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 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
209KNew |
$9.89M - $10.9M
|
209K
$10.6M
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-35- 0.55% |
$1.66K - $1.83K
|
6.31K
$322K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-39- 0.14% |
$1.85K - $2.04K
|
27.5K
$1.4M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-22.1K- 15.45% |
$1.05M - $1.16M
|
121K
$6.17M
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-127K- 45.38% |
$5.99M - $6.61M
|
152K
$7.76M
|
|
|
May 14, 2025
Q1 2025
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-2.85K- 19.93% |
$135K - $149K
|
11.5K
$583K
|
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-24.6K- 80.82% |
$1.16M - $1.28M
|
5.83K
$297K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.16K- 7.26% |
$54.7K - $60.3K
|
14.7K
$752K
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-200- 66.67% |
$9.46K - $10.4K
|
100
$5.1K
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
7.66K+ 11.88% |
$362K - $400K
|
72.1K
$3.68M
|
|
|
May 14, 2025
Q1 2025
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
11.6K+ 2.45% |
$548K - $604K
|
484K
$24.7M
|
|
|
May 14, 2025
Q1 2025
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-723K- 33.5% |
$34.2M - $37.7M
|
1.44M
$73.2M
|
|
|
May 14, 2025
Q1 2025
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
PUT |
-471K- 50.84% |
$22.3M - $24.6M
|
456K
$23.2M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.91K+ 172.12% |
$138K - $152K
|
4.61K
$235K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-17.2K- 12.11% |
$812K - $896K
|
125K
$6.35M
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
11+ 0.18% |
$521 - $574
|
6.24K
$318K
|
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-4.01K- 1.51% |
$190K - $209K
|
262K
$13.4M
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
147+ 3.21% |
$6.96K - $7.67K
|
4.73K
$241K
|
|
|
May 14, 2025
Q1 2025
|
Clarity Financial LLC
|
BUY
|
- |
75K+ 38.32% |
$3.55M - $3.91M
|
271K
$13.8M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4.62K- 3.96% |
$218K - $241K
|
112K
$5.71M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
16.8K+ 36.58% |
$794K - $876K
|
62.7K
$3.19M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-45.7K- 28.74% |
$2.16M - $2.38M
|
113K
$5.77M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
PUT |
1.9M+ 30.61% |
$89.9M - $99.2M
|
8.11M
$413M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-22.7K- 5.32% |
$1.07M - $1.19M
|
405K
$20.6M
|
|
|
May 14, 2025
Q1 2025
|
Wulff, Hansen & Co.
|
BUY
|
- |
340+ 7.53% |
$16.1K - $17.7K
|
4.86K
$247K
|
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
SELL
|
- |
-6.44K- 5.49% |
$305K - $336K
|
111K
$5.65M
|
|
|
May 14, 2025
Q1 2025
|
Hudson Bay Capital Management LP
Greenwich, CT |
SELL
|
- |
-500K- 50.0% |
$23.7M - $26.1M
|
500K
$25.5M
|
|
|
May 14, 2025
Q1 2025
|
Hudson Bay Capital Management LP
Greenwich, CT |
SELL
|
PUT |
-450K- 45.0% |
$21.3M - $23.5M
|
550K
$28M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
33K+ 31.91% |
$1.56M - $1.72M
|
136K
$6.94M
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-869- 0.1% |
$41.1K - $45.4K
|
879K
$44.8M
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-7.66K- 4.0% |
$362K - $400K
|
184K
$9.37M
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
329+ 3.99% |
$15.6K - $17.2K
|
8.58K
$437K
|
|
|
May 14, 2025
Q1 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-2.72K- 8.58% |
$129K - $142K
|
29K
$1.48M
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-5.54K- 56.39% |
$262K - $289K
|
4.28K
$218K
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
BUY
|
- |
515+ 11.22% |
$24.4K - $26.9K
|
5.11K
$260K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.83K- 0.1% |
$134K - $148K
|
2.86M
$146M
|
|
|
May 14, 2025
Q1 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-3.43K- 20.37% |
$162K - $179K
|
13.4K
$683K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.33M+ 12.91% |
$63.1M - $69.6M
|
11.7M
$594M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-8.97K- 27.64% |
$425K - $468K
|
23.5K
$1.2M
|
|
|
May 14, 2025
Q1 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-13.6K- 18.4% |
$644K - $710K
|
60.3K
$3.08M
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-72- 2.02% |
$3.41K - $3.76K
|
3.49K
$178K
|
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-5.72K- 50.0% |
$271K - $299K
|
5.72K
$292K
|
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
13.7K+ 77.94% |
$650K - $717K
|
31.4K
$1.6M
|
|
|
May 14, 2025
Q1 2025
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
20.3K+ 119.43% |
$961K - $1.06M
|
37.3K
$1.9M
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
48+ 0.28% |
$2.27K - $2.51K
|
17.2K
$877K
|
|
|
May 14, 2025
Q1 2025
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
2.89K+ 56.25% |
$137K - $151K
|
8.01K
$408K
|
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-1.53K- 4.15% |
$72.2K - $79.6K
|
35.2K
$1.8M
|
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-126K- 8.36% |
$5.96M - $6.58M
|
1.38M
$70.4M
|
|
|
May 14, 2025
Q1 2025
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-257K- 19.93% |
$12.2M - $13.4M
|
1.03M
$52.7M
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-32- 7.41% |
$1.51K - $1.67K
|
400
$20.4K
|