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 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
1.97K+ 3.22% |
$93K - $103K
|
63K
$3.21M
|
|
|
May 15, 2025
Q1 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
7KNew |
$331K - $365K
|
7K
$357K
|
|
|
May 15, 2025
Q1 2025
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-12K- 9.97% |
$568K - $627K
|
108K
$5.53M
|
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-100- 0.55% |
$4.73K - $5.22K
|
18K
$917K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
10.1K+ 35.11% |
$479K - $528K
|
38.9K
$1.98M
|
|
|
May 15, 2025
Q1 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
PUT |
122KNew |
$5.75M - $6.34M
|
122K
$6.19M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-310- 1.35% |
$14.7K - $16.2K
|
22.7K
$1.15M
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1K- 1.37% |
$47.3K - $52.2K
|
72K
$3.67M
|
|
|
May 15, 2025
Q1 2025
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
150KNew |
$7.08M - $7.81M
|
150K
$7.62M
|
|
|
May 15, 2025
Q1 2025
|
Hiddenite Capital Partners LP
White Plains, NY |
BUY
|
CALL |
50K+ 33.33% |
$2.37M - $2.61M
|
200K
$10.2M
|
|
|
May 15, 2025
Q1 2025
|
Shay Capital LLC
New York, NY |
BUY
|
PUT |
323KNew |
$15.3M - $16.9M
|
323K
$16.5M
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
257K+ 152.94% |
$12.2M - $13.4M
|
425K
$21.7M
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
PUT |
-5K- 1.23% |
$237K - $261K
|
400K
$20.4M
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
8.77K+ 54.55% |
$415K - $458K
|
24.8K
$1.27M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
364K+ 87.78% |
$17.2M - $19M
|
778K
$39.7M
|
|
|
May 15, 2025
Q1 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
SELL
|
- |
-581- 12.09% |
$27.5K - $30.3K
|
4.23K
$215K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
8.96KNew |
$424K - $468K
|
8.96K
$457K
|
|
|
May 15, 2025
Q1 2025
|
Centric Wealth Management
|
BUY
|
- |
8.37K+ 12.44% |
$396K - $437K
|
75.6K
$3.85M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
13.1K+ 25.68% |
$622K - $686K
|
64.3K
$3.28M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.57K- 3.45% |
$74.1K - $81.7K
|
43.8K
$2.23M
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
18.1KNew |
$856K - $944K
|
18.1K
$922K
|
|
|
May 15, 2025
Q1 2025
|
5th Street Advisors, LLC
|
SELL
|
- |
-1.25K- 0.7% |
$59.2K - $65.3K
|
177K
$9.04M
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-3.53K- 5.69% |
$167K - $184K
|
58.5K
$2.98M
|
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
SELL
|
- |
-4.44K- 1.93% |
$210K - $232K
|
225K
$11.5M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-6.79K- 4.71% |
$321K - $354K
|
137K
$6.99M
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
7.25KNew |
$343K - $378K
|
7.25K
$369K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
20K+ 4.31% |
$948K - $1.05M
|
485K
$24.7M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
9.86K+ 5.61% |
$467K - $515K
|
186K
$9.47M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
44.4K+ 9.81% |
$2.1M - $2.32M
|
497K
$25.3M
|
|
|
May 15, 2025
Q1 2025
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-13.6K- 76.59% |
$642K - $708K
|
4.15K
$211K
|
|
|
May 15, 2025
Q1 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
11+ 0.28% |
$521 - $574
|
3.96K
$202K
|
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-192- 11.21% |
$9.09K - $10K
|
1.52K
$77.5K
|
|
|
May 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
PUT |
-2.8K- 1.95% |
$132K - $146K
|
141K
$7.17M
|
|
|
May 15, 2025
Q1 2025
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
3.9K+ 9.78% |
$185K - $204K
|
43.8K
$2.23M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-10.2K- 4.64% |
$482K - $532K
|
209K
$10.7M
|
|
|
May 15, 2025
Q1 2025
|
Manatuck Hill Partners, LLC
Westport, CT |
BUY
|
- |
150KNew |
$7.1M - $7.83M
|
150K
$7.64M
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
1.45MNew |
$68.6M - $75.6M
|
1.45M
$73.8M
|
|
|
May 15, 2025
Q1 2025
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
261K+ 151.62% |
$12.4M - $13.6M
|
434K
$22.1M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-962- 1.7% |
$45.5K - $50.2K
|
55.6K
$2.83M
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
84.4KNew |
$3.99M - $4.4M
|
84.4K
$4.3M
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
PUT |
-1.77M- 44.41% |
$83.6M - $92.2M
|
2.21M
$113M
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-106- 1.16% |
$5.02K - $5.53K
|
9.02K
$459K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.6K+ 48.83% |
$170K - $188K
|
11K
$559K
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
4.41K+ 13.17% |
$208K - $230K
|
37.8K
$1.93M
|
|
|
May 15, 2025
Q1 2025
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
3.97K+ 4.48% |
$188K - $207K
|
92.6K
$4.72M
|
|
|
May 15, 2025
Q1 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-3.07K- 0.74% |
$145K - $160K
|
410K
$20.9M
|
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-17.7K- 33.84% |
$839K - $926K
|
34.7K
$1.77M
|
|
|
May 15, 2025
Q1 2025
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
111K+ 97.52% |
$5.24M - $5.78M
|
224K
$11.4M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
85+ 0.89% |
$4.02K - $4.44K
|
9.65K
$492K
|
|
|
May 15, 2025
Q1 2025
|
Finward Bancorp
Munster, IN |
SELL
|
- |
-96- 0.72% |
$4.54K - $5.01K
|
13.3K
$679K
|