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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2025
Q3 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-189- 0.55% |
$9.71K - $10.3K
|
34.5K
$1.78M
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
343+ 7.16% |
$17.6K - $18.6K
|
5.13K
$266K
|
|
|
Oct 17, 2025
Q3 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
2.38K+ 3.13% |
$122K - $129K
|
78.3K
$4.05M
|
|
|
Oct 17, 2025
Q3 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-311- 1.14% |
$16K - $16.9K
|
27.1K
$1.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12.4K+ 15.38% |
$635K - $671K
|
92.7K
$4.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
6.36K+ 11.89% |
$327K - $345K
|
59.8K
$3.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.01% |
$51.4 - $54.3
|
6.95K
$360K
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
6.38KNew |
$328K - $346K
|
6.38K
$330K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
27.8K+ 22.95% |
$1.43M - $1.51M
|
149K
$7.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-63- 0.68% |
$3.24K - $3.42K
|
9.23K
$478K
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
1.15K+ 23.32% |
$58.9K - $62.2K
|
6.06K
$314K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-84- 16.09% |
$4.32K - $4.56K
|
438
$22.7K
|
|
|
Oct 17, 2025
Q3 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
6+ 0.15% |
$308 - $326
|
3.92K
$203K
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-4.94K- 2.67% |
$254K - $268K
|
180K
$9.31M
|
|
|
Oct 17, 2025
Q3 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
319+ 2.88% |
$16.4K - $17.3K
|
11.4K
$589K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
25+ 0.34% |
$1.28K - $1.36K
|
7.49K
$387K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.57K- 1.46% |
$80.8K - $85.3K
|
106K
$5.48M
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
30+ 0.6% |
$1.54K - $1.63K
|
5.02K
$260K
|
|
|
Oct 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
2.18K+ 24.83% |
$112K - $118K
|
11K
$568K
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
123+ 49.2% |
$6.32K - $6.67K
|
373
$19.3K
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
6.68K+ 31.95% |
$343K - $363K
|
27.6K
$1.43M
|
|
|
Oct 17, 2025
Q3 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
26.2KNew |
$1.34M - $1.42M
|
26.2K
$1.36M
|
|
|
Oct 17, 2025
Q3 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
93+ 2.35% |
$4.78K - $5.05K
|
4.06K
$210K
|
|
|
Oct 17, 2025
Q3 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
69+ 0.12% |
$3.54K - $3.74K
|
56.6K
$2.93M
|
|
|
Oct 17, 2025
Q3 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-2.65K- 6.14% |
$136K - $143K
|
40.4K
$2.09M
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
210+ 4.09% |
$10.8K - $11.4K
|
5.34K
$277K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
13+ 0.1% |
$668 - $705
|
12.4K
$643K
|
|
|
Oct 17, 2025
Q3 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
SELL
|
- |
-100- 1.8% |
$5.14K - $5.43K
|
5.46K
$282K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
183+ 0.93% |
$9.4K - $9.93K
|
19.8K
$1.03M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-10.9K- 36.11% |
$558K - $590K
|
19.2K
$996K
|
|
|
Oct 16, 2025
Q3 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
718+ 2.94% |
$36.9K - $39K
|
25.2K
$1.3M
|
|
|
Oct 16, 2025
Q3 2025
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
BUY
|
- |
802New |
$41.2K - $43.5K
|
802
$41.5K
|
|
|
Oct 16, 2025
Q3 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-200- 0.43% |
$10.3K - $10.9K
|
46.8K
$2.42M
|
|
|
Oct 16, 2025
Q3 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
55+ 0.33% |
$2.83K - $2.98K
|
16.6K
$861K
|
|
|
Oct 16, 2025
Q3 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
461+ 6.06% |
$23.7K - $25K
|
8.06K
$417K
|
|
|
Oct 16, 2025
Q3 2025
|
Krs Capital Management, LLC
|
BUY
|
- |
4.4KNew |
$226K - $239K
|
4.4K
$228K
|
|
|
Oct 16, 2025
Q3 2025
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
9.08K+ 4.65% |
$467K - $493K
|
204K
$10.6M
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
9+ 0.14% |
$462 - $488
|
6.58K
$340K
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
BUY
|
- |
512+ 16.8% |
$26.3K - $27.8K
|
3.56K
$184K
|
|
|
Oct 16, 2025
Q3 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-57- 0.23% |
$2.93K - $3.09K
|
24.3K
$1.26M
|
|
|
Oct 16, 2025
Q3 2025
|
Cmg Global Holdings, LLC
|
BUY
|
- |
3.48K+ 8.04% |
$179K - $189K
|
46.7K
$2.42M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.38K+ 4.24% |
$122K - $129K
|
58.5K
$3.03M
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-1.4K- 18.51% |
$71.9K - $76K
|
6.16K
$319K
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
4.69K+ 9.64% |
$241K - $254K
|
53.4K
$2.76M
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Capital Management, Inc.
|
BUY
|
- |
121KNew |
$6.2M - $6.55M
|
121K
$6.25M
|
|
|
Oct 16, 2025
Q3 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
283+ 0.25% |
$14.5K - $15.4K
|
114K
$5.92M
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
4.46K+ 5.62% |
$229K - $242K
|
83.9K
$4.34M
|
|
|
Oct 16, 2025
Q3 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
696+ 8.51% |
$35.8K - $37.8K
|
8.88K
$459K
|
|
|
Oct 16, 2025
Q3 2025
|
Griffin Asset Management, Inc.
|
BUY
|
- |
4.9KNew |
$252K - $266K
|
4.9K
$254K
|
|
|
Oct 16, 2025
Q3 2025
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-1.09K- 3.11% |
$56K - $59.1K
|
34K
$1.76M
|