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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2023
Q2 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
36New |
$1.14K - $1.21K
|
36
$1.76K
|
|
|
Aug 04, 2023
Q2 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
15+ 0.19% |
$473 - $506
|
7.75K
$378K
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
680New |
$21.5K - $22.9K
|
680
$33.2K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
610New |
$19.2K - $20.6K
|
610
$29.7K
|
|
|
Aug 02, 2023
Q2 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
31KNew |
$978K - $1.05M
|
31K
$1.51M
|
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-344- 5.27% |
$10.9K - $11.6K
|
6.19K
$302K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
115+ 1.83% |
$3.63K - $3.88K
|
6.42K
$313K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
10.4KNew |
$327K - $350K
|
10.4K
$506K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-21.9K- 18.11% |
$691K - $739K
|
99.1K
$4.83M
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-88.6K- 92.88% |
$2.8M - $2.99M
|
6.79K
$331K
|
|
|
Jul 31, 2023
Q2 2023
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-4.7K- 31.97% |
$148K - $158K
|
10K
$488K
|
|
|
Jul 28, 2023
Q2 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-8.57K- 98.54% |
$270K - $289K
|
127
$6.19K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 0.05% |
$31.6 - $33.7
|
2.04K
$99.5K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
11.9KNew |
$376K - $402K
|
11.9K
$582K
|
|
|
Jul 26, 2023
Q2 2023
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
206K+ 69.5% |
$6.5M - $6.95M
|
503K
$24.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-367- 73.4% |
$11.6K - $12.4K
|
133
$6.48K
|
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
SELL
|
- |
-1.03K- 99.03% |
$32.4K - $34.6K
|
10
$488
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
122+ 1.2% |
$3.85K - $4.11K
|
10.3K
$503K
|
|
|
Jul 24, 2023
Q2 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
5.13K+ 4.78% |
$162K - $173K
|
112K
$5.48M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-2.89K- 45.22% |
$91.2K - $97.4K
|
3.5K
$171K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-148- 1.24% |
$4.67K - $4.99K
|
11.8K
$575K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-2.89K- 45.22% |
$91.2K - $97.4K
|
3.5K
$171K
|
|
|
Jul 20, 2023
Q2 2023
|
Cannon Global Investment Management, LLC
|
BUY
|
- |
30KNew |
$947K - $1.01M
|
30K
$1.46M
|
|
|
Jul 18, 2023
Q2 2023
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
359New |
$11.3K - $12.1K
|
359
$17.5K
|
|
|
Jul 18, 2023
Q2 2023
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
PUT |
80.3KNew |
$2.53M - $2.71M
|
80.3K
$3.91M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
769New |
$24.3K - $25.9K
|
769
$37.5K
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
855New |
$27K - $28.8K
|
855
$41.7K
|
|
|
Jul 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-198- 2.98% |
$6.25K - $6.67K
|
6.45K
$314K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealth Advisors, Inc.
|
BUY
|
- |
250+ 3.24% |
$7.89K - $8.43K
|
7.97K
$389K
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-7.56K- 52.53% |
$238K - $255K
|
6.83K
$333K
|
|
|
Jul 13, 2023
Q2 2023
|
Nova Point Capital, LLC
|
SELL
|
- |
-1.53K- 4.14% |
$48.3K - $51.6K
|
35.5K
$1.73M
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-38- 2.6% |
$1.2K - $1.28K
|
1.43K
$69.5K
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
BUY
|
PUT |
10.1KNew |
$319K - $340K
|
10.1K
$492K
|
|
|
Jul 13, 2023
Q2 2023
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-1.57K- 8.33% |
$49.4K - $52.8K
|
17.2K
$840K
|
|
|
Jul 12, 2023
Q2 2023
|
Yarbrough Capital, LLC
|
SELL
|
- |
-28.6K- 12.5% |
$901K - $963K
|
200K
$9.75M
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
500+ 0.43% |
$15.8K - $16.9K
|
116K
$5.63M
|
|
|
Jul 11, 2023
Q2 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-3.45K- 31.24% |
$109K - $116K
|
7.59K
$370K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-964- 25.88% |
$30.4K - $32.5K
|
2.76K
$135K
|
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-127K- 91.57% |
$4M - $4.27M
|
11.7K
$569K
|
|
| Q1 2023 | |||||||
|
Oct 10, 2024
Q1 2023
|
Tamar Securities, LLC
|
BUY
|
CALL |
100New |
$3.1K - $3.7K
|
100
$4.88K
|
|
|
Sep 06, 2024
Q1 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-42.4KClosed |
$1.31M - $1.57M
|
0
$0
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
PUT |
2KNew |
$62K - $74K
|
2K
$97.5K
|
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
CALL |
128K+ 93.48% |
$3.95M - $4.72M
|
264K
$12.9M
|
|
|
May 15, 2023
Q1 2023
|
Warberg Asset Management LLC
Winnetka, IL |
BUY
|
- |
8KNew |
$248K - $296K
|
8K
$390K
|
|
|
May 15, 2023
Q1 2023
|
Cinctive Capital Management LP
New York, NY |
BUY
|
CALL |
3MNew |
$92.9M - $111M
|
3M
$146M
|
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
1.39KNew |
$43K - $51.3K
|
1.39K
$67.6K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
158New |
$4.89K - $5.85K
|
158
$7.7K
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
PUT |
214KNew |
$6.64M - $7.93M
|
214K
$10.4M
|
|
|
May 15, 2023
Q1 2023
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-83.3K- 35.95% |
$2.58M - $3.08M
|
148K
$7.24M
|
|
|
May 15, 2023
Q1 2023
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
- |
-20.2K- 80.16% |
$626K - $747K
|
5K
$244K
|
|