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 13, 2025
Q1 2025
|
Finley Financial, LLC
Las Vegas, NV |
SELL
|
- |
-4.48K- 20.42% |
$212K - $234K
|
17.4K
$888K
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-82- 0.28% |
$3.88K - $4.28K
|
29.3K
$1.49M
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
15.4K+ 252.37% |
$731K - $806K
|
21.6K
$1.1M
|
|
|
May 13, 2025
Q1 2025
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-93.9K- 7.35% |
$4.44M - $4.9M
|
1.18M
$60.4M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.29M+ 200.84% |
$61.1M - $67.4M
|
1.93M
$98.5M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
CALL |
150KNew |
$7.1M - $7.83M
|
150K
$7.64M
|
|
|
May 13, 2025
Q1 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-6.55K- 4.55% |
$310K - $342K
|
137K
$7M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
32K+ 69.02% |
$1.51M - $1.67M
|
78.3K
$3.99M
|
|
|
May 13, 2025
Q1 2025
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-112K- 74.1% |
$5.31M - $5.85M
|
39.2K
$2M
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
3.3K+ 10.36% |
$156K - $172K
|
35.1K
$1.79M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
500+ 0.64% |
$23.7K - $26.1K
|
78.9K
$4.02M
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
298+ 3.65% |
$14.1K - $15.6K
|
8.47K
$432K
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
15.7K+ 265.47% |
$743K - $820K
|
21.6K
$1.1M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
916+ 2.83% |
$43.3K - $47.8K
|
33.3K
$1.69M
|
|
|
May 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-11- 14.1% |
$521 - $574
|
67
$3.41K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.94K- 12.25% |
$91.9K - $101K
|
13.9K
$709K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.75K+ 9.6% |
$414K - $457K
|
100K
$5.09M
|
|
|
May 13, 2025
Q1 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
70.7K+ 63.29% |
$3.35M - $3.69M
|
182K
$9.3M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
7.33K+ 4.45% |
$347K - $383K
|
172K
$8.76M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
CALL |
1.6MNew |
$75.7M - $83.5M
|
1.6M
$81.5M
|
|
|
May 13, 2025
Q1 2025
|
Marathon Trading Investment Management LLC
Radnor, PA |
SELL
|
- |
-85.4K- 90.74% |
$4.04M - $4.46M
|
8.72K
$444K
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
83.5K+ 21.0% |
$3.95M - $4.36M
|
481K
$24.5M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-2.27K- 7.54% |
$107K - $118K
|
27.8K
$1.42M
|
|
|
May 13, 2025
Q1 2025
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-84- 1.1% |
$3.97K - $4.38K
|
7.54K
$384K
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
4.35KNew |
$206K - $227K
|
4.35K
$222K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.86M+ 14.44% |
$135M - $149M
|
22.6M
$1.15B
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
PUT |
-1.36M- 49.14% |
$64.4M - $71M
|
1.41M
$71.8M
|
|
|
May 13, 2025
Q1 2025
|
Claret Asset Management Corp
|
SELL
|
- |
-75- 1.5% |
$3.55K - $3.91K
|
4.92K
$251K
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
199+ 0.87% |
$9.42K - $10.4K
|
23K
$1.17M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-911- 7.84% |
$43.1K - $47.5K
|
10.7K
$546K
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
6.17K+ 43.76% |
$292K - $322K
|
20.3K
$1.03M
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-3.92K- 16.94% |
$185K - $204K
|
19.2K
$978K
|
|
|
May 13, 2025
Q1 2025
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
57.5KNew |
$2.72M - $3M
|
57.5K
$2.93M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-3.88K- 12.23% |
$184K - $203K
|
27.9K
$1.42M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-4.8K- 26.94% |
$227K - $251K
|
13K
$663K
|
|
|
May 13, 2025
Q1 2025
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-1.61M- 94.6% |
$76.4M - $84.3M
|
92.1K
$4.69M
|
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
146New |
$6.91K - $7.62K
|
146
$7.44K
|
|
|
May 13, 2025
Q1 2025
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-2.02K- 21.5% |
$95.3K - $105K
|
7.36K
$375K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
8K+ 10.8% |
$379K - $418K
|
82.1K
$4.18M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-5.35K- 0.91% |
$253K - $279K
|
584K
$29.8M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-737- 1.98% |
$34.9K - $38.5K
|
36.6K
$1.86M
|
|
|
May 13, 2025
Q1 2025
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
4.38KNew |
$207K - $228K
|
4.38K
$223K
|
|
|
May 13, 2025
Q1 2025
|
Riverview Capital Advisers, LLC
Boston, MA |
SELL
|
- |
-150- 1.94% |
$7.1K - $7.83K
|
7.59K
$387K
|
|
|
May 13, 2025
Q1 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
12.1K+ 50.12% |
$573K - $632K
|
36.3K
$1.85M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-586- 3.1% |
$27.7K - $30.6K
|
18.3K
$933K
|
|
|
May 13, 2025
Q1 2025
|
Elm Partners Management LLC
|
SELL
|
- |
-9.43K- 41.54% |
$446K - $492K
|
13.3K
$677K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
803+ 6.84% |
$38K - $41.9K
|
12.5K
$639K
|
|
|
May 13, 2025
Q1 2025
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-2.27K- 17.26% |
$107K - $118K
|
10.9K
$554K
|
|
|
May 13, 2025
Q1 2025
|
Leuthold Group, LLC
|
SELL
|
- |
-50.9K- 20.91% |
$2.41M - $2.66M
|
192K
$9.81M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
1.01K+ 3.17% |
$47.7K - $52.7K
|
32.9K
$1.68M
|