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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$43.9 - $52.4
|
6.65K
$349K
|
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
SELL
|
- |
-458- 1.8% |
$20.1K - $24K
|
25K
$1.31M
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-707- 5.62% |
$31.1K - $37K
|
11.9K
$624K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
277+ 15.54% |
$12.2K - $14.5K
|
2.06K
$108K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
64+ 0.66% |
$2.81K - $3.35K
|
9.71K
$510K
|
|
|
Jul 16, 2025
Q2 2025
|
Prairiewood Capital, LLC
|
SELL
|
- |
-1.43K- 4.42% |
$62.8K - $74.9K
|
31K
$1.63M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2.17K+ 1465.54% |
$95.3K - $114K
|
2.32K
$122K
|
|
|
Jul 16, 2025
Q2 2025
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
590+ 6.58% |
$25.9K - $30.9K
|
9.56K
$502K
|
|
|
Jul 16, 2025
Q2 2025
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-452- 3.83% |
$19.9K - $23.7K
|
11.4K
$596K
|
|
|
Jul 16, 2025
Q2 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-43- 0.21% |
$1.89K - $2.25K
|
20K
$1.05M
|
|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-323- 0.28% |
$14.2K - $16.9K
|
114K
$5.99M
|
|
|
Jul 16, 2025
Q2 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-3.04K- 37.74% |
$133K - $159K
|
5.01K
$263K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
4+ 0.03% |
$176 - $209
|
12.1K
$636K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5.44K- 11.3% |
$239K - $285K
|
42.7K
$2.24M
|
|
|
Jul 16, 2025
Q2 2025
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-173- 1.21% |
$7.6K - $9.06K
|
14.1K
$740K
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
207+ 1.34% |
$9.09K - $10.8K
|
15.7K
$824K
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
86.7K+ 56.9% |
$3.81M - $4.54M
|
239K
$12.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
4.61K+ 1.02% |
$202K - $241K
|
456K
$23.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
6+ 0.12% |
$264 - $314
|
4.99K
$262K
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
1.15K+ 5.62% |
$50.4K - $60.1K
|
21.6K
$1.13M
|
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-1.7K- 15.17% |
$74.7K - $89K
|
9.51K
$499K
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-919- 9.02% |
$40.4K - $48.1K
|
9.27K
$486K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
82.6K+ 13.38% |
$3.63M - $4.33M
|
700K
$36.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-24- 20.17% |
$1.05K - $1.26K
|
95
$4.99K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-709- 7.5% |
$31.1K - $37.1K
|
8.74K
$459K
|
|
|
Jul 15, 2025
Q2 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-50- 0.27% |
$2.2K - $2.62K
|
18.3K
$962K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
SELL
|
- |
-27.6K- 4.84% |
$1.21M - $1.44M
|
543K
$28.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
SELL
|
- |
-116- 0.97% |
$5.09K - $6.07K
|
11.9K
$624K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-9.08K- 28.79% |
$399K - $475K
|
22.4K
$1.18M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-5.37K- 22.39% |
$236K - $281K
|
18.6K
$977K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-817- 14.56% |
$35.9K - $42.8K
|
4.8K
$252K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
7.59KNew |
$333K - $397K
|
7.59K
$398K
|
|
|
Jul 15, 2025
Q2 2025
|
Lynch & Associates
|
SELL
|
- |
-200- 1.24% |
$8.78K - $10.5K
|
15.9K
$833K
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
72.8K+ 900.76% |
$3.2M - $3.81M
|
80.8K
$4.24M
|
|
|
Jul 15, 2025
Q2 2025
|
Ims Capital Management
|
SELL
|
- |
-4.24KClosed |
$186K - $222K
|
0
$0
|
|
|
Jul 15, 2025
Q2 2025
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-400- 1.54% |
$17.6K - $20.9K
|
25.5K
$1.34M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
98+ 1.7% |
$4.3K - $5.13K
|
5.88K
$308K
|
|
|
Jul 15, 2025
Q2 2025
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-200- 2.78% |
$8.78K - $10.5K
|
7K
$367K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
95+ 0.05% |
$4.17K - $4.98K
|
174K
$9.15M
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-52- 0.68% |
$2.28K - $2.72K
|
7.56K
$397K
|
|
|
Jul 15, 2025
Q2 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-3.31K- 0.51% |
$145K - $173K
|
650K
$34.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-263- 2.05% |
$11.6K - $13.8K
|
12.5K
$658K
|
|
|
Jul 15, 2025
Q2 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
3.28K+ 4.52% |
$144K - $172K
|
75.9K
$3.98M
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
SELL
|
- |
-3.35K- 36.03% |
$147K - $176K
|
5.95K
$312K
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
1.55K+ 101.57% |
$68.3K - $81.4K
|
3.08K
$162K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
421+ 1.34% |
$18.5K - $22K
|
31.9K
$1.67M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.52K+ 99.21% |
$110K - $132K
|
5.05K
$265K
|
|
|
Jul 15, 2025
Q2 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
7.02K+ 48.73% |
$308K - $367K
|
21.4K
$1.12M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.1K+ 6.45% |
$48.2K - $57.5K
|
18.1K
$952K
|
|
|
Jul 15, 2025
Q2 2025
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-150K- 73.21% |
$6.6M - $7.87M
|
55K
$2.89M
|