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 23, 2024
Q3 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
9.94K+ 29.65% |
$406K - $455K
|
43.5K
$2.12M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
250New |
$10.2K - $11.4K
|
250
$12.2K
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-585- 1.35% |
$23.9K - $26.8K
|
42.6K
$2.08M
|
|
|
Oct 23, 2024
Q3 2024
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-34- 0.57% |
$1.39K - $1.56K
|
5.89K
$287K
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-475- 1.07% |
$19.4K - $21.7K
|
44K
$2.14M
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-4.45K- 1.87% |
$182K - $203K
|
234K
$11.4M
|
|
|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
3.19K+ 5.74% |
$130K - $146K
|
58.7K
$2.86M
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
23.6K+ 15.97% |
$962K - $1.08M
|
171K
$8.34M
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
1.17K+ 3.1% |
$47.8K - $53.6K
|
39K
$1.9M
|
|
|
Oct 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-1.05K- 5.64% |
$42.9K - $48K
|
17.6K
$856K
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-2.26K- 6.04% |
$92.4K - $104K
|
35.2K
$1.72M
|
|
|
Oct 23, 2024
Q3 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
2.15K+ 3.34% |
$87.6K - $98.1K
|
66.4K
$3.24M
|
|
|
Oct 23, 2024
Q3 2024
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-2.72K- 16.38% |
$111K - $125K
|
13.9K
$678K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
58.7KNew |
$2.4M - $2.69M
|
58.7K
$2.86M
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
111KNew |
$4.55M - $5.1M
|
111K
$5.44M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-560- 0.23% |
$22.9K - $25.6K
|
241K
$11.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
PUT |
2.5KNew |
$102K - $114K
|
2.5K
$122K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.4K+ 5.07% |
$57.3K - $64.2K
|
29.1K
$1.42M
|
|
|
Oct 23, 2024
Q3 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-701- 0.73% |
$28.6K - $32.1K
|
95.1K
$4.64M
|
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
4.69KNew |
$191K - $214K
|
4.69K
$228K
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
264New |
$10.8K - $12.1K
|
264
$12.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
45.9K+ 4.46% |
$1.87M - $2.1M
|
1.07M
$52.4M
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
4+ 0.03% |
$163 - $183
|
11.9K
$581K
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
14.8KNew |
$603K - $675K
|
14.8K
$720K
|
|
|
Oct 22, 2024
Q3 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-190- 2.92% |
$7.76K - $8.69K
|
6.31K
$307K
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-698- 5.3% |
$28.5K - $31.9K
|
12.5K
$608K
|
|
|
Oct 22, 2024
Q3 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
61+ 0.37% |
$2.49K - $2.79K
|
16.4K
$800K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
363+ 2.76% |
$14.8K - $16.6K
|
13.5K
$659K
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
42+ 0.18% |
$1.72K - $1.92K
|
23.2K
$1.13M
|
|
|
Oct 22, 2024
Q3 2024
|
Grassi Investment Management
|
SELL
|
- |
-190- 1.6% |
$7.76K - $8.69K
|
11.7K
$571K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
274+ 1.03% |
$11.2K - $12.5K
|
27K
$1.32M
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
703+ 5.67% |
$28.7K - $32.2K
|
13.1K
$638K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-7.7K- 6.65% |
$314K - $352K
|
108K
$5.27M
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
19.4KNew |
$794K - $889K
|
19.4K
$947K
|
|
|
Oct 22, 2024
Q3 2024
|
First National Bank Of Hutchinson
|
SELL
|
- |
-212- 0.32% |
$8.66K - $9.7K
|
66.8K
$3.26M
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-50- 0.63% |
$2.04K - $2.29K
|
7.89K
$385K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.59K- 15.07% |
$106K - $118K
|
14.6K
$712K
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-2.25K- 17.4% |
$92.1K - $103K
|
10.7K
$522K
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-4.12K- 8.01% |
$168K - $189K
|
47.4K
$2.31M
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-700- 27.71% |
$28.6K - $32K
|
1.83K
$89K
|
|
|
Oct 22, 2024
Q3 2024
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
14.8KNew |
$605K - $678K
|
14.8K
$723K
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
955+ 8.63% |
$39K - $43.7K
|
12K
$586K
|
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
9.01K+ 56.9% |
$368K - $412K
|
24.8K
$1.21M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
24+ 0.99% |
$980 - $1.1K
|
2.45K
$119K
|
|
|
Oct 21, 2024
Q3 2024
|
Gerber, LLC
Columbus, OH |
SELL
|
- |
-13- 0.14% |
$531 - $595
|
9.12K
$444K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
10.1K+ 5.81% |
$414K - $464K
|
185K
$9M
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
7.84KNew |
$320K - $359K
|
7.84K
$382K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
574New |
$23.4K - $26.3K
|
574
$28K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
BUY
|
- |
1.7K+ 24.65% |
$69.4K - $77.8K
|
8.6K
$419K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-437- 3.78% |
$17.8K - $20K
|
11.1K
$543K
|