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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
SELL
|
- |
-79- 1.5% |
$4.06K - $4.29K
|
5.17K
$268K
|
|
|
Oct 21, 2025
Q3 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
SELL
|
- |
-257- 1.52% |
$13.2K - $13.9K
|
16.7K
$862K
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-60- 4.17% |
$3.08K - $3.26K
|
1.38K
$71.4K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-34.3K- 25.27% |
$1.76M - $1.86M
|
102K
$5.26M
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
51+ 0.66% |
$2.62K - $2.77K
|
7.8K
$404K
|
|
|
Oct 21, 2025
Q3 2025
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-90- 0.25% |
$4.62K - $4.88K
|
36K
$1.86M
|
|
|
Oct 21, 2025
Q3 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
200+ 1.61% |
$10.3K - $10.9K
|
12.6K
$654K
|
|
|
Oct 21, 2025
Q3 2025
|
Arrow Financial Corp
|
SELL
|
- |
-1.23K- 5.12% |
$63.2K - $66.8K
|
22.8K
$1.18M
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
518+ 3.75% |
$26.6K - $28.1K
|
14.3K
$741K
|
|
|
Oct 21, 2025
Q3 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
3.78KNew |
$194K - $205K
|
3.78K
$196K
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.66K+ 62.46% |
$188K - $198K
|
9.51K
$492K
|
|
|
Oct 21, 2025
Q3 2025
|
Wt Wealth Management
|
SELL
|
- |
-2.81K- 2.15% |
$144K - $152K
|
128K
$6.62M
|
|
|
Oct 21, 2025
Q3 2025
|
Trust CO Of Oklahoma
|
SELL
|
- |
-68- 0.41% |
$3.49K - $3.69K
|
16.7K
$865K
|
|
|
Oct 21, 2025
Q3 2025
|
In Track Investment Management Inc
|
BUY
|
- |
122+ 1.94% |
$6.27K - $6.62K
|
6.4K
$331K
|
|
|
Oct 20, 2025
Q3 2025
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-765- 9.2% |
$39.3K - $41.5K
|
7.55K
$391K
|
|
|
Oct 20, 2025
Q3 2025
|
Adirondack Trust CO
|
SELL
|
- |
-689- 4.44% |
$35.4K - $37.4K
|
14.8K
$767K
|
|
|
Oct 20, 2025
Q3 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
1.42K+ 5.65% |
$72.8K - $76.9K
|
26.5K
$1.37M
|
|
|
Oct 20, 2025
Q3 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
625+ 1.08% |
$32.1K - $33.9K
|
58.7K
$3.04M
|
|
|
Oct 20, 2025
Q3 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
7.01K+ 10.15% |
$360K - $380K
|
76K
$3.94M
|
|
|
Oct 20, 2025
Q3 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
3.3K+ 12.76% |
$169K - $179K
|
29.1K
$1.51M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
401+ 2.52% |
$20.6K - $21.8K
|
16.3K
$845K
|
|
|
Oct 20, 2025
Q3 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
219+ 0.29% |
$11.3K - $11.9K
|
76K
$3.93M
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-703- 3.52% |
$36.1K - $38.1K
|
19.3K
$998K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
422+ 5.93% |
$21.7K - $22.9K
|
7.54K
$390K
|
|
|
Oct 20, 2025
Q3 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
1.07K+ 1.81% |
$54.8K - $57.9K
|
60.1K
$3.11M
|
|
|
Oct 20, 2025
Q3 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
2.07K+ 48.39% |
$106K - $112K
|
6.35K
$329K
|
|
|
Oct 20, 2025
Q3 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
780+ 5.33% |
$40.1K - $42.3K
|
15.4K
$798K
|
|
|
Oct 20, 2025
Q3 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-2.4K- 16.04% |
$123K - $130K
|
12.6K
$650K
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
866+ 9.72% |
$44.5K - $47K
|
9.78K
$506K
|
|
|
Oct 20, 2025
Q3 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
SELL
|
- |
-166- 1.24% |
$8.53K - $9.01K
|
13.3K
$686K
|
|
|
Oct 20, 2025
Q3 2025
|
Sterling Investment Management, LLC
|
SELL
|
- |
-347- 4.67% |
$17.8K - $18.8K
|
7.08K
$366K
|
|
|
Oct 20, 2025
Q3 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-1.42K- 1.22% |
$72.7K - $76.8K
|
114K
$5.92M
|
|
|
Oct 20, 2025
Q3 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
96.2KNew |
$4.94M - $5.22M
|
96.2K
$4.98M
|
|
|
Oct 20, 2025
Q3 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
9.85KNew |
$506K - $535K
|
9.85K
$510K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-14.5K- 5.91% |
$743K - $785K
|
230K
$11.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-2- 0.34% |
$103 - $109
|
588
$30.4K
|
|
|
Oct 20, 2025
Q3 2025
|
Iam Advisory, LLC
|
BUY
|
- |
323+ 0.36% |
$16.6K - $17.5K
|
91K
$4.71M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.83K+ 35.17% |
$93.8K - $99K
|
7.01K
$363K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
7.95K+ 9.57% |
$408K - $431K
|
91K
$4.71M
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
1.86K+ 23.85% |
$95.3K - $101K
|
9.63K
$499K
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
377+ 4.31% |
$19.4K - $20.5K
|
9.12K
$472K
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
28.5K+ 11.93% |
$1.47M - $1.55M
|
268K
$13.9M
|
|
|
Oct 20, 2025
Q3 2025
|
E&G Advisors, LP
|
BUY
|
- |
995+ 2.52% |
$51.1K - $54K
|
40.4K
$2.09M
|
|
|
Oct 20, 2025
Q3 2025
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-503- 1.63% |
$25.8K - $27.3K
|
30.4K
$1.57M
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
27New |
$1.39K - $1.46K
|
27
$1.4K
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-95- 1.12% |
$4.88K - $5.15K
|
8.4K
$435K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
17.8K+ 6.87% |
$912K - $963K
|
276K
$14.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-129- 2.55% |
$6.63K - $7K
|
4.92K
$255K
|
|
|
Oct 20, 2025
Q3 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
10.2K+ 11.05% |
$524K - $553K
|
102K
$5.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
389+ 4.24% |
$20K - $21.1K
|
9.56K
$495K
|