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 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
2+ 0.02% |
$81.7 - $91.5
|
11.5K
$563K
|
|
|
Oct 15, 2024
Q3 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
5.23KNew |
$213K - $239K
|
5.23K
$255K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-497- 3.53% |
$20.3K - $22.7K
|
13.6K
$661K
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.46K- 1.39% |
$59.5K - $66.6K
|
103K
$5.03M
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
66.3K+ 24.56% |
$2.71M - $3.03M
|
336K
$16.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
BUY
|
- |
192New |
$7.84K - $8.78K
|
192
$9.36K
|
|
|
Oct 15, 2024
Q3 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
2.57K+ 2.31% |
$105K - $118K
|
114K
$5.55M
|
|
|
Oct 15, 2024
Q3 2024
|
Prairiewood Capital, LLC
|
SELL
|
- |
-1.45K- 3.57% |
$59.3K - $66.4K
|
39.1K
$1.91M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
BUY
|
- |
54.7K+ 15.05% |
$2.24M - $2.5M
|
418K
$20.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-278- 1.07% |
$11.4K - $12.7K
|
25.6K
$1.25M
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-870- 4.0% |
$35.5K - $39.8K
|
20.9K
$1.02M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
37.9KNew |
$1.55M - $1.73M
|
37.9K
$1.85M
|
|
|
Oct 15, 2024
Q3 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-363- 1.32% |
$14.8K - $16.6K
|
27.2K
$1.33M
|
|
|
Oct 15, 2024
Q3 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
7.49K+ 2.63% |
$306K - $343K
|
293K
$14.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-1.07K- 3.86% |
$43.8K - $49.1K
|
26.7K
$1.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-35- 0.01% |
$1.43K - $1.6K
|
243K
$11.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
4.68KNew |
$191K - $214K
|
4.68K
$228K
|
|
|
Oct 15, 2024
Q3 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-7.32K- 3.99% |
$299K - $335K
|
176K
$8.58M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
1.27K+ 11.62% |
$51.7K - $58K
|
12.2K
$593K
|
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-13- 0.16% |
$531 - $595
|
8.34K
$407K
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
BUY
|
- |
157+ 2.14% |
$6.41K - $7.18K
|
7.51K
$366K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-386- 2.12% |
$15.8K - $17.7K
|
17.8K
$870K
|
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
4+ 0.03% |
$163 - $183
|
12.6K
$612K
|
|
|
Oct 15, 2024
Q3 2024
|
Client First Capital LLC
|
SELL
|
- |
-798- 0.9% |
$32.6K - $36.5K
|
88.1K
$4.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-865- 1.21% |
$35.3K - $39.6K
|
70.7K
$3.45M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
16.2K+ 61.78% |
$661K - $741K
|
42.4K
$2.07M
|
|
|
Oct 15, 2024
Q3 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
47.4K+ 2.86% |
$1.94M - $2.17M
|
1.71M
$83.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
187+ 0.05% |
$7.64K - $8.55K
|
411K
$20.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-50- 7.14% |
$2.04K - $2.29K
|
650
$31.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
14.9K+ 3.36% |
$610K - $683K
|
459K
$22.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
468+ 95.9% |
$19.1K - $21.4K
|
956
$46.6K
|
|
|
Oct 11, 2024
Q3 2024
|
Center Star Asset Management, LLC
|
BUY
|
- |
17.6KNew |
$718K - $804K
|
17.6K
$857K
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
3.15K+ 24.19% |
$128K - $144K
|
16.1K
$787K
|
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
629+ 7.16% |
$25.7K - $28.8K
|
9.42K
$459K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
4.76K+ 4.31% |
$194K - $218K
|
115K
$5.61M
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-36.1K- 20.63% |
$1.47M - $1.65M
|
139K
$6.77M
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-215K- 21.4% |
$8.8M - $9.86M
|
791K
$38.6M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.2K- 22.38% |
$49K - $54.9K
|
4.16K
$203K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-27.3K- 7.93% |
$1.11M - $1.25M
|
317K
$15.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
3.27K+ 6.18% |
$133K - $149K
|
56.1K
$2.73M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12.8K+ 3.36% |
$523K - $586K
|
393K
$19.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
4+ 0.03% |
$163 - $183
|
14.8K
$722K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
823+ 12.01% |
$33.6K - $37.6K
|
7.68K
$374K
|
|
|
Oct 11, 2024
Q3 2024
|
Orca Investment Management, LLC
|
BUY
|
- |
2.09K+ 3.46% |
$85.2K - $95.5K
|
62.5K
$3.05M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-23.2K- 39.95% |
$949K - $1.06M
|
34.9K
$1.7M
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-1.01K- 6.14% |
$41K - $46K
|
15.4K
$749K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
SELL
|
- |
-4.12K- 81.55% |
$168K - $188K
|
931
$45.4K
|
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
BUY
|
- |
750+ 0.53% |
$30.6K - $34.3K
|
142K
$6.92M
|
|
|
Oct 11, 2024
Q3 2024
|
Constitution Capital LLC
Shelton, CT |
SELL
|
- |
-815- 4.09% |
$33.3K - $37.3K
|
19.1K
$931K
|
|
|
Oct 11, 2024
Q3 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
633KNew |
$25.8M - $28.9M
|
633K
$30.8M
|