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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Independence Wealth Advisors, LLC
Independence, OH |
BUY
|
- |
85.9KNew |
$4.45M - $4.62M
|
85.9K
$4.51M
|
|
|
Jan 05, 2026
Q4 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
40K+ 37.76% |
$2.07M - $2.15M
|
146K
$7.66M
|
|
|
Jan 07, 2026
Q4 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
37.5K+ 62.69% |
$1.94M - $2.02M
|
97.3K
$5.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
BUY
|
- |
35.8K+ 4.36% |
$1.85M - $1.92M
|
857K
$44.9M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
23.1K+ 6.27% |
$1.19M - $1.24M
|
391K
$20.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
16.5KNew |
$854K - $888K
|
16.5K
$866K
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
13.7K+ 1.66% |
$710K - $738K
|
841K
$44.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
13.3K+ 54.93% |
$689K - $716K
|
37.6K
$1.97M
|
|
|
Jan 05, 2026
Q4 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
7.67K+ 39.13% |
$397K - $412K
|
27.3K
$1.43M
|
|
|
Jan 08, 2026
Q4 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
6.78K+ 8.5% |
$351K - $364K
|
86.5K
$4.54M
|
|
|
Jan 07, 2026
Q4 2025
|
Vigilare Wealth Management
|
BUY
|
- |
6.58KNew |
$341K - $354K
|
6.58K
$345K
|
|
|
Jan 08, 2026
Q4 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
6.49K+ 10.92% |
$336K - $349K
|
65.9K
$3.46M
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
5.75K+ 0.66% |
$298K - $309K
|
882K
$46.3M
|
|
|
Jan 06, 2026
Q4 2025
|
Iowa State Bank
|
BUY
|
- |
5.75KNew |
$298K - $309K
|
5.75K
$302K
|
|
|
Jan 07, 2026
Q4 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
5.16K+ 4.81% |
$267K - $278K
|
113K
$5.9M
|
|
|
Jan 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
4.35K+ 17.94% |
$225K - $234K
|
28.6K
$1.5M
|
|
|
Jan 02, 2026
Q4 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
4.02K+ 5.75% |
$208K - $216K
|
74K
$3.88M
|
|
|
Jan 06, 2026
Q4 2025
|
First Citizens Financial Corp
|
BUY
|
- |
3.62K+ 15.6% |
$187K - $195K
|
26.8K
$1.41M
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
3.55K+ 3.05% |
$184K - $191K
|
120K
$6.31M
|
|
|
Jan 05, 2026
Q4 2025
|
Coastline Trust CO
|
BUY
|
- |
2.96K+ 18.29% |
$153K - $159K
|
19.1K
$1M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.36K+ 6.18% |
$122K - $127K
|
40.5K
$2.12M
|
|
|
Jan 06, 2026
Q4 2025
|
Fulcrum Equity Management
|
BUY
|
- |
2.34K+ 6.5% |
$121K - $126K
|
38.4K
$2.01M
|
|
|
Jan 08, 2026
Q4 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
2.33K+ 18.98% |
$120K - $125K
|
14.6K
$764K
|
|
|
Jan 07, 2026
Q4 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
1.95K+ 7.75% |
$101K - $105K
|
27.1K
$1.42M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.86K+ 257.92% |
$96.1K - $99.9K
|
2.58K
$135K
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
BUY
|
- |
1.82K+ 2.7% |
$94.2K - $97.8K
|
69.1K
$3.62M
|
|
|
Jan 09, 2026
Q4 2025
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.75K+ 5.75% |
$90.5K - $94K
|
32.2K
$1.69M
|
|
|
Jan 06, 2026
Q4 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
1.46K+ 4.08% |
$75.5K - $78.4K
|
37.2K
$1.95M
|
|
|
Jan 09, 2026
Q4 2025
|
Appleton Partners Inc
|
BUY
|
- |
1.34K+ 4.89% |
$69.1K - $71.8K
|
28.6K
$1.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
1.22K+ 352.75% |
$63K - $65.4K
|
1.56K
$81.9K
|
|
|
Jan 09, 2026
Q4 2025
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
1.11K+ 1.43% |
$57.2K - $59.5K
|
78.4K
$4.11M
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1.07K+ 41.58% |
$55.4K - $57.6K
|
3.65K
$191K
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
1.03KNew |
$53.1K - $55.1K
|
1.03K
$53.8K
|
|
|
Jan 07, 2026
Q4 2025
|
Iam Advisory, LLC
|
BUY
|
- |
706+ 0.78% |
$36.5K - $38K
|
91.8K
$4.81M
|
|
|
Jan 02, 2026
Q4 2025
|
Boltwood Capital Management
|
BUY
|
- |
594+ 1.37% |
$30.7K - $31.9K
|
44.1K
$2.31M
|
|
|
Jan 09, 2026
Q4 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
580+ 1.02% |
$30K - $31.2K
|
57.2K
$3M
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
BUY
|
- |
552+ 23.68% |
$28.6K - $29.7K
|
2.88K
$151K
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
536+ 6.48% |
$27.7K - $28.8K
|
8.81K
$462K
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
507+ 2.64% |
$26.2K - $27.3K
|
19.7K
$1.03M
|
|
|
Jan 08, 2026
Q4 2025
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
450+ 6.22% |
$23.3K - $24.2K
|
7.68K
$403K
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
297+ 0.07% |
$15.4K - $16K
|
416K
$21.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
288+ 0.73% |
$14.9K - $15.5K
|
39.7K
$2.08M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
240+ 0.8% |
$12.4K - $12.9K
|
30.3K
$1.59M
|
|
|
Jan 07, 2026
Q4 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
234+ 1.9% |
$12.1K - $12.6K
|
12.5K
$657K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
205+ 5.13% |
$10.6K - $11K
|
4.2K
$220K
|
|
|
Jan 06, 2026
Q4 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
147+ 1.8% |
$7.61K - $7.9K
|
8.31K
$436K
|
|
|
Jan 07, 2026
Q4 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
100+ 0.84% |
$5.18K - $5.38K
|
12K
$629K
|
|
|
Jan 07, 2026
Q4 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
79+ 0.16% |
$4.09K - $4.25K
|
49.4K
$2.59M
|
|
|
Jan 08, 2026
Q4 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
74New |
$3.83K - $3.98K
|
74
$3.88K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
38+ 0.29% |
$1.97K - $2.04K
|
13K
$681K
|
|