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 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-485- 6.03% |
$15K - $18.5K
|
7.56K
$369K
|
|
|
Aug 11, 2022
Q2 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
75.2K+ 150444.0% |
$2.32M - $2.87M
|
75.3K
$3.67M
|
|
|
Aug 11, 2022
Q2 2022
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
9.67K+ 62.92% |
$298K - $369K
|
25K
$1.22M
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
SELL
|
- |
-5.5KClosed |
$170K - $210K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-5.56KClosed |
$171K - $212K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-84.5KClosed |
$2.6M - $3.23M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
623New |
$19.2K - $23.8K
|
623
$30.4K
|
|
|
Aug 10, 2022
Q2 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-64.2M- 99.94% |
$1.98B - $2.45B
|
35.7K
$1.74M
|
|
|
Aug 10, 2022
Q2 2022
|
Blue Edge Capital, LLC
Richmond, VA |
SELL
|
- |
-93.3KClosed |
$2.88M - $3.56M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
1.03KNew |
$31.8K - $39.4K
|
1.03K
$50.3K
|
|
|
Aug 10, 2022
Q2 2022
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-5.26K- 24.58% |
$162K - $201K
|
16.1K
$786K
|
|
|
Aug 10, 2022
Q2 2022
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-17.9KClosed |
$553K - $686K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-4.98KClosed |
$154K - $190K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-104KClosed |
$3.21M - $3.98M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Camden National Bank
Camden, ME |
BUY
|
- |
740+ 0.39% |
$22.8K - $28.3K
|
191K
$9.31M
|
|
|
Aug 09, 2022
Q2 2022
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-5.27KClosed |
$162K - $201K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-6.56K- 34.04% |
$202K - $251K
|
12.7K
$620K
|
|
|
Aug 09, 2022
Q2 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-451Closed |
$13.9K - $17.2K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-5.73KClosed |
$177K - $219K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Blue Fin Capital, Inc.
|
BUY
|
- |
8.92KNew |
$275K - $341K
|
8.92K
$435K
|
|
|
Aug 08, 2022
Q2 2022
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
58.2KNew |
$1.79M - $2.22M
|
58.2K
$2.84M
|
|
|
Aug 08, 2022
Q2 2022
|
Tevis Investment Management
|
BUY
|
- |
87+ 4.62% |
$2.68K - $3.33K
|
1.97K
$96.1K
|
|
|
Aug 08, 2022
Q2 2022
|
Windsor Group LTD
|
SELL
|
- |
-12.4KClosed |
$384K - $476K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Lansing Street Advisors
|
SELL
|
- |
-16Closed |
$493 - $612
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Marietta Wealth Management, LLC
|
BUY
|
- |
7.11KNew |
$219K - $272K
|
7.11K
$346K
|
|
|
Aug 08, 2022
Q2 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
505+ 7.43% |
$15.6K - $19.3K
|
7.3K
$356K
|
|
|
Aug 08, 2022
Q2 2022
|
Coyle Financial Counsel LLC
Glenview, IL |
SELL
|
- |
-9.17KClosed |
$283K - $350K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-5.87KClosed |
$181K - $224K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-12.8KClosed |
$394K - $488K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-519Closed |
$16K - $19.8K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
2.47KNew |
$76.2K - $94.5K
|
2.47K
$121K
|
|
|
Aug 05, 2022
Q2 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
524+ 3.25% |
$16.2K - $20K
|
16.6K
$811K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-110- 0.17% |
$3.39K - $4.2K
|
66.4K
$3.24M
|
|
|
Aug 05, 2022
Q2 2022
|
Ovata Capital Management LTD
|
BUY
|
- |
25KNew |
$771K - $956K
|
25K
$1.22M
|
|
|
Aug 05, 2022
Q2 2022
|
Pine Bridge Investments, L.P.
|
SELL
|
- |
-172KClosed |
$5.32M - $6.59M
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Seelaus Asset Management LLC
|
SELL
|
- |
-5.72KClosed |
$176K - $219K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
200+ 50.0% |
$6.17K - $7.64K
|
600
$29.3K
|
|
|
Aug 05, 2022
Q2 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-50- 0.6% |
$1.54K - $1.91K
|
8.29K
$404K
|
|
|
Aug 04, 2022
Q2 2022
|
Citizens & Northern Corp
|
BUY
|
- |
11.3KNew |
$349K - $433K
|
11.3K
$552K
|
|
|
Aug 04, 2022
Q2 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-17.6KClosed |
$543K - $673K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Parker Investment Management, LLC
|
SELL
|
- |
-24.1KClosed |
$742K - $920K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-2.88K- 53.64% |
$88.8K - $110K
|
2.49K
$121K
|
|
|
Aug 03, 2022
Q2 2022
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-16.4KClosed |
$505K - $626K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Tfc Financial Management
|
BUY
|
- |
2.83KNew |
$87.1K - $108K
|
2.83K
$138K
|
|
|
Aug 03, 2022
Q2 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-6.99KClosed |
$216K - $267K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-6KClosed |
$185K - $229K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Hills Bank & Trust CO
|
SELL
|
- |
-2.95KClosed |
$91K - $113K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-4.6K- 1.69% |
$142K - $176K
|
268K
$13.1M
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
46New |
$1.42K - $1.76K
|
46
$2.24K
|
|
|
Aug 01, 2022
Q2 2022
|
Connable Office Inc
|
SELL
|
- |
-236KClosed |
$7.27M - $9.01M
|
0
$0
|