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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2022
Q1 2022
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-28KClosed |
$997K - $1.16M
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-224KClosed |
$8M - $9.29M
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-5.83KClosed |
$208K - $242K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Silverhawk Asset Management, LLC
|
SELL
|
- |
-7.34KClosed |
$262K - $304K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-2.21KClosed |
$78.7K - $91.5K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Triangle Securities Wealth Management
|
SELL
|
- |
-5.71KClosed |
$204K - $237K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-100- 0.97% |
$3.57K - $4.14K
|
10.2K
$497K
|
|
|
Apr 13, 2022
Q1 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-6.83KClosed |
$243K - $283K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Maryland State Retirement & Pension System
|
BUY
|
- |
2.46MNew |
$87.7M - $102M
|
2.46M
$120M
|
|
|
Apr 08, 2022
Q1 2022
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-100- 35.71% |
$3.57K - $4.14K
|
180
$8.78K
|
|
|
Apr 08, 2022
Q1 2022
|
Ims Capital Management
|
SELL
|
- |
-6.13KClosed |
$218K - $254K
|
0
$0
|
|
|
Apr 06, 2022
Q1 2022
|
Vigilare Wealth Management
|
SELL
|
- |
-12.4KClosed |
$443K - $514K
|
0
$0
|
|
|
Apr 04, 2022
Q1 2022
|
Mc Alister, Sweet & Associates, Inc.
|
SELL
|
- |
-58.2KClosed |
$2.08M - $2.41M
|
0
$0
|
|
|
Apr 04, 2022
Q1 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
2+ 0.26% |
$71.3 - $82.8
|
779
$38K
|
|
| Q4 2021 | |||||||
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
400New |
$15K - $16.2K
|
400
$19.5K
|
|
|
Sep 11, 2023
Q4 2021
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.48% |
$526 - $569
|
2.92K
$142K
|
|
|
May 13, 2022
Q4 2021
|
Mechanics Financial Corp
|
BUY
|
- |
278New |
$10.4K - $11.3K
|
278
$13.6K
|
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-2.16KClosed |
$81K - $87.6K
|
0
$0
|
|
|
Feb 18, 2022
Q4 2021
|
Castle Ark Alternatives, LLC
Chicago, IL |
SELL
|
- |
-1.01MClosed |
$37.8M - $41M
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Ifs Advisors, LLC
|
BUY
|
- |
60New |
$2.25K - $2.44K
|
60
$2.93K
|
|
|
Feb 16, 2022
Q4 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-500- 64.27% |
$18.8K - $20.3K
|
278
$13.6K
|
|
|
Feb 15, 2022
Q4 2021
|
Hall Kathryn A.
San Francisco, CA |
SELL
|
- |
-12.2KClosed |
$459K - $496K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
SELL
|
- |
-6.51K- 2.55% |
$244K - $264K
|
248K
$12.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Luxor Capital Group, LP
New York, NY |
SELL
|
- |
-26.3KClosed |
$986K - $1.07M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-784Closed |
$29.4K - $31.8K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
CALL |
20KNew |
$751K - $812K
|
20K
$975K
|
|
|
Feb 14, 2022
Q4 2021
|
Qvt Financial LP
New York, NY |
SELL
|
- |
-123KClosed |
$4.6M - $4.98M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Manatuck Hill Partners, LLC
Westport, CT |
SELL
|
- |
-20KClosed |
$751K - $812K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Oconnor LLC
Chicago, IL |
SELL
|
- |
-450K- 81.82% |
$16.9M - $18.3M
|
100K
$4.88M
|
|
|
Feb 14, 2022
Q4 2021
|
Weaver C. Barksdale & Associates, Inc.
Nashville, TN |
SELL
|
- |
-5.6KClosed |
$210K - $227K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Continental Advisors LLC
Chicago, IL |
SELL
|
PUT |
-124KClosed |
$4.64M - $5.02M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Ulysses Management LLC
New York, NY |
SELL
|
CALL |
-30KClosed |
$1.13M - $1.22M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Invesco Ltd.
Atlanta, GA |
SELL
|
CALL |
-54KClosed |
$2.03M - $2.19M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-896Closed |
$33.6K - $36.4K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-596Closed |
$22.4K - $24.2K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Connacht Asset Management LP
New York, NY |
SELL
|
CALL |
-117KClosed |
$4.38M - $4.74M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Sovarnum Capital L.P.
New York, NY |
SELL
|
- |
-145KClosed |
$5.44M - $5.89M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-2.17KClosed |
$81.3K - $88K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-6.5KClosed |
$244K - $264K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-545Closed |
$20.5K - $22.1K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
7.61K+ 98.79% |
$286K - $309K
|
15.3K
$747K
|
|
|
Feb 09, 2022
Q4 2021
|
Barings LLC
|
SELL
|
- |
-3.52KClosed |
$132K - $143K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Btg Pactual Global Asset Management LTD
New York, NY |
SELL
|
- |
-5KClosed |
$188K - $203K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
West Bancorporation Inc
|
SELL
|
- |
-47- 3.9% |
$1.76K - $1.91K
|
1.16K
$56.4K
|
|
|
Feb 08, 2022
Q4 2021
|
Somerville Kurt F
|
BUY
|
- |
8.29KNew |
$311K - $337K
|
8.29K
$404K
|
|
|
Feb 08, 2022
Q4 2021
|
Imc Chicago, LLC
|
SELL
|
PUT |
-2.62MClosed |
$98.4M - $106M
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-5.33KClosed |
$200K - $216K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
50.9KNew |
$1.91M - $2.07M
|
50.9K
$2.48M
|
|
|
Feb 03, 2022
Q4 2021
|
Jgp Global Gestao De Recursos Ltda.
|
SELL
|
- |
-6.92KClosed |
$260K - $281K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
CALL |
8.4KNew |
$315K - $341K
|
8.4K
$410K
|
|