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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Central Asset Investments & Management Holdings (Hk) LTD
|
BUY
|
- |
9KNew |
$299K - $320K
|
9K
$437K
|
|
|
Nov 08, 2023
Q3 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
253New |
$8.39K - $9.01K
|
253
$12.3K
|
|
|
Nov 07, 2023
Q3 2023
|
Truxt Investmentos Ltda.
|
BUY
|
PUT |
9.95KNew |
$330K - $354K
|
9.95K
$483K
|
|
|
Nov 07, 2023
Q3 2023
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
14.7KNew |
$486K - $522K
|
14.7K
$712K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-121K- 6.78% |
$4.02M - $4.32M
|
1.67M
$81.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2.34K- 12.24% |
$77.5K - $83.1K
|
16.7K
$814K
|
|
|
Nov 06, 2023
Q3 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
57+ 0.44% |
$1.89K - $2.03K
|
13.1K
$635K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
87New |
$2.89K - $3.1K
|
87
$4.23K
|
|
|
Nov 06, 2023
Q3 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-2.85K- 32.07% |
$94.6K - $102K
|
6.04K
$294K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
811New |
$26.9K - $28.9K
|
811
$39.4K
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
180New |
$5.97K - $6.41K
|
180
$8.75K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-303- 99.02% |
$10.1K - $10.8K
|
3
$146
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
3.04K+ 1340.97% |
$101K - $108K
|
3.27K
$159K
|
|
|
Nov 02, 2023
Q3 2023
|
Lincoln Capital Corp
|
BUY
|
- |
21.1KNew |
$700K - $751K
|
21.1K
$1.03M
|
|
|
Nov 01, 2023
Q3 2023
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
15+ 0.21% |
$498 - $534
|
7.19K
$349K
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
10.5KNew |
$347K - $373K
|
10.5K
$509K
|
|
|
Oct 30, 2023
Q3 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
2New |
$66.3 - $71.2
|
2
$97.2
|
|
|
Oct 30, 2023
Q3 2023
|
Redw Wealth LLC
|
SELL
|
- |
-4.29K- 39.21% |
$142K - $153K
|
6.65K
$323K
|
|
|
Oct 30, 2023
Q3 2023
|
Qcm Cayman, Ltd.
|
BUY
|
- |
8.44KNew |
$280K - $300K
|
8.44K
$410K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
316New |
$10.5K - $11.2K
|
316
$15.4K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-21.3K- 70.85% |
$706K - $758K
|
8.76K
$426K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
9.01K+ 45.59% |
$299K - $321K
|
28.8K
$1.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-1K- 31.75% |
$33.2K - $35.6K
|
2.15K
$104K
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-8.39K- 25.81% |
$278K - $299K
|
24.1K
$1.17M
|
|
|
Oct 24, 2023
Q3 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-179- 43.03% |
$5.94K - $6.37K
|
237
$11.5K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
593New |
$19.7K - $21.1K
|
593
$28.8K
|
|
|
Oct 23, 2023
Q3 2023
|
Innova Wealth Partners
|
BUY
|
PUT |
10.5KNew |
$348K - $374K
|
10.5K
$510K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
400New |
$13.3K - $14.2K
|
400
$19.4K
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
579+ 8.13% |
$19.2K - $20.6K
|
7.7K
$374K
|
|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-25- 78.13% |
$829 - $890
|
7
$340
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
BUY
|
- |
642+ 4.43% |
$21.3K - $22.9K
|
15.1K
$736K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-48- 0.36% |
$1.59K - $1.71K
|
13.3K
$645K
|
|
|
Oct 19, 2023
Q3 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-1.81K- 14.33% |
$60.2K - $64.6K
|
10.8K
$527K
|
|
|
Oct 19, 2023
Q3 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
79+ 0.46% |
$2.62K - $2.81K
|
17.4K
$845K
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.91K- 15.48% |
$96.5K - $104K
|
15.9K
$772K
|
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.67K- 17.18% |
$55.3K - $59.3K
|
8.03K
$390K
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-564- 8.01% |
$18.7K - $20.1K
|
6.48K
$315K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-2.74K- 25.93% |
$90.9K - $97.5K
|
7.82K
$380K
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
15KNew |
$496K - $532K
|
15K
$727K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-9.42K- 9.5% |
$313K - $335K
|
89.8K
$4.36M
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
38.6KNew |
$1.28M - $1.38M
|
38.6K
$1.88M
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
3.37KNew |
$112K - $120K
|
3.37K
$164K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
2.41KNew |
$79.8K - $85.7K
|
2.41K
$117K
|
|
|
Oct 06, 2023
Q3 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-639- 5.85% |
$21.2K - $22.7K
|
10.3K
$499K
|
|
| Q2 2023 | |||||||
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
292New |
$9.21K - $9.84K
|
292
$14.2K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-649K- 97.43% |
$20.5M - $21.9M
|
17.1K
$833K
|
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
239+ 16.57% |
$7.54K - $8.06K
|
1.68K
$81.7K
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-190Closed |
$5.99K - $6.4K
|
0
$0
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-470- 42.38% |
$14.8K - $15.8K
|
639
$31K
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
35.6K+ 10.49% |
$1.12M - $1.2M
|
375K
$18.2M
|
|