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 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.92K+ 7.68% |
$407K - $430K
|
111K
$5.74M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
168+ 1.23% |
$8.63K - $9.11K
|
13.9K
$718K
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
12+ 0.05% |
$616 - $651
|
26.5K
$1.37M
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
SELL
|
- |
-23- 0.55% |
$1.18K - $1.25K
|
4.17K
$216K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-80- 0.05% |
$4.11K - $4.34K
|
174K
$9.02M
|
|
|
Oct 22, 2025
Q3 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
724+ 11.14% |
$37.2K - $39.3K
|
7.23K
$374K
|
|
|
Oct 22, 2025
Q3 2025
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-650- 3.8% |
$33.4K - $35.3K
|
16.5K
$853K
|
|
|
Oct 22, 2025
Q3 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
2.63K+ 8.58% |
$135K - $143K
|
33.3K
$1.72M
|
|
|
Oct 22, 2025
Q3 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-524- 10.45% |
$26.9K - $28.4K
|
4.49K
$232K
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
203+ 4.5% |
$10.4K - $11K
|
4.72K
$244K
|
|
|
Oct 22, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-4.6K- 40.77% |
$236K - $249K
|
6.68K
$346K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
154K+ 189.42% |
$7.93M - $8.37M
|
236K
$12.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Washington Growth Strategies LLC
Washington, DC |
SELL
|
- |
-28- 0.02% |
$1.44K - $1.52K
|
180K
$9.32M
|
|
|
Oct 22, 2025
Q3 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-3.78K- 43.3% |
$194K - $205K
|
4.94K
$256K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
28+ 0.99% |
$1.44K - $1.52K
|
2.86K
$148K
|
|
|
Oct 22, 2025
Q3 2025
|
Wp Advisors, LLC
|
BUY
|
- |
181+ 0.31% |
$9.3K - $9.82K
|
57.9K
$3M
|
|
|
Oct 22, 2025
Q3 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-415- 1.9% |
$21.3K - $22.5K
|
21.5K
$1.11M
|
|
|
Oct 22, 2025
Q3 2025
|
First Merchants Corp
|
SELL
|
- |
-10.7K- 9.25% |
$551K - $582K
|
105K
$5.45M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.14K- 0.9% |
$161K - $170K
|
346K
$17.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-1.44K- 3.03% |
$74K - $78.2K
|
46.1K
$2.38M
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
8+ 0.11% |
$411 - $434
|
7.02K
$363K
|
|
|
Oct 22, 2025
Q3 2025
|
Aps Management Group, Inc.
Torrance, CA |
BUY
|
- |
19.6KNew |
$1.01M - $1.06M
|
19.6K
$1.02M
|
|
|
Oct 22, 2025
Q3 2025
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-214- 2.28% |
$11K - $11.6K
|
9.19K
$476K
|
|
|
Oct 21, 2025
Q3 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
2.06K+ 29.0% |
$106K - $112K
|
9.15K
$474K
|
|
|
Oct 21, 2025
Q3 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
2.5K+ 3.75% |
$128K - $136K
|
69.1K
$3.58M
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-121- 1.95% |
$6.22K - $6.56K
|
6.1K
$316K
|
|
|
Oct 21, 2025
Q3 2025
|
Braun Stacey Associates Inc
|
SELL
|
- |
-883- 7.8% |
$45.4K - $47.9K
|
10.4K
$540K
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
3+ 0.24% |
$154 - $163
|
1.26K
$65.2K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
936+ 18.15% |
$48.1K - $50.8K
|
6.09K
$315K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-51- 0.17% |
$2.62K - $2.77K
|
29.7K
$1.54M
|
|
|
Oct 21, 2025
Q3 2025
|
Pur Efi Wealth, LLC
Boston, MA |
SELL
|
- |
-1- 0.01% |
$51.4 - $54.3
|
7.08K
$366K
|
|
|
Oct 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
17.2K+ 36.01% |
$881K - $931K
|
64.8K
$3.35M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
7.28K+ 6.37% |
$374K - $395K
|
122K
$6.29M
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-691- 3.72% |
$35.5K - $37.5K
|
17.9K
$925K
|
|
|
Oct 21, 2025
Q3 2025
|
Pictet North America Advisors Sa
|
SELL
|
- |
-8.5K- 60.85% |
$436K - $461K
|
5.47K
$283K
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2.54K+ 597.88% |
$130K - $138K
|
2.96K
$153K
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
20.5K+ 338.35% |
$1.05M - $1.11M
|
26.6K
$1.37M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
618+ 1.76% |
$31.7K - $33.5K
|
35.7K
$1.85M
|
|
|
Oct 21, 2025
Q3 2025
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-941- 15.1% |
$48.3K - $51K
|
5.29K
$274K
|
|
|
Oct 21, 2025
Q3 2025
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-1K- 2.37% |
$51.6K - $54.5K
|
41.3K
$2.14M
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.09K- 14.15% |
$55.7K - $58.9K
|
6.58K
$341K
|
|
|
Oct 21, 2025
Q3 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
129+ 53.97% |
$6.63K - $7K
|
368
$19K
|
|
|
Oct 21, 2025
Q3 2025
|
Prepared Retirement Institute LLC
Lansdale, PA |
SELL
|
- |
-836- 5.61% |
$42.9K - $45.4K
|
14.1K
$729K
|
|
|
Oct 21, 2025
Q3 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-6.16K- 33.62% |
$317K - $334K
|
12.2K
$630K
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
3.32K+ 1.94% |
$170K - $180K
|
175K
$9.03M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
139+ 1.17% |
$7.14K - $7.54K
|
12K
$622K
|
|
|
Oct 21, 2025
Q3 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
12.5K+ 21.33% |
$642K - $678K
|
71.1K
$3.68M
|
|
|
Oct 21, 2025
Q3 2025
|
Bell Bank
|
SELL
|
- |
-3.59K- 16.48% |
$185K - $195K
|
18.2K
$943K
|
|
|
Oct 21, 2025
Q3 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-3.33K- 36.46% |
$171K - $181K
|
5.8K
$300K
|
|
|
Oct 21, 2025
Q3 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
9.38K+ 3.43% |
$482K - $509K
|
283K
$14.6M
|