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 13, 2024
Q3 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
440+ 0.52% |
$18K - $20.1K
|
84.4K
$4.14M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.43K+ 1.63% |
$58.4K - $65.5K
|
89.4K
$4.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-1.71K- 2.97% |
$69.8K - $78.2K
|
55.8K
$2.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
3.12KNew |
$127K - $142K
|
3.12K
$153K
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-692- 10.93% |
$28.3K - $31.7K
|
5.64K
$276K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-360K- 35.71% |
$14.7M - $16.5M
|
648K
$31.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
PUT |
-1.99M- 86.93% |
$81.5M - $91.2M
|
300K
$14.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-416- 0.6% |
$17K - $19K
|
68.5K
$3.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
1.15M+ 77.15% |
$46.9M - $52.5M
|
2.64M
$129M
|
|
|
Nov 13, 2024
Q3 2024
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
SELL
|
- |
-700- 1.56% |
$28.6K - $32K
|
44.2K
$2.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
32.3K+ 3.32% |
$1.32M - $1.48M
|
1M
$49.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Marvin & Palmer Associates Inc
Wilmington, DE |
BUY
|
- |
6.27KNew |
$256K - $287K
|
6.27K
$307K
|
|
|
Nov 13, 2024
Q3 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
193K+ 165.27% |
$7.86M - $8.81M
|
309K
$15.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
37.1KNew |
$1.51M - $1.7M
|
37.1K
$1.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
4.6KNew |
$188K - $211K
|
4.6K
$226K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
8.64K+ 10.01% |
$353K - $395K
|
95K
$4.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-14.5K- 9.76% |
$592K - $663K
|
134K
$6.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
1.16MNew |
$47.5M - $53.2M
|
1.16M
$57M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
PUT |
-115K- 3.77% |
$4.71M - $5.27M
|
2.95M
$144M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
29.1KNew |
$1.19M - $1.33M
|
29.1K
$1.43M
|
|
|
Nov 13, 2024
Q3 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
842+ 3.03% |
$34.4K - $38.5K
|
28.6K
$1.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
405+ 2.03% |
$16.5K - $18.5K
|
20.4K
$997K
|
|
|
Nov 13, 2024
Q3 2024
|
Greenland Capital Management LP
New York, NY |
BUY
|
PUT |
100KNew |
$4.08M - $4.57M
|
100K
$4.9M
|
|
|
Nov 13, 2024
Q3 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
29.6K+ 2.05% |
$1.21M - $1.35M
|
1.47M
$72M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
14.2K+ 40.24% |
$580K - $650K
|
49.5K
$2.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-59K- 52.27% |
$2.41M - $2.7M
|
53.9K
$2.64M
|
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
881K+ 307.04% |
$36M - $40.3M
|
1.17M
$57.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-14K- 42.61% |
$571K - $639K
|
18.8K
$922K
|
|
|
Nov 13, 2024
Q3 2024
|
Locust Wood Capital Advisers, LLC
|
BUY
|
PUT |
212KNew |
$8.66M - $9.7M
|
212K
$10.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
13.5K+ 38.09% |
$553K - $619K
|
49.1K
$2.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
1K+ 2.81% |
$40.8K - $45.7K
|
36.6K
$1.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
403+ 0.45% |
$16.5K - $18.4K
|
90.9K
$4.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
28KNew |
$1.14M - $1.28M
|
28K
$1.37M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
SELL
|
- |
-23.3K- 15.17% |
$953K - $1.07M
|
131K
$6.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-41.4K- 8.64% |
$1.69M - $1.89M
|
438K
$21.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
6.21K+ 27.3% |
$254K - $284K
|
29K
$1.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-23K- 23.62% |
$938K - $1.05M
|
74.3K
$3.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
11K+ 12.88% |
$449K - $503K
|
96.4K
$4.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-4.99M- 98.78% |
$204M - $228M
|
61.8K
$3.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
100K+ 20.0% |
$4.08M - $4.57M
|
600K
$29.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
12+ 0.31% |
$490 - $549
|
3.94K
$193K
|
|
|
Nov 13, 2024
Q3 2024
|
Nwi Management LP
New York, NY |
SELL
|
- |
-5K- 16.13% |
$204K - $229K
|
26K
$1.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
5.55K+ 165.86% |
$227K - $254K
|
8.89K
$436K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.7M+ 26.59% |
$151M - $169M
|
17.6M
$862M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
5.55M+ 1850.07% |
$227M - $254M
|
5.85M
$287M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.42K+ 1.08% |
$58K - $65K
|
133K
$6.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
4.55KNew |
$186K - $208K
|
4.55K
$223K
|
|
|
Nov 13, 2024
Q3 2024
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
3.17K+ 1.04% |
$129K - $145K
|
307K
$15M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
591+ 14.62% |
$24.1K - $27K
|
4.63K
$227K
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
11.5KNew |
$468K - $524K
|
11.5K
$561K
|