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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-1- 0.01% |
$39.6 - $42.5
|
9.78K
$475K
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-296K- 11.75% |
$11.7M - $12.6M
|
2.22M
$108M
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-3.7K- 78.11% |
$147K - $157K
|
1.04K
$50.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
22.5K+ 3534.12% |
$890K - $955K
|
23.1K
$1.12M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
25.4K+ 33.91% |
$1M - $1.08M
|
100K
$4.87M
|
|
|
Aug 12, 2024
Q2 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
16.2KNew |
$641K - $688K
|
16.2K
$786K
|
|
|
Aug 12, 2024
Q2 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
34.5KNew |
$1.37M - $1.47M
|
34.5K
$1.68M
|
|
|
Aug 12, 2024
Q2 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
SELL
|
- |
-120- 1.01% |
$4.75K - $5.1K
|
11.8K
$574K
|
|
|
Aug 12, 2024
Q2 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
8M+ 266.67% |
$317M - $340M
|
11M
$534M
|
|
|
Aug 09, 2024
Q2 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
570+ 31.06% |
$22.6K - $24.2K
|
2.41K
$117K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
750New |
$29.7K - $31.9K
|
750
$36.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
276K+ 10656.88% |
$10.9M - $11.7M
|
278K
$13.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-212- 7.54% |
$8.39K - $9.01K
|
2.6K
$126K
|
|
|
Aug 09, 2024
Q2 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-3K- 17.34% |
$119K - $127K
|
14.3K
$695K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
205New |
$8.12K - $8.71K
|
205
$9.96K
|
|
|
Aug 09, 2024
Q2 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
129+ 0.76% |
$5.11K - $5.48K
|
17.2K
$834K
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
299KNew |
$11.8M - $12.7M
|
299K
$14.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-158K- 65.64% |
$6.26M - $6.72M
|
82.8K
$4.02M
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-552- 19.52% |
$21.9K - $23.5K
|
2.28K
$111K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-6.83K- 19.95% |
$270K - $290K
|
27.4K
$1.33M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-250- 4.42% |
$9.9K - $10.6K
|
5.41K
$263K
|
|
|
Aug 08, 2024
Q2 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-300- 2.42% |
$11.9K - $12.7K
|
12.1K
$588K
|
|
|
Aug 08, 2024
Q2 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
392+ 179.82% |
$15.5K - $16.7K
|
610
$29.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-11.4K- 64.55% |
$449K - $482K
|
6.23K
$303K
|
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
20.1KNew |
$795K - $853K
|
20.1K
$976K
|
|
|
Aug 08, 2024
Q2 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-80.9K- 50.38% |
$3.2M - $3.44M
|
79.7K
$3.87M
|
|
|
Aug 07, 2024
Q2 2024
|
Tiff Advisory Services Inc
|
BUY
|
- |
323K+ 88.94% |
$12.8M - $13.7M
|
686K
$33.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-7.1K- 30.92% |
$281K - $302K
|
15.9K
$771K
|
|
|
Aug 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
52+ 0.47% |
$2.06K - $2.21K
|
11.2K
$545K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
66+ 0.92% |
$2.61K - $2.8K
|
7.27K
$353K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.57K+ 106.59% |
$62.1K - $66.6K
|
3.04K
$148K
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.18K+ 5.36% |
$86.4K - $92.8K
|
42.9K
$2.08M
|
|
|
Aug 06, 2024
Q2 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-500- 25.19% |
$19.8K - $21.2K
|
1.49K
$72.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-790- 89.06% |
$31.3K - $33.6K
|
97
$4.71K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
725+ 470.78% |
$28.7K - $30.8K
|
879
$42.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
SELL
|
- |
-126- 0.84% |
$4.99K - $5.35K
|
14.9K
$722K
|
|
|
Aug 05, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
183KNew |
$7.26M - $7.79M
|
183K
$8.91M
|
|
|
Aug 05, 2024
Q2 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
10.5KNew |
$414K - $444K
|
10.5K
$508K
|
|
|
Aug 05, 2024
Q2 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-12.7K- 65.91% |
$504K - $541K
|
6.58K
$320K
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-125- 23.81% |
$4.95K - $5.31K
|
400
$19.4K
|
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
11+ 0.11% |
$435 - $467
|
9.91K
$481K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-3.91K- 20.13% |
$155K - $166K
|
15.5K
$755K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-83- 1.59% |
$3.29K - $3.53K
|
5.13K
$249K
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
595+ 5.75% |
$23.6K - $25.3K
|
10.9K
$531K
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-250- 1.09% |
$9.9K - $10.6K
|
22.8K
$1.11M
|
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-17.3K- 38.47% |
$687K - $737K
|
27.8K
$1.35M
|
|
|
Aug 02, 2024
Q2 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-780- 13.67% |
$30.9K - $33.1K
|
4.92K
$239K
|
|
|
Aug 02, 2024
Q2 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-22.2K- 9.21% |
$877K - $942K
|
218K
$10.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-125- 0.66% |
$4.95K - $5.31K
|
18.9K
$916K
|
|
|
Aug 01, 2024
Q2 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
389+ 6.73% |
$15.4K - $16.5K
|
6.17K
$300K
|