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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2023
Q1 2023
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-5.7K- 47.31% |
$177K - $211K
|
6.35K
$310K
|
|
|
May 04, 2023
Q1 2023
|
Portman Square Capital LLP
London, X0 |
BUY
|
PUT |
525KNew |
$16.3M - $19.4M
|
525K
$25.6M
|
|
|
May 04, 2023
Q1 2023
|
Royce & Associates LP
|
BUY
|
- |
8.02KNew |
$249K - $297K
|
8.02K
$391K
|
|
|
May 04, 2023
Q1 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-421- 5.3% |
$13K - $15.6K
|
7.52K
$366K
|
|
|
May 04, 2023
Q1 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
146+ 1.12% |
$4.52K - $5.4K
|
13.1K
$640K
|
|
|
May 03, 2023
Q1 2023
|
Moneda S.A. Administradora General De Fondos
|
SELL
|
- |
-5.34K- 19.45% |
$166K - $198K
|
22.1K
$1.08M
|
|
|
May 03, 2023
Q1 2023
|
Florin Court Capital LLP
|
BUY
|
- |
3.8K+ 18.91% |
$118K - $141K
|
23.9K
$1.17M
|
|
|
May 03, 2023
Q1 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-1.14K- 7.02% |
$35.2K - $42K
|
15K
$734K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2+ 0.1% |
$62 - $74
|
2.03K
$99.2K
|
|
|
May 02, 2023
Q1 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
130KNew |
$4.03M - $4.81M
|
130K
$6.34M
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-1.04K- 2.56% |
$32.2K - $38.5K
|
39.5K
$1.93M
|
|
|
May 02, 2023
Q1 2023
|
Sym Financial Corp
|
SELL
|
- |
-519- 30.49% |
$16.1K - $19.2K
|
1.18K
$57.7K
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
3.04K+ 18.34% |
$94.1K - $112K
|
19.6K
$956K
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
681+ 3.47% |
$21.1K - $25.2K
|
20.3K
$989K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-217- 9.79% |
$6.72K - $8.03K
|
2K
$97.5K
|
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
26.3K+ 59.79% |
$813K - $972K
|
70.2K
$3.42M
|
|
|
Apr 26, 2023
Q1 2023
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
2.32KNew |
$71.8K - $85.7K
|
2.32K
$113K
|
|
|
Apr 26, 2023
Q1 2023
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
7.79KNew |
$241K - $288K
|
7.79K
$380K
|
|
|
Apr 25, 2023
Q1 2023
|
Norwood Financial Corp
|
BUY
|
- |
20+ 0.48% |
$620 - $740
|
4.15K
$202K
|
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
SELL
|
- |
-1.42K- 49.02% |
$44.1K - $52.7K
|
1.48K
$72.2K
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
CALL |
100New |
$3.1K - $3.7K
|
100
$4.88K
|
|
|
Apr 24, 2023
Q1 2023
|
Spider Rock Advisors, LLC
|
BUY
|
PUT |
4KNew |
$124K - $148K
|
4K
$195K
|
|
|
Apr 24, 2023
Q1 2023
|
Hiddenite Capital Partners LP
White Plains, NY |
BUY
|
CALL |
200KNew |
$6.2M - $7.4M
|
200K
$9.75M
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
93New |
$2.88K - $3.44K
|
93
$4.53K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-230- 52.75% |
$7.13K - $8.51K
|
206
$10K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.21KNew |
$37.6K - $44.9K
|
1.21K
$59.2K
|
|
|
Apr 20, 2023
Q1 2023
|
G&S Capital LLC
|
SELL
|
- |
-399- 0.77% |
$12.4K - $14.8K
|
51.3K
$2.5M
|
|
|
Apr 19, 2023
Q1 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-562- 8.03% |
$17.4K - $20.8K
|
6.43K
$314K
|
|
|
Apr 19, 2023
Q1 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
4.79K+ 8.58% |
$148K - $177K
|
60.6K
$2.95M
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1.45KNew |
$45K - $53.7K
|
1.45K
$70.8K
|
|
|
Apr 17, 2023
Q1 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-74- 1.39% |
$2.29K - $2.74K
|
5.24K
$255K
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1+ 0.16% |
$31 - $37
|
611
$29.8K
|
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-551- 6.29% |
$17.1K - $20.4K
|
8.2K
$400K
|
|
|
Apr 14, 2023
Q1 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-165- 35.48% |
$5.11K - $6.11K
|
300
$14.6K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
SELL
|
- |
-738- 8.63% |
$22.9K - $27.3K
|
7.82K
$381K
|
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
SELL
|
- |
-2.4K- 19.16% |
$74.3K - $88.7K
|
10.1K
$493K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-4.05K- 8.35% |
$125K - $150K
|
44.5K
$2.17M
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
CALL |
200New |
$6.2K - $7.4K
|
200
$9.75K
|
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
BUY
|
- |
7.01KNew |
$217K - $259K
|
7.01K
$342K
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
SELL
|
- |
-1.03K- 0.3% |
$31.8K - $38K
|
338K
$16.5M
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
1.66KNew |
$51.5K - $61.5K
|
1.66K
$81K
|
|
| Q4 2022 | |||||||
|
Jun 25, 2024
Q4 2022
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-300- 2.1% |
$9.09K - $10.9K
|
14K
$683K
|
|
|
May 17, 2024
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
2.88KNew |
$87.2K - $105K
|
2.88K
$140K
|
|
|
Oct 24, 2023
Q4 2022
|
Lynch & Associates
|
SELL
|
- |
-975- 6.07% |
$29.5K - $35.4K
|
15.1K
$736K
|
|
|
Sep 15, 2023
Q4 2022
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
16.7KNew |
$505K - $606K
|
16.7K
$813K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
4.21KNew |
$127K - $153K
|
4.21K
$205K
|
|
|
Apr 20, 2023
Q4 2022
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
33.7KNew |
$1.02M - $1.22M
|
33.7K
$1.64M
|
|
|
Feb 27, 2023
Q4 2022
|
Harvey Capital Management Inc
|
SELL
|
- |
-800- 7.59% |
$24.2K - $29K
|
9.74K
$475K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
128New |
$3.88K - $4.65K
|
128
$6.24K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
41.8KNew |
$1.27M - $1.52M
|
41.8K
$2.04M
|
|