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 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.86M+ 14.44% |
$135M - $149M
|
22.6M
$1.19B
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
PUT |
-1.36M- 49.14% |
$64.4M - $71M
|
1.41M
$74.2M
|
|
|
May 13, 2025
Q1 2025
|
Claret Asset Management Corp
|
SELL
|
- |
-75- 1.5% |
$3.55K - $3.91K
|
4.92K
$259K
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
199+ 0.87% |
$9.42K - $10.4K
|
23K
$1.21M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-911- 7.84% |
$43.1K - $47.5K
|
10.7K
$564K
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
6.17K+ 43.76% |
$292K - $322K
|
20.3K
$1.07M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-3.92K- 16.94% |
$185K - $204K
|
19.2K
$1.01M
|
|
|
May 13, 2025
Q1 2025
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
57.5KNew |
$2.72M - $3M
|
57.5K
$3.03M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-3.88K- 12.23% |
$184K - $203K
|
27.9K
$1.47M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-4.8K- 26.94% |
$227K - $251K
|
13K
$686K
|
|
|
May 13, 2025
Q1 2025
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-1.61M- 94.6% |
$76.4M - $84.3M
|
92.1K
$4.85M
|
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
146New |
$6.91K - $7.62K
|
146
$7.69K
|
|
|
May 13, 2025
Q1 2025
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-2.02K- 21.5% |
$95.3K - $105K
|
7.36K
$388K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
8K+ 10.8% |
$379K - $418K
|
82.1K
$4.33M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-5.35K- 0.91% |
$253K - $279K
|
584K
$30.8M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-737- 1.98% |
$34.9K - $38.5K
|
36.6K
$1.93M
|
|
|
May 13, 2025
Q1 2025
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
4.38KNew |
$207K - $228K
|
4.38K
$231K
|
|
|
May 13, 2025
Q1 2025
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-150- 1.94% |
$7.1K - $7.83K
|
7.59K
$400K
|
|
|
May 13, 2025
Q1 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
12.1K+ 50.12% |
$573K - $632K
|
36.3K
$1.91M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-586- 3.1% |
$27.7K - $30.6K
|
18.3K
$964K
|
|
|
May 13, 2025
Q1 2025
|
Elm Partners Management LLC
|
SELL
|
- |
-9.43K- 41.54% |
$446K - $492K
|
13.3K
$699K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
803+ 6.84% |
$38K - $41.9K
|
12.5K
$661K
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-2.27K- 17.26% |
$107K - $118K
|
10.9K
$572K
|
|
|
May 13, 2025
Q1 2025
|
Leuthold Group, LLC
|
SELL
|
- |
-50.9K- 20.91% |
$2.41M - $2.66M
|
192K
$10.1M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
1.01K+ 3.17% |
$47.7K - $52.7K
|
32.9K
$1.73M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
19.3K+ 6.83% |
$914K - $1.01M
|
302K
$15.9M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
30.2K+ 11.46% |
$1.43M - $1.58M
|
294K
$15.5M
|
|
|
May 13, 2025
Q1 2025
|
Menora Mivtachim Holdings Ltd.
|
SELL
|
- |
-512K- 13.06% |
$24.2M - $26.7M
|
3.41M
$180M
|
|
|
May 13, 2025
Q1 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
891+ 2.69% |
$42.2K - $46.5K
|
34K
$1.79M
|
|
|
May 13, 2025
Q1 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
5.46KNew |
$259K - $285K
|
5.46K
$288K
|
|
|
May 13, 2025
Q1 2025
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-2K- 8.0% |
$94.6K - $104K
|
23K
$1.21M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.27K- 4.48% |
$155K - $171K
|
69.8K
$3.67M
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
4.66K+ 1.14% |
$220K - $243K
|
413K
$21.8M
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
4.06KNew |
$192K - $212K
|
4.06K
$214K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-60.2K- 14.46% |
$2.85M - $3.14M
|
356K
$18.8M
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-1.65K- 3.64% |
$78.1K - $86.1K
|
43.7K
$2.3M
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
38.6KNew |
$1.82M - $2.01M
|
38.6K
$2.03M
|
|
|
May 13, 2025
Q1 2025
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
1.81K+ 21.45% |
$85.6K - $94.5K
|
10.2K
$540K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
13.6K+ 0.08% |
$642K - $708K
|
16M
$844M
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
145+ 3.47% |
$6.86K - $7.57K
|
4.33K
$228K
|
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
SELL
|
- |
-1.74K- 3.8% |
$82.3K - $90.8K
|
44.1K
$2.32M
|
|
|
May 13, 2025
Q1 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-191- 0.84% |
$9.04K - $9.97K
|
22.5K
$1.19M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
88.5K+ 30.71% |
$4.19M - $4.62M
|
377K
$19.8M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
2.35M+ 17.62% |
$111M - $123M
|
15.7M
$827M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
PUT |
-11.7M- 51.97% |
$555M - $612M
|
10.8M
$571M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-967- 6.06% |
$45.8K - $50.5K
|
15K
$789K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-346- 0.97% |
$16.4K - $18.1K
|
35.3K
$1.86M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
215K+ 10.4% |
$10.2M - $11.2M
|
2.28M
$120M
|
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-2.78K- 2.09% |
$132K - $145K
|
130K
$6.86M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.6K+ 517.8% |
$75.7K - $83.5K
|
1.91K
$101K
|