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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
176K+ 16.86% |
$8.33M - $9.19M
|
1.22M
$62.2M
|
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-390- 2.47% |
$18.5K - $20.4K
|
15.4K
$785K
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-412- 0.36% |
$19.5K - $21.5K
|
114K
$5.81M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
PUT |
7.95M+ 63.59% |
$376M - $415M
|
20.5M
$1.04B
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-5.28K- 13.28% |
$250K - $276K
|
34.5K
$1.76M
|
|
|
May 14, 2025
Q1 2025
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
PUT |
-50K- 20.0% |
$2.37M - $2.61M
|
200K
$10.2M
|
|
|
May 14, 2025
Q1 2025
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-135- 0.53% |
$6.39K - $7.05K
|
25.5K
$1.3M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.93K+ 6.55% |
$91.4K - $101K
|
31.4K
$1.6M
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-252- 1.6% |
$11.9K - $13.2K
|
15.5K
$790K
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-296- 5.29% |
$14K - $15.4K
|
5.3K
$270K
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
15.9KNew |
$753K - $831K
|
15.9K
$811K
|
|
|
May 14, 2025
Q1 2025
|
Eisler Capital Management Ltd.
London, X0 |
SELL
|
- |
-174K- 97.21% |
$8.25M - $9.1M
|
5K
$255K
|
|
|
May 14, 2025
Q1 2025
|
Sig Brokerage, LP
Bala Cynwyd, PA |
SELL
|
CALL |
-32.5K- 22.81% |
$1.54M - $1.7M
|
110K
$5.61M
|
|
|
May 14, 2025
Q1 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
14.2K+ 146.16% |
$672K - $741K
|
23.9K
$1.22M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
12.2KNew |
$577K - $637K
|
12.2K
$622K
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
101+ 2.23% |
$4.78K - $5.27K
|
4.62K
$235K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-228KClosed |
$10.8M - $11.9M
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Emg Holdings, L.P.
Old Greenwich, CT |
BUY
|
PUT |
300KNew |
$14.2M - $15.7M
|
300K
$15.3M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-13.7K- 16.53% |
$650K - $717K
|
69.3K
$3.53M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-54.9K- 14.29% |
$2.6M - $2.87M
|
330K
$16.8M
|
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-309- 2.41% |
$14.6K - $16.1K
|
12.5K
$636K
|
|
|
May 14, 2025
Q1 2025
|
Peak6 LLC
Chicago, IL |
SELL
|
PUT |
-90.5K- 27.82% |
$4.28M - $4.72M
|
235K
$12M
|
|
|
May 14, 2025
Q1 2025
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
3.48K+ 27.47% |
$164K - $181K
|
16.1K
$822K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-15.2K- 9.46% |
$719K - $793K
|
145K
$7.41M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-577- 0.73% |
$27.3K - $30.1K
|
78.4K
$3.99M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-196- 1.13% |
$9.27K - $10.2K
|
17.1K
$872K
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.06K- 5.4% |
$50.3K - $55.5K
|
18.7K
$951K
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-33- 0.33% |
$1.56K - $1.72K
|
10.1K
$515K
|
|
|
May 14, 2025
Q1 2025
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
1+ 0.01% |
$47.3 - $52.2
|
8.84K
$450K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
841K+ 137.2% |
$39.8M - $43.9M
|
1.45M
$74.1M
|
|
|
May 14, 2025
Q1 2025
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
2+ 0.02% |
$94.6 - $104
|
9.29K
$474K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.31K- 26.13% |
$109K - $121K
|
6.54K
$333K
|
|
|
May 14, 2025
Q1 2025
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
211K+ 221.64% |
$10M - $11M
|
307K
$15.6M
|
|
|
May 14, 2025
Q1 2025
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
BUY
|
- |
4K+ 9.35% |
$189K - $209K
|
46.8K
$2.38M
|
|
|
May 14, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
SELL
|
- |
-2.78K- 94.55% |
$131K - $145K
|
160
$8.15K
|
|
|
May 14, 2025
Q1 2025
|
Minot De Blois Advisors LLC
Boston, MA |
SELL
|
- |
-4.81K- 72.03% |
$228K - $251K
|
1.87K
$95.2K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
9.51K+ 17.62% |
$450K - $496K
|
63.4K
$3.23M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
5.36K+ 135.63% |
$254K - $280K
|
9.32K
$475K
|
|
|
May 13, 2025
Q1 2025
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
SELL
|
- |
-8M- 66.24% |
$379M - $418M
|
4.08M
$208M
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-11.7K- 5.9% |
$554K - $611K
|
187K
$9.51M
|
|
|
May 13, 2025
Q1 2025
|
Tiff Advisory Services Inc
|
BUY
|
- |
642K+ 65.66% |
$30.4M - $33.5M
|
1.62M
$82.5M
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1K- 1.77% |
$47.3K - $52.2K
|
55.6K
$2.83M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-947- 1.05% |
$44.8K - $49.4K
|
89.6K
$4.56M
|
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
1.07K+ 8.25% |
$50.4K - $55.6K
|
14K
$713K
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.42K- 7.34% |
$67.2K - $74.1K
|
17.9K
$914K
|
|
|
May 13, 2025
Q1 2025
|
Mkp Capital Management, L.L.C.
New York, NY |
BUY
|
- |
5.14MNew |
$243M - $268M
|
5.14M
$262M
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
202+ 2.21% |
$9.56K - $10.5K
|
9.34K
$476K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.06M- 92.08% |
$50.2M - $55.3M
|
91.1K
$4.64M
|
|
|
May 13, 2025
Q1 2025
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-4.29K- 3.85% |
$203K - $224K
|
107K
$5.46M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
25.3K+ 86.75% |
$1.2M - $1.32M
|
54.4K
$2.77M
|