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 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
CALL |
400+ 1.32% |
$12.1K - $14.5K
|
30.8K
$1.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Tnf LLC
|
BUY
|
- |
151+ 1.86% |
$4.57K - $5.48K
|
8.25K
$402K
|
|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.38K- 18.43% |
$41.6K - $49.9K
|
6.08K
$297K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
323+ 0.35% |
$9.78K - $11.7K
|
91.5K
$4.46M
|
|
|
Feb 06, 2023
Q4 2022
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
4.61K+ 1.26% |
$140K - $167K
|
371K
$18.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-2.17K- 2.74% |
$65.8K - $78.9K
|
77.1K
$3.76M
|
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
CALL |
-300- 27.27% |
$9.09K - $10.9K
|
800
$39K
|
|
|
Feb 02, 2023
Q4 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-5.68K- 36.77% |
$172K - $206K
|
9.76K
$476K
|
|
|
Feb 02, 2023
Q4 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-5.79K- 46.26% |
$175K - $210K
|
6.72K
$328K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
6.8K+ 29.3% |
$206K - $247K
|
30K
$1.46M
|
|
|
Feb 02, 2023
Q4 2022
|
Guild Investment Management, Inc.
|
BUY
|
- |
41KNew |
$1.24M - $1.49M
|
41K
$2M
|
|
|
Feb 01, 2023
Q4 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-25- 45.45% |
$757 - $908
|
30
$1.46K
|
|
|
Feb 01, 2023
Q4 2022
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
7.64KNew |
$231K - $277K
|
7.64K
$372K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1KNew |
$30.3K - $36.3K
|
1K
$48.8K
|
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
BUY
|
- |
375New |
$11.4K - $13.6K
|
375
$18.3K
|
|
|
Jan 31, 2023
Q4 2022
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-2.28K- 97.85% |
$68.9K - $82.6K
|
50
$2.44K
|
|
|
Jan 31, 2023
Q4 2022
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
BUY
|
PUT |
100KNew |
$3.03M - $3.63M
|
100K
$4.88M
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
24.5K+ 323.64% |
$742K - $889K
|
32.1K
$1.56M
|
|
|
Jan 30, 2023
Q4 2022
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-12.5K- 41.94% |
$380K - $455K
|
17.4K
$846K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
984New |
$29.8K - $35.7K
|
984
$48K
|
|
|
Jan 26, 2023
Q4 2022
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-17.9K- 10.34% |
$542K - $650K
|
155K
$7.57M
|
|
|
Jan 25, 2023
Q4 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
SELL
|
- |
-1.78K- 1.27% |
$54K - $64.7K
|
139K
$6.78M
|
|
|
Jan 25, 2023
Q4 2022
|
Edge Wealth Management LLC
|
BUY
|
- |
6.28KNew |
$190K - $228K
|
6.28K
$306K
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
31+ 2.22% |
$939 - $1.13K
|
1.43K
$69.7K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
9.51KNew |
$288K - $345K
|
9.51K
$464K
|
|
|
Jan 25, 2023
Q4 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
6.1KNew |
$185K - $221K
|
6.1K
$297K
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-20- 35.09% |
$606 - $726
|
37
$1.8K
|
|
|
Jan 24, 2023
Q4 2022
|
626 Financial, LLC
|
SELL
|
- |
-1.15K- 16.07% |
$35K - $41.9K
|
6.03K
$294K
|
|
|
Jan 24, 2023
Q4 2022
|
Aaron Wealth Advisors LLC
|
BUY
|
PUT |
272KNew |
$8.24M - $9.88M
|
272K
$13.3M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
23+ 0.16% |
$697 - $835
|
14.3K
$697K
|
|
|
Jan 20, 2023
Q4 2022
|
Hartford Investment Management CO
|
BUY
|
- |
2.55MNew |
$77.2M - $92.6M
|
2.55M
$124M
|
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
BUY
|
PUT |
20K+ 200.0% |
$606K - $726K
|
30K
$1.46M
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.07K- 8.88% |
$32.5K - $39K
|
11K
$537K
|
|
|
Jan 19, 2023
Q4 2022
|
Alhambra Investment Partners LLC
|
BUY
|
- |
89+ 0.42% |
$2.7K - $3.23K
|
21.4K
$1.04M
|
|
|
Jan 19, 2023
Q4 2022
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
1.42K+ 2.06% |
$43.1K - $51.6K
|
70.5K
$3.44M
|
|
|
Jan 19, 2023
Q4 2022
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
27.7K+ 55.89% |
$839K - $1.01M
|
77.2K
$3.77M
|
|
|
Jan 19, 2023
Q4 2022
|
Canton Hathaway, LLC
|
SELL
|
- |
-3.11K- 4.49% |
$94.1K - $113K
|
66K
$3.22M
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
500New |
$15.1K - $18.2K
|
500
$24.4K
|
|
|
Jan 18, 2023
Q4 2022
|
Marshall & Sullivan Inc
|
BUY
|
- |
2.4KNew |
$72.7K - $87.1K
|
2.4K
$117K
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
19New |
$576 - $690
|
19
$926
|
|
|
Jan 17, 2023
Q4 2022
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
30.6KNew |
$926K - $1.11M
|
30.6K
$1.49M
|
|
|
Jan 17, 2023
Q4 2022
|
Harrison & CO Wealth Management, LLC
|
SELL
|
- |
-8.42K- 6.33% |
$255K - $306K
|
125K
$6.08M
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-2.96K- 22.38% |
$89.5K - $107K
|
10.2K
$500K
|
|
|
Jan 13, 2023
Q4 2022
|
Range Financial Group LLC
|
BUY
|
- |
13.1KNew |
$397K - $476K
|
13.1K
$640K
|
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
5+ 0.03% |
$151 - $182
|
16.7K
$815K
|
|
|
Jan 11, 2023
Q4 2022
|
Jenkins Wealth
Englewood, CO |
SELL
|
- |
-99.3KClosed |
$3.01M - $3.6M
|
0
$0
|
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
BUY
|
- |
6.72KNew |
$204K - $244K
|
6.72K
$328K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
1New |
$30.3 - $36.3
|
1
$48.8
|
|
|
Jan 10, 2023
Q4 2022
|
S.A. Mason LLC
|
BUY
|
- |
34+ 2.25% |
$1.03K - $1.23K
|
1.54K
$75.2K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
855New |
$25.9K - $31K
|
855
$41.7K
|