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 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
2.06K+ 8.79% |
$84K - $94.1K
|
25.5K
$1.24M
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
4.98KNew |
$203K - $228K
|
4.98K
$243K
|
|
|
Oct 18, 2024
Q3 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
23+ 0.23% |
$939 - $1.05K
|
9.94K
$484K
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
946+ 7.83% |
$38.6K - $43.3K
|
13K
$635K
|
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
BUY
|
- |
4.74KNew |
$194K - $217K
|
4.74K
$231K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
273+ 5.01% |
$11.1K - $12.5K
|
5.73K
$279K
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
SELL
|
- |
-220- 0.59% |
$8.98K - $10.1K
|
36.8K
$1.79M
|
|
|
Oct 18, 2024
Q3 2024
|
First Bancorp, Inc
|
BUY
|
- |
387+ 0.78% |
$15.8K - $17.7K
|
49.8K
$2.43M
|
|
|
Oct 18, 2024
Q3 2024
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-2.85K- 7.33% |
$116K - $130K
|
36K
$1.76M
|
|
|
Oct 18, 2024
Q3 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-61- 0.62% |
$2.49K - $2.79K
|
9.8K
$478K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-154K- 56.04% |
$6.29M - $7.04M
|
121K
$5.89M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-348K- 97.78% |
$14.2M - $15.9M
|
7.92K
$386K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
137+ 13.58% |
$5.6K - $6.27K
|
1.15K
$55.9K
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
87+ 0.31% |
$3.55K - $3.98K
|
28.4K
$1.38M
|
|
|
Oct 17, 2024
Q3 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-2K- 20.0% |
$81.7K - $91.5K
|
8K
$390K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.93K- 94.98% |
$78.7K - $88.2K
|
102
$4.97K
|
|
|
Oct 17, 2024
Q3 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-7.64K- 28.73% |
$312K - $349K
|
18.9K
$923K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
818+ 3.91% |
$33.4K - $37.4K
|
21.7K
$1.06M
|
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
27.6KNew |
$1.13M - $1.26M
|
27.6K
$1.34M
|
|
|
Oct 17, 2024
Q3 2024
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
1.24K+ 0.91% |
$50.6K - $56.7K
|
137K
$6.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-7.27K- 1.18% |
$297K - $333K
|
610K
$29.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.27K+ 0.72% |
$92.5K - $104K
|
316K
$15.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
30.6K+ 1.56% |
$1.25M - $1.4M
|
2M
$97.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
28.5KNew |
$1.16M - $1.3M
|
28.5K
$1.39M
|
|
|
Oct 17, 2024
Q3 2024
|
Friedenthal Financial
|
BUY
|
- |
5.01KNew |
$205K - $229K
|
5.01K
$244K
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
849+ 9.7% |
$34.7K - $38.8K
|
9.6K
$468K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-100- 2.77% |
$4.08K - $4.57K
|
3.51K
$171K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.25K+ 60.91% |
$174K - $195K
|
11.2K
$548K
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-666- 4.77% |
$27.2K - $30.5K
|
13.3K
$648K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
126K+ 1093.75% |
$5.14M - $5.75M
|
137K
$6.69M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
80.3K+ 144.08% |
$3.28M - $3.67M
|
136K
$6.63M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
33.1K+ 32.42% |
$1.35M - $1.51M
|
135K
$6.59M
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-2.62K- 11.07% |
$107K - $120K
|
21K
$1.02M
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
2.8K+ 33.92% |
$114K - $128K
|
11.1K
$539K
|
|
|
Oct 17, 2024
Q3 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
13.1K+ 13.01% |
$535K - $599K
|
114K
$5.55M
|
|
|
Oct 17, 2024
Q3 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
4.61KNew |
$188K - $211K
|
4.61K
$225K
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
1.4K+ 2.63% |
$57K - $63.8K
|
54.4K
$2.65M
|
|
|
Oct 17, 2024
Q3 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
10+ 0.2% |
$408 - $457
|
4.94K
$241K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
937+ 3.24% |
$38.3K - $42.9K
|
29.9K
$1.46M
|
|
|
Oct 16, 2024
Q3 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
4.6KNew |
$188K - $210K
|
4.6K
$224K
|
|
|
Oct 16, 2024
Q3 2024
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-1.43K- 2.37% |
$58.5K - $65.5K
|
59K
$2.88M
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-200- 4.16% |
$8.17K - $9.15K
|
4.61K
$224K
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
185+ 11.38% |
$7.56K - $8.46K
|
1.81K
$88.2K
|
|
|
Oct 16, 2024
Q3 2024
|
Ars Investment Partners, LLC
|
BUY
|
- |
4.52K+ 12.05% |
$185K - $207K
|
42K
$2.05M
|
|
|
Oct 16, 2024
Q3 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
1.42K+ 4.87% |
$58K - $64.9K
|
30.5K
$1.49M
|
|
|
Oct 16, 2024
Q3 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
4K+ 5.98% |
$163K - $183K
|
70.9K
$3.45M
|
|
|
Oct 16, 2024
Q3 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
1.17K+ 15.39% |
$47.9K - $53.7K
|
8.8K
$429K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
657K+ 84442.16% |
$26.8M - $30M
|
658K
$32.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$40.8 - $45.7
|
5.2K
$253K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-5.8K- 7.46% |
$237K - $265K
|
72K
$3.51M
|