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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
5.6KNew |
$209K - $236K
|
5.6K
$272K
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-2.38K- 31.76% |
$88.8K - $100K
|
5.12K
$249K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.07% |
$37.3 - $42.1
|
1.4K
$67.8K
|
|
|
May 08, 2024
Q1 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-3K- 31.1% |
$112K - $126K
|
6.65K
$323K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-752- 4.99% |
$28K - $31.7K
|
14.3K
$695K
|
|
|
May 07, 2024
Q1 2024
|
Capital Wealth Planning, LLC
|
BUY
|
- |
33.5KNew |
$1.25M - $1.41M
|
33.5K
$1.63M
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
111KNew |
$4.15M - $4.69M
|
111K
$5.41M
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-2.6K- 49.63% |
$96.9K - $110K
|
2.64K
$128K
|
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-125- 67.57% |
$4.66K - $5.27K
|
60
$2.92K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
45+ 4.84% |
$1.68K - $1.9K
|
975
$47.4K
|
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
983New |
$36.6K - $41.4K
|
983
$47.8K
|
|
|
May 03, 2024
Q1 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
5.31KNew |
$198K - $223K
|
5.31K
$258K
|
|
|
May 03, 2024
Q1 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
650New |
$24.2K - $27.4K
|
650
$31.6K
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-375- 72.82% |
$14K - $15.8K
|
140
$6.8K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2.18K- 18.31% |
$81.2K - $91.7K
|
9.72K
$472K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
98+ 2.74% |
$3.65K - $4.13K
|
3.67K
$178K
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
10.2KNew |
$379K - $428K
|
10.2K
$494K
|
|
|
May 02, 2024
Q1 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-150- 2.45% |
$5.59K - $6.32K
|
5.97K
$290K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-8.16K- 97.1% |
$304K - $344K
|
244
$11.9K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-6.29K- 5.46% |
$234K - $265K
|
109K
$5.29M
|
|
|
Apr 30, 2024
Q1 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
150+ 0.51% |
$5.59K - $6.32K
|
29.7K
$1.44M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-28- 2.4% |
$1.04K - $1.18K
|
1.14K
$55.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
5.04KNew |
$188K - $212K
|
5.04K
$245K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
47.3KNew |
$1.76M - $1.99M
|
47.3K
$2.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
104+ 1.61% |
$3.88K - $4.38K
|
6.56K
$319K
|
|
|
Apr 30, 2024
Q1 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-21.6K- 45.72% |
$803K - $908K
|
25.6K
$1.24M
|
|
|
Apr 29, 2024
Q1 2024
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
2.76K+ 4.42% |
$103K - $116K
|
65.2K
$3.17M
|
|
|
Apr 26, 2024
Q1 2024
|
Coastline Trust CO
|
SELL
|
- |
-1.35K- 7.86% |
$50.3K - $56.9K
|
15.8K
$769K
|
|
|
Apr 26, 2024
Q1 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
25.5K+ 21.32% |
$950K - $1.07M
|
145K
$7.05M
|
|
|
Apr 26, 2024
Q1 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
19.7KNew |
$734K - $830K
|
19.7K
$957K
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
5.55KNew |
$207K - $234K
|
5.55K
$270K
|
|
|
Apr 26, 2024
Q1 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-2.08K- 6.68% |
$77.6K - $87.7K
|
29.1K
$1.41M
|
|
|
Apr 26, 2024
Q1 2024
|
Narwhal Capital Management
|
BUY
|
- |
5.25KNew |
$196K - $221K
|
5.25K
$255K
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
312+ 46.85% |
$11.6K - $13.1K
|
978
$47.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-9.75K- 17.18% |
$363K - $411K
|
47K
$2.28M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-17.4K- 19.15% |
$647K - $731K
|
73.3K
$3.56M
|
|
|
Apr 25, 2024
Q1 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
4.92KNew |
$184K - $207K
|
4.92K
$239K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
200+ 38.1% |
$7.45K - $8.42K
|
725
$35.2K
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
32.7K+ 590.58% |
$1.22M - $1.38M
|
38.3K
$1.86M
|
|
|
Apr 24, 2024
Q1 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
82+ 0.7% |
$3.06K - $3.45K
|
11.8K
$574K
|
|
|
Apr 24, 2024
Q1 2024
|
Win Advisors, Inc
|
BUY
|
- |
25.3K+ 55.46% |
$942K - $1.06M
|
70.9K
$3.44M
|
|
|
Apr 24, 2024
Q1 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-230- 2.29% |
$8.57K - $9.69K
|
9.83K
$477K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-2.28K- 42.1% |
$85K - $96K
|
3.14K
$152K
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.27K- 17.62% |
$47.1K - $53.3K
|
5.92K
$287K
|
|
|
Apr 23, 2024
Q1 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-1.19K- 7.09% |
$44.5K - $50.3K
|
15.7K
$760K
|
|
|
Apr 23, 2024
Q1 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
5.24KNew |
$195K - $221K
|
5.24K
$255K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
PUT |
22.6KNew |
$842K - $952K
|
22.6K
$1.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
4.38KNew |
$163K - $185K
|
4.38K
$213K
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-56- 0.84% |
$2.09K - $2.36K
|
6.59K
$320K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
48.8KNew |
$1.82M - $2.06M
|
48.8K
$2.37M
|