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 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-225- 4.7% |
$10.6K - $11.7K
|
4.56K
$240K
|
|
|
May 01, 2025
Q1 2025
|
Mathes Company, Inc.
|
SELL
|
- |
-1K- 8.55% |
$47.3K - $52.2K
|
10.7K
$564K
|
|
|
May 01, 2025
Q1 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
12.2K+ 11.91% |
$578K - $638K
|
115K
$6.05M
|
|
|
May 01, 2025
Q1 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-978- 3.83% |
$46.3K - $51K
|
24.6K
$1.29M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-22.9K- 16.94% |
$1.08M - $1.19M
|
112K
$5.91M
|
|
|
May 01, 2025
Q1 2025
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-4.1K- 20.14% |
$194K - $214K
|
16.3K
$857K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
4.73K+ 0.59% |
$224K - $247K
|
812K
$42.8M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
10New |
$473 - $522
|
10
$527
|
|
|
May 01, 2025
Q1 2025
|
Tfr Capital, Llc.
Plano, TX |
SELL
|
- |
-56.9K- 91.97% |
$2.69M - $2.97M
|
4.97K
$262K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.35K+ 7.72% |
$63.8K - $70.4K
|
18.8K
$991K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-226- 25.06% |
$10.7K - $11.8K
|
676
$35.6K
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
9.79KNew |
$463K - $511K
|
9.79K
$516K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
579+ 1.74% |
$27.4K - $30.2K
|
33.8K
$1.78M
|
|
|
May 01, 2025
Q1 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
197K+ 55.12% |
$9.3M - $10.3M
|
553K
$29.1M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-238- 1.03% |
$11.3K - $12.4K
|
22.8K
$1.2M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
18+ 0.16% |
$852 - $939
|
11.2K
$588K
|
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
3+ 0.04% |
$142 - $157
|
6.84K
$360K
|
|
|
May 01, 2025
Q1 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
459+ 0.88% |
$21.7K - $24K
|
52.5K
$2.77M
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-289- 0.75% |
$13.7K - $15.1K
|
38.3K
$2.02M
|
|
|
May 01, 2025
Q1 2025
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
4.1K+ 42.47% |
$194K - $214K
|
13.8K
$725K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
50K+ 1903.88% |
$2.37M - $2.61M
|
52.6K
$2.77M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
17.5K+ 11.08% |
$826K - $911K
|
175K
$9.22M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.12K+ 4.96% |
$100K - $111K
|
44.9K
$2.37M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-22.8K- 50.02% |
$1.08M - $1.19M
|
22.8K
$1.2M
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
160+ 0.48% |
$7.57K - $8.35K
|
33.4K
$1.76M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
8.36K+ 24.23% |
$396K - $436K
|
42.9K
$2.26M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-619- 3.39% |
$29.3K - $32.3K
|
17.6K
$929K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-93.6K- 52.23% |
$4.43M - $4.88M
|
85.6K
$4.51M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-103K- 55.89% |
$4.88M - $5.39M
|
81.4K
$4.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-11.9K- 8.51% |
$564K - $622K
|
128K
$6.75M
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
772+ 12.39% |
$36.5K - $40.3K
|
7K
$369K
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
BUY
|
- |
9+ 0.01% |
$426 - $470
|
157K
$8.26M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
14.8K+ 2.23% |
$703K - $775K
|
681K
$35.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.28K- 3.78% |
$60.3K - $66.5K
|
32.4K
$1.71M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-592K- 98.24% |
$28M - $30.9M
|
10.6K
$560K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-3.13K- 12.77% |
$148K - $163K
|
21.4K
$1.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
5.86K+ 13.52% |
$277K - $306K
|
49.2K
$2.59M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
39.5K+ 545.07% |
$1.87M - $2.06M
|
46.7K
$2.46M
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
2KNew |
$94.6K - $104K
|
2K
$105K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.04K+ 4.82% |
$96.7K - $107K
|
44.4K
$2.34M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.63K+ 197.57% |
$76.9K - $84.9K
|
2.45K
$129K
|
|
|
Apr 30, 2025
Q1 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
1.56K+ 6.61% |
$73.8K - $81.4K
|
25.2K
$1.33M
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-21.6K- 7.69% |
$1.02M - $1.13M
|
260K
$13.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.09MNew |
$51.8M - $57.1M
|
1.09M
$57.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
4.71K+ 5.41% |
$223K - $246K
|
91.8K
$4.84M
|
|
|
Apr 30, 2025
Q1 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-941- 4.45% |
$44.5K - $49.1K
|
20.2K
$1.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-44- 0.79% |
$2.08K - $2.3K
|
5.51K
$290K
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
51.9KNew |
$2.46M - $2.71M
|
51.9K
$2.74M
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
152K+ 20.04% |
$7.18M - $7.92M
|
909K
$47.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
70.5K+ 30.44% |
$3.34M - $3.68M
|
302K
$15.9M
|