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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2022
Q3 2022
|
Sp Asset Management
|
BUY
|
- |
168+ 0.53% |
$5.1K - $6.02K
|
31.9K
$1.56M
|
|
|
Nov 07, 2022
Q3 2022
|
Allen Investment Management LLC
|
SELL
|
- |
-47.9K- 63.27% |
$1.45M - $1.71M
|
27.8K
$1.35M
|
|
|
Nov 07, 2022
Q3 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
25New |
$759 - $895
|
25
$1.22K
|
|
|
Nov 07, 2022
Q3 2022
|
Magnolia Capital Management LTD
|
BUY
|
- |
760+ 13.4% |
$23.1K - $27.2K
|
6.43K
$313K
|
|
|
Nov 07, 2022
Q3 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
114+ 1.34% |
$3.46K - $4.08K
|
8.65K
$422K
|
|
|
Nov 07, 2022
Q3 2022
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-27- 0.37% |
$820 - $967
|
7.32K
$357K
|
|
|
Nov 07, 2022
Q3 2022
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
24.5KNew |
$744K - $878K
|
24.5K
$1.19M
|
|
|
Nov 04, 2022
Q3 2022
|
Hm Capital Management, LLC
Clayton, MO |
SELL
|
- |
-763- 1.06% |
$23.2K - $27.3K
|
71.6K
$3.49M
|
|
|
Nov 03, 2022
Q3 2022
|
Motco
|
SELL
|
- |
-1.27K- 60.84% |
$38.7K - $45.6K
|
820
$40K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
720+ 3.82% |
$21.9K - $25.8K
|
19.5K
$953K
|
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-25- 0.12% |
$759 - $895
|
21.6K
$1.05M
|
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
PUT |
57KNew |
$1.73M - $2.04M
|
57K
$2.78M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
2.88K+ 4.6% |
$87.3K - $103K
|
65.4K
$3.19M
|
|
|
Nov 01, 2022
Q3 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
7.83KNew |
$238K - $280K
|
7.83K
$382K
|
|
|
Oct 31, 2022
Q3 2022
|
Hardy Reed LLC
|
BUY
|
- |
16.1KNew |
$488K - $575K
|
16.1K
$783K
|
|
|
Oct 31, 2022
Q3 2022
|
Capital Advantage, Inc.
|
SELL
|
- |
-29.9K- 5.15% |
$909K - $1.07M
|
551K
$26.9M
|
|
|
Oct 31, 2022
Q3 2022
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-90.3K- 63.66% |
$2.74M - $3.23M
|
51.6K
$2.51M
|
|
|
Oct 28, 2022
Q3 2022
|
Lee Johnson Capital Management, LLC
|
SELL
|
- |
-16.1K- 68.69% |
$488K - $576K
|
7.34K
$358K
|
|
|
Oct 27, 2022
Q3 2022
|
Carmel Capital Management L.L.C.
|
SELL
|
- |
-1.7K- 20.49% |
$51.6K - $60.9K
|
6.6K
$322K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
7.85KNew |
$238K - $281K
|
7.85K
$383K
|
|
|
Oct 26, 2022
Q3 2022
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
1.15K+ 13.49% |
$34.9K - $41.1K
|
9.66K
$471K
|
|
|
Oct 25, 2022
Q3 2022
|
Eidelman Virant Capital
|
SELL
|
- |
-10- 0.09% |
$304 - $358
|
10.7K
$519K
|
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
76New |
$2.31K - $2.72K
|
76
$3.71K
|
|
|
Oct 24, 2022
Q3 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-3.15K- 30.07% |
$95.6K - $113K
|
7.33K
$357K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-634- 26.66% |
$19.2K - $22.7K
|
1.74K
$85K
|
|
|
Oct 20, 2022
Q3 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
2.09KNew |
$63.4K - $74.8K
|
2.09K
$102K
|
|
|
Oct 20, 2022
Q3 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-158- 0.73% |
$4.8K - $5.66K
|
21.4K
$1.04M
|
|
|
Oct 18, 2022
Q3 2022
|
Belmont Capital, LLC
|
SELL
|
- |
-2.74K- 73.36% |
$83.3K - $98.2K
|
996
$48.6K
|
|
|
Oct 14, 2022
Q3 2022
|
Corsicana & Co.
|
SELL
|
- |
-420- 0.6% |
$12.8K - $15K
|
69K
$3.36M
|
|
|
Oct 14, 2022
Q3 2022
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.67K- 18.79% |
$50.7K - $59.8K
|
7.21K
$352K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
1.36KNew |
$41.1K - $48.5K
|
1.36K
$66.1K
|
|
|
Oct 13, 2022
Q3 2022
|
Newfound Research LLC
|
SELL
|
- |
-3.33K- 14.72% |
$101K - $119K
|
19.3K
$939K
|
|
|
Oct 13, 2022
Q3 2022
|
Life Planning Partners, Inc
|
BUY
|
- |
125New |
$3.8K - $4.48K
|
125
$6.09K
|
|
|
Oct 13, 2022
Q3 2022
|
Hellman Jordan Management CO Inc
Quincy, MA |
BUY
|
- |
92.3KNew |
$2.8M - $3.31M
|
92.3K
$4.5M
|
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
BUY
|
- |
6.99KNew |
$212K - $250K
|
6.99K
$341K
|
|
|
Oct 12, 2022
Q3 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-2.56K- 22.36% |
$77.7K - $91.6K
|
8.89K
$433K
|
|
|
Oct 12, 2022
Q3 2022
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-41- 95.35% |
$1.24K - $1.47K
|
2
$97.5
|
|
|
Oct 07, 2022
Q3 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-5.84K- 98.43% |
$177K - $209K
|
93
$4.53K
|
|
| Q2 2022 | |||||||
|
Dec 19, 2024
Q2 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-7.4KClosed |
$228K - $283K
|
0
$0
|
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
32+ 20.0% |
$987 - $1.22K
|
192
$9.36K
|
|
|
Nov 17, 2023
Q2 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-20.1KClosed |
$621K - $769K
|
0
$0
|
|
|
Mar 30, 2023
Q2 2022
|
Birch Capital Management, LLC
|
BUY
|
- |
304New |
$9.38K - $11.6K
|
304
$14.8K
|
|
|
Feb 16, 2023
Q2 2022
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-255KClosed |
$7.87M - $9.75M
|
0
$0
|
|
|
Jan 19, 2023
Q2 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-1.66KClosed |
$51.3K - $63.6K
|
0
$0
|
|
|
Dec 08, 2022
Q2 2022
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-29.7KClosed |
$916K - $1.14M
|
0
$0
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
265+ 4.09% |
$8.17K - $10.1K
|
6.74K
$329K
|
|
|
Sep 20, 2022
Q2 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-11.6KClosed |
$359K - $445K
|
0
$0
|
|
|
Aug 31, 2022
Q2 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
122KNew |
$3.77M - $4.68M
|
122K
$5.97M
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-4.9KClosed |
$151K - $187K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Apollo Management Holdings, L.P.
New York, NY |
SELL
|
PUT |
-6.74MClosed |
$208M - $258M
|
0
$0
|
|