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 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
6+ 0.64% |
$264 - $314
|
943
$49.5K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-2.36K- 10.24% |
$104K - $124K
|
20.7K
$1.09M
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-1.19K- 29.44% |
$52.2K - $62.2K
|
2.85K
$149K
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
BUY
|
- |
12.2K+ 143.48% |
$536K - $639K
|
20.7K
$1.09M
|
|
|
Jul 07, 2025
Q2 2025
|
First Community Trust Na
|
SELL
|
- |
-11- 1.39% |
$483 - $576
|
778
$40.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-178K- 94.99% |
$7.81M - $9.31M
|
9.37K
$492K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-18.2K- 20.2% |
$799K - $952K
|
71.8K
$3.77M
|
|
|
Jul 07, 2025
Q2 2025
|
Peak Financial Advisors LLC
|
SELL
|
- |
-4.67K- 27.58% |
$205K - $245K
|
12.3K
$644K
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-22.8K- 30.6% |
$1M - $1.19M
|
51.7K
$2.71M
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
20.5K+ 109.83% |
$900K - $1.07M
|
39.2K
$2.05M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
450+ 1.94% |
$19.8K - $23.6K
|
23.7K
$1.24M
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
4.61K+ 22.05% |
$202K - $241K
|
25.5K
$1.34M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
4.03K+ 31.66% |
$177K - $211K
|
16.8K
$880K
|
|
|
Jul 07, 2025
Q2 2025
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-30.4K- 57.45% |
$1.34M - $1.59M
|
22.5K
$1.18M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-313- 0.8% |
$13.7K - $16.4K
|
39K
$2.05M
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
54+ 0.65% |
$2.37K - $2.83K
|
8.32K
$437K
|
|
|
Jul 07, 2025
Q2 2025
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-7.27K- 31.75% |
$319K - $381K
|
15.6K
$820K
|
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-474- 5.84% |
$20.8K - $24.8K
|
7.64K
$401K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
2+ 0.08% |
$87.8 - $105
|
2.59K
$136K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-377- 0.63% |
$16.6K - $19.7K
|
59.3K
$3.11M
|
|
|
Jul 03, 2025
Q2 2025
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
1K+ 6.2% |
$43.9K - $52.4K
|
17.1K
$899K
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-396- 0.58% |
$17.4K - $20.7K
|
67.4K
$3.54M
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-2.09K- 5.08% |
$91.8K - $109K
|
39.1K
$2.05M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
854+ 1.54% |
$37.5K - $44.7K
|
56.2K
$2.95M
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-100- 1.33% |
$4.39K - $5.24K
|
7.4K
$389K
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-21.1K- 54.38% |
$925K - $1.1M
|
17.7K
$927K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
4.19KNew |
$184K - $220K
|
4.19K
$220K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-407- 9.51% |
$17.9K - $21.3K
|
3.87K
$203K
|
|
| Q1 2025 | |||||||
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
3M+ 4356.38% |
$142M - $156M
|
3.07M
$161M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
3.47K+ 20.53% |
$164K - $181K
|
20.4K
$1.07M
|
|
|
Jun 16, 2025
Q1 2025
|
Peterson Wealth Management
|
BUY
|
- |
1.04K+ 8.2% |
$49.1K - $54.1K
|
13.7K
$718K
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
7+ 53.85% |
$331 - $365
|
20
$1.05K
|
|
|
Jun 05, 2025
Q1 2025
|
Cim, LLC
|
SELL
|
- |
-1.35K- 2.54% |
$64K - $70.6K
|
51.9K
$2.73M
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-272- 46.26% |
$12.9K - $14.2K
|
316
$16.6K
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
1.48K+ 3.06% |
$69.9K - $77.1K
|
49.8K
$2.61M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
5+ 0.03% |
$237 - $261
|
18.8K
$986K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
69New |
$3.27K - $3.6K
|
69
$3.62K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-11.3K- 10.91% |
$533K - $588K
|
92K
$4.83M
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
24New |
$1.14K - $1.25K
|
24
$1.26K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
502K+ 4024.7% |
$23.7M - $26.2M
|
514K
$27M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.86K+ 11.46% |
$135K - $149K
|
27.8K
$1.46M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
9.48K+ 24.99% |
$449K - $495K
|
47.4K
$2.49M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-31.7K- 20.94% |
$1.5M - $1.65M
|
120K
$6.27M
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-301- 4.7% |
$14.2K - $15.7K
|
6.1K
$320K
|
|
|
May 21, 2025
Q1 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
BUY
|
- |
4.68KNew |
$221K - $244K
|
4.68K
$245K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.99K+ 5.42% |
$283K - $312K
|
116K
$6.11M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.09K- 5.63% |
$51.5K - $56.8K
|
18.2K
$957K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
6.41K+ 69.54% |
$303K - $334K
|
15.6K
$820K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
3+ 0.02% |
$142 - $157
|
14.8K
$778K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
162K+ 35.7% |
$7.64M - $8.43M
|
614K
$32.2M
|
|