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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
1+ 0.01% |
$51.4 - $54.3
|
11.4K
$590K
|
|
|
Oct 14, 2025
Q3 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-1.28K- 12.53% |
$65.8K - $69.4K
|
8.94K
$463K
|
|
|
Oct 14, 2025
Q3 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
300+ 4.29% |
$15.4K - $16.3K
|
7.3K
$378K
|
|
|
Oct 14, 2025
Q3 2025
|
Prairiewood Capital, LLC
|
SELL
|
- |
-5.49K- 17.73% |
$282K - $298K
|
25.5K
$1.32M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-46.9K- 13.62% |
$2.41M - $2.54M
|
297K
$15.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
5.14KNew |
$264K - $279K
|
5.14K
$266K
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
525+ 5.52% |
$27K - $28.5K
|
10K
$519K
|
|
|
Oct 14, 2025
Q3 2025
|
West Financial Advisors, LLC
|
SELL
|
- |
-65.1K- 97.7% |
$3.35M - $3.53M
|
1.53K
$79.3K
|
|
|
Oct 14, 2025
Q3 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
6+ 0.3% |
$308 - $326
|
1.99K
$103K
|
|
|
Oct 14, 2025
Q3 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
23.6KNew |
$1.21M - $1.28M
|
23.6K
$1.22M
|
|
|
Oct 14, 2025
Q3 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
7.4KNew |
$380K - $402K
|
7.4K
$383K
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
761+ 801.05% |
$39.1K - $41.3K
|
856
$44.3K
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
18.5KNew |
$951K - $1M
|
18.5K
$958K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
466K+ 1211.07% |
$23.9M - $25.3M
|
504K
$26.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Trust CO Of Vermont
|
BUY
|
- |
312+ 30.98% |
$16K - $16.9K
|
1.32K
$68.3K
|
|
|
Oct 14, 2025
Q3 2025
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
1.36K+ 1.62% |
$70K - $73.9K
|
85.2K
$4.41M
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
SELL
|
- |
-17K- 5.07% |
$871K - $920K
|
318K
$16.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.28K+ 9.79% |
$65.5K - $69.2K
|
14.3K
$741K
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
781+ 6.24% |
$40.1K - $42.4K
|
13.3K
$688K
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-25- 0.2% |
$1.28K - $1.36K
|
12.3K
$634K
|
|
|
Oct 14, 2025
Q3 2025
|
Able Wealth Management LLC
Lakewood, NJ |
SELL
|
- |
-103- 2.54% |
$5.29K - $5.59K
|
3.95K
$204K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
2.45K+ 623.98% |
$126K - $133K
|
2.84K
$147K
|
|
|
Oct 14, 2025
Q3 2025
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-527- 2.83% |
$27.1K - $28.6K
|
18.1K
$935K
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
28.2K+ 2.5% |
$1.45M - $1.53M
|
1.16M
$59.8M
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-2.51K- 13.79% |
$129K - $136K
|
15.7K
$812K
|
|
|
Oct 10, 2025
Q3 2025
|
Clarity Financial LLC
|
SELL
|
- |
-6.68K- 2.1% |
$343K - $362K
|
311K
$16.1M
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
12.2K+ 2.67% |
$626K - $661K
|
468K
$24.2M
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-19- 0.3% |
$976 - $1.03K
|
6.36K
$329K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
45+ 15.41% |
$2.31K - $2.44K
|
337
$17.4K
|
|
|
Oct 10, 2025
Q3 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
1.95K+ 4.23% |
$100K - $106K
|
47.9K
$2.48M
|
|
|
Oct 10, 2025
Q3 2025
|
Corsicana & Co.
|
SELL
|
- |
-9.06K- 13.12% |
$465K - $491K
|
59.9K
$3.1M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-345- 4.48% |
$17.7K - $18.7K
|
7.35K
$380K
|
|
|
Oct 10, 2025
Q3 2025
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
4+ 0.03% |
$205 - $217
|
14.8K
$767K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
29+ 1.22% |
$1.49K - $1.57K
|
2.41K
$125K
|
|
|
Oct 10, 2025
Q3 2025
|
Thomasville National Bank
|
BUY
|
- |
912+ 5.51% |
$46.8K - $49.5K
|
17.5K
$904K
|
|
|
Oct 10, 2025
Q3 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
429+ 7.21% |
$22K - $23.3K
|
6.38K
$330K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-26.2K- 7.08% |
$1.35M - $1.42M
|
344K
$17.8M
|
|
|
Oct 10, 2025
Q3 2025
|
Marion Wealth Management
|
SELL
|
- |
-10- 0.19% |
$514 - $543
|
5.25K
$272K
|
|
|
Oct 10, 2025
Q3 2025
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-2.54K- 31.4% |
$131K - $138K
|
5.56K
$288K
|
|
|
Oct 10, 2025
Q3 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
SELL
|
- |
-719- 1.44% |
$36.9K - $39K
|
49.3K
$2.55M
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
246+ 2.53% |
$12.6K - $13.3K
|
9.96K
$515K
|
|
|
Oct 10, 2025
Q3 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
100+ 0.5% |
$5.14K - $5.43K
|
20.2K
$1.04M
|
|
|
Oct 10, 2025
Q3 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1+ 0.01% |
$51.4 - $54.3
|
6.69K
$346K
|
|
|
Oct 09, 2025
Q3 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
11.2K+ 4.56% |
$577K - $609K
|
258K
$13.3M
|
|
|
Oct 09, 2025
Q3 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-1.33K- 10.15% |
$68.1K - $71.9K
|
11.7K
$607K
|
|
|
Oct 09, 2025
Q3 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
490+ 1.25% |
$25.2K - $26.6K
|
39.6K
$2.05M
|
|
|
Oct 09, 2025
Q3 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
6.8KNew |
$349K - $369K
|
6.8K
$352K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 0.21% |
$51.4 - $54.3
|
483
$25K
|
|
|
Oct 09, 2025
Q3 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
579+ 1.6% |
$29.7K - $31.4K
|
36.9K
$1.91M
|
|
|
Oct 09, 2025
Q3 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
2.57K+ 1.63% |
$132K - $139K
|
160K
$8.28M
|