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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
3.21K+ 9.08% |
$144K - $165K
|
38.6K
$1.9M
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-895- 4.34% |
$40.2K - $45.9K
|
19.7K
$971K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-17.6K- 6.84% |
$789K - $902K
|
239K
$11.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
82.1KNew |
$3.68M - $4.21M
|
82.1K
$4.04M
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
2+ 0.03% |
$89.8 - $103
|
5.74K
$283K
|
|
|
Jan 30, 2025
Q4 2024
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
7.78KNew |
$349K - $399K
|
7.78K
$383K
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
4.31KNew |
$193K - $221K
|
4.31K
$212K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
932New |
$41.8K - $47.8K
|
932
$45.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
3+ 0.07% |
$135 - $154
|
4.47K
$220K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
222+ 1.9% |
$9.97K - $11.4K
|
11.9K
$586K
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-203- 0.18% |
$9.11K - $10.4K
|
114K
$5.59M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
4.31K+ 5.2% |
$193K - $221K
|
87.1K
$4.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-683K- 97.75% |
$30.6M - $35M
|
15.7K
$773K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.23K+ 3.05% |
$145K - $166K
|
109K
$5.37M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
4.68K+ 16.14% |
$210K - $240K
|
33.6K
$1.66M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-698- 2.69% |
$31.3K - $35.8K
|
25.3K
$1.24M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
9.66K+ 66.79% |
$434K - $496K
|
24.1K
$1.19M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
41.6K+ 12.37% |
$1.87M - $2.13M
|
378K
$18.6M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
24.3K+ 24.49% |
$1.09M - $1.25M
|
124K
$6.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
117+ 0.16% |
$5.25K - $6.01K
|
72.6K
$3.57M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
283New |
$12.7K - $14.5K
|
283
$13.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
579+ 237.3% |
$26K - $29.7K
|
823
$40.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.33K+ 4.38% |
$59.7K - $68.3K
|
31.7K
$1.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
8.89KNew |
$399K - $457K
|
8.89K
$438K
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
2.05K+ 12.81% |
$92.1K - $105K
|
18.1K
$889K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
50+ 5.11% |
$2.24K - $2.57K
|
1.03K
$50.6K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
SELL
|
- |
-316- 6.14% |
$14.2K - $16.2K
|
4.83K
$238K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-136- 0.43% |
$6.11K - $6.98K
|
31.6K
$1.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.39K- 9.04% |
$62.5K - $71.5K
|
14K
$689K
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
113+ 1.49% |
$5.07K - $5.8K
|
7.71K
$380K
|
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
209K+ 97.42% |
$9.38M - $10.7M
|
423K
$20.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-3K- 29.51% |
$135K - $154K
|
7.17K
$353K
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
8.47K+ 156.54% |
$380K - $435K
|
13.9K
$683K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
31.2K+ 47.57% |
$1.4M - $1.6M
|
96.8K
$4.77M
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
40New |
$1.8K - $2.05K
|
40
$1.97K
|
|
|
Jan 29, 2025
Q4 2024
|
Core Alternative Capital
|
SELL
|
- |
-17.6K- 52.49% |
$792K - $906K
|
16K
$786K
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
30.9KNew |
$1.39M - $1.59M
|
30.9K
$1.52M
|
|
|
Jan 29, 2025
Q4 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
4.51K+ 84.78% |
$202K - $231K
|
9.82K
$483K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
467KNew |
$21M - $24M
|
467K
$23M
|
|
|
Jan 29, 2025
Q4 2024
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
118KNew |
$5.31M - $6.07M
|
118K
$5.82M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
11.3KNew |
$509K - $583K
|
11.3K
$558K
|
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 0.35% |
$44.9 - $51.3
|
288
$14.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Axecap Investments, LLC
Mason, OH |
SELL
|
- |
-192- 1.3% |
$8.62K - $9.86K
|
14.6K
$720K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
9.23KNew |
$414K - $474K
|
9.23K
$454K
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
201New |
$9.02K - $10.3K
|
201
$9.89K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$44.9 - $51.3
|
5.2K
$256K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
59New |
$2.65K - $3.03K
|
59
$2.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-2.48K- 2.01% |
$111K - $127K
|
121K
$5.95M
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
11.1K+ 6.33% |
$499K - $570K
|
187K
$9.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
6.53K+ 47.59% |
$293K - $335K
|
20.3K
$997K
|