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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-602- 2.44% |
$24.6K - $27.5K
|
24.1K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
22K+ 7.48% |
$898K - $1.01M
|
316K
$15.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ion Asset Management Ltd.
George Town, Grand Cayman, E9 |
BUY
|
PUT |
105KNew |
$4.29M - $4.8M
|
105K
$5.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
2+ 0.02% |
$81.7 - $91.5
|
9.6K
$470K
|
|
|
Nov 14, 2024
Q3 2024
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
117KNew |
$4.76M - $5.34M
|
117K
$5.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
939+ 6.55% |
$38.3K - $42.9K
|
15.3K
$748K
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
6.49K+ 479.19% |
$265K - $297K
|
7.85K
$384K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.92K- 23.61% |
$78.3K - $87.7K
|
6.2K
$304K
|
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
569+ 4.65% |
$23.2K - $26K
|
12.8K
$627K
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-5.13K- 45.12% |
$210K - $235K
|
6.24K
$306K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-126- 3.0% |
$5.15K - $5.76K
|
4.08K
$200K
|
|
|
Nov 14, 2024
Q3 2024
|
Morton Community Bank
East Peoria, IL |
SELL
|
- |
-520- 0.78% |
$21.2K - $23.8K
|
66.1K
$3.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1.08K+ 1203.33% |
$44.2K - $49.5K
|
1.17K
$57.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Unisphere Establishment
Vaduz, N2 |
SELL
|
- |
-125K- 41.67% |
$5.11M - $5.72M
|
175K
$8.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-9.22K- 19.63% |
$377K - $422K
|
37.8K
$1.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
8.94K+ 262.48% |
$365K - $409K
|
12.3K
$605K
|
|
|
Nov 14, 2024
Q3 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
SELL
|
- |
-950- 2.85% |
$38.8K - $43.5K
|
32.4K
$1.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
97New |
$3.96K - $4.44K
|
97
$4.75K
|
|
|
Nov 14, 2024
Q3 2024
|
Ctc LLC
|
BUY
|
- |
104KNew |
$4.27M - $4.78M
|
104K
$5.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Ctc LLC
|
SELL
|
PUT |
-1.46K- 6.72% |
$59.5K - $66.6K
|
20.2K
$991K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
30KNew |
$1.23M - $1.37M
|
30K
$1.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-3.02K- 12.37% |
$123K - $138K
|
21.4K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-3.14K- 11.21% |
$128K - $144K
|
24.9K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
14.8K+ 6.27% |
$606K - $679K
|
252K
$12.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
93+ 1.36% |
$3.8K - $4.25K
|
6.91K
$339K
|
|
|
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-5.09K- 1.84% |
$208K - $233K
|
272K
$13.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
109K+ 67.16% |
$4.45M - $4.99M
|
271K
$13.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
287KNew |
$11.7M - $13.1M
|
287K
$14.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.87M- 96.96% |
$76.5M - $85.7M
|
58.8K
$2.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
15.1MNew |
$615M - $689M
|
15.1M
$738M
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.66K+ 4.79% |
$109K - $122K
|
58.3K
$2.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-356- 1.24% |
$14.5K - $16.3K
|
28.3K
$1.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
50New |
$2.04K - $2.29K
|
50
$2.45K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
3.88K+ 40.14% |
$158K - $177K
|
13.5K
$663K
|
|
|
Nov 13, 2024
Q3 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
SELL
|
- |
-31.1K- 60.48% |
$1.27M - $1.42M
|
20.3K
$995K
|
|
|
Nov 13, 2024
Q3 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
BUY
|
- |
89KNew |
$3.63M - $4.07M
|
89K
$4.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.51K+ 188.14% |
$61.5K - $68.9K
|
2.31K
$113K
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
820+ 9.11% |
$33.5K - $37.5K
|
9.82K
$481K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
2.17M+ 37.37% |
$88.7M - $99.3M
|
7.98M
$391M
|
|
|
Nov 13, 2024
Q3 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
250KNew |
$10.2M - $11.4M
|
250K
$12.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-2.42K- 48.91% |
$99K - $111K
|
2.53K
$124K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
5.74K+ 10.76% |
$234K - $262K
|
59.1K
$2.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1.31KNew |
$53.4K - $59.8K
|
1.31K
$64.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
63.1K+ 71.87% |
$2.58M - $2.89M
|
151K
$7.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-635- 9.35% |
$25.9K - $29K
|
6.16K
$302K
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
394+ 1.4% |
$16.1K - $18K
|
28.5K
$1.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
67.2KNew |
$2.75M - $3.08M
|
67.2K
$3.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
801+ 2.14% |
$32.7K - $36.6K
|
38.3K
$1.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-250- 2.95% |
$10.2K - $11.4K
|
8.23K
$403K
|
|
|
Nov 13, 2024
Q3 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
7.43KNew |
$303K - $340K
|
7.43K
$364K
|