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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Kennicott Capital Management LLC
|
SELL
|
- |
-33.4K- 29.74% |
$1.47M - $1.75M
|
79K
$4.14M
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
89+ 0.7% |
$3.91K - $4.66K
|
12.9K
$676K
|
|
|
Jul 15, 2025
Q2 2025
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-207- 0.25% |
$9.09K - $10.8K
|
83.9K
$4.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
BUY
|
- |
42.6KNew |
$1.87M - $2.23M
|
42.6K
$2.23M
|
|
|
Jul 15, 2025
Q2 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
1.54K+ 25.4% |
$67.7K - $80.7K
|
7.61K
$399K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-8.1K- 14.07% |
$356K - $424K
|
49.4K
$2.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-11.5K- 12.52% |
$505K - $602K
|
80.3K
$4.22M
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
660+ 8.0% |
$29K - $34.6K
|
8.91K
$468K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-83.6K- 9.35% |
$3.67M - $4.38M
|
810K
$42.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-755- 6.99% |
$33.2K - $39.5K
|
10K
$527K
|
|
|
Jul 14, 2025
Q2 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
8.53K+ 2.08% |
$375K - $447K
|
419K
$22M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
12.9K+ 16.59% |
$565K - $674K
|
90.4K
$4.75M
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
4.29KNew |
$188K - $225K
|
4.29K
$225K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
89+ 0.13% |
$3.91K - $4.66K
|
67.8K
$3.56M
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-100Closed |
$4.39K - $5.24K
|
0
$0
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.01K+ 16.64% |
$88.3K - $105K
|
14.1K
$740K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
PUT |
5.5KNew |
$242K - $288K
|
5.5K
$289K
|
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-50- 12.66% |
$2.2K - $2.62K
|
345
$18.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
28K+ 13.62% |
$1.23M - $1.46M
|
233K
$12.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
2.08K+ 11.36% |
$91.3K - $109K
|
20.4K
$1.07M
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
4.28KNew |
$188K - $224K
|
4.28K
$225K
|
|
|
Jul 14, 2025
Q2 2025
|
Mechanics Bank Trust Department
|
SELL
|
- |
-6.42K- 5.07% |
$282K - $336K
|
120K
$6.31M
|
|
|
Jul 14, 2025
Q2 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-117- 1.93% |
$5.14K - $6.13K
|
5.94K
$312K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
959+ 8.0% |
$42.1K - $50.2K
|
12.9K
$680K
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.07K+ 24.45% |
$46.8K - $55.8K
|
5.42K
$284K
|
|
|
Jul 14, 2025
Q2 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-23.7K- 9.63% |
$1.04M - $1.24M
|
223K
$11.7M
|
|
|
Jul 14, 2025
Q2 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-2.08K- 15.33% |
$91.4K - $109K
|
11.5K
$603K
|
|
|
Jul 14, 2025
Q2 2025
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
32.7KNew |
$1.44M - $1.71M
|
32.7K
$1.72M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2.41K+ 0.29% |
$106K - $126K
|
825K
$43.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-47- 0.71% |
$2.06K - $2.46K
|
6.57K
$345K
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
451+ 10.94% |
$19.8K - $23.6K
|
4.57K
$240K
|
|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.49K- 19.34% |
$65.5K - $78.1K
|
6.22K
$326K
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-268- 2.52% |
$11.8K - $14K
|
10.4K
$544K
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
BUY
|
- |
20+ 0.05% |
$878 - $1.05K
|
39.4K
$2.07M
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-40.9K- 72.27% |
$1.8M - $2.14M
|
15.7K
$823K
|
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
BUY
|
- |
5.27K+ 32.23% |
$231K - $276K
|
21.6K
$1.13M
|
|
|
Jul 14, 2025
Q2 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
3.99K+ 3.4% |
$175K - $209K
|
121K
$6.37M
|
|
|
Jul 14, 2025
Q2 2025
|
Bank Of Stockton
|
BUY
|
- |
7.37K+ 15.48% |
$324K - $386K
|
55K
$2.89M
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
SELL
|
- |
-2.83K- 4.34% |
$124K - $148K
|
62.5K
$3.28M
|
|
|
Jul 11, 2025
Q2 2025
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-4.61K- 6.1% |
$202K - $241K
|
70.9K
$3.72M
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
SELL
|
- |
-445- 0.37% |
$19.5K - $23.3K
|
119K
$6.26M
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
131+ 2.66% |
$5.75K - $6.86K
|
5.06K
$265K
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
6.35KNew |
$279K - $332K
|
6.35K
$333K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-379- 1.42% |
$16.6K - $19.8K
|
26.4K
$1.39M
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
698+ 3.17% |
$30.7K - $36.6K
|
22.7K
$1.19M
|
|
|
Jul 11, 2025
Q2 2025
|
Bell Bank
|
SELL
|
- |
-535- 2.39% |
$23.5K - $28K
|
21.8K
$1.14M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
137+ 1.46% |
$6.02K - $7.17K
|
9.51K
$499K
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
2.4KNew |
$105K - $126K
|
2.4K
$126K
|
|
|
Jul 11, 2025
Q2 2025
|
Adirondack Trust CO
|
SELL
|
- |
-148- 0.95% |
$6.5K - $7.75K
|
15.5K
$814K
|
|
|
Jul 11, 2025
Q2 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
1.76K+ 3.13% |
$77.5K - $92.4K
|
58K
$3.05M
|