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 16, 2025
Q3 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1.07K+ 20.99% |
$54.7K - $57.8K
|
6.14K
$318K
|
|
|
Oct 16, 2025
Q3 2025
|
Eagle Capital Management, LLC
|
BUY
|
- |
315+ 1.38% |
$16.2K - $17.1K
|
23.1K
$1.19M
|
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1.03K- 8.97% |
$52.8K - $55.7K
|
10.4K
$539K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-4.83K- 1.54% |
$248K - $262K
|
309K
$16M
|
|
|
Oct 16, 2025
Q3 2025
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
3+ 0.02% |
$154 - $163
|
12.5K
$649K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
591+ 1.37% |
$30.4K - $32.1K
|
43.7K
$2.26M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
5.42K+ 12.28% |
$279K - $294K
|
49.6K
$2.57M
|
|
|
Oct 15, 2025
Q3 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
175+ 0.12% |
$8.99K - $9.49K
|
142K
$7.34M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
3.94K+ 1.2% |
$202K - $214K
|
332K
$17.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-23.2K- 7.32% |
$1.19M - $1.26M
|
293K
$15.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-38- 0.12% |
$1.95K - $2.06K
|
31.7K
$1.64M
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
992+ 0.21% |
$51K - $53.8K
|
475K
$24.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
PUT |
15KNew |
$771K - $814K
|
15K
$776K
|
|
|
Oct 15, 2025
Q3 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-5.73K- 0.29% |
$295K - $311K
|
1.94M
$101M
|
|
|
Oct 15, 2025
Q3 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-2.53K- 17.72% |
$130K - $137K
|
11.8K
$608K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
57.5K+ 23.58% |
$2.96M - $3.12M
|
302K
$15.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-545- 2.22% |
$28K - $29.6K
|
24K
$1.24M
|
|
|
Oct 15, 2025
Q3 2025
|
Friedenthal Financial
|
SELL
|
- |
-1- 0.02% |
$51.4 - $54.3
|
5.84K
$302K
|
|
|
Oct 15, 2025
Q3 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-64.5K- 62.66% |
$3.31M - $3.5M
|
38.4K
$1.99M
|
|
|
Oct 15, 2025
Q3 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-997- 9.92% |
$51.2K - $54.1K
|
9.05K
$468K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
3.82K+ 10.24% |
$196K - $207K
|
41.1K
$2.13M
|
|
|
Oct 15, 2025
Q3 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
7+ 0.16% |
$360 - $380
|
4.41K
$228K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
384+ 0.82% |
$19.7K - $20.8K
|
47.5K
$2.46M
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.86K- 0.84% |
$95.7K - $101K
|
220K
$11.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
13.7K+ 36.79% |
$704K - $743K
|
51K
$2.64M
|
|
|
Oct 15, 2025
Q3 2025
|
Ars Investment Partners, LLC
|
BUY
|
- |
8.87K+ 17.79% |
$456K - $481K
|
58.8K
$3.04M
|
|
|
Oct 15, 2025
Q3 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-25- 0.55% |
$1.28K - $1.36K
|
4.5K
$233K
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
89.1K+ 80.99% |
$4.58M - $4.83M
|
199K
$10.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
4.17KNew |
$214K - $226K
|
4.17K
$216K
|
|
|
Oct 15, 2025
Q3 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-235- 0.05% |
$12.1K - $12.7K
|
446K
$23.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
9.45KNew |
$485K - $512K
|
9.45K
$489K
|
|
|
Oct 15, 2025
Q3 2025
|
Rfg Holdings, Inc.
|
BUY
|
- |
4.62KNew |
$238K - $251K
|
4.62K
$239K
|
|
|
Oct 15, 2025
Q3 2025
|
First Premier Bank
|
SELL
|
- |
-32- 9.01% |
$1.64K - $1.74K
|
323
$16.7K
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
2.22K+ 19.06% |
$114K - $121K
|
13.9K
$719K
|
|
|
Oct 15, 2025
Q3 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
53.1K+ 30.23% |
$2.73M - $2.88M
|
229K
$11.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-854- 1.87% |
$43.9K - $46.3K
|
44.9K
$2.32M
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-871- 13.87% |
$44.7K - $47.3K
|
5.41K
$280K
|
|
|
Oct 15, 2025
Q3 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
100New |
$5.14K - $5.43K
|
100
$5.18K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
98.6K+ 13.66% |
$5.07M - $5.35M
|
821K
$42.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
SELL
|
- |
-4.71K- 2.1% |
$242K - $255K
|
219K
$11.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Donald L. Hagan, LLC
|
BUY
|
- |
14.4K+ 45.75% |
$739K - $780K
|
45.8K
$2.37M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
666+ 15.67% |
$34.2K - $36.1K
|
4.92K
$254K
|
|
|
Oct 15, 2025
Q3 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
35.2K+ 39.45% |
$1.81M - $1.91M
|
125K
$6.44M
|
|
|
Oct 15, 2025
Q3 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
14.1K+ 55.34% |
$725K - $766K
|
39.6K
$2.05M
|
|
|
Oct 15, 2025
Q3 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
19.5K+ 47.21% |
$1M - $1.06M
|
60.8K
$3.15M
|
|
|
Oct 14, 2025
Q3 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-22- 0.11% |
$1.13K - $1.19K
|
20.2K
$1.04M
|
|
|
Oct 14, 2025
Q3 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
1.51K+ 4.42% |
$77.7K - $82.1K
|
35.8K
$1.85M
|
|
|
Oct 14, 2025
Q3 2025
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
19+ 0.12% |
$976 - $1.03K
|
15.3K
$791K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
523+ 1.03% |
$26.9K - $28.4K
|
51.2K
$2.65M
|
|
|
Oct 14, 2025
Q3 2025
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
1.16K+ 5.36% |
$59.3K - $62.7K
|
22.7K
$1.17M
|