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 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-1.34K- 5.5% |
$54.8K - $61.4K
|
23.1K
$1.13M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
73.1K+ 376.26% |
$2.98M - $3.34M
|
92.5K
$4.51M
|
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
SELL
|
- |
-4.44K- 5.01% |
$181K - $203K
|
84.1K
$4.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
5+ 0.05% |
$204 - $229
|
10.5K
$510K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
5.82KNew |
$238K - $266K
|
5.82K
$284K
|
|
|
Oct 21, 2024
Q3 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-550- 2.04% |
$22.5K - $25.2K
|
26.4K
$1.29M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
1.37K+ 5.18% |
$56K - $62.7K
|
27.8K
$1.36M
|
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
BUY
|
- |
81.5K+ 108.53% |
$3.33M - $3.73M
|
157K
$7.64M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
540+ 4.43% |
$22.1K - $24.7K
|
12.7K
$620K
|
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
7.73K+ 11.18% |
$316K - $354K
|
76.9K
$3.75M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.12K+ 3.54% |
$127K - $143K
|
91.2K
$4.45M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-3.66K- 4.11% |
$149K - $167K
|
85.4K
$4.17M
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
10K+ 70.34% |
$409K - $458K
|
24.2K
$1.18M
|
|
|
Oct 21, 2024
Q3 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
3.31K+ 7.65% |
$135K - $151K
|
46.6K
$2.27M
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.27K+ 141.58% |
$51.9K - $58.1K
|
2.17K
$106K
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-42.7K- 48.57% |
$1.74M - $1.95M
|
45.2K
$2.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
4.24KNew |
$173K - $194K
|
4.24K
$207K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-348K- 30.33% |
$14.2M - $15.9M
|
800K
$39M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-31.4K- 97.84% |
$1.28M - $1.44M
|
693
$33.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
1.9K+ 3.52% |
$77.6K - $87K
|
55.9K
$2.72M
|
|
|
Oct 21, 2024
Q3 2024
|
Kennicott Capital Management LLC
|
BUY
|
- |
1.44K+ 1.73% |
$59K - $66K
|
84.8K
$4.13M
|
|
|
Oct 21, 2024
Q3 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-831- 2.48% |
$33.9K - $38K
|
32.7K
$1.59M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
9.68K+ 7.78% |
$395K - $443K
|
134K
$6.54M
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
SELL
|
- |
-13.7K- 8.98% |
$558K - $624K
|
138K
$6.75M
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
7+ 0.38% |
$286 - $320
|
1.87K
$91.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
80.3KNew |
$3.28M - $3.67M
|
80.3K
$3.92M
|
|
|
Oct 21, 2024
Q3 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-87- 0.99% |
$3.55K - $3.98K
|
8.68K
$423K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
5+ 0.06% |
$204 - $229
|
9.02K
$440K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
32.9K+ 2.34% |
$1.34M - $1.5M
|
1.44M
$70.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
17KNew |
$694K - $778K
|
17K
$829K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-319- 13.22% |
$13K - $14.6K
|
2.09K
$102K
|
|
|
Oct 18, 2024
Q3 2024
|
Slow Capital, Inc.
|
BUY
|
- |
14.5KNew |
$594K - $665K
|
14.5K
$709K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.43M+ 29.73% |
$99.2M - $111M
|
10.6M
$517M
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-655- 7.19% |
$26.8K - $30K
|
8.45K
$412K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-890- 12.84% |
$36.3K - $40.7K
|
6.04K
$294K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11.6K+ 0.42% |
$474K - $531K
|
2.79M
$136M
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
3.43K+ 4.97% |
$140K - $157K
|
72.4K
$3.53M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-2.17K- 23.66% |
$88.5K - $99.2K
|
7K
$341K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
447KNew |
$18.3M - $20.5M
|
447K
$21.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
95+ 20.47% |
$3.88K - $4.35K
|
559
$27.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
4.58K+ 11.92% |
$187K - $210K
|
43K
$2.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-3.32K- 2.78% |
$136K - $152K
|
116K
$5.66M
|
|
|
Oct 18, 2024
Q3 2024
|
Eagle Capital Management, LLC
|
BUY
|
- |
240+ 1.13% |
$9.8K - $11K
|
21.6K
$1.05M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-23.3K- 6.71% |
$953K - $1.07M
|
324K
$15.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
BUY
|
- |
14.1K+ 11.24% |
$577K - $646K
|
140K
$6.81M
|
|
|
Oct 18, 2024
Q3 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
680+ 0.76% |
$27.8K - $31.1K
|
90.6K
$4.42M
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
3+ 0.03% |
$123 - $137
|
11.1K
$542K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
5.9KNew |
$241K - $270K
|
5.9K
$287K
|
|
|
Oct 18, 2024
Q3 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1+ 0.02% |
$40.8 - $45.7
|
5.4K
$263K
|
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-1.59K- 16.85% |
$64.8K - $72.6K
|
7.83K
$382K
|