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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-110- 0.55% |
$5.21K - $5.74K
|
20K
$1.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
126+ 0.84% |
$5.96K - $6.58K
|
15.2K
$801K
|
|
|
Apr 30, 2025
Q1 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
86+ 1.55% |
$4.07K - $4.49K
|
5.64K
$297K
|
|
|
Apr 30, 2025
Q1 2025
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-1.69K- 11.34% |
$79.9K - $88.1K
|
13.2K
$696K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfc Planning CO LLC
Cicero, IN |
SELL
|
- |
-13.4K- 27.48% |
$636K - $702K
|
35.5K
$1.87M
|
|
|
Apr 30, 2025
Q1 2025
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-3.28K- 10.26% |
$155K - $171K
|
28.7K
$1.51M
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
13.3KNew |
$630K - $694K
|
13.3K
$701K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
3.79K+ 25.08% |
$179K - $198K
|
18.9K
$995K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
16.1KNew |
$763K - $841K
|
16.1K
$849K
|
|
|
Apr 30, 2025
Q1 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
SELL
|
- |
-616- 1.84% |
$29.1K - $32.1K
|
32.9K
$1.73M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
386+ 14.67% |
$18.3K - $20.1K
|
3.02K
$159K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
267+ 0.0% |
$12.6K - $13.9K
|
10.3M
$544M
|
|
|
Apr 29, 2025
Q1 2025
|
Marks Wealth, LLC
|
BUY
|
- |
666KNew |
$31.5M - $34.8M
|
666K
$35.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
32.8K+ 11.34% |
$1.55M - $1.71M
|
322K
$17M
|
|
|
Apr 29, 2025
Q1 2025
|
Braun Stacey Associates Inc
|
SELL
|
- |
-20- 0.17% |
$946 - $1.04K
|
11.9K
$628K
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
BUY
|
- |
1.49K+ 1.4% |
$70.7K - $78K
|
108K
$5.68M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-11.5K- 17.03% |
$545K - $602K
|
56.2K
$2.96M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-3- 0.03% |
$142 - $157
|
11.4K
$601K
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-572- 1.03% |
$27.1K - $29.9K
|
55.2K
$2.91M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-646- 3.97% |
$30.6K - $33.7K
|
15.6K
$822K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
1.19KNew |
$56.4K - $62.2K
|
1.19K
$62.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
3KNew |
$142K - $157K
|
3K
$158K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
670+ 3.41% |
$31.7K - $35K
|
20.3K
$1.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-19.1K- 27.53% |
$903K - $996K
|
50.2K
$2.65M
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
110+ 0.26% |
$5.21K - $5.74K
|
42.9K
$2.26M
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
BUY
|
- |
5.74K+ 3.99% |
$271K - $299K
|
149K
$7.87M
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
43.9K+ 93.15% |
$2.08M - $2.29M
|
90.9K
$4.79M
|
|
|
Apr 29, 2025
Q1 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-300- 2.06% |
$14.2K - $15.7K
|
14.2K
$750K
|
|
|
Apr 29, 2025
Q1 2025
|
Core Alternative Capital
|
SELL
|
- |
-3.17K- 19.85% |
$150K - $166K
|
12.8K
$675K
|
|
|
Apr 29, 2025
Q1 2025
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
53.5K+ 33.5% |
$2.53M - $2.79M
|
213K
$11.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-50- 3.97% |
$2.37K - $2.61K
|
1.21K
$63.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
14.9KNew |
$706K - $779K
|
14.9K
$786K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
25+ 0.23% |
$1.18K - $1.3K
|
10.9K
$577K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
953K+ 4.29% |
$45.1M - $49.7M
|
23.2M
$1.22B
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1K- 11.94% |
$47.3K - $52.2K
|
7.38K
$389K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-179- 0.17% |
$8.47K - $9.34K
|
103K
$5.42M
|
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
1.85M+ 144.28% |
$87.4M - $96.3M
|
3.13M
$165M
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-5.87K- 6.06% |
$278K - $307K
|
91K
$4.79M
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
1.93K+ 11.84% |
$91.2K - $101K
|
18.2K
$960K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
164+ 1.14% |
$7.76K - $8.56K
|
14.5K
$765K
|
|
|
Apr 29, 2025
Q1 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
BUY
|
- |
203+ 0.97% |
$9.61K - $10.6K
|
21.1K
$1.11M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.08K- 0.72% |
$51K - $56.2K
|
149K
$7.83M
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.68K- 4.3% |
$79.5K - $87.6K
|
37.4K
$1.97M
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
34+ 0.56% |
$1.61K - $1.77K
|
6.09K
$321K
|
|
|
Apr 29, 2025
Q1 2025
|
Client First Capital LLC
|
BUY
|
- |
92.8K+ 99.7% |
$4.39M - $4.84M
|
186K
$9.79M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
8.34K+ 8.73% |
$395K - $435K
|
104K
$5.47M
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
6.22K+ 68.39% |
$294K - $324K
|
15.3K
$806K
|
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
5.04K+ 9.06% |
$238K - $263K
|
60.6K
$3.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
SELL
|
- |
-282- 0.5% |
$13.3K - $14.7K
|
55.6K
$2.93M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
2+ 0.12% |
$94.6 - $104
|
1.64K
$86.6K
|