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 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
7.85KNew |
$238K - $281K
|
7.85K
$413K
|
|
Oct 26, 2022
Q3 2022
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
1.15K+ 13.49% |
$34.9K - $41.1K
|
9.66K
$509K
|
|
Oct 25, 2022
Q3 2022
|
Eidelman Virant Capital
|
SELL
|
- |
-10- 0.09% |
$304 - $358
|
10.7K
$561K
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
76New |
$2.31K - $2.72K
|
76
$4K
|
|
Oct 24, 2022
Q3 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-3.15K- 30.07% |
$95.6K - $113K
|
7.33K
$386K
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-634- 26.66% |
$19.2K - $22.7K
|
1.74K
$91.9K
|
|
Oct 20, 2022
Q3 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-158- 0.73% |
$4.8K - $5.66K
|
21.4K
$1.13M
|
|
Oct 18, 2022
Q3 2022
|
Belmont Capital, LLC
|
SELL
|
- |
-2.74K- 73.36% |
$83.3K - $98.2K
|
996
$52.5K
|
|
Oct 14, 2022
Q3 2022
|
Corsicana & Co.
|
SELL
|
- |
-420- 0.6% |
$12.8K - $15K
|
69K
$3.64M
|
|
Oct 14, 2022
Q3 2022
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.67K- 18.79% |
$50.7K - $59.8K
|
7.21K
$380K
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
1.36KNew |
$41.1K - $48.5K
|
1.36K
$71.4K
|
|
Oct 13, 2022
Q3 2022
|
Newfound Research LLC
|
SELL
|
- |
-3.33K- 14.72% |
$101K - $119K
|
19.3K
$1.01M
|
|
Oct 13, 2022
Q3 2022
|
Life Planning Partners, Inc
|
BUY
|
- |
125New |
$3.8K - $4.48K
|
125
$6.59K
|
|
Oct 13, 2022
Q3 2022
|
Hellman Jordan Management CO Inc
Quincy, MA |
BUY
|
- |
92.3KNew |
$2.8M - $3.31M
|
92.3K
$4.86M
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
BUY
|
- |
6.99KNew |
$212K - $250K
|
6.99K
$368K
|
|
Oct 12, 2022
Q3 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-2.56K- 22.36% |
$77.7K - $91.6K
|
8.89K
$468K
|
|
Oct 12, 2022
Q3 2022
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-41- 95.35% |
$1.24K - $1.47K
|
2
$105
|
|
Oct 07, 2022
Q3 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-5.84K- 98.43% |
$177K - $209K
|
93
$4.9K
|
|
Q2 2022 | |||||||
Dec 19, 2024
Q2 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-7.4KClosed |
$228K - $283K
|
0
$0
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
32+ 20.0% |
$987 - $1.22K
|
192
$10.1K
|
|
Nov 17, 2023
Q2 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-20.1KClosed |
$621K - $769K
|
0
$0
|
|
Mar 30, 2023
Q2 2022
|
Birch Capital Management, LLC
|
BUY
|
- |
304New |
$9.38K - $11.6K
|
304
$16K
|
|
Feb 16, 2023
Q2 2022
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-255KClosed |
$7.87M - $9.75M
|
0
$0
|
|
Jan 19, 2023
Q2 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-1.66KClosed |
$51.3K - $63.6K
|
0
$0
|
|
Dec 08, 2022
Q2 2022
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-29.7KClosed |
$916K - $1.14M
|
0
$0
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
265+ 4.09% |
$8.17K - $10.1K
|
6.74K
$355K
|
|
Sep 20, 2022
Q2 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-11.6KClosed |
$359K - $445K
|
0
$0
|
|
Aug 31, 2022
Q2 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
122KNew |
$3.77M - $4.68M
|
122K
$6.45M
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-4.9KClosed |
$151K - $187K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Apollo Management Holdings, L.P.
New York, NY |
SELL
|
PUT |
-6.74MClosed |
$208M - $258M
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
1.42KNew |
$43.8K - $54.3K
|
1.42K
$74.9K
|
|
Aug 15, 2022
Q2 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
145KNew |
$4.46M - $5.53M
|
145K
$7.62M
|
|
Aug 15, 2022
Q2 2022
|
Fir Tree Capital Management LP
New York, NY |
SELL
|
PUT |
-200KClosed |
$6.17M - $7.64M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Point72 Europe (London) LLP
London, X0 |
SELL
|
PUT |
-250KClosed |
$7.71M - $9.56M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-22.3KClosed |
$688K - $853K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-2.3KClosed |
$70.8K - $87.7K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Tairen Capital LTD
Grand Cayman, E9 |
SELL
|
- |
-1.33MClosed |
$40.9M - $50.7M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Juniper Hill Capital Management LP
Menlo Park, CA |
SELL
|
- |
-782KClosed |
$24.1M - $29.9M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-6.12KClosed |
$189K - $234K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
PUT |
1KNew |
$30.8K - $38.2K
|
1K
$52.7K
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-5KClosed |
$154K - $191K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-201KClosed |
$6.2M - $7.68M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Johns Hopkins University
Baltimore, MD |
SELL
|
- |
-4.97MClosed |
$153M - $190M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-152Closed |
$4.69K - $5.81K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
790New |
$24.4K - $30.2K
|
790
$41.6K
|
|
Aug 15, 2022
Q2 2022
|
Sg3 Management, LLC
Dorado, PR |
SELL
|
- |
-32.5KClosed |
$1M - $1.24M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Pinz Capital Management, LP
New York, NY |
BUY
|
- |
59.3KNew |
$1.83M - $2.27M
|
59.3K
$3.12M
|
|
Aug 15, 2022
Q2 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-5.95KClosed |
$184K - $228K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-115- 0.82% |
$3.55K - $4.4K
|
13.9K
$732K
|
|
Aug 15, 2022
Q2 2022
|
Ardsley Advisory Partners LP
Stamford, CT |
BUY
|
- |
50New |
$1.54K - $1.91K
|
50
$2.63K
|