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
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.39K+ 5.28% |
$56.7K - $63.5K
|
27.7K
$1.36M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
121K+ 29.45% |
$4.95M - $5.55M
|
533K
$26.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
1.77MNew |
$72.1M - $80.7M
|
1.77M
$86.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-96.1K- 9.44% |
$3.92M - $4.4M
|
922K
$45.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
445K+ 5.41% |
$18.2M - $20.4M
|
8.67M
$425M
|
|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-1.07K- 12.96% |
$43.7K - $48.9K
|
7.19K
$352K
|
|
|
Nov 13, 2024
Q3 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
42.4K+ 76.19% |
$1.73M - $1.94M
|
98K
$4.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1K- 71.43% |
$40.8K - $45.7K
|
400
$19.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Fusion Capital, LLC
|
BUY
|
- |
25+ 0.27% |
$1.02K - $1.14K
|
9.23K
$452K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
13.9K+ 15.85% |
$566K - $634K
|
101K
$4.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
SELL
|
- |
-4.23K- 6.81% |
$173K - $193K
|
57.9K
$2.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
132K+ 9.58% |
$5.39M - $6.04M
|
1.51M
$74M
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
8.66K+ 24.92% |
$354K - $396K
|
43.4K
$2.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
28.1K+ 25.39% |
$1.15M - $1.28M
|
139K
$6.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
59+ 0.07% |
$2.41K - $2.7K
|
88.1K
$4.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
SELL
|
- |
-2.02K- 3.07% |
$82.3K - $92.2K
|
63.7K
$3.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
5.38KNew |
$220K - $246K
|
5.38K
$264K
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-87- 0.79% |
$3.55K - $3.98K
|
11K
$538K
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-110K- 42.27% |
$4.5M - $5.04M
|
150K
$7.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Capital Strategies
|
BUY
|
- |
21.5KNew |
$879K - $985K
|
21.5K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
40+ 0.32% |
$1.63K - $1.83K
|
12.7K
$622K
|
|
|
Nov 12, 2024
Q3 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-663- 0.89% |
$27.1K - $30.3K
|
73.7K
$3.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Cowen And Company, LLC
|
BUY
|
- |
38KNew |
$1.55M - $1.74M
|
38K
$1.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Cowen And Company, LLC
|
BUY
|
PUT |
25KNew |
$1.02M - $1.14M
|
25K
$1.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
4.79KNew |
$196K - $219K
|
4.79K
$235K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-804K- 15.35% |
$32.8M - $36.8M
|
4.43M
$217M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
PUT |
1.78M+ 12.32% |
$72.7M - $81.5M
|
16.2M
$796M
|
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-100- 0.79% |
$4.08K - $4.57K
|
12.5K
$613K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-7.88K- 1.62% |
$322K - $361K
|
479K
$23.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
98.6KNew |
$4.03M - $4.51M
|
98.6K
$4.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-19.5K- 46.62% |
$796K - $891K
|
22.3K
$1.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-151K- 50.64% |
$6.15M - $6.89M
|
147K
$7.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-896- 10.08% |
$36.6K - $41K
|
8K
$392K
|
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-404K- 97.28% |
$16.5M - $18.5M
|
11.3K
$554K
|
|
|
Nov 12, 2024
Q3 2024
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-3.49K- 14.14% |
$143K - $160K
|
21.2K
$1.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-251- 1.02% |
$10.3K - $11.5K
|
24.4K
$1.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
11+ 0.18% |
$449 - $503
|
6.21K
$304K
|
|
|
Nov 12, 2024
Q3 2024
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
SELL
|
- |
-55K- 49.69% |
$2.25M - $2.52M
|
55.7K
$2.73M
|
|
|
Nov 12, 2024
Q3 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
8.52KNew |
$348K - $390K
|
8.52K
$417K
|
|
|
Nov 12, 2024
Q3 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
4.25KNew |
$174K - $194K
|
4.25K
$208K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-369- 2.32% |
$15.1K - $16.9K
|
15.6K
$762K
|
|
|
Nov 12, 2024
Q3 2024
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
SELL
|
- |
-36.6K- 17.4% |
$1.5M - $1.68M
|
174K
$8.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-7.76KClosed |
$317K - $355K
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
35.3K+ 84.6% |
$1.44M - $1.61M
|
77K
$3.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Wulff, Hansen & Co.
|
BUY
|
- |
4.52KNew |
$184K - $207K
|
4.52K
$221K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
578K+ 9248.66% |
$23.6M - $26.4M
|
584K
$28.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-36.5K- 14.91% |
$1.49M - $1.67M
|
209K
$10.2M
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
1.16M+ 44.88% |
$47.2M - $52.9M
|
3.73M
$183M
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
79+ 33.76% |
$3.23K - $3.61K
|
313
$15.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.53K- 2.6% |
$62.5K - $70K
|
57.4K
$2.81M
|