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, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-15- 3.42% |
$594 - $637
|
424
$20.6K
|
|
|
Jul 16, 2024
Q2 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
250+ 3.92% |
$9.9K - $10.6K
|
6.62K
$322K
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-75- 0.43% |
$2.97K - $3.19K
|
17.5K
$850K
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-2.61K- 3.53% |
$103K - $111K
|
71.3K
$3.46M
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.5K+ 43.03% |
$59.4K - $63.7K
|
4.99K
$242K
|
|
|
Jul 15, 2024
Q2 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
100+ 0.7% |
$3.96K - $4.25K
|
14.3K
$694K
|
|
|
Jul 12, 2024
Q2 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
37.2KNew |
$1.47M - $1.58M
|
37.2K
$1.81M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
13.2KNew |
$521K - $560K
|
13.2K
$640K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
10.3KNew |
$406K - $436K
|
10.3K
$498K
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-724- 13.67% |
$28.7K - $30.8K
|
4.57K
$222K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
296New |
$11.7K - $12.6K
|
296
$14.4K
|
|
|
Jul 11, 2024
Q2 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-318- 5.98% |
$12.6K - $13.5K
|
5K
$243K
|
|
|
Jul 11, 2024
Q2 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-676- 5.54% |
$26.8K - $28.7K
|
11.5K
$560K
|
|
|
Jul 10, 2024
Q2 2024
|
Pacific Wealth Management
|
BUY
|
- |
93.7KNew |
$3.71M - $3.98M
|
93.7K
$4.55M
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.13KNew |
$44.8K - $48.1K
|
1.13K
$55K
|
|
|
Jul 08, 2024
Q2 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-20- 0.14% |
$792 - $850
|
14.6K
$709K
|
|
|
Jul 02, 2024
Q2 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
6.65KNew |
$263K - $283K
|
6.65K
$323K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
10.1K+ 534.39% |
$400K - $429K
|
12K
$583K
|
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-30- 1.84% |
$1.19K - $1.27K
|
1.6K
$77.8K
|
|
| Q1 2024 | |||||||
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-71- 8.89% |
$2.65K - $2.99K
|
728
$35.4K
|
|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
5.73KNew |
$214K - $242K
|
5.73K
$279K
|
|
|
Jul 31, 2024
Q1 2024
|
First American Bank
Dundee, IL |
SELL
|
- |
-5.39KClosed |
$201K - $227K
|
0
$0
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1.36KNew |
$50.7K - $57.3K
|
1.36K
$66.1K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
593New |
$22.1K - $25K
|
593
$28.8K
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
6.49KNew |
$242K - $273K
|
6.49K
$315K
|
|
|
May 31, 2024
Q1 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
6KNew |
$224K - $253K
|
6K
$292K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.95K- 27.0% |
$72.7K - $82.1K
|
5.27K
$256K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
PUT |
2KNew |
$74.5K - $84.2K
|
2K
$97.2K
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
1.5KNew |
$56K - $63.3K
|
1.5K
$73K
|
|
|
May 20, 2024
Q1 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
123KNew |
$4.6M - $5.19M
|
123K
$5.99M
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
3.46K+ 670.54% |
$129K - $146K
|
3.98K
$193K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
70+ 6.03% |
$2.61K - $2.95K
|
1.23K
$59.8K
|
|
|
May 16, 2024
Q1 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
43New |
$1.6K - $1.81K
|
43
$2.09K
|
|
|
May 16, 2024
Q1 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
PUT |
10KNew |
$373K - $421K
|
10K
$486K
|
|
|
May 15, 2024
Q1 2024
|
New Gen Asset Management LTD
|
BUY
|
PUT |
2.5KNew |
$93.2K - $105K
|
2.5K
$121K
|
|
|
May 15, 2024
Q1 2024
|
Mendon Capital Advisors Corp
Rochester, NY |
SELL
|
PUT |
-100K- 50.0% |
$3.73M - $4.21M
|
100K
$4.86M
|
|
|
May 15, 2024
Q1 2024
|
Rokos Capital Management LLP
London, X0 |
BUY
|
- |
1.18MNew |
$43.8M - $49.5M
|
1.18M
$57.1M
|
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-500- 16.67% |
$18.6K - $21.1K
|
2.5K
$121K
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
65.5K+ 228.2% |
$2.44M - $2.76M
|
94.3K
$4.58M
|
|
|
May 15, 2024
Q1 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
8.16KNew |
$304K - $343K
|
8.16K
$396K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1.32KNew |
$49.1K - $55.5K
|
1.32K
$64K
|
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
11.9KNew |
$443K - $501K
|
11.9K
$578K
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-4.6K- 48.08% |
$172K - $194K
|
4.97K
$241K
|
|
|
May 15, 2024
Q1 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
11.8KNew |
$438K - $495K
|
11.8K
$571K
|
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
5.19KNew |
$193K - $218K
|
5.19K
$252K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
186New |
$6.93K - $7.83K
|
186
$9.04K
|
|
|
May 15, 2024
Q1 2024
|
Lonestar Capital Management LLC
Menlo Park, CA |
BUY
|
PUT |
7.5KNew |
$280K - $316K
|
7.5K
$364K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
207KNew |
$7.73M - $8.74M
|
207K
$10.1M
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
2.8KNew |
$104K - $118K
|
2.8K
$136K
|
|
|
May 15, 2024
Q1 2024
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-600- 4.78% |
$22.4K - $25.3K
|
12K
$581K
|
|