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 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
779+ 0.18% |
$31.8K - $35.6K
|
425K
$20.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
10.4K+ 151.07% |
$427K - $478K
|
17.4K
$846K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-37- 0.19% |
$1.51K - $1.69K
|
20K
$973K
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-798- 6.44% |
$32.6K - $36.5K
|
11.6K
$565K
|
|
|
Oct 16, 2024
Q3 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-49.7K- 99.91% |
$2.03M - $2.27M
|
47
$2.29K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-21.2K- 12.41% |
$864K - $968K
|
149K
$7.28M
|
|
|
Oct 16, 2024
Q3 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
63.1K+ 19.52% |
$2.58M - $2.89M
|
386K
$18.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-45- 0.13% |
$1.84K - $2.06K
|
34.1K
$1.66M
|
|
|
Oct 16, 2024
Q3 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-600- 7.87% |
$24.5K - $27.4K
|
7.02K
$342K
|
|
|
Oct 16, 2024
Q3 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
272KNew |
$11.1M - $12.4M
|
272K
$13.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
492+ 4.64% |
$20.1K - $22.5K
|
11.1K
$541K
|
|
|
Oct 16, 2024
Q3 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
920+ 5.11% |
$37.6K - $42.1K
|
18.9K
$922K
|
|
|
Oct 16, 2024
Q3 2024
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-5.03K- 4.5% |
$206K - $230K
|
107K
$5.21M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-17.6K- 21.73% |
$719K - $805K
|
63.4K
$3.09M
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
1.84K+ 7.5% |
$75.1K - $84.1K
|
26.4K
$1.28M
|
|
|
Oct 16, 2024
Q3 2024
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-398- 0.91% |
$16.3K - $18.2K
|
43.1K
$2.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.88K+ 2.8% |
$76.7K - $85.9K
|
69K
$3.36M
|
|
|
Oct 16, 2024
Q3 2024
|
Tamar Securities, LLC
|
SELL
|
- |
-1.86K- 0.85% |
$75.9K - $85K
|
217K
$10.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.53K- 5.35% |
$103K - $116K
|
44.8K
$2.18M
|
|
|
Oct 16, 2024
Q3 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-3.56K- 8.68% |
$145K - $163K
|
37.5K
$1.83M
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
16.8K+ 5.36% |
$686K - $768K
|
330K
$16.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
70.6K+ 45.13% |
$2.88M - $3.23M
|
227K
$11.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
640K+ 6.61% |
$26.1M - $29.3M
|
10.3M
$504M
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
736+ 1.68% |
$30.1K - $33.7K
|
44.5K
$2.17M
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-200- 2.64% |
$8.17K - $9.15K
|
7.37K
$359K
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
3.33K+ 46.51% |
$136K - $152K
|
10.5K
$512K
|
|
|
Oct 15, 2024
Q3 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-6.86K- 60.68% |
$280K - $314K
|
4.44K
$217K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
3.3K+ 29.75% |
$135K - $151K
|
14.4K
$701K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
190K+ 1826.46% |
$7.77M - $8.7M
|
201K
$9.78M
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
402+ 0.38% |
$16.4K - $18.4K
|
106K
$5.15M
|
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
78+ 1.13% |
$3.19K - $3.57K
|
6.99K
$341K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
1.25K+ 3.84% |
$51.2K - $57.3K
|
33.9K
$1.65M
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
93New |
$3.8K - $4.25K
|
93
$4.53K
|
|
|
Oct 15, 2024
Q3 2024
|
Churchill Management Corp
|
BUY
|
- |
1.59M+ 18.22% |
$65.1M - $72.9M
|
10.3M
$504M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
33.2K+ 29.84% |
$1.36M - $1.52M
|
144K
$7.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-2.15K- 22.47% |
$87.7K - $98.2K
|
7.41K
$361K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
5.2K+ 2.21% |
$212K - $238K
|
241K
$11.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-449- 2.37% |
$18.3K - $20.5K
|
18.5K
$902K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-249- 3.23% |
$10.2K - $11.4K
|
7.46K
$364K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-2- 0.01% |
$81.7 - $91.5
|
23K
$1.12M
|
|
|
Oct 15, 2024
Q3 2024
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
SELL
|
- |
-9.6K- 1.14% |
$392K - $439K
|
831K
$40.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
601+ 0.74% |
$24.5K - $27.5K
|
81.9K
$3.99M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-35.9K- 4.71% |
$1.46M - $1.64M
|
725K
$35.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
2.63K+ 62.07% |
$107K - $120K
|
6.87K
$335K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-29.7K- 7.93% |
$1.21M - $1.36M
|
345K
$16.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
402+ 6.11% |
$16.4K - $18.4K
|
6.98K
$340K
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
BUY
|
- |
4.33K+ 8.38% |
$177K - $198K
|
55.9K
$2.73M
|
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 15, 2024
Q3 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-8- 0.06% |
$327 - $366
|
12.7K
$620K
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
SELL
|
- |
-747- 9.76% |
$30.5K - $34.2K
|
6.9K
$337K
|