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 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
4.79K+ 66.63% |
$195K - $219K
|
12K
$583K
|
|
|
Oct 07, 2024
Q3 2024
|
Founders Capital Management
|
BUY
|
- |
3+ 0.23% |
$123 - $137
|
1.33K
$64.7K
|
|
|
Oct 07, 2024
Q3 2024
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-850- 0.88% |
$34.7K - $38.9K
|
95.2K
$4.64M
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
2+ 0.04% |
$81.7 - $91.5
|
5.53K
$270K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-8.22K- 80.76% |
$336K - $376K
|
1.96K
$95.5K
|
|
|
Oct 07, 2024
Q3 2024
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-200- 3.96% |
$8.17K - $9.15K
|
4.86K
$237K
|
|
|
Oct 07, 2024
Q3 2024
|
Imz Advisory Inc
Boca Raton, FL |
SELL
|
- |
-10.8K- 2.21% |
$440K - $493K
|
476K
$23.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-7.47K- 12.64% |
$305K - $341K
|
51.6K
$2.52M
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-26- 0.12% |
$1.06K - $1.19K
|
21.1K
$1.03M
|
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-6.72K- 22.65% |
$275K - $308K
|
23K
$1.12M
|
|
|
Oct 04, 2024
Q3 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
4.75KNew |
$194K - $217K
|
4.75K
$232K
|
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
14.8KNew |
$603K - $676K
|
14.8K
$720K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
257+ 13.15% |
$10.5K - $11.8K
|
2.21K
$108K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
7.29K+ 21.3% |
$298K - $333K
|
41.5K
$2.02M
|
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-7.48K- 5.65% |
$305K - $342K
|
125K
$6.08M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.62K+ 6.26% |
$270K - $303K
|
112K
$5.48M
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
375New |
$15.3K - $17.2K
|
375
$18.3K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
187+ 6.39% |
$7.64K - $8.55K
|
3.11K
$152K
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-124- 0.9% |
$5.06K - $5.67K
|
13.7K
$668K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-984- 2.97% |
$40.2K - $45K
|
32.1K
$1.57M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.3K+ 6.1% |
$53.2K - $59.6K
|
22.7K
$1.1M
|
|
|
Oct 04, 2024
Q3 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
200+ 0.75% |
$8.17K - $9.15K
|
26.8K
$1.31M
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
SELL
|
- |
-3.79K- 3.86% |
$155K - $173K
|
94.4K
$4.6M
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
107K+ 74.55% |
$4.38M - $4.91M
|
251K
$12.2M
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
14.2K+ 11.17% |
$579K - $649K
|
141K
$6.88M
|
|
|
Oct 03, 2024
Q3 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-11- 0.13% |
$449 - $503
|
8.43K
$411K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
165K+ 39.94% |
$6.72M - $7.53M
|
577K
$28.1M
|
|
|
Oct 03, 2024
Q3 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-70- 0.43% |
$2.86K - $3.2K
|
16.1K
$785K
|
|
|
Oct 02, 2024
Q3 2024
|
First Community Trust Na
|
SELL
|
- |
-200- 20.22% |
$8.17K - $9.15K
|
789
$38.5K
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-731- 11.17% |
$29.9K - $33.4K
|
5.81K
$283K
|
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
SELL
|
- |
-3.33K- 7.26% |
$136K - $152K
|
42.6K
$2.08M
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
136+ 1.8% |
$5.55K - $6.22K
|
7.69K
$375K
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
BUY
|
- |
316+ 1.42% |
$12.9K - $14.5K
|
22.5K
$1.1M
|
|
| Q2 2024 | |||||||
|
Nov 25, 2024
Q2 2024
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
239KNew |
$9.45M - $10.1M
|
239K
$11.6M
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-285- 1.87% |
$11.3K - $12.1K
|
15K
$729K
|
|
|
Sep 17, 2024
Q2 2024
|
University Of Texas
|
BUY
|
- |
11.9KNew |
$473K - $508K
|
11.9K
$583K
|
|
|
Sep 06, 2024
Q2 2024
|
Cim, LLC
|
BUY
|
- |
2.01K+ 3.89% |
$79.5K - $85.4K
|
53.7K
$2.62M
|
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-182- 2.13% |
$7.21K - $7.73K
|
8.38K
$408K
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 1.08% |
$39.6 - $42.5
|
94
$4.58K
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
150+ 3.99% |
$5.94K - $6.37K
|
3.91K
$191K
|
|
|
Aug 19, 2024
Q2 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
14New |
$554 - $595
|
14
$683
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-1K- 11.46% |
$39.7K - $42.7K
|
7.76K
$378K
|
|
|
Aug 15, 2024
Q2 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
7.33KNew |
$290K - $311K
|
7.33K
$357K
|
|
|
Aug 14, 2024
Q2 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
909K+ 12.28% |
$36M - $38.6M
|
8.31M
$405M
|
|
|
Aug 14, 2024
Q2 2024
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-10K- 40.0% |
$396K - $425K
|
15K
$731K
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
SELL
|
- |
-96- 3.12% |
$3.8K - $4.08K
|
2.98K
$145K
|
|
|
Aug 14, 2024
Q2 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-6.45M- 86.59% |
$255M - $274M
|
999K
$48.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-6.17K- 8.33% |
$244K - $262K
|
67.9K
$3.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
68.8KNew |
$2.73M - $2.93M
|
68.8K
$3.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
687New |
$27.2K - $29.2K
|
687
$33.5K
|
|