18K+ 2.36% |
$735K - $823K
|
779K
$38.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
477+ 1.49% |
$19.5K - $21.8K
|
32.4K
$1.59M
|
|
|
Oct 30, 2024
Q3 2024
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-2.12K- 0.99% |
$86.4K - $96.7K
|
211K
$10.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.27K- 7.1% |
$51.9K - $58.2K
|
16.6K
$817K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
869+ 6.76% |
$35.5K - $39.7K
|
13.7K
$674K
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
4.45KNew |
$182K - $203K
|
4.45K
$218K
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-330- 0.18% |
$13.5K - $15.1K
|
184K
$9.04M
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-22- 0.11% |
$898 - $1.01K
|
20K
$980K
|