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 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.53K- 2.05% |
$68.5K - $78.3K
|
73K
$3.59M
|
|
Feb 14, 2025
Q4 2024
|
Concentric Capital Strategies, LP
Stamford, CT |
SELL
|
- |
-252K- 79.71% |
$11.3M - $13M
|
64.3K
$3.16M
|
|
Feb 14, 2025
Q4 2024
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
154K+ 858.67% |
$6.93M - $7.93M
|
172K
$8.48M
|
|
Feb 14, 2025
Q4 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
11K+ 61.07% |
$495K - $566K
|
29.1K
$1.43M
|
|
Feb 14, 2025
Q4 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
PUT |
-3.24M- 34.43% |
$145M - $166M
|
6.16M
$303M
|
|
Feb 14, 2025
Q4 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-3.19K- 1.24% |
$143K - $164K
|
255K
$12.5M
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
PUT |
1.14M+ 40.38% |
$51.4M - $58.8M
|
3.98M
$196M
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-42.2K- 94.67% |
$1.89M - $2.17M
|
2.38K
$117K
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
15.3K+ 3.89% |
$687K - $786K
|
409K
$20.1M
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-300- 75.0% |
$13.5K - $15.4K
|
100
$4.92K
|
|
Feb 14, 2025
Q4 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-5.44K- 2.0% |
$244K - $279K
|
266K
$13.1M
|
|
Feb 14, 2025
Q4 2024
|
Hiddenite Capital Partners LP
White Plains, NY |
BUY
|
CALL |
150KNew |
$6.73M - $7.7M
|
150K
$7.38M
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
18+ 0.24% |
$808 - $924
|
7.63K
$375K
|
|
Feb 14, 2025
Q4 2024
|
Interval Partners, LP
New York, NY |
BUY
|
PUT |
266KNew |
$11.9M - $13.7M
|
266K
$13.1M
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
3.39K+ 38.07% |
$152K - $174K
|
12.3K
$604K
|
|
Feb 14, 2025
Q4 2024
|
Kingdon Capital Management, L.L.C.
New York, NY |
SELL
|
PUT |
-500K- 66.67% |
$22.4M - $25.7M
|
250K
$12.3M
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-69- 0.43% |
$3.1K - $3.54K
|
15.8K
$777K
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
23.6K+ 12.18% |
$1.06M - $1.21M
|
217K
$10.7M
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
558K+ 126.16% |
$25M - $28.6M
|
1M
$49.2M
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
PUT |
1.07M+ 55.45% |
$48M - $54.9M
|
3M
$148M
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-16.6K- 33.83% |
$745K - $852K
|
32.5K
$1.6M
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
CALL |
1.7KNew |
$76.3K - $87.3K
|
1.7K
$83.7K
|
|
Feb 14, 2025
Q4 2024
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
50+ 22.94% |
$2.24K - $2.57K
|
268
$13.2K
|
|
Feb 14, 2025
Q4 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
91.4K+ 119.41% |
$4.1M - $4.69M
|
168K
$8.27M
|
|
Feb 14, 2025
Q4 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
PUT |
400K+ 8000.0% |
$18M - $20.5M
|
405K
$19.9M
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
297K+ 93.95% |
$13.3M - $15.2M
|
613K
$30.1M
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.45K- 15.27% |
$64.9K - $74.2K
|
8.02K
$395K
|
|
Feb 14, 2025
Q4 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
14.3KNew |
$644K - $736K
|
14.3K
$706K
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-480- 6.12% |
$21.5K - $24.6K
|
7.37K
$363K
|
|
Feb 14, 2025
Q4 2024
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-15- 0.19% |
$673 - $770
|
7.74K
$381K
|
|
Feb 14, 2025
Q4 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-319- 3.39% |
$14.3K - $16.4K
|
9.08K
$447K
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.24K+ 20.67% |
$55.8K - $63.8K
|
7.26K
$357K
|
|
Feb 14, 2025
Q4 2024
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
1.78K+ 0.23% |
$79.9K - $91.4K
|
781K
$38.4M
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2.7K+ 100.0% |
$121K - $139K
|
5.4K
$266K
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
16.1KNew |
$722K - $825K
|
16.1K
$791K
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
3.5K+ 21.11% |
$157K - $180K
|
20.1K
$988K
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
199+ 1.28% |
$8.93K - $10.2K
|
15.8K
$775K
|
|
Feb 14, 2025
Q4 2024
|
Mendon Capital Advisors Corp
Rochester, NY |
BUY
|
PUT |
150KNew |
$6.73M - $7.7M
|
150K
$7.38M
|
|
Feb 14, 2025
Q4 2024
|
Absolute Gestao De Investimentos Ltda.
Sao Paulo, D5 |
SELL
|
- |
-143K- 95.0% |
$6.4M - $7.32M
|
7.5K
$369K
|
|
Feb 14, 2025
Q4 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-635- 1.96% |
$28.5K - $32.6K
|
31.8K
$1.56M
|
|
Feb 14, 2025
Q4 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
15.3K+ 47.07% |
$685K - $784K
|
47.7K
$2.35M
|
|
Feb 14, 2025
Q4 2024
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
4.87KNew |
$219K - $250K
|
4.87K
$240K
|
|
Feb 14, 2025
Q4 2024
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
6.81KNew |
$306K - $350K
|
6.81K
$335K
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
45.7KNew |
$2.05M - $2.34M
|
45.7K
$2.25M
|
|
Feb 14, 2025
Q4 2024
|
Morangie Management LLC
New York, NY |
BUY
|
- |
12KNew |
$538K - $615K
|
12K
$590K
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
549New |
$24.6K - $28.2K
|
549
$27K
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
19.7KNew |
$886K - $1.01M
|
19.7K
$971K
|
|
Feb 14, 2025
Q4 2024
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
BUY
|
- |
5.05KNew |
$226K - $259K
|
5.05K
$248K
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
4.67KNew |
$209K - $240K
|
4.67K
$230K
|
|
Feb 14, 2025
Q4 2024
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
210KNew |
$9.43M - $10.8M
|
210K
$10.3M
|