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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-27- 0.07% |
$1.28K - $1.41K
|
38.5K
$2.03M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
39.2K+ 215.73% |
$1.85M - $2.04M
|
57.3K
$3.02M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
PUT |
733K+ 27.2% |
$34.7M - $38.3M
|
3.43M
$181M
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
1.24K+ 24.94% |
$58.7K - $64.8K
|
6.22K
$328K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
34.2K+ 285.3% |
$1.62M - $1.78M
|
46.2K
$2.43M
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
4+ 0.03% |
$189 - $209
|
14.8K
$780K
|
|
|
May 05, 2025
Q1 2025
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-350- 5.37% |
$16.6K - $18.3K
|
6.17K
$325K
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
BUY
|
- |
67.6K+ 78.39% |
$3.2M - $3.53M
|
154K
$8.11M
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
SELL
|
- |
-1.05K- 1.46% |
$49.5K - $54.6K
|
70.9K
$3.73M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.73K+ 17.84% |
$82.1K - $90.5K
|
11.5K
$603K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-1.54K- 5.5% |
$72.7K - $80.2K
|
26.4K
$1.39M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-1.49K- 33.1% |
$70.5K - $77.7K
|
3.01K
$159K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-450- 18.45% |
$21.3K - $23.5K
|
1.99K
$105K
|
|
|
May 02, 2025
Q1 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-139- 3.28% |
$6.58K - $7.25K
|
4.1K
$216K
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
SELL
|
- |
-490- 6.75% |
$23.2K - $25.6K
|
6.77K
$356K
|
|
|
May 02, 2025
Q1 2025
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-2.27K- 4.11% |
$107K - $118K
|
53K
$2.79M
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-62.4K- 83.97% |
$2.95M - $3.25M
|
11.9K
$627K
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
11.4K+ 151.31% |
$540K - $596K
|
19K
$999K
|
|
|
May 02, 2025
Q1 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
103KNew |
$4.89M - $5.39M
|
103K
$5.44M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
10.8K+ 22.48% |
$509K - $561K
|
58.6K
$3.09M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-32K- 57.1% |
$1.51M - $1.67M
|
24K
$1.27M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
24.6K+ 165.66% |
$1.17M - $1.29M
|
39.5K
$2.08M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
1.44K+ 2.64% |
$68K - $74.9K
|
55.9K
$2.94M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-29.5K- 1.08% |
$1.39M - $1.54M
|
2.71M
$143M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
224+ 3.09% |
$10.6K - $11.7K
|
7.48K
$394K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
186+ 74.4% |
$8.8K - $9.71K
|
436
$23K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
1.11K+ 10.1% |
$52.5K - $57.9K
|
12.1K
$638K
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
211+ 0.56% |
$9.98K - $11K
|
37.7K
$1.99M
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
472+ 2.71% |
$22.3K - $24.6K
|
17.9K
$941K
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
8.85K+ 38.79% |
$419K - $462K
|
31.7K
$1.67M
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
200+ 2.32% |
$9.46K - $10.4K
|
8.83K
$465K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
59+ 1.13% |
$2.79K - $3.08K
|
5.29K
$279K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
7.39K+ 36.31% |
$350K - $386K
|
27.7K
$1.46M
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-99- 1.91% |
$4.68K - $5.17K
|
5.08K
$268K
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
1.61MNew |
$76.4M - $84.3M
|
1.61M
$85M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-16.7K- 5.39% |
$790K - $872K
|
293K
$15.5M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-8.89K- 6.07% |
$420K - $464K
|
137K
$7.24M
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-6.69K- 5.78% |
$316K - $349K
|
109K
$5.75M
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-260- 0.31% |
$12.3K - $13.6K
|
83.7K
$4.41M
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
SELL
|
- |
-29K- 94.82% |
$1.37M - $1.51M
|
1.58K
$83.4K
|
|
|
May 02, 2025
Q1 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
1.97K+ 6.99% |
$93.1K - $103K
|
30.1K
$1.59M
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-193- 24.65% |
$9.13K - $10.1K
|
590
$31.1K
|
|
|
May 01, 2025
Q1 2025
|
Fortem Financial Group, LLC
|
SELL
|
- |
-26- 0.23% |
$1.23K - $1.36K
|
11.2K
$590K
|
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
SELL
|
- |
-1.21K- 2.56% |
$57.2K - $63K
|
46K
$2.42M
|
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-1.1K- 18.34% |
$52.1K - $57.4K
|
4.9K
$258K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
SELL
|
- |
-816- 8.75% |
$38.6K - $42.6K
|
8.51K
$448K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-434- 7.68% |
$20.5K - $22.7K
|
5.22K
$275K
|
|
|
May 01, 2025
Q1 2025
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
400+ 133.33% |
$18.9K - $20.9K
|
700
$36.9K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-20- 0.19% |
$946 - $1.04K
|
10.4K
$547K
|
|
|
May 01, 2025
Q1 2025
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
5.53K+ 32.56% |
$262K - $289K
|
22.5K
$1.19M
|