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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
48.1K+ 35.17% |
$2.11M - $2.52M
|
185K
$9.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
62+ 1.36% |
$2.72K - $3.25K
|
4.62K
$242K
|
|
|
Jul 17, 2025
Q2 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-612- 3.94% |
$26.9K - $32.1K
|
14.9K
$783K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-9.35K- 2.47% |
$411K - $490K
|
370K
$19.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-150- 8.27% |
$6.59K - $7.86K
|
1.66K
$87.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Oak Family Advisors, LLC
|
BUY
|
- |
47.4KNew |
$2.08M - $2.48M
|
47.4K
$2.49M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-1.33K- 11.71% |
$58.5K - $69.8K
|
10K
$527K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.9K+ 1.9% |
$127K - $152K
|
155K
$8.15M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-16.8K- 17.24% |
$736K - $878K
|
80.5K
$4.22M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-54- 0.1% |
$2.37K - $2.83K
|
53K
$2.78M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.01M- 21.44% |
$88.3M - $105M
|
7.37M
$387M
|
|
|
Jul 17, 2025
Q2 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
1.93K+ 23.21% |
$84.5K - $101K
|
10.2K
$536K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-15.1K- 99.99% |
$662K - $789K
|
2
$105
|
|
|
Jul 17, 2025
Q2 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-165- 13.98% |
$7.25K - $8.64K
|
1.02K
$53.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1MNew |
$44M - $52.5M
|
1M
$52.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-269- 3.17% |
$11.8K - $14.1K
|
8.22K
$431K
|
|
|
Jul 17, 2025
Q2 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
25.1KNew |
$1.1M - $1.31M
|
25.1K
$1.32M
|
|
|
Jul 17, 2025
Q2 2025
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-353- 1.44% |
$15.5K - $18.5K
|
24.1K
$1.27M
|
|
|
Jul 17, 2025
Q2 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
2.06K+ 21.21% |
$90.5K - $108K
|
11.8K
$618K
|
|
|
Jul 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
12.4KNew |
$545K - $650K
|
12.4K
$651K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.8K+ 5.1% |
$78.8K - $94K
|
37K
$1.94M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.62K- 59.27% |
$71.2K - $84.9K
|
1.11K
$58.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.66K+ 5.02% |
$72.8K - $86.8K
|
34.7K
$1.82M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-12.4K- 1.59% |
$545K - $650K
|
768K
$40.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
10.7K+ 18.21% |
$468K - $558K
|
69.2K
$3.63M
|
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-32- 0.41% |
$1.41K - $1.68K
|
7.7K
$404K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
SELL
|
- |
-2- 0.04% |
$87.8 - $105
|
5.25K
$276K
|
|
|
Jul 16, 2025
Q2 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
11.4K+ 12.05% |
$499K - $595K
|
106K
$5.54M
|
|
|
Jul 16, 2025
Q2 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
16+ 0.02% |
$703 - $838
|
66.6K
$3.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Brave Asset Management Inc
|
SELL
|
- |
-105K- 91.01% |
$4.61M - $5.5M
|
10.4K
$544K
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
116K+ 192.66% |
$5.08M - $6.05M
|
176K
$9.22M
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
54+ 0.2% |
$2.37K - $2.83K
|
27.4K
$1.44M
|
|
|
Jul 16, 2025
Q2 2025
|
Patron Partners, LLC
|
SELL
|
- |
-4.03K- 39.21% |
$177K - $211K
|
6.24K
$328K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
30.5K+ 154.84% |
$1.34M - $1.6M
|
50.2K
$2.63M
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1+ 0.4% |
$43.9 - $52.4
|
253
$13.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-186- 3.03% |
$8.17K - $9.74K
|
5.95K
$312K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-1.74K- 8.71% |
$76.2K - $90.9K
|
18.2K
$955K
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
55+ 0.33% |
$2.42K - $2.88K
|
16.6K
$871K
|
|
|
Jul 16, 2025
Q2 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-2.8K- 4.01% |
$123K - $146K
|
66.9K
$3.51M
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
993+ 8.23% |
$43.6K - $52K
|
13.1K
$685K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
4.5KNew |
$198K - $236K
|
4.5K
$236K
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
8.61K+ 3.42% |
$378K - $451K
|
260K
$13.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
203+ 4.71% |
$8.92K - $10.6K
|
4.52K
$237K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
44+ 0.18% |
$1.93K - $2.3K
|
24.3K
$1.28M
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
94+ 0.65% |
$4.13K - $4.92K
|
14.6K
$768K
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-127- 29.74% |
$5.58K - $6.65K
|
300
$15.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
1.47K+ 0.43% |
$64.5K - $76.9K
|
341K
$17.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Rezny Wealth Management, Inc.
|
SELL
|
- |
-851- 0.24% |
$37.4K - $44.6K
|
348K
$18.2M
|
|
|
Jul 16, 2025
Q2 2025
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-274- 0.78% |
$12K - $14.3K
|
35K
$1.84M
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-407- 50.94% |
$17.9K - $21.3K
|
392
$20.6K
|