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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-3.56K- 8.67% |
$156K - $186K
|
37.5K
$1.97M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-1.61K- 16.67% |
$70.9K - $84.5K
|
8.07K
$423K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-17K- 22.23% |
$746K - $889K
|
59.4K
$3.12M
|
|
|
Jul 11, 2025
Q2 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
744+ 7.21% |
$32.7K - $39K
|
11.1K
$581K
|
|
|
Jul 11, 2025
Q2 2025
|
Myecfo, LLC
La Jolla, CA |
SELL
|
- |
-600- 12.11% |
$26.4K - $31.4K
|
4.36K
$229K
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-2- 0.02% |
$87.8 - $105
|
12K
$630K
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-1.48K- 0.66% |
$65.1K - $77.7K
|
224K
$11.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-186- 3.48% |
$8.17K - $9.74K
|
5.16K
$271K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-23.2K- 37.61% |
$1.02M - $1.21M
|
38.4K
$2.02M
|
|
|
Jul 11, 2025
Q2 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
402K+ 2856.69% |
$17.7M - $21.1M
|
416K
$21.8M
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-10- 2.74% |
$439 - $524
|
355
$18.6K
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
4.1KNew |
$180K - $215K
|
4.1K
$215K
|
|
|
Jul 11, 2025
Q2 2025
|
Trinity Wealth Management, LLC
|
BUY
|
- |
65.8KNew |
$2.89M - $3.45M
|
65.8K
$3.45M
|
|
|
Jul 11, 2025
Q2 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
38K+ 1.99% |
$1.67M - $1.99M
|
1.95M
$102M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-8.83K- 6.8% |
$388K - $462K
|
121K
$6.35M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-357- 32.48% |
$15.7K - $18.7K
|
742
$38.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-361- 0.46% |
$15.9K - $18.9K
|
78.7K
$4.13M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
182+ 0.62% |
$7.99K - $9.53K
|
29.5K
$1.55M
|
|
|
Jul 10, 2025
Q2 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-681- 60.11% |
$29.9K - $35.7K
|
452
$23.7K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
1.54K+ 7.26% |
$67.6K - $80.6K
|
22.8K
$1.19M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.13K+ 0.98% |
$49.5K - $59.1K
|
116K
$6.09M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
21.8K+ 6.18% |
$957K - $1.14M
|
374K
$19.7M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.17K- 8.68% |
$51.5K - $61.4K
|
12.3K
$648K
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
1.2K+ 15.3% |
$52.7K - $62.8K
|
9.04K
$475K
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-200- 4.93% |
$8.78K - $10.5K
|
3.86K
$202K
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-11.9K- 13.48% |
$524K - $625K
|
76.5K
$4.02M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-15- 0.16% |
$659 - $786
|
9.64K
$506K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
344KNew |
$15.1M - $18M
|
344K
$18.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
7.61K+ 34.41% |
$334K - $399K
|
29.7K
$1.56M
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
3.64K+ 11.16% |
$160K - $191K
|
36.3K
$1.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-7.51K- 21.56% |
$330K - $393K
|
27.3K
$1.43M
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-3.65K- 2.82% |
$160K - $191K
|
126K
$6.61M
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-18.9K- 79.35% |
$829K - $989K
|
4.91K
$258K
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-5.1K- 4.21% |
$224K - $267K
|
116K
$6.08M
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
865+ 20.56% |
$38K - $45.3K
|
5.07K
$266K
|
|
|
Jul 10, 2025
Q2 2025
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-5.07K- 28.6% |
$223K - $266K
|
12.7K
$664K
|
|
|
Jul 10, 2025
Q2 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 0.15% |
$43.9 - $52.4
|
657
$34.5K
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-324- 1.75% |
$14.2K - $17K
|
18.2K
$954K
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
1.39K+ 2.85% |
$60.8K - $72.5K
|
50K
$2.62M
|
|
|
Jul 10, 2025
Q2 2025
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-1.16K- 18.11% |
$51K - $60.8K
|
5.25K
$276K
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
5.88K+ 3.88% |
$258K - $308K
|
157K
$8.26M
|
|
|
Jul 10, 2025
Q2 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
2.96K+ 2.14% |
$130K - $155K
|
142K
$7.43M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
229M+ 585941.94% |
$10B - $12B
|
229M
$12B
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
13.7KNew |
$601K - $716K
|
13.7K
$718K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
5.91K+ 13.79% |
$260K - $310K
|
48.8K
$2.56M
|
|
|
Jul 09, 2025
Q2 2025
|
Bay Rivers Group
|
SELL
|
- |
-199- 0.35% |
$8.74K - $10.4K
|
56.1K
$2.94M
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-543- 4.16% |
$23.8K - $28.4K
|
12.5K
$656K
|
|
|
Jul 09, 2025
Q2 2025
|
Woodstock Corp
|
BUY
|
- |
3.84KNew |
$169K - $201K
|
3.84K
$202K
|
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
19.5K+ 37.18% |
$858K - $1.02M
|
72.1K
$3.78M
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
800+ 19.56% |
$35.1K - $41.9K
|
4.89K
$257K
|