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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-2.63K- 25.38% |
$82.8K - $99.3K
|
7.74K
$376K
|
|
|
Feb 07, 2024
Q4 2023
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-183- 1.75% |
$5.76K - $6.9K
|
10.3K
$499K
|
|
|
Feb 07, 2024
Q4 2023
|
Econ Financial Services Corp
|
SELL
|
- |
-39- 0.18% |
$1.23K - $1.47K
|
21.3K
$1.04M
|
|
|
Feb 07, 2024
Q4 2023
|
Wall Capital Group, Inc.
|
SELL
|
- |
-5.13K- 2.72% |
$161K - $193K
|
183K
$8.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
1.22KNew |
$38.3K - $45.9K
|
1.22K
$59.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
1+ 0.03% |
$31.5 - $37.7
|
3.82K
$186K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1K- 81.9% |
$31.5K - $37.7K
|
221
$10.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
1.71KNew |
$53.6K - $64.3K
|
1.71K
$82.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
9.1KNew |
$286K - $343K
|
9.1K
$442K
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
79+ 0.52% |
$2.48K - $2.98K
|
15.4K
$748K
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-16.1K- 72.83% |
$506K - $606K
|
6K
$291K
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-1K- 28.57% |
$31.5K - $37.7K
|
2.5K
$121K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
104New |
$3.27K - $3.92K
|
104
$5.05K
|
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
4.94KNew |
$155K - $186K
|
4.94K
$240K
|
|
|
Jan 31, 2024
Q4 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
6.67KNew |
$210K - $251K
|
6.67K
$324K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-4.85K- 19.39% |
$153K - $183K
|
20.2K
$980K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
4.77K+ 13.21% |
$150K - $180K
|
40.8K
$1.98M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
49+ 0.41% |
$1.54K - $1.85K
|
12.1K
$590K
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-417- 5.05% |
$13.1K - $15.7K
|
7.85K
$381K
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-23- 60.53% |
$723 - $868
|
15
$729
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
SELL
|
- |
-87.8K- 23.93% |
$2.76M - $3.31M
|
279K
$13.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
153New |
$4.81K - $5.77K
|
153
$7.43K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1+ 0.09% |
$31.5 - $37.7
|
1.11K
$53.9K
|
|
|
Jan 25, 2024
Q4 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
7.4KNew |
$233K - $279K
|
7.4K
$359K
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-21.5K- 17.9% |
$675K - $810K
|
98.5K
$4.78M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
SELL
|
- |
-10.8K- 41.49% |
$339K - $407K
|
15.2K
$739K
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
18.2KNew |
$572K - $686K
|
18.2K
$883K
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
138+ 0.05% |
$4.34K - $5.21K
|
298K
$14.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
44+ 0.49% |
$1.38K - $1.66K
|
8.95K
$435K
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
8.5KNew |
$267K - $321K
|
8.5K
$413K
|
|
|
Jan 22, 2024
Q4 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
7.3KNew |
$230K - $275K
|
7.3K
$355K
|
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
BUY
|
- |
10KNew |
$316K - $378K
|
10K
$488K
|
|
|
Jan 22, 2024
Q4 2023
|
Welch Group, LLC
|
BUY
|
- |
385K+ 1333.62% |
$12.1M - $14.5M
|
414K
$20.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
87+ 8.73% |
$2.74K - $3.28K
|
1.08K
$52.7K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-100- 0.86% |
$3.15K - $3.77K
|
11.5K
$561K
|
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
BUY
|
- |
30.9KNew |
$972K - $1.17M
|
30.9K
$1.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-69- 0.67% |
$2.17K - $2.6K
|
10.2K
$496K
|
|
|
Jan 18, 2024
Q4 2023
|
Cottage Street Advisors LLC
|
BUY
|
- |
40+ 0.59% |
$1.26K - $1.51K
|
6.84K
$332K
|
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-50- 50.0% |
$1.57K - $1.89K
|
50
$2.43K
|
|
|
Jan 12, 2024
Q4 2023
|
Signify Wealth
|
SELL
|
- |
-28K- 74.09% |
$881K - $1.06M
|
9.8K
$476K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-3.88K- 13.35% |
$122K - $146K
|
25.2K
$1.22M
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
SELL
|
- |
-206- 1.21% |
$6.48K - $7.77K
|
16.8K
$814K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-582- 88.58% |
$18.3K - $22K
|
75
$3.64K
|
|
|
Jan 10, 2024
Q4 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
5.69KNew |
$179K - $215K
|
5.69K
$276K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
785New |
$24.7K - $29.6K
|
785
$38.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1.07KNew |
$33.5K - $40.2K
|
1.07K
$51.8K
|
|
|
Jan 09, 2024
Q4 2023
|
Farmers Trust CO
|
BUY
|
- |
5.87KNew |
$185K - $221K
|
5.87K
$285K
|
|
|
Jan 09, 2024
Q4 2023
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
5.65KNew |
$178K - $213K
|
5.65K
$274K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
6.54K+ 35.94% |
$206K - $247K
|
24.7K
$1.2M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-3.16K- 40.76% |
$99.3K - $119K
|
4.59K
$223K
|