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 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
67.2K+ 46.58% |
$3.18M - $3.51M
|
212K
$11.1M
|
|
|
May 12, 2025
Q1 2025
|
Wp Advisors, LLC
|
BUY
|
- |
167+ 0.3% |
$7.9K - $8.72K
|
55.8K
$2.94M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-2K- 1.77% |
$94.8K - $105K
|
111K
$5.85M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-547K- 98.66% |
$25.9M - $28.5M
|
7.41K
$390K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
296+ 0.75% |
$14K - $15.4K
|
39.9K
$2.1M
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-2.57K- 10.37% |
$122K - $134K
|
22.3K
$1.17M
|
|
|
May 12, 2025
Q1 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
39.4K+ 54.37% |
$1.87M - $2.06M
|
112K
$5.9M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-3.7K- 34.68% |
$175K - $193K
|
6.96K
$367K
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-363K- 11.5% |
$17.2M - $18.9M
|
2.79M
$147M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
13.4K+ 54.34% |
$636K - $701K
|
38.2K
$2.01M
|
|
|
May 12, 2025
Q1 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
343+ 0.62% |
$16.2K - $17.9K
|
55.7K
$2.93M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
SELL
|
- |
-1.71K- 9.51% |
$81.1K - $89.4K
|
16.3K
$858K
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
BUY
|
- |
10.1K+ 97.03% |
$477K - $527K
|
20.5K
$1.08M
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.86K+ 16.91% |
$87.9K - $97K
|
12.8K
$677K
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
42.8KNew |
$2.02M - $2.23M
|
42.8K
$2.25M
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
5.02KNew |
$238K - $262K
|
5.02K
$264K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
4.9KNew |
$232K - $256K
|
4.9K
$258K
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-25- 50.0% |
$1.18K - $1.3K
|
25
$1.32K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
840New |
$39.7K - $43.8K
|
840
$44.3K
|
|
|
May 12, 2025
Q1 2025
|
Iyo Bank, Ltd.
|
BUY
|
- |
20.4KNew |
$965K - $1.06M
|
20.4K
$1.07M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
97.5K+ 4.35% |
$4.61M - $5.09M
|
2.34M
$123M
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-197K- 98.77% |
$9.3M - $10.3M
|
2.45K
$129K
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
3.4K+ 25.7% |
$161K - $178K
|
16.6K
$877K
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-1.32K- 31.02% |
$62.5K - $68.9K
|
2.94K
$155K
|
|
|
May 12, 2025
Q1 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
13.6K+ 29.01% |
$643K - $709K
|
60.4K
$3.18M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
159+ 30.11% |
$7.52K - $8.3K
|
687
$36.2K
|
|
|
May 12, 2025
Q1 2025
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
BUY
|
- |
16KNew |
$758K - $836K
|
16K
$844K
|
|
|
May 12, 2025
Q1 2025
|
Lighthouse Financial LLC
Largo, FL |
SELL
|
- |
-500- 6.02% |
$23.7K - $26.1K
|
7.81K
$411K
|
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
BUY
|
- |
16.3K+ 24.34% |
$771K - $850K
|
83.2K
$4.38M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-44.5K- 3.1% |
$2.11M - $2.33M
|
1.39M
$73.3M
|
|
|
May 09, 2025
Q1 2025
|
Barings LLC
|
BUY
|
- |
33.3KNew |
$1.57M - $1.74M
|
33.3K
$1.75M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
334K+ 22.54% |
$15.8M - $17.4M
|
1.82M
$95.7M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
142K+ 65.09% |
$6.7M - $7.39M
|
359K
$18.9M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
13.3K+ 83.8% |
$630K - $694K
|
29.2K
$1.54M
|
|
|
May 09, 2025
Q1 2025
|
Armor Advisors, L.L.C.
New York, NY |
BUY
|
PUT |
60KNew |
$2.84M - $3.13M
|
60K
$3.16M
|
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-16- 0.14% |
$757 - $835
|
11.3K
$594K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
50+ 0.6% |
$2.37K - $2.61K
|
8.42K
$444K
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
5.01KNew |
$237K - $261K
|
5.01K
$264K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
16.2K+ 57.07% |
$767K - $846K
|
44.6K
$2.35M
|
|
|
May 09, 2025
Q1 2025
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
4.07KNew |
$193K - $212K
|
4.07K
$214K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.49K+ 1.43% |
$70.3K - $77.6K
|
106K
$5.57M
|
|
|
May 09, 2025
Q1 2025
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-300- 6.15% |
$14.2K - $15.7K
|
4.58K
$241K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
12.3K+ 8.79% |
$580K - $640K
|
152K
$7.99M
|
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
41+ 4.13% |
$1.94K - $2.14K
|
1.03K
$54.5K
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
6.85K+ 32.33% |
$324K - $357K
|
28K
$1.48M
|
|
|
May 09, 2025
Q1 2025
|
Seelaus Asset Management LLC
|
SELL
|
- |
-8- 0.13% |
$379 - $418
|
6.16K
$324K
|
|
|
May 09, 2025
Q1 2025
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-1.86K- 20.31% |
$88.2K - $97.2K
|
7.31K
$385K
|
|
|
May 09, 2025
Q1 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
4.18KNew |
$198K - $218K
|
4.18K
$220K
|
|
|
May 09, 2025
Q1 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
7.13KNew |
$337K - $372K
|
7.13K
$376K
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.36K- 2.07% |
$64.5K - $71.1K
|
64.6K
$3.4M
|