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 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
42.4K+ 149.01% |
$2.18M - $2.3M
|
70.9K
$3.67M
|
|
|
Oct 09, 2025
Q3 2025
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
1.47K+ 0.28% |
$75.4K - $79.6K
|
528K
$27.3M
|
|
|
Oct 09, 2025
Q3 2025
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-21- 0.01% |
$1.08K - $1.14K
|
341K
$17.7M
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
7.34K+ 102.27% |
$377K - $398K
|
14.5K
$752K
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2+ 0.08% |
$103 - $109
|
2.6K
$135K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.78K+ 5.29% |
$246K - $259K
|
95.2K
$4.93M
|
|
|
Oct 09, 2025
Q3 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-6.03K- 45.81% |
$310K - $327K
|
7.14K
$369K
|
|
|
Oct 09, 2025
Q3 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-250- 0.58% |
$12.8K - $13.6K
|
43.1K
$2.23M
|
|
|
Oct 09, 2025
Q3 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-1.29K- 53.68% |
$66.4K - $70.1K
|
1.12K
$57.7K
|
|
|
Oct 09, 2025
Q3 2025
|
Kessler Investment Group, LLC
|
SELL
|
- |
-28.6K- 62.84% |
$1.47M - $1.55M
|
16.9K
$876K
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
8.96K+ 3.84% |
$460K - $486K
|
242K
$12.5M
|
|
|
Oct 09, 2025
Q3 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-137K- 61.33% |
$7.02M - $7.41M
|
86.2K
$4.46M
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
4.34KNew |
$223K - $235K
|
4.34K
$225K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.97K+ 14.0% |
$101K - $107K
|
16.1K
$832K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
PUT |
2K+ 36.36% |
$103K - $109K
|
7.5K
$388K
|
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.52K+ 24.94% |
$78K - $82.4K
|
7.61K
$394K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.58K- 43.65% |
$81.2K - $85.7K
|
2.04K
$106K
|
|
|
Oct 09, 2025
Q3 2025
|
Capitol Family Office, Inc.
|
BUY
|
- |
189+ 0.8% |
$9.71K - $10.3K
|
23.9K
$1.24M
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-129K- 73.67% |
$6.65M - $7.02M
|
46.3K
$2.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-13.6K- 12.27% |
$700K - $739K
|
97.5K
$5.05M
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
526+ 1.78% |
$27K - $28.5K
|
30.1K
$1.56M
|
|
|
Oct 08, 2025
Q3 2025
|
Tompkins Financial Corp
|
SELL
|
- |
-5- 1.11% |
$257 - $271
|
447
$23.1K
|
|
|
Oct 08, 2025
Q3 2025
|
Rda Financial Network
|
BUY
|
- |
7.93K+ 13.36% |
$407K - $430K
|
67.3K
$3.48M
|
|
|
Oct 08, 2025
Q3 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
14.3K+ 116.49% |
$734K - $775K
|
26.6K
$1.37M
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2.54K+ 0.31% |
$131K - $138K
|
827K
$42.8M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-40.6K- 32.69% |
$2.08M - $2.2M
|
83.5K
$4.32M
|
|
|
Oct 08, 2025
Q3 2025
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-7.25K- 26.52% |
$372K - $393K
|
20.1K
$1.04M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-131- 1.75% |
$6.73K - $7.11K
|
7.38K
$382K
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
826+ 8.57% |
$42.4K - $44.8K
|
10.5K
$541K
|
|
|
Oct 08, 2025
Q3 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
7.75K+ 15.0% |
$398K - $421K
|
59.4K
$3.08M
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
BUY
|
- |
6.1K+ 5.58% |
$313K - $331K
|
115K
$5.97M
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-26- 0.66% |
$1.34K - $1.41K
|
3.92K
$203K
|
|
|
Oct 08, 2025
Q3 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
124+ 1.74% |
$6.37K - $6.73K
|
7.23K
$374K
|
|
|
Oct 08, 2025
Q3 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-2.84K- 19.3% |
$146K - $154K
|
11.9K
$615K
|
|
|
Oct 08, 2025
Q3 2025
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-366- 4.87% |
$18.8K - $19.9K
|
7.15K
$370K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
450+ 6.44% |
$23.1K - $24.4K
|
7.44K
$385K
|
|
|
Oct 07, 2025
Q3 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
1+ 0.01% |
$51.4 - $54.3
|
7.64K
$395K
|
|
|
Oct 07, 2025
Q3 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-28.1K- 34.81% |
$1.45M - $1.53M
|
52.7K
$2.73M
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-150- 13.46% |
$7.71K - $8.14K
|
964
$49.9K
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-17.6K- 97.08% |
$905K - $956K
|
530
$27.4K
|
|
|
Oct 07, 2025
Q3 2025
|
Lynch & Associates
|
SELL
|
- |
-100- 0.63% |
$5.14K - $5.43K
|
15.8K
$817K
|
|
|
Oct 07, 2025
Q3 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.25K+ 10.85% |
$64.1K - $67.6K
|
12.7K
$660K
|
|
|
Oct 07, 2025
Q3 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
66.9K+ 93.69% |
$3.44M - $3.63M
|
138K
$7.16M
|
|
|
Oct 07, 2025
Q3 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
2.11K+ 2.71% |
$108K - $114K
|
79.7K
$4.13M
|
|
|
Oct 07, 2025
Q3 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-16.6K- 6.43% |
$853K - $900K
|
242K
$12.5M
|
|
|
Oct 07, 2025
Q3 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
121+ 0.54% |
$6.22K - $6.56K
|
22.6K
$1.17M
|
|
|
Oct 07, 2025
Q3 2025
|
Bay Rivers Group
|
SELL
|
- |
-147- 0.26% |
$7.55K - $7.97K
|
55.9K
$2.9M
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
3.16K+ 24.1% |
$162K - $171K
|
16.3K
$842K
|
|
|
Oct 07, 2025
Q3 2025
|
Beacon Financial Group
|
SELL
|
- |
-476- 0.98% |
$24.5K - $25.8K
|
48.3K
$2.5M
|
|
|
Oct 07, 2025
Q3 2025
|
Country Club Bank
|
SELL
|
- |
-1.37K- 4.13% |
$70.4K - $74.3K
|
31.8K
$1.64M
|