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, 2025
Q3 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
SELL
|
- |
-3- 0.07% |
$154 - $163
|
4.21K
$221K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
38+ 0.65% |
$1.95K - $2.06K
|
5.89K
$309K
|
|
|
Nov 13, 2025
Q3 2025
|
Loomis Sayles & CO L P
|
BUY
|
- |
3.49K+ 325.47% |
$179K - $189K
|
4.56K
$239K
|
|
|
Nov 13, 2025
Q3 2025
|
Empowered Funds, LLC
|
BUY
|
- |
13.9KNew |
$714K - $754K
|
13.9K
$729K
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-147- 0.55% |
$7.55K - $7.97K
|
26.7K
$1.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-8- 0.06% |
$411 - $434
|
12.8K
$670K
|
|
|
Nov 13, 2025
Q3 2025
|
Ncp Inc.
La Quinta, CA |
BUY
|
- |
155+ 1.93% |
$7.96K - $8.41K
|
8.18K
$429K
|
|
|
Nov 13, 2025
Q3 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
32.1KNew |
$1.65M - $1.74M
|
32.1K
$1.68M
|
|
|
Nov 13, 2025
Q3 2025
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
10New |
$514 - $543
|
10
$525
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-477- 8.64% |
$24.5K - $25.9K
|
5.04K
$265K
|
|
|
Nov 13, 2025
Q3 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
107+ 2.2% |
$5.5K - $5.8K
|
4.96K
$260K
|
|
|
Nov 13, 2025
Q3 2025
|
Claret Asset Management Corp
|
SELL
|
- |
-97- 1.99% |
$4.98K - $5.26K
|
4.77K
$250K
|
|
|
Nov 13, 2025
Q3 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-2.38K- 29.71% |
$122K - $129K
|
5.63K
$295K
|
|
|
Nov 13, 2025
Q3 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
57+ 1.29% |
$2.93K - $3.09K
|
4.47K
$234K
|
|
|
Nov 13, 2025
Q3 2025
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
16.4KNew |
$840K - $888K
|
16.4K
$858K
|
|
|
Nov 13, 2025
Q3 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
5.45KNew |
$280K - $296K
|
5.45K
$286K
|
|
|
Nov 13, 2025
Q3 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
54.6K+ 24.68% |
$2.8M - $2.96M
|
276K
$14.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
191+ 2.2% |
$9.81K - $10.4K
|
8.87K
$465K
|
|
|
Nov 13, 2025
Q3 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-866K- 41.4% |
$44.5M - $47M
|
1.23M
$64.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
75+ 1.05% |
$3.85K - $4.07K
|
7.21K
$378K
|
|
|
Nov 13, 2025
Q3 2025
|
University Of Texas
|
BUY
|
- |
7.18K+ 24.84% |
$369K - $389K
|
36.1K
$1.89M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
42.6K+ 46.46% |
$2.19M - $2.31M
|
134K
$7.05M
|
|
|
Nov 13, 2025
Q3 2025
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
150K+ 15.57% |
$7.72M - $8.15M
|
1.12M
$58.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
PUT |
1.33M+ 635.81% |
$68.2M - $72.1M
|
1.54M
$80.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Css LLC
Chicago, IL |
BUY
|
PUT |
35K+ 700.0% |
$1.8M - $1.9M
|
40K
$2.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
221+ 3.24% |
$11.4K - $12K
|
7.04K
$369K
|
|
|
Nov 13, 2025
Q3 2025
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
900+ 11.48% |
$46.2K - $48.8K
|
8.74K
$458K
|
|
|
Nov 13, 2025
Q3 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-7- 0.23% |
$360 - $380
|
3.07K
$161K
|
|
|
Nov 13, 2025
Q3 2025
|
Nvest Financial, LLC
|
BUY
|
- |
4.36KNew |
$224K - $237K
|
4.36K
$229K
|
|
|
Nov 13, 2025
Q3 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-351- 1.2% |
$18K - $19K
|
28.8K
$1.51M
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
747+ 16.17% |
$38.4K - $40.5K
|
5.37K
$281K
|
|
|
Nov 13, 2025
Q3 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-110- 1.14% |
$5.65K - $5.97K
|
9.54K
$500K
|
|
|
Nov 13, 2025
Q3 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
7+ 0.05% |
$360 - $380
|
14.2K
$746K
|
|
|
Nov 13, 2025
Q3 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
92+ 0.99% |
$4.73K - $4.99K
|
9.43K
$495K
|
|
|
Nov 13, 2025
Q3 2025
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-2.42K- 2.58% |
$124K - $131K
|
91.4K
$4.79M
|
|
|
Nov 13, 2025
Q3 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
12+ 0.24% |
$616 - $651
|
4.95K
$259K
|
|
|
Nov 13, 2025
Q3 2025
|
Ehp Funds Inc.
Toronto, Z4 |
SELL
|
- |
-77K- 82.44% |
$3.96M - $4.18M
|
16.4K
$860K
|
|
|
Nov 13, 2025
Q3 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-156- 0.37% |
$8.01K - $8.46K
|
42.2K
$2.21M
|
|
|
Nov 13, 2025
Q3 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-916- 11.85% |
$47.1K - $49.7K
|
6.82K
$358K
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-2.16K- 3.28% |
$111K - $117K
|
63.8K
$3.34M
|
|
|
Nov 13, 2025
Q3 2025
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
37+ 0.33% |
$1.9K - $2.01K
|
11.2K
$588K
|
|
|
Nov 13, 2025
Q3 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
11+ 0.04% |
$565 - $597
|
30K
$1.57M
|
|
|
Nov 13, 2025
Q3 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
3.07K+ 70.76% |
$158K - $167K
|
7.41K
$389K
|
|
|
Nov 13, 2025
Q3 2025
|
Groupe La Francaise
Paris, I0 |
BUY
|
- |
1.14KNew |
$58.3K - $61.6K
|
1.14K
$59.5K
|
|
|
Nov 13, 2025
Q3 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
SELL
|
- |
-2.13K- 3.0% |
$109K - $115K
|
68.6K
$3.6M
|
|
|
Nov 13, 2025
Q3 2025
|
United Financial Planning Group LLC
Hauppauge, NY |
BUY
|
- |
312New |
$16K - $16.9K
|
312
$16.4K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12.6M+ 49.36% |
$645M - $681M
|
38M
$1.99B
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
PUT |
-52.2K- 0.96% |
$2.68M - $2.83M
|
5.38M
$282M
|
|
|
Nov 13, 2025
Q3 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.12K- 12.42% |
$57.4K - $60.6K
|
7.88K
$413K
|
|
|
Nov 13, 2025
Q3 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-40.8K- 70.37% |
$2.09M - $2.21M
|
17.2K
$900K
|
|