Latest Institutional Purchases of Financial Sector Spdr (XLF)
This list provides information on the latest institutional transactions involving Financial Sector Spdr (XLF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.08M+ 107.91% |
$55.5M - $58.6M
|
2.08M
$108M
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
BUY
|
- |
814K+ 11778.85% |
$41.8M - $44.2M
|
821K
$42.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
519K+ 16.6% |
$26.7M - $28.2M
|
3.65M
$189M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
466K+ 1211.07% |
$23.9M - $25.3M
|
504K
$26.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
290KNew |
$14.9M - $15.7M
|
290K
$15M
|
|
|
Oct 31, 2025
Q3 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
238K+ 37.98% |
$12.2M - $12.9M
|
863K
$44.7M
|
|
|
Oct 22, 2025
Q3 2025
|
West End Advisors, LLC
|
BUY
|
- |
158K+ 2.65% |
$8.14M - $8.6M
|
6.14M
$318M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
154K+ 189.42% |
$7.93M - $8.37M
|
236K
$12.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
127KNew |
$6.54M - $6.91M
|
127K
$6.59M
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Capital Management, Inc.
|
BUY
|
- |
121KNew |
$6.2M - $6.55M
|
121K
$6.25M
|
|
|
Oct 27, 2025
Q3 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
111K+ 22.77% |
$5.7M - $6.02M
|
598K
$31M
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
102K+ 6.72% |
$5.25M - $5.54M
|
1.62M
$84M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
101K+ 125.38% |
$5.17M - $5.46M
|
181K
$9.37M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
98.9K+ 545.21% |
$5.08M - $5.36M
|
117K
$6.06M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
98.6K+ 13.66% |
$5.07M - $5.35M
|
821K
$42.5M
|
|
|
Oct 20, 2025
Q3 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
96.2KNew |
$4.94M - $5.22M
|
96.2K
$4.98M
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
89.1K+ 80.99% |
$4.58M - $4.83M
|
199K
$10.3M
|
|
|
Oct 07, 2025
Q3 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
66.9K+ 93.69% |
$3.44M - $3.63M
|
138K
$7.16M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
66.3K+ 8.18% |
$3.4M - $3.59M
|
877K
$45.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
57.5K+ 23.58% |
$2.96M - $3.12M
|
302K
$15.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
57.2K+ 50.2% |
$2.94M - $3.1M
|
171K
$8.85M
|
|
|
Oct 06, 2025
Q3 2025
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
55.4KNew |
$2.85M - $3.01M
|
55.4K
$2.87M
|
|
|
Oct 15, 2025
Q3 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
53.1K+ 30.23% |
$2.73M - $2.88M
|
229K
$11.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
46.4K+ 14.56% |
$2.38M - $2.52M
|
365K
$18.9M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
42.4K+ 149.01% |
$2.18M - $2.3M
|
70.9K
$3.67M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
41.4K+ 25.23% |
$2.13M - $2.25M
|
206K
$10.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
38.5KNew |
$1.98M - $2.09M
|
38.5K
$1.99M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
36.9K+ 45.86% |
$1.9M - $2M
|
117K
$6.07M
|
|
|
Oct 29, 2025
Q3 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
35.8KNew |
$1.84M - $1.94M
|
35.8K
$1.85M
|
|
|
Oct 15, 2025
Q3 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
35.2K+ 39.45% |
$1.81M - $1.91M
|
125K
$6.44M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
33K+ 6.33% |
$1.7M - $1.79M
|
554K
$28.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
28.6K+ 3476.43% |
$1.47M - $1.55M
|
29.4K
$1.52M
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
28.5K+ 11.93% |
$1.47M - $1.55M
|
268K
$13.9M
|
|
|
Oct 10, 2025
Q3 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
28.2K+ 2.5% |
$1.45M - $1.53M
|
1.16M
$59.8M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
27.8K+ 22.95% |
$1.43M - $1.51M
|
149K
$7.7M
|
|
|
Oct 17, 2025
Q3 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
26.2KNew |
$1.34M - $1.42M
|
26.2K
$1.36M
|
|
|
Oct 29, 2025
Q3 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
25.4K+ 16.31% |
$1.31M - $1.38M
|
181K
$9.39M
|
|
|
Oct 14, 2025
Q3 2025
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
23.6KNew |
$1.21M - $1.28M
|
23.6K
$1.22M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
20.5K+ 338.35% |
$1.05M - $1.11M
|
26.6K
$1.37M
|
|
|
Oct 22, 2025
Q3 2025
|
Aps Management Group, Inc.
Torrance, CA |
BUY
|
- |
19.6KNew |
$1.01M - $1.06M
|
19.6K
$1.02M
|
|
|
Oct 15, 2025
Q3 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
19.5K+ 47.21% |
$1M - $1.06M
|
60.8K
$3.15M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
19.4K+ 6.96% |
$999K - $1.05M
|
299K
$15.5M
|
|
|
Oct 14, 2025
Q3 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
18.5KNew |
$951K - $1M
|
18.5K
$958K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
17.8K+ 6.87% |
$912K - $963K
|
276K
$14.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
17.2K+ 36.01% |
$881K - $931K
|
64.8K
$3.35M
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
15.9K+ 345.04% |
$819K - $864K
|
20.6K
$1.06M
|
|
|
Oct 23, 2025
Q3 2025
|
Oak Family Advisors, LLC
|
BUY
|
- |
15.2K+ 32.02% |
$779K - $823K
|
62.5K
$3.24M
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
PUT |
15KNew |
$771K - $814K
|
15K
$776K
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
14.7K+ 18.07% |
$756K - $799K
|
96.2K
$4.98M
|
|
|
Oct 15, 2025
Q3 2025
|
Donald L. Hagan, LLC
|
BUY
|
- |
14.4K+ 45.75% |
$739K - $780K
|
45.8K
$2.37M
|