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 08, 2024
Q3 2024
|
Country Trust Bank
|
SELL
|
- |
-232- 1.97% |
$9.47K - $10.6K
|
11.6K
$564K
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-279- 15.0% |
$11.4K - $12.8K
|
1.58K
$77.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-752- 1.4% |
$30.7K - $34.4K
|
53.1K
$2.59M
|
|
|
Oct 08, 2024
Q3 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-873- 1.44% |
$35.7K - $39.9K
|
59.9K
$2.92M
|
|
|
Oct 08, 2024
Q3 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-149- 1.46% |
$6.09K - $6.82K
|
10K
$490K
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
BUY
|
- |
284+ 1.91% |
$11.6K - $13K
|
15.2K
$740K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
22+ 0.08% |
$898 - $1.01K
|
26K
$1.27M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
6.29K+ 25.44% |
$257K - $288K
|
31K
$1.51M
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
41+ 0.54% |
$1.67K - $1.88K
|
7.6K
$371K
|
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-149- 1.82% |
$6.09K - $6.82K
|
8.02K
$391K
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
4.29KNew |
$175K - $196K
|
4.29K
$209K
|
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-24- 0.19% |
$980 - $1.1K
|
12.9K
$631K
|
|
|
Oct 08, 2024
Q3 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-445- 1.68% |
$18.2K - $20.4K
|
26K
$1.27M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-15.6K- 27.52% |
$636K - $713K
|
41K
$2M
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
BUY
|
- |
145+ 0.18% |
$5.92K - $6.63K
|
82.6K
$4.02M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-239K- 24.04% |
$9.75M - $10.9M
|
755K
$36.8M
|
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
SELL
|
- |
-993- 1.76% |
$40.6K - $45.4K
|
55.3K
$2.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-785- 6.93% |
$32.1K - $35.9K
|
10.5K
$514K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
646+ 7.49% |
$26.4K - $29.5K
|
9.27K
$452K
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
BUY
|
- |
17+ 0.33% |
$694 - $778
|
5.15K
$251K
|
|
|
Oct 08, 2024
Q3 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
4.61K+ 6.94% |
$188K - $211K
|
71K
$3.46M
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.47KNew |
$60K - $67.2K
|
1.47K
$71.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Act Wealth Management, LLC
|
BUY
|
- |
1.5K+ 0.93% |
$61.1K - $68.4K
|
163K
$7.94M
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
SELL
|
- |
-37- 8.37% |
$1.51K - $1.69K
|
405
$19.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
683KNew |
$27.9M - $31.2M
|
683K
$33.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.81K- 16.07% |
$74K - $82.9K
|
9.47K
$461K
|
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
7.09K+ 14.64% |
$289K - $324K
|
55.5K
$2.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
50+ 0.26% |
$2.04K - $2.29K
|
19.2K
$938K
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
3.19KNew |
$130K - $146K
|
3.19K
$156K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-425- 2.85% |
$17.4K - $19.4K
|
14.5K
$705K
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
37K+ 11.8% |
$1.51M - $1.69M
|
350K
$17.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
SELL
|
- |
-234- 1.49% |
$9.56K - $10.7K
|
15.5K
$756K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
4.52K+ 87.89% |
$185K - $207K
|
9.67K
$471K
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
884+ 4.04% |
$36.1K - $40.4K
|
22.8K
$1.11M
|
|
|
Oct 07, 2024
Q3 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
1.06K+ 2.27% |
$43.5K - $48.7K
|
47.9K
$2.33M
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-404- 6.78% |
$16.5K - $18.5K
|
5.56K
$271K
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
15+ 0.26% |
$613 - $686
|
5.74K
$280K
|
|
|
Oct 07, 2024
Q3 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-102- 0.42% |
$4.17K - $4.67K
|
24.3K
$1.19M
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
115+ 0.83% |
$4.7K - $5.26K
|
13.9K
$680K
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
3.26K+ 1.55% |
$133K - $149K
|
213K
$10.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
SELL
|
- |
-14- 0.24% |
$572 - $640
|
5.75K
$280K
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-301- 3.62% |
$12.3K - $13.8K
|
8.02K
$391K
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-950- 0.34% |
$38.8K - $43.5K
|
278K
$13.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
5.23KNew |
$214K - $239K
|
5.23K
$255K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-8.75K- 23.86% |
$357K - $400K
|
27.9K
$1.36M
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
274+ 2.56% |
$11.2K - $12.5K
|
11K
$535K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-56- 1.68% |
$2.29K - $2.56K
|
3.28K
$160K
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-100- 20.2% |
$4.08K - $4.57K
|
395
$19.3K
|
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-10- 7.3% |
$408 - $457
|
127
$6.19K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-987- 57.82% |
$40.3K - $45.1K
|
720
$35.1K
|