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 |
|---|---|---|---|---|---|---|---|
|
Nov 18, 2025
Q3 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-392- 59.67% |
$20.1K - $21.3K
|
265
$13.9K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
5.47K+ 3.85% |
$281K - $297K
|
148K
$7.75M
|
|
|
Nov 18, 2025
Q3 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
259+ 3.26% |
$13.3K - $14.1K
|
8.2K
$430K
|
|
|
Nov 18, 2025
Q3 2025
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-153- 2.46% |
$7.86K - $8.3K
|
6.07K
$318K
|
|
|
Nov 17, 2025
Q3 2025
|
Caxton Associates LLP
London, |
BUY
|
- |
28.8KNew |
$1.48M - $1.56M
|
28.8K
$1.51M
|
|
|
Nov 17, 2025
Q3 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
631+ 3.47% |
$32.4K - $34.2K
|
18.8K
$987K
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
4.07KNew |
$209K - $221K
|
4.07K
$214K
|
|
|
Nov 17, 2025
Q3 2025
|
Keystone Financial Group
|
BUY
|
- |
16.5K+ 24.15% |
$845K - $893K
|
84.6K
$4.44M
|
|
|
Nov 17, 2025
Q3 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
179+ 0.8% |
$9.2K - $9.71K
|
22.6K
$1.19M
|
|
|
Nov 17, 2025
Q3 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
20+ 1.52% |
$1.03K - $1.09K
|
1.33K
$69.9K
|
|
|
Nov 17, 2025
Q3 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
284+ 28400.0% |
$14.6K - $15.4K
|
285
$14.9K
|
|
|
Nov 17, 2025
Q3 2025
|
American Trust
Lexington, KY |
BUY
|
- |
110+ 1.86% |
$5.65K - $5.97K
|
6.03K
$316K
|
|
|
Nov 17, 2025
Q3 2025
|
Apexium Financial, LP
|
BUY
|
- |
285+ 0.55% |
$14.6K - $15.5K
|
51.8K
$2.72M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
8+ 0.14% |
$411 - $434
|
5.86K
$307K
|
|
|
Nov 14, 2025
Q3 2025
|
M&T Bank Corp
|
SELL
|
- |
-9.85K- 11.93% |
$506K - $534K
|
72.7K
$3.81M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.94M+ 120.33% |
$151M - $159M
|
5.38M
$282M
|
|
|
Nov 14, 2025
Q3 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2.26K+ 37.07% |
$116K - $122K
|
8.34K
$437K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
64.7K+ 22.94% |
$3.32M - $3.51M
|
347K
$18.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-2.67K- 3.66% |
$137K - $145K
|
70.3K
$3.69M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
96.5K+ 145.53% |
$4.96M - $5.23M
|
163K
$8.54M
|
|
|
Nov 14, 2025
Q3 2025
|
Natixis
Paris, I0 |
BUY
|
- |
2.5M+ 38407.92% |
$128M - $135M
|
2.5M
$131M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
332K+ 1712.07% |
$17M - $18M
|
351K
$18.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
3K+ 5.71% |
$154K - $163K
|
55.5K
$2.91M
|
|
|
Nov 14, 2025
Q3 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-906K- 51.95% |
$46.6M - $49.2M
|
838K
$44M
|
|
|
Nov 14, 2025
Q3 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-69K- 33.55% |
$3.55M - $3.75M
|
137K
$7.17M
|
|
|
Nov 14, 2025
Q3 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
PUT |
98.6K+ 11.68% |
$5.07M - $5.35M
|
943K
$49.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
21+ 0.34% |
$1.08K - $1.14K
|
6.26K
$328K
|
|
|
Nov 14, 2025
Q3 2025
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-212K- 38.76% |
$10.9M - $11.5M
|
335K
$17.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.39M- 70.09% |
$123M - $130M
|
1.02M
$53.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
PUT |
24.4K+ 19.17% |
$1.25M - $1.32M
|
152K
$7.96M
|
|
|
Nov 14, 2025
Q3 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
1.04M+ 3106.39% |
$53.5M - $56.5M
|
1.07M
$56.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Wellington Management Group LLP
Boston, MA |
SELL
|
PUT |
-15.9M- 99.94% |
$815M - $861M
|
8.74K
$459K
|
|
|
Nov 14, 2025
Q3 2025
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
4.74KNew |
$243K - $257K
|
4.74K
$248K
|
|
|
Nov 14, 2025
Q3 2025
|
Luminist Capital LLC
Grand Rapids, MI |
SELL
|
- |
-113- 0.73% |
$5.8K - $6.13K
|
15.4K
$807K
|
|
|
Nov 14, 2025
Q3 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
1.09K+ 2.91% |
$55.8K - $58.9K
|
38.4K
$2.02M
|
|
|
Nov 14, 2025
Q3 2025
|
Scotia Capital Inc.
|
BUY
|
- |
58.6K+ 15.11% |
$3.01M - $3.18M
|
446K
$23.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.39K+ 1.87% |
$482K - $509K
|
513K
$26.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-2.62M- 66.86% |
$135M - $142M
|
1.3M
$68.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-100- 1.21% |
$5.14K - $5.43K
|
8.19K
$430K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner Investment Group LLC
Harrison, NY |
BUY
|
PUT |
200KNew |
$10.3M - $10.9M
|
200K
$10.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
8+ 0.06% |
$411 - $434
|
14.5K
$762K
|
|
|
Nov 14, 2025
Q3 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.69K- 2.07% |
$86.7K - $91.5K
|
79.8K
$4.19M
|
|
|
Nov 14, 2025
Q3 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.52K- 5.57% |
$78.1K - $82.5K
|
25.8K
$1.35M
|
|
|
Nov 14, 2025
Q3 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-6.35K- 24.47% |
$326K - $345K
|
19.6K
$1.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
144+ 0.61% |
$7.4K - $7.81K
|
23.7K
$1.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
71.8KNew |
$3.69M - $3.9M
|
71.8K
$3.77M
|
|
|
Nov 14, 2025
Q3 2025
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
50.6K+ 198.22% |
$2.6M - $2.74M
|
76.1K
$3.99M
|
|
|
Nov 14, 2025
Q3 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
3.98KNew |
$205K - $216K
|
3.98K
$209K
|
|
|
Nov 14, 2025
Q3 2025
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
237+ 0.49% |
$12.2K - $12.9K
|
49.1K
$2.58M
|
|
|
Nov 14, 2025
Q3 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
268K+ 5577.79% |
$13.8M - $14.6M
|
273K
$14.3M
|
|