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, 2024
Q3 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
13+ 0.25% |
$531 - $595
|
5.3K
$260K
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-4.79K- 29.99% |
$196K - $219K
|
11.2K
$548K
|
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
15.8K+ 2.24% |
$644K - $721K
|
719K
$35.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
443+ 2.87% |
$18.1K - $20.3K
|
15.9K
$778K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-184K- 10.08% |
$7.52M - $8.42M
|
1.64M
$80.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-68.8K- 3.49% |
$2.81M - $3.15M
|
1.91M
$93.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-30.1K- 20.75% |
$1.23M - $1.37M
|
115K
$5.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-252K- 33.05% |
$10.3M - $11.5M
|
511K
$25M
|
|
|
Nov 13, 2024
Q3 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
1+ 0.01% |
$40.8 - $45.7
|
8.83K
$433K
|
|
|
Nov 13, 2024
Q3 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
374+ 0.21% |
$15.3K - $17.1K
|
177K
$8.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-1.23K- 7.5% |
$50.2K - $56.2K
|
15.1K
$742K
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-498- 73.13% |
$20.3K - $22.8K
|
183
$8.97K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-3.83K- 4.68% |
$156K - $175K
|
77.9K
$3.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Washington Growth Strategies LLC
Washington, DC |
BUY
|
- |
7.25KNew |
$296K - $332K
|
7.25K
$355K
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1.72K- 9.73% |
$70.3K - $78.7K
|
16K
$782K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-197K- 38.39% |
$8.07M - $9.03M
|
317K
$15.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
3.75K+ 4.19% |
$153K - $171K
|
93.2K
$4.56M
|
|
|
Nov 13, 2024
Q3 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-250- 3.29% |
$10.2K - $11.4K
|
7.36K
$361K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
3.64K+ 19.46% |
$149K - $166K
|
22.3K
$1.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
226+ 10.51% |
$9.23K - $10.3K
|
2.38K
$116K
|
|
|
Nov 13, 2024
Q3 2024
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-162K- 10.05% |
$6.63M - $7.43M
|
1.45M
$71.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
46.1K+ 37.33% |
$1.88M - $2.11M
|
170K
$8.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
CALL |
200K+ 36.36% |
$8.17M - $9.15M
|
750K
$36.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-3.11K- 13.33% |
$127K - $142K
|
20.2K
$991K
|
|
|
Nov 13, 2024
Q3 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-999K- 99.93% |
$40.8M - $45.7M
|
702
$34.4K
|
|
|
Nov 13, 2024
Q3 2024
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
2.86K+ 6.73% |
$117K - $131K
|
45.3K
$2.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
188K+ 14.17% |
$7.66M - $8.58M
|
1.51M
$74M
|
|
|
Nov 13, 2024
Q3 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
4.6KNew |
$188K - $210K
|
4.6K
$225K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-31- 2.55% |
$1.27K - $1.42K
|
1.19K
$58.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
54.6K+ 288.63% |
$2.23M - $2.5M
|
73.6K
$3.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.19K+ 1.7% |
$48.6K - $54.4K
|
71K
$3.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-12.5K- 3.1% |
$512K - $573K
|
391K
$19.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
6.63K+ 6.26% |
$271K - $303K
|
113K
$5.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
584K+ 237.34% |
$23.8M - $26.7M
|
830K
$40.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
PUT |
-376K- 43.38% |
$15.3M - $17.2M
|
490K
$24M
|
|
|
Nov 13, 2024
Q3 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-79- 1.39% |
$3.23K - $3.61K
|
5.59K
$274K
|
|
|
Nov 13, 2024
Q3 2024
|
Ncp Inc.
La Quinta, CA |
SELL
|
- |
-2.94K- 22.03% |
$120K - $134K
|
10.4K
$509K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-3.4K- 22.11% |
$139K - $155K
|
12K
$586K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
4+ 21.05% |
$163 - $183
|
23
$1.13K
|
|
|
Nov 13, 2024
Q3 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-502- 5.68% |
$20.5K - $23K
|
8.33K
$408K
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-1.15K- 1.11% |
$46.8K - $52.4K
|
102K
$5.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
1.91KNew |
$77.8K - $87.1K
|
1.91K
$93.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Peterson Wealth Management
|
SELL
|
- |
-119- 0.93% |
$4.86K - $5.44K
|
12.7K
$623K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
24.8K+ 5.51% |
$1.01M - $1.14M
|
476K
$23.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.16K+ 2.06% |
$211K - $236K
|
255K
$12.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-30- 20.0% |
$1.23K - $1.37K
|
120
$5.88K
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
65.8KNew |
$2.69M - $3.01M
|
65.8K
$3.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
61.3K+ 29.36% |
$2.5M - $2.8M
|
270K
$13.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-208- 2.79% |
$8.49K - $9.51K
|
7.25K
$355K
|
|
|
Nov 13, 2024
Q3 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
1.71KNew |
$69.9K - $78.3K
|
1.71K
$83.9K
|