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 01, 2022
Q2 2022
|
Calamos Advisors LLC
|
BUY
|
- |
306KNew |
$9.44M - $11.7M
|
306K
$14.9M
|
|
|
Aug 01, 2022
Q2 2022
|
Granger Management LLC
|
SELL
|
- |
-35.3K- 72.79% |
$1.09M - $1.35M
|
13.2K
$643K
|
|
|
Aug 01, 2022
Q2 2022
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-3KClosed |
$92.5K - $115K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Amica Mutual Insurance CO
|
SELL
|
- |
-107K- 61.99% |
$3.31M - $4.1M
|
65.8K
$3.21M
|
|
|
Jul 29, 2022
Q2 2022
|
Amica Retiree Medical Trust
|
SELL
|
- |
-12.4K- 61.01% |
$383K - $474K
|
7.93K
$386K
|
|
|
Jul 29, 2022
Q2 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-777Closed |
$24K - $29.7K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Austin Private Wealth, LLC
|
SELL
|
CALL |
-5KClosed |
$154K - $191K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Beck Bode, LLC
|
SELL
|
- |
-6.47KClosed |
$200K - $247K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Single Point Partners, LLC
|
SELL
|
- |
-5.31KClosed |
$164K - $203K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
70.2K+ 8837.03% |
$2.16M - $2.68M
|
71K
$3.46M
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
303New |
$9.34K - $11.6K
|
303
$14.8K
|
|
|
Jul 28, 2022
Q2 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
8.82KNew |
$272K - $337K
|
8.82K
$430K
|
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
74New |
$2.28K - $2.83K
|
74
$3.61K
|
|
|
Jul 28, 2022
Q2 2022
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-2.12K- 10.81% |
$65.5K - $81.1K
|
17.5K
$854K
|
|
|
Jul 28, 2022
Q2 2022
|
Oldfather Financial Services, LLC
|
BUY
|
- |
9+ 0.13% |
$278 - $344
|
6.75K
$329K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-353Closed |
$10.9K - $13.5K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
West Branch Capital LLC
|
SELL
|
- |
-3KClosed |
$92.5K - $115K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
368KNew |
$11.3M - $14M
|
368K
$17.9M
|
|
|
Jul 27, 2022
Q2 2022
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-6.05KClosed |
$187K - $231K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Anson Capital, Inc.
|
SELL
|
- |
-30.3K- 69.22% |
$936K - $1.16M
|
13.5K
$658K
|
|
|
Jul 26, 2022
Q2 2022
|
Carroll Investors, Inc
|
SELL
|
- |
-3.21KClosed |
$99K - $123K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Cypress Capital Group
|
SELL
|
- |
-5.43KClosed |
$167K - $207K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-5.99KClosed |
$185K - $229K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-10.2KClosed |
$313K - $388K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
CALL |
1KNew |
$30.8K - $38.2K
|
1K
$48.8K
|
|
|
Jul 25, 2022
Q2 2022
|
Crown Wealth Group, LLC
|
SELL
|
- |
-6.96K- 48.78% |
$215K - $266K
|
7.31K
$356K
|
|
|
Jul 25, 2022
Q2 2022
|
Corbenic Partners LLC
|
BUY
|
- |
55+ 19.64% |
$1.7K - $2.1K
|
335
$16.3K
|
|
|
Jul 25, 2022
Q2 2022
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-500Closed |
$15.4K - $19.1K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-1.59M- 98.11% |
$49M - $60.8M
|
30.6K
$1.49M
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-6.14K- 25.26% |
$189K - $235K
|
18.2K
$885K
|
|
|
Jul 22, 2022
Q2 2022
|
Congress Park Capital LLC
|
BUY
|
- |
12KNew |
$369K - $457K
|
12K
$583K
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
11.8K+ 23.7% |
$364K - $452K
|
61.7K
$3.01M
|
|
|
Jul 22, 2022
Q2 2022
|
First Hawaiian Bank
|
SELL
|
- |
-37.8KClosed |
$1.17M - $1.44M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-802Closed |
$24.7K - $30.7K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Libra Wealth LLC
|
SELL
|
- |
-1.9KClosed |
$58.7K - $72.8K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Loveless Wealth Management LLC
|
BUY
|
- |
390+ 0.59% |
$12K - $14.9K
|
67K
$3.26M
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
100New |
$3.08K - $3.82K
|
100
$4.88K
|
|
|
Jul 21, 2022
Q2 2022
|
Belvedere Trading LLC
|
SELL
|
- |
-13.1KClosed |
$402K - $499K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Belvedere Trading LLC
|
SELL
|
CALL |
-40KClosed |
$1.23M - $1.53M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-6.31KClosed |
$195K - $241K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Center For Asset Management LLC
|
SELL
|
- |
-15.5KClosed |
$478K - $592K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-111KClosed |
$3.42M - $4.24M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Planning Alternatives LTD
|
SELL
|
- |
-327KClosed |
$10.1M - $12.5M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Seaview Investment Managers LLC
|
SELL
|
- |
-48- 0.22% |
$1.48K - $1.83K
|
21.4K
$1.04M
|
|
|
Jul 20, 2022
Q2 2022
|
Segment Wealth Management, LLC
|
SELL
|
- |
-211KClosed |
$6.51M - $8.07M
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
1.88KNew |
$57.9K - $71.7K
|
1.88K
$91.5K
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
800New |
$24.7K - $30.6K
|
800
$39K
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-150Closed |
$4.63K - $5.73K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-65.3K- 90.01% |
$2.02M - $2.5M
|
7.26K
$354K
|