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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-100- 0.75% |
$4.39K - $5.24K
|
13.2K
$691K
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
458+ 3.78% |
$20.1K - $24K
|
12.6K
$660K
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
7.51KNew |
$330K - $393K
|
7.51K
$394K
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
20KNew |
$877K - $1.05M
|
20K
$1.05M
|
|
|
Jul 09, 2025
Q2 2025
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-222- 1.43% |
$9.75K - $11.6K
|
15.3K
$801K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
10K+ 107.47% |
$441K - $526K
|
19.4K
$1.02M
|
|
|
Jul 09, 2025
Q2 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
34.7K+ 46.1% |
$1.52M - $1.82M
|
110K
$5.77M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-513- 1.77% |
$22.5K - $26.9K
|
28.5K
$1.49M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
9.17KNew |
$403K - $480K
|
9.17K
$481K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
693+ 2.77% |
$30.4K - $36.3K
|
25.7K
$1.35M
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
8.6K+ 17.2% |
$378K - $450K
|
58.6K
$3.08M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
17.6K+ 3.91% |
$773K - $922K
|
467K
$24.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-8.1K- 10.19% |
$356K - $424K
|
71.4K
$3.75M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-16.2K- 5.89% |
$710K - $846K
|
258K
$13.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
585+ 0.76% |
$25.7K - $30.6K
|
77.6K
$4.07M
|
|
|
Jul 09, 2025
Q2 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-10.7K- 50.14% |
$468K - $559K
|
10.6K
$557K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-58K- 35.46% |
$2.55M - $3.04M
|
106K
$5.54M
|
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
8.45K+ 97.17% |
$371K - $443K
|
17.2K
$900K
|
|
|
Jul 09, 2025
Q2 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
272+ 0.6% |
$11.9K - $14.2K
|
45.7K
$2.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
653+ 5.09% |
$28.7K - $34.2K
|
13.5K
$707K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-169- 1.24% |
$7.42K - $8.85K
|
13.5K
$707K
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
69.7K+ 65.73% |
$3.06M - $3.65M
|
176K
$9.22M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.47K+ 1.34% |
$64.6K - $77K
|
111K
$5.83M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.13K+ 6.07% |
$49.6K - $59.2K
|
19.8K
$1.04M
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
1.9K+ 4.69% |
$83.6K - $99.7K
|
42.5K
$2.23M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
19.3K+ 387.45% |
$846K - $1.01M
|
24.2K
$1.27M
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
608+ 9.64% |
$26.7K - $31.8K
|
6.91K
$363K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
752+ 8.73% |
$33K - $39.4K
|
9.37K
$492K
|
|
|
Jul 08, 2025
Q2 2025
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
7+ 0.16% |
$307 - $367
|
4.4K
$231K
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
4.52KNew |
$199K - $237K
|
4.52K
$237K
|
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-213- 0.83% |
$9.35K - $11.2K
|
25.5K
$1.34M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-51- 0.34% |
$2.24K - $2.67K
|
15K
$786K
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
3.96KNew |
$174K - $208K
|
3.96K
$208K
|
|
|
Jul 08, 2025
Q2 2025
|
Atwood & Palmer Inc
|
SELL
|
- |
-70- 55.12% |
$3.07K - $3.67K
|
57
$2.99K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
2.41K+ 2.25% |
$106K - $126K
|
109K
$5.73M
|
|
|
Jul 08, 2025
Q2 2025
|
Iam Advisory, LLC
|
SELL
|
- |
-2.57K- 2.75% |
$113K - $134K
|
90.7K
$4.76M
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
3.89KNew |
$171K - $204K
|
3.89K
$204K
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-16K- 63.26% |
$703K - $838K
|
9.29K
$488K
|
|
|
Jul 08, 2025
Q2 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
9.38K+ 2.97% |
$412K - $491K
|
325K
$17M
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
BUY
|
- |
9.49KNew |
$417K - $497K
|
9.49K
$498K
|
|
|
Jul 08, 2025
Q2 2025
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-590- 1.19% |
$25.9K - $30.9K
|
49.1K
$2.58M
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
7+ 0.35% |
$307 - $367
|
1.98K
$104K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
431+ 57.47% |
$18.9K - $22.6K
|
1.18K
$62K
|
|
|
Jul 08, 2025
Q2 2025
|
Act Wealth Management, LLC
|
SELL
|
- |
-1.07K- 0.72% |
$47K - $56K
|
148K
$7.75M
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
467+ 0.88% |
$20.5K - $24.5K
|
53.5K
$2.81M
|
|
|
Jul 07, 2025
Q2 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
108+ 0.58% |
$4.74K - $5.66K
|
18.6K
$976K
|
|
|
Jul 07, 2025
Q2 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.02% |
$132 - $157
|
12.3K
$645K
|
|
|
Jul 07, 2025
Q2 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-163- 6.42% |
$7.16K - $8.54K
|
2.38K
$125K
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-20- 0.29% |
$878 - $1.05K
|
6.99K
$367K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.75K+ 10.67% |
$76.9K - $91.6K
|
18.1K
$952K
|