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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
11.9KNew |
$444K - $502K
|
11.9K
$579K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-662K- 93.01% |
$24.7M - $27.9M
|
49.7K
$2.41M
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
10New |
$373 - $421
|
10
$486
|
|
|
Apr 19, 2024
Q1 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
4.75KNew |
$177K - $200K
|
4.75K
$231K
|
|
|
Apr 19, 2024
Q1 2024
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-521- 5.49% |
$19.4K - $21.9K
|
8.98K
$436K
|
|
|
Apr 19, 2024
Q1 2024
|
Pachira Investments Inc.
|
BUY
|
- |
6.94KNew |
$259K - $292K
|
6.94K
$337K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
450+ 3.81% |
$16.8K - $19K
|
12.3K
$596K
|
|
|
Apr 18, 2024
Q1 2024
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-674- 4.65% |
$25.1K - $28.4K
|
13.8K
$672K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
5.35KNew |
$199K - $225K
|
5.35K
$260K
|
|
|
Apr 18, 2024
Q1 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-153- 4.06% |
$5.7K - $6.44K
|
3.61K
$176K
|
|
|
Apr 17, 2024
Q1 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-100- 1.7% |
$3.73K - $4.21K
|
5.78K
$281K
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
6.55KNew |
$244K - $276K
|
6.55K
$318K
|
|
|
Apr 17, 2024
Q1 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
12.4KNew |
$464K - $524K
|
12.4K
$605K
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
352KNew |
$13.1M - $14.8M
|
352K
$17.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
8.94KNew |
$333K - $377K
|
8.94K
$435K
|
|
|
Apr 16, 2024
Q1 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
4KNew |
$149K - $168K
|
4K
$194K
|
|
|
Apr 16, 2024
Q1 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-600- 3.96% |
$22.4K - $25.3K
|
14.5K
$707K
|
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-726K- 43.07% |
$27.1M - $30.6M
|
959K
$46.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-1.2K- 9.64% |
$44.7K - $50.5K
|
11.2K
$546K
|
|
|
Apr 15, 2024
Q1 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-3.54K- 27.99% |
$132K - $149K
|
9.12K
$443K
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-100- 1.75% |
$3.73K - $4.21K
|
5.6K
$272K
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-335- 2.28% |
$12.5K - $14.1K
|
14.3K
$696K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
15+ 2.28% |
$559 - $632
|
672
$32.7K
|
|
|
Apr 10, 2024
Q1 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-1.61K- 7.93% |
$60.1K - $67.9K
|
18.7K
$910K
|
|
|
Apr 10, 2024
Q1 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-59- 0.29% |
$2.2K - $2.49K
|
20.2K
$983K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-8.41K- 87.06% |
$313K - $354K
|
1.25K
$60.7K
|
|
|
Apr 09, 2024
Q1 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
6.2KNew |
$231K - $261K
|
6.2K
$301K
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
6.37K+ 18.93% |
$237K - $268K
|
40K
$1.94M
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-279- 70.99% |
$10.4K - $11.8K
|
114
$5.54K
|
|
| Q4 2023 | |||||||
|
Dec 03, 2024
Q4 2023
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
5.06K+ 33.19% |
$159K - $191K
|
20.3K
$987K
|
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
434+ 30.1% |
$13.6K - $16.4K
|
1.88K
$91.2K
|
|
|
Sep 05, 2024
Q4 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-29.9K- 53.56% |
$940K - $1.13M
|
25.9K
$1.26M
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-13.5K- 42.33% |
$425K - $510K
|
18.4K
$895K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-11Closed |
$346 - $415
|
0
$0
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1.95KNew |
$61.3K - $73.5K
|
1.95K
$94.7K
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
SELL
|
- |
-22- 0.11% |
$692 - $830
|
20.1K
$976K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-287- 14.0% |
$9.03K - $10.8K
|
1.76K
$85.7K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-3.73KClosed |
$117K - $141K
|
0
$0
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
627New |
$19.7K - $23.7K
|
627
$30.5K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
1.63KNew |
$51.2K - $61.4K
|
1.63K
$79.2K
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
1.66K+ 114.25% |
$52.2K - $62.6K
|
3.11K
$151K
|
|
|
Mar 05, 2024
Q4 2023
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
5.91KNew |
$186K - $223K
|
5.91K
$287K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
668New |
$21K - $25.2K
|
668
$32.5K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
480New |
$15.1K - $18.1K
|
480
$23.3K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
926New |
$29.1K - $34.9K
|
926
$45K
|
|
|
Feb 14, 2024
Q4 2023
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
PUT |
450KNew |
$14.2M - $17M
|
450K
$21.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
689KNew |
$21.7M - $26M
|
689K
$33.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
689KNew |
$21.7M - $26M
|
689K
$33.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-73- 15.77% |
$2.3K - $2.75K
|
390
$19K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
PUT |
-15.4K- 7.61% |
$484K - $581K
|
187K
$9.08M
|
|