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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.38% |
$81.7 - $91.5
|
524
$25.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
266+ 1.99% |
$10.9K - $12.2K
|
13.6K
$665K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.28K- 3.88% |
$52.4K - $58.6K
|
31.8K
$1.55M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-691- 69.24% |
$28.2K - $31.6K
|
307
$15K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-700- 61.51% |
$28.6K - $32K
|
438
$21.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
150+ 2.09% |
$6.13K - $6.86K
|
7.32K
$357K
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-7.03K- 12.49% |
$287K - $321K
|
49.2K
$2.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
BUY
|
- |
4.16K+ 3.49% |
$170K - $190K
|
123K
$6.01M
|
|
|
Oct 24, 2024
Q3 2024
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
45+ 0.26% |
$1.84K - $2.06K
|
17.2K
$839K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
51+ 0.92% |
$2.08K - $2.33K
|
5.59K
$272K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
70+ 11.61% |
$2.86K - $3.2K
|
673
$32.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.66K+ 3.54% |
$67.8K - $76K
|
48.6K
$2.37M
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
25+ 1.04% |
$1.02K - $1.14K
|
2.43K
$118K
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-2.26K- 4.2% |
$92.2K - $103K
|
51.5K
$2.51M
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-25.8K- 9.13% |
$1.05M - $1.18M
|
257K
$12.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
2.52K+ 6.6% |
$103K - $115K
|
40.7K
$1.99M
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
9.91K+ 27.51% |
$405K - $453K
|
45.9K
$2.24M
|
|
|
Oct 24, 2024
Q3 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
65+ 43.05% |
$2.65K - $2.97K
|
216
$10.5K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10.6K+ 11.89% |
$431K - $483K
|
99.3K
$4.84M
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1.28K- 1.56% |
$52.3K - $58.6K
|
80.7K
$3.94M
|
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
3+ 0.04% |
$123 - $137
|
6.84K
$333K
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
5.56KNew |
$227K - $254K
|
5.56K
$271K
|
|
|
Oct 24, 2024
Q3 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
35.2KNew |
$1.44M - $1.61M
|
35.2K
$1.71M
|
|
|
Oct 24, 2024
Q3 2024
|
Leuthold Group, LLC
|
BUY
|
- |
16.1K+ 6.23% |
$659K - $738K
|
275K
$13.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-200- 5.41% |
$8.17K - $9.15K
|
3.5K
$171K
|
|
|
Oct 24, 2024
Q3 2024
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
125+ 0.8% |
$5.11K - $5.72K
|
15.7K
$768K
|
|
|
Oct 24, 2024
Q3 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
12.8KNew |
$521K - $584K
|
12.8K
$622K
|
|
|
Oct 24, 2024
Q3 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-3.67K- 17.77% |
$150K - $168K
|
17K
$829K
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
234+ 1.03% |
$9.56K - $10.7K
|
23K
$1.12M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
89+ 0.97% |
$3.63K - $4.07K
|
9.31K
$454K
|
|
|
Oct 24, 2024
Q3 2024
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-540- 6.07% |
$22.1K - $24.7K
|
8.35K
$407K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
4.48KNew |
$183K - $205K
|
4.48K
$218K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-13.7K- 14.66% |
$558K - $625K
|
79.6K
$3.88M
|
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
446+ 2.87% |
$18.2K - $20.4K
|
16K
$780K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
3.35K+ 7.55% |
$137K - $153K
|
47.7K
$2.32M
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-325- 0.74% |
$13.3K - $14.9K
|
43.8K
$2.14M
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
5.59K+ 11.99% |
$228K - $256K
|
52.2K
$2.55M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
84.6K+ 11.83% |
$3.45M - $3.87M
|
799K
$39M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.07K+ 3.34% |
$43.7K - $48.9K
|
33.1K
$1.61M
|
|
|
Oct 23, 2024
Q3 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
16+ 3.36% |
$653 - $732
|
492
$24K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
2.9KNew |
$118K - $133K
|
2.9K
$141K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
405+ 1.26% |
$16.5K - $18.5K
|
32.6K
$1.59M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-6.95K- 16.13% |
$284K - $318K
|
36.1K
$1.76M
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-6.68K- 10.96% |
$273K - $306K
|
54.2K
$2.64M
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-1.63K- 23.62% |
$66.4K - $74.4K
|
5.26K
$256K
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
5.19K+ 31.97% |
$212K - $237K
|
21.4K
$1.04M
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-24.8K- 14.59% |
$1.01M - $1.13M
|
145K
$7.06M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
2.63K+ 31.16% |
$107K - $120K
|
11.1K
$540K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-13.8K- 14.3% |
$564K - $632K
|
82.8K
$4.04M
|
|
|
Oct 23, 2024
Q3 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
31.4KNew |
$1.28M - $1.44M
|
31.4K
$1.53M
|