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 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
46+ 0.38% |
$1.82K - $1.95K
|
12.2K
$593K
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
287+ 7.0% |
$11.4K - $12.2K
|
4.39K
$213K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
96+ 4.82% |
$3.8K - $4.08K
|
2.09K
$101K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-7.58K- 98.49% |
$300K - $322K
|
116
$5.64K
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
6KNew |
$238K - $255K
|
6K
$291K
|
|
|
Jul 31, 2024
Q2 2024
|
Elm Partners Management LLC
|
BUY
|
- |
5.79K+ 119.0% |
$229K - $246K
|
10.7K
$518K
|
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-120K- 95.2% |
$4.76M - $5.11M
|
6.06K
$295K
|
|
|
Jul 30, 2024
Q2 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
88+ 0.4% |
$3.48K - $3.74K
|
22.3K
$1.09M
|
|
|
Jul 30, 2024
Q2 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
24.7KNew |
$978K - $1.05M
|
24.7K
$1.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
5.67K+ 32.7% |
$225K - $241K
|
23K
$1.12M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-949- 1.85% |
$37.6K - $40.3K
|
50.5K
$2.45M
|
|
|
Jul 30, 2024
Q2 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-1.65K- 0.6% |
$65.4K - $70.2K
|
273K
$13.3M
|
|
|
Jul 30, 2024
Q2 2024
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
2+ 0.01% |
$79.2 - $85
|
20.4K
$989K
|
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
SELL
|
- |
-75- 0.64% |
$2.97K - $3.19K
|
11.7K
$568K
|
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
BUY
|
- |
291+ 6.92% |
$11.5K - $12.4K
|
4.5K
$218K
|
|
|
Jul 30, 2024
Q2 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-70- 1.02% |
$2.77K - $2.97K
|
6.77K
$329K
|
|
|
Jul 29, 2024
Q2 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
5.68KNew |
$225K - $241K
|
5.68K
$276K
|
|
|
Jul 29, 2024
Q2 2024
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
21+ 17.07% |
$831 - $892
|
144
$7K
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-136- 40.72% |
$5.38K - $5.78K
|
198
$9.62K
|
|
|
Jul 29, 2024
Q2 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-28- 0.11% |
$1.11K - $1.19K
|
26K
$1.26M
|
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
SELL
|
- |
-250- 14.76% |
$9.9K - $10.6K
|
1.44K
$70.2K
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.13K- 8.52% |
$44.5K - $47.8K
|
12.1K
$587K
|
|
|
Jul 26, 2024
Q2 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-27.1K- 52.93% |
$1.07M - $1.15M
|
24.1K
$1.17M
|
|
|
Jul 25, 2024
Q2 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-11K- 16.37% |
$435K - $467K
|
56.2K
$2.73M
|
|
|
Jul 25, 2024
Q2 2024
|
Field & Main Bank
|
BUY
|
- |
700+ 368.42% |
$27.7K - $29.7K
|
890
$43.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-119- 2.28% |
$4.71K - $5.06K
|
5.09K
$247K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
3.63KNew |
$144K - $154K
|
3.63K
$176K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
130KNew |
$5.16M - $5.53M
|
130K
$6.33M
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
BUY
|
- |
1.04K+ 6.81% |
$41.2K - $44.2K
|
16.3K
$793K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
1.08K+ 4.15% |
$42.8K - $45.9K
|
27.1K
$1.32M
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
7.6KNew |
$301K - $323K
|
7.6K
$369K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
3.87KNew |
$153K - $164K
|
3.87K
$188K
|
|
|
Jul 24, 2024
Q2 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-182- 2.76% |
$7.21K - $7.73K
|
6.42K
$312K
|
|
|
Jul 24, 2024
Q2 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
5.05KNew |
$200K - $215K
|
5.05K
$245K
|
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
19+ 0.56% |
$752 - $807
|
3.4K
$165K
|
|
|
Jul 23, 2024
Q2 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
5.96KNew |
$236K - $253K
|
5.96K
$289K
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
SELL
|
- |
-300- 0.87% |
$11.9K - $12.7K
|
34.2K
$1.66M
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
4+ 0.05% |
$158 - $170
|
8.38K
$407K
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-100- 13.33% |
$3.96K - $4.25K
|
650
$31.6K
|
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-500- 4.89% |
$19.8K - $21.2K
|
9.72K
$472K
|
|
|
Jul 22, 2024
Q2 2024
|
Security National Bank
|
BUY
|
- |
400New |
$15.8K - $17K
|
400
$19.4K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
863+ 1.47% |
$34.2K - $36.7K
|
59.6K
$2.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
497+ 9.6% |
$19.7K - $21.1K
|
5.67K
$276K
|
|
|
Jul 19, 2024
Q2 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1+ 0.02% |
$39.6 - $42.5
|
6.64K
$322K
|
|
|
Jul 19, 2024
Q2 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
480+ 7.71% |
$19K - $20.4K
|
6.71K
$326K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
220New |
$8.71K - $9.35K
|
220
$10.7K
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.05K+ 13.5% |
$41.5K - $44.5K
|
8.8K
$428K
|
|
|
Jul 17, 2024
Q2 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
3KNew |
$119K - $127K
|
3K
$146K
|
|
|
Jul 17, 2024
Q2 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-294- 2.32% |
$11.6K - $12.5K
|
12.4K
$602K
|
|
|
Jul 17, 2024
Q2 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
5.79KNew |
$229K - $246K
|
5.79K
$281K
|