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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2020
Q4 2019
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-7.07KClosed |
$189K - $219K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Dsc Advisors, L.P.
Chicago, IL |
SELL
|
PUT |
-550KClosed |
$15.3M - $15.7M
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Scoggin Management LP
New York, NY |
SELL
|
PUT |
-60KClosed |
$1.67M - $1.71M
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-710KClosed |
$19.8M - $20.2M
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-13.1KClosed |
$365K - $374K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Wrapmanager Inc
|
SELL
|
- |
-7.68KClosed |
$214K - $219K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Georgetown University
Washington, DC |
SELL
|
- |
-832KClosed |
$23.2M - $23.7M
|
0
$0
|
|
|
Nov 08, 2019
Q3 2019
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-43.2KClosed |
$1.2M - $1.23M
|
0
$0
|
|
|
Nov 04, 2019
Q3 2019
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-7.9KClosed |
$220K - $225K
|
0
$0
|
|
|
Oct 31, 2019
Q3 2019
|
Sageworth Trust CO
|
SELL
|
- |
-500Closed |
$13.9K - $14.3K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-8.9KClosed |
$248K - $254K
|
0
$0
|
|
|
Oct 22, 2019
Q3 2019
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-20Closed |
$557 - $570
|
0
$0
|
|
|
Oct 21, 2019
Q3 2019
|
New Potomac Partners, LLC
|
SELL
|
- |
-100Closed |
$2.79K - $2.85K
|
0
$0
|
|
|
Oct 21, 2019
Q3 2019
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-75Closed |
$2.09K - $2.14K
|
0
$0
|
|
|
Oct 21, 2019
Q3 2019
|
Edge Wealth Management LLC
|
BUY
|
CALL |
500New |
$13.9K - $14.3K
|
500
$26.3K
|
|
|
Oct 15, 2019
Q3 2019
|
Camelot Portfolios, LLC
|
SELL
|
- |
-13.5KClosed |
$375K - $384K
|
0
$0
|
|
|
Oct 09, 2019
Q3 2019
|
Jordan Park Group LLC
|
SELL
|
- |
-7.25KClosed |
$202K - $207K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Dec 21, 2023
Q2 2019
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-149Closed |
N/A
|
0
$0
|
|
|
Nov 09, 2023
Q2 2019
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-550Closed |
N/A
|
0
$0
|
|
|
Sep 16, 2019
Q2 2019
|
Rothschild & CO Wealth Management Uk LTD
|
BUY
|
- |
2.19KNew |
N/A
|
2.19K
$115K
|
|
|
Sep 03, 2019
Q2 2019
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-5.36KClosed |
N/A
|
0
$0
|
|
|
Aug 20, 2019
Q2 2019
|
Luxor Capital Group, LP
New York, NY |
SELL
|
CALL |
-2MClosed |
N/A
|
0
$0
|
|
|
Aug 15, 2019
Q2 2019
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-9.16KClosed |
N/A
|
0
$0
|
|
|
Aug 15, 2019
Q2 2019
|
United Bank
Vienna, VA |
SELL
|
- |
-8.25KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Basswood Capital Management, L.L.C.
New York, NY |
SELL
|
PUT |
-15.4KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-723KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Fore Capital, LLC
|
SELL
|
- |
-110KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Fore Capital, LLC
|
SELL
|
PUT |
-270KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-28.6KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-791KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-257Closed |
N/A
|
0
$0
|
|
|
Aug 14, 2019
Q2 2019
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-12.5KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Skye Global Management LP
West Palm Beach, FL |
SELL
|
- |
-290KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-32.4KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-145KClosed |
N/A
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-1.14KClosed |
N/A
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-3.62KClosed |
N/A
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-725Closed |
N/A
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Salzhauer Michael
|
SELL
|
PUT |
-3MClosed |
N/A
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-582Closed |
N/A
|
0
$0
|
|
|
Aug 02, 2019
Q2 2019
|
Parkside Investments, LLC
|
SELL
|
- |
-33.5KClosed |
N/A
|
0
$0
|
|
|
Aug 01, 2019
Q2 2019
|
Scott & Selber, Inc.
|
SELL
|
- |
-220KClosed |
N/A
|
0
$0
|
|
|
Jul 31, 2019
Q2 2019
|
Somerset Trust CO
|
SELL
|
- |
-1.4KClosed |
N/A
|
0
$0
|
|
|
Jul 31, 2019
Q2 2019
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-360Closed |
N/A
|
0
$0
|
|
|
Jul 31, 2019
Q2 2019
|
Brightworth
|
SELL
|
- |
-14.5KClosed |
N/A
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
Santori & Peters, Inc.
|
SELL
|
- |
-21KClosed |
N/A
|
0
$0
|
|
|
Jul 26, 2019
Q2 2019
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-1.41KClosed |
N/A
|
0
$0
|
|
|
Jul 25, 2019
Q2 2019
|
Madrona Financial Services, LLC
|
SELL
|
- |
-118KClosed |
N/A
|
0
$0
|
|
|
Jul 23, 2019
Q2 2019
|
Wbi Investments, Inc.
|
SELL
|
- |
-102KClosed |
N/A
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-45Closed |
N/A
|
0
$0
|
|