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 07, 2025
Q3 2025
|
Accel Wealth Management
|
BUY
|
- |
1.23K+ 3.13% |
$63.1K - $66.7K
|
40.4K
$2.09M
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
254+ 2.77% |
$13K - $13.8K
|
9.43K
$488K
|
|
|
Oct 07, 2025
Q3 2025
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-9.61K- 44.89% |
$494K - $522K
|
11.8K
$611K
|
|
|
Oct 07, 2025
Q3 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
627+ 3.23% |
$32.2K - $34K
|
20.1K
$1.04M
|
|
|
Oct 06, 2025
Q3 2025
|
Trust CO
|
BUY
|
- |
3.43K+ 4.77% |
$176K - $186K
|
75.3K
$3.9M
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
3.74KNew |
$192K - $203K
|
3.74K
$193K
|
|
|
Oct 06, 2025
Q3 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
2.96K+ 4.1% |
$152K - $161K
|
75.1K
$3.89M
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-235- 0.15% |
$12.1K - $12.7K
|
155K
$8.02M
|
|
|
Oct 06, 2025
Q3 2025
|
Grove Bank & Trust
|
BUY
|
- |
1.4K+ 150.38% |
$71.9K - $76K
|
2.33K
$121K
|
|
|
Oct 06, 2025
Q3 2025
|
Boltwood Capital Management
|
BUY
|
- |
981+ 2.31% |
$50.4K - $53.2K
|
43.5K
$2.25M
|
|
|
Oct 06, 2025
Q3 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-2.31K- 24.63% |
$119K - $125K
|
7.06K
$366K
|
|
|
Oct 06, 2025
Q3 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
839+ 2.24% |
$43.1K - $45.5K
|
38.3K
$1.98M
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
BUY
|
- |
814K+ 11778.85% |
$41.8M - $44.2M
|
821K
$42.5M
|
|
|
Oct 06, 2025
Q3 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
55.4KNew |
$2.85M - $3.01M
|
55.4K
$2.87M
|
|
|
Oct 06, 2025
Q3 2025
|
Act Wealth Management, LLC
|
BUY
|
- |
8.01K+ 5.43% |
$412K - $435K
|
156K
$8.06M
|
|
|
Oct 06, 2025
Q3 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.03% |
$205 - $217
|
12.3K
$636K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.69KNew |
$86.7K - $91.6K
|
1.69K
$87.4K
|
|
|
Oct 06, 2025
Q3 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
1.93K+ 10.94% |
$99.2K - $105K
|
19.6K
$1.01M
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
7.74K+ 2.97% |
$398K - $420K
|
268K
$13.9M
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
542+ 2.61% |
$27.8K - $29.4K
|
21.3K
$1.1M
|
|
|
Oct 03, 2025
Q3 2025
|
First Citizens Financial Corp
|
BUY
|
- |
2.51K+ 12.13% |
$129K - $136K
|
23.2K
$1.2M
|
|
|
Oct 03, 2025
Q3 2025
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-1.56K- 4.05% |
$79.9K - $84.4K
|
36.9K
$1.91M
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
327+ 3.98% |
$16.8K - $17.7K
|
8.55K
$442K
|
|
|
Oct 02, 2025
Q3 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-271- 9.52% |
$13.9K - $14.7K
|
2.58K
$133K
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
SELL
|
- |
-896- 42.95% |
$46K - $48.6K
|
1.19K
$61.6K
|
|
|
Oct 01, 2025
Q3 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
2.56K+ 3.8% |
$132K - $139K
|
69.9K
$3.62M
|
|
|
Oct 01, 2025
Q3 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
3+ 0.32% |
$154 - $163
|
946
$49K
|
|
| Q2 2025 | |||||||
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-760- 6.5% |
$33.4K - $39.8K
|
10.9K
$566K
|
|
|
Oct 16, 2025
Q2 2025
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-8.69K- 17.45% |
$381K - $455K
|
41.1K
$2.13M
|
|
|
Oct 15, 2025
Q2 2025
|
Peterson Wealth Management
|
BUY
|
- |
85.5K+ 624.73% |
$3.75M - $4.48M
|
99.2K
$5.13M
|
|
|
Oct 02, 2025
Q2 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
358+ 65.09% |
$15.7K - $18.7K
|
908
$47K
|
|
|
Sep 30, 2025
Q2 2025
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
181K+ 4370.2% |
$7.96M - $9.49M
|
185K
$9.6M
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-415K- 47.55% |
$18.2M - $21.7M
|
457K
$23.7M
|
|
|
Sep 25, 2025
Q2 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
4.34KNew |
$190K - $227K
|
4.34K
$224K
|
|
|
Sep 19, 2025
Q2 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-2K- 5.86% |
$87.8K - $105K
|
32.1K
$1.66M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
305K+ 14.27% |
$13.4M - $16M
|
2.44M
$126M
|
|
|
Sep 03, 2025
Q2 2025
|
American Trust
Lexington, KY |
BUY
|
- |
5.92KNew |
$260K - $310K
|
5.92K
$306K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-9.23K- 6.34% |
$405K - $483K
|
136K
$7.05M
|
|
|
Aug 27, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
121K+ 143.88% |
$5.33M - $6.36M
|
206K
$10.7M
|
|
|
Aug 27, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
PUT |
-1.37M- 61.85% |
$60.1M - $71.7M
|
844K
$43.7M
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-66.5K- 49.45% |
$2.92M - $3.48M
|
68K
$3.52M
|
|
|
Aug 27, 2025
Q2 2025
|
Cypress Capital Advisors, LLC
Franklin, TN |
BUY
|
- |
280+ 1.65% |
$12.3K - $14.7K
|
17.3K
$893K
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.18M+ 1294.44% |
$51.8M - $61.8M
|
1.27M
$65.8M
|
|
|
Aug 25, 2025
Q2 2025
|
Fulcrum Equity Management
|
SELL
|
- |
-9.54K- 20.74% |
$419K - $500K
|
36.5K
$1.89M
|
|
|
Aug 25, 2025
Q2 2025
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-11.1K- 34.24% |
$488K - $582K
|
21.3K
$1.1M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
467+ 69.08% |
$20.5K - $24.5K
|
1.14K
$59.2K
|
|
|
Aug 19, 2025
Q2 2025
|
Cim, LLC
|
SELL
|
- |
-47.2K- 90.91% |
$2.07M - $2.47M
|
4.72K
$244K
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
300+ 2.02% |
$13.2K - $15.7K
|
15.1K
$783K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
4.99K+ 3.63% |
$219K - $261K
|
142K
$7.36M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-70.5K- 49.63% |
$3.09M - $3.69M
|
71.5K
$3.7M
|
|