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 |
|---|---|---|---|---|---|---|---|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
5.15K+ 7.29% |
$231K - $264K
|
75.7K
$3.73M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
5.71K+ 32.75% |
$256K - $293K
|
23.2K
$1.14M
|
|
|
Feb 20, 2025
Q4 2024
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
109KNew |
$4.89M - $5.59M
|
109K
$5.36M
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
16.6K+ 52.36% |
$745K - $852K
|
48.3K
$2.38M
|
|
|
Feb 19, 2025
Q4 2024
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
73.6KNew |
$3.3M - $3.78M
|
73.6K
$3.62M
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-4- 0.05% |
$180 - $205
|
8.59K
$423K
|
|
|
Feb 19, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-1.02M- 86.14% |
$46M - $52.6M
|
165K
$8.11M
|
|
|
Feb 19, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
PUT |
1.02MNew |
$46M - $52.6M
|
1.02M
$50.4M
|
|
|
Feb 19, 2025
Q4 2024
|
Thor Trading Advisors, LLC
Greensburg, PA |
BUY
|
- |
347KNew |
$15.6M - $17.8M
|
347K
$17.1M
|
|
|
Feb 19, 2025
Q4 2024
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
39.7KNew |
$1.78M - $2.04M
|
39.7K
$1.95M
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
46+ 0.36% |
$2.06K - $2.36K
|
12.8K
$627K
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.2K- 6.22% |
$53.9K - $61.6K
|
18.1K
$890K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
72.4KNew |
$3.25M - $3.72M
|
72.4K
$3.57M
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
4.97KNew |
$223K - $255K
|
4.97K
$245K
|
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-160- 0.91% |
$7.18K - $8.21K
|
17.4K
$856K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
7.37KNew |
$331K - $379K
|
7.37K
$363K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
933+ 26.28% |
$41.9K - $47.9K
|
4.48K
$221K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
5.14KNew |
$231K - $264K
|
5.14K
$253K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-668K- 80.53% |
$30M - $34.3M
|
162K
$7.95M
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-112K- 80.8% |
$5.02M - $5.75M
|
26.6K
$1.31M
|
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
4.33KNew |
$194K - $222K
|
4.33K
$213K
|
|
|
Feb 18, 2025
Q4 2024
|
Ctc LLC
|
BUY
|
- |
87K+ 83.34% |
$3.91M - $4.47M
|
191K
$9.42M
|
|
|
Feb 18, 2025
Q4 2024
|
Ctc LLC
|
BUY
|
PUT |
1.87M+ 9221.67% |
$83.7M - $95.8M
|
1.89M
$92.8M
|
|
|
Feb 18, 2025
Q4 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
4.8K+ 61.15% |
$215K - $246K
|
12.7K
$623K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-6.58K- 1.68% |
$295K - $338K
|
385K
$18.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
CALL |
-25K- 3.33% |
$1.12M - $1.28M
|
725K
$35.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
2.33K+ 34.27% |
$105K - $120K
|
9.12K
$449K
|
|
|
Feb 14, 2025
Q4 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
3.13MNew |
$141M - $161M
|
3.13M
$154M
|
|
|
Feb 14, 2025
Q4 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-2.04M- 66.23% |
$91.6M - $105M
|
1.04M
$51.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
231K+ 608.34% |
$10.4M - $11.9M
|
269K
$13.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-97.5K- 13.81% |
$4.38M - $5.01M
|
609K
$30M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
963K+ 137.7% |
$43.2M - $49.5M
|
1.66M
$81.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Temasek Holdings (Private) LTD
Singapore, U0 |
BUY
|
- |
1.69MNew |
$75.8M - $86.7M
|
1.69M
$83.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
41K+ 708.64% |
$1.84M - $2.11M
|
46.8K
$2.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
79.5K+ 106.48% |
$3.57M - $4.08M
|
154K
$7.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
317K+ 35.65% |
$14.2M - $16.3M
|
1.21M
$59.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
2.04K+ 12718.75% |
$91.4K - $104K
|
2.05K
$101K
|
|
|
Feb 14, 2025
Q4 2024
|
Credit Agricole S A
|
SELL
|
- |
-21.8K- 59.86% |
$981K - $1.12M
|
14.7K
$721K
|
|
|
Feb 14, 2025
Q4 2024
|
Credit Agricole S A
|
BUY
|
PUT |
120K+ 13.19% |
$5.39M - $6.16M
|
1.03M
$50.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Jacobs Asset Management, LLC
New York, NY |
BUY
|
PUT |
200KNew |
$8.98M - $10.3M
|
200K
$9.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-227K- 29.29% |
$10.2M - $11.7M
|
548K
$27M
|
|
|
Feb 14, 2025
Q4 2024
|
Rokos Capital Management LLP
London, X0 |
SELL
|
PUT |
-1.25M- 36.26% |
$56.1M - $64.2M
|
2.2M
$108M
|
|
|
Feb 14, 2025
Q4 2024
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
203KNew |
$9.12M - $10.4M
|
203K
$9.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Bayview Asset Management, LLC
Coral Gables, FL |
SELL
|
PUT |
-509K- 91.06% |
$22.9M - $26.2M
|
50K
$2.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-2.25K- 5.17% |
$101K - $116K
|
41.3K
$2.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
14.7KNew |
$660K - $755K
|
14.7K
$723K
|
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
PUT |
-13.3K- 8.48% |
$597K - $683K
|
144K
$7.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-268- 0.96% |
$12K - $13.8K
|
27.6K
$1.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
19.9K+ 7.7% |
$895K - $1.02M
|
279K
$13.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.43M+ 82.67% |
$109M - $125M
|
5.38M
$265M
|