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 |
|---|---|---|---|---|---|---|---|
|
Feb 23, 2023
Q4 2022
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
891New |
$27K - $32.4K
|
891
$43.4K
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
1New |
$30.3 - $36.3
|
1
$48.8
|
|
|
Feb 15, 2023
Q4 2022
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
49.5KNew |
$1.5M - $1.8M
|
49.5K
$2.42M
|
|
|
Feb 15, 2023
Q4 2022
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-12- 0.1% |
$363 - $436
|
12.3K
$600K
|
|
|
Feb 14, 2023
Q4 2022
|
Azora Capital LP
Miami, FL |
BUY
|
PUT |
2.16MNew |
$65.4M - $78.4M
|
2.16M
$105M
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
42New |
$1.27K - $1.53K
|
42
$2.05K
|
|
|
Feb 14, 2023
Q4 2022
|
Benedict Financial Advisors Inc
|
BUY
|
- |
151+ 1.25% |
$4.57K - $5.48K
|
12.2K
$597K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-12.6K- 23.15% |
$381K - $457K
|
41.8K
$2.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
974New |
$29.5K - $35.4K
|
974
$47.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Broad Peak Investment Holdings Ltd.
Singapore, U0 |
BUY
|
PUT |
5.79MNew |
$175M - $210M
|
5.79M
$282M
|
|
|
Feb 14, 2023
Q4 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-4.38K- 42.81% |
$133K - $159K
|
5.86K
$285K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
CALL |
1.1KNew |
$33.3K - $39.9K
|
1.1K
$53.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-2.52K- 2.79% |
$76.4K - $91.6K
|
87.8K
$4.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
10.4K+ 6.13% |
$316K - $379K
|
181K
$8.81M
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
PUT |
300New |
$9.09K - $10.9K
|
300
$14.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
4.2KNew |
$127K - $152K
|
4.2K
$205K
|
|
|
Feb 14, 2023
Q4 2022
|
Invenomic Capital Management LP
Boston, MA |
BUY
|
PUT |
2.35MNew |
$71.2M - $85.3M
|
2.35M
$115M
|
|
|
Feb 14, 2023
Q4 2022
|
Deep Currents Investment Group LLC
New York, NY |
BUY
|
- |
162K+ 344.98% |
$4.9M - $5.87M
|
209K
$10.2M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.43KNew |
$43.4K - $52K
|
1.43K
$69.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Caxton Associates LP
New York, NY |
BUY
|
- |
26.4KNew |
$800K - $959K
|
26.4K
$1.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Caxton Associates LP
New York, NY |
BUY
|
PUT |
250KNew |
$7.57M - $9.08M
|
250K
$12.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-5.22K- 4.76% |
$158K - $189K
|
104K
$5.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
4.2MNew |
$127M - $152M
|
4.2M
$205M
|
|
|
Feb 14, 2023
Q4 2022
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
BUY
|
- |
122KNew |
$3.69M - $4.42M
|
122K
$5.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Black Maple Capital Management LP
Milwaukee, WI |
SELL
|
- |
-40KClosed |
$1.21M - $1.45M
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
2.98KNew |
$90.4K - $108K
|
2.98K
$145K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
3.96K+ 17.49% |
$120K - $144K
|
26.6K
$1.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
17.3KNew |
$524K - $628K
|
17.3K
$843K
|
|
|
Feb 13, 2023
Q4 2022
|
Overbrook Management Corp
New York, NY |
BUY
|
- |
100+ 1.41% |
$3.03K - $3.63K
|
7.18K
$350K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
151New |
$4.57K - $5.48K
|
151
$7.36K
|
|
|
Feb 13, 2023
Q4 2022
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
100New |
$3.03K - $3.63K
|
100
$4.88K
|
|
|
Feb 13, 2023
Q4 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
7.54KNew |
$228K - $274K
|
7.54K
$367K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
10.7K+ 70.35% |
$325K - $389K
|
25.9K
$1.26M
|
|
|
Feb 13, 2023
Q4 2022
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
68.7KNew |
$2.08M - $2.49M
|
68.7K
$3.35M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-1.14K- 14.73% |
$34.7K - $41.5K
|
6.62K
$323K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
61.9KNew |
$1.88M - $2.25M
|
61.9K
$3.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-4.35K- 12.61% |
$132K - $158K
|
30.1K
$1.47M
|
|
|
Feb 13, 2023
Q4 2022
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-69.9K- 88.49% |
$2.12M - $2.54M
|
9.09K
$443K
|
|
|
Feb 13, 2023
Q4 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
26.8KNew |
$812K - $973K
|
26.8K
$1.31M
|
|
|
Feb 10, 2023
Q4 2022
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
162KNew |
$4.91M - $5.88M
|
162K
$7.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Granby Capital Management, LLC
|
BUY
|
- |
100KNew |
$3.03M - $3.63M
|
100K
$4.88M
|
|
|
Feb 10, 2023
Q4 2022
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
- |
34KNew |
$1.03M - $1.24M
|
34K
$1.66M
|
|
|
Feb 10, 2023
Q4 2022
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
7K+ 68.97% |
$212K - $254K
|
17.2K
$836K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
4.3KNew |
$130K - $156K
|
4.3K
$210K
|
|
|
Feb 10, 2023
Q4 2022
|
Beta Wealth Group, Inc.
|
BUY
|
- |
641+ 4.69% |
$19.4K - $23.3K
|
14.3K
$697K
|
|
|
Feb 09, 2023
Q4 2022
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
18KNew |
$545K - $654K
|
18K
$878K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
BUY
|
- |
65+ 0.97% |
$1.97K - $2.36K
|
6.77K
$330K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-39- 4.55% |
$1.18K - $1.42K
|
818
$39.9K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
140New |
$4.24K - $5.08K
|
140
$6.83K
|
|
|
Feb 08, 2023
Q4 2022
|
Hudock, Inc.
|
SELL
|
- |
-233K- 87.03% |
$7.05M - $8.45M
|
34.7K
$1.69M
|