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 |
---|---|---|---|---|---|---|---|
May 15, 2020
Q1 2020
|
Highland Capital Management Fund Advisors, L.P.
Dallas, TX |
SELL
|
PUT |
-160KClosed |
$2.83M - $4.99M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1Closed |
$17.7 - $31.2
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Old West Investment Management, LLC
Los Angeles, CA |
SELL
|
PUT |
-7KClosed |
$124K - $218K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Select Equity Group, L.P.
New York, NY |
SELL
|
PUT |
-2.97MClosed |
$52.4M - $92.4M
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-127KClosed |
$2.25M - $3.96M
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Strategy Asset Managers LLC
|
SELL
|
- |
-8.86KClosed |
$157K - $276K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-36.4KClosed |
$643K - $1.13M
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Tarsadia Capital, LLC
New York, NY |
SELL
|
CALL |
-1.13MClosed |
$20M - $35.4M
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Lee Capital Holdings LLC
New York, NY |
SELL
|
- |
-84.4KClosed |
$1.49M - $2.63M
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Brickley Wealth Management
|
SELL
|
- |
-12.5KClosed |
$220K - $388K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
American Money Management, LLC
|
SELL
|
- |
-7.36KClosed |
$130K - $229K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-8.64KClosed |
$153K - $269K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-2.86KClosed |
$50.4K - $89K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Q3 Asset Management
|
SELL
|
- |
-18.3KClosed |
$323K - $570K
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-16.5KClosed |
$292K - $515K
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Stack Financial Management, Inc
|
SELL
|
- |
-14.9KClosed |
$263K - $464K
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Mirador Capital Partners LP
|
SELL
|
- |
-2.83KClosed |
$49.9K - $88.1K
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Mirador Capital Partners LP
|
SELL
|
CALL |
-12KClosed |
$212K - $374K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Orser Capital Management, LLC
|
SELL
|
- |
-6.51KClosed |
$115K - $203K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-12.5KClosed |
$220K - $388K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Barber Financial Group, Inc.
|
SELL
|
- |
-8.11KClosed |
$143K - $253K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Hancock Whitney Corp
|
SELL
|
- |
-8.15KClosed |
$144K - $254K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Hc Advisors, LLC
|
SELL
|
- |
-35.5KClosed |
$627K - $1.11M
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Veracity Capital LLC
|
SELL
|
- |
-80.2KClosed |
$1.42M - $2.5M
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Bell Rock Capital LLC
|
SELL
|
- |
-56Closed |
$989 - $1.75K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Ae Wealth Management LLC
|
BUY
|
CALL |
400New |
$7.06K - $12.5K
|
400
$19.6K
|
|
May 07, 2020
Q1 2020
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-72.6KClosed |
$1.28M - $2.26M
|
0
$0
|
|
May 06, 2020
Q1 2020
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-7.4KClosed |
$131K - $231K
|
0
$0
|
|
May 05, 2020
Q1 2020
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-9.74KClosed |
$172K - $304K
|
0
$0
|
|
May 05, 2020
Q1 2020
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-46.1KClosed |
$814K - $1.44M
|
0
$0
|
|
May 05, 2020
Q1 2020
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-14.2KClosed |
$250K - $441K
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-5.93MClosed |
$105M - $185M
|
0
$0
|
|
May 04, 2020
Q1 2020
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-17.3KClosed |
$306K - $540K
|
0
$0
|
|
May 01, 2020
Q1 2020
|
Telos Capital Management, Inc.
|
SELL
|
- |
-92.8KClosed |
$1.64M - $2.89M
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Riverstone Advisors, LLC
|
SELL
|
- |
-26KClosed |
$459K - $810K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-78.5KClosed |
$1.39M - $2.45M
|
0
$0
|
|
Apr 28, 2020
Q1 2020
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-603Closed |
$10.6K - $18.8K
|
0
$0
|
|
Apr 28, 2020
Q1 2020
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-13.5KClosed |
$239K - $422K
|
0
$0
|
|
Apr 24, 2020
Q1 2020
|
Tfg Advisers LLC
|
SELL
|
- |
-473Closed |
$8.35K - $14.7K
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-756Closed |
$13.4K - $23.6K
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-500Closed |
$8.83K - $15.6K
|
0
$0
|
|
Apr 21, 2020
Q1 2020
|
Raub Brock Capital Management LP
|
BUY
|
- |
16KNew |
$283K - $499K
|
16K
$786K
|
|
Apr 20, 2020
Q1 2020
|
Sequent Asset Management, LLC
|
SELL
|
- |
-203KClosed |
$3.58M - $6.32M
|
0
$0
|
|
Apr 16, 2020
Q1 2020
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-86.5KClosed |
$1.53M - $2.7M
|
0
$0
|
|
Apr 15, 2020
Q1 2020
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-9.48KClosed |
$167K - $295K
|
0
$0
|
|
Apr 09, 2020
Q1 2020
|
Flc Capital Advisors
|
SELL
|
- |
-14KClosed |
$247K - $435K
|
0
$0
|
|
Apr 09, 2020
Q1 2020
|
Seneca House Advisors
|
SELL
|
- |
-13.1KClosed |
$232K - $409K
|
0
$0
|
|
Apr 08, 2020
Q1 2020
|
Pacific Financial Group Inc
|
SELL
|
- |
-18.4KClosed |
$325K - $573K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 18, 2020
Q4 2019
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-425KClosed |
$11.4M - $13.1M
|
0
$0
|
|
Feb 14, 2020
Q4 2019
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
PUT |
-200KClosed |
$5.36M - $6.19M
|
0
$0
|