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 |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
585K+ 4881.0% |
$27.7M - $30.5M
|
597K
$29.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
151KNew |
$7.17M - $7.91M
|
151K
$7.45M
|
|
|
Apr 10, 2025
Q1 2025
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
143KNew |
$6.78M - $7.48M
|
143K
$7.05M
|
|
|
Apr 11, 2025
Q1 2025
|
Compton Financial Group, LLC
|
BUY
|
- |
143KNew |
$6.78M - $7.47M
|
143K
$7.05M
|
|
|
Apr 10, 2025
Q1 2025
|
Brave Asset Management Inc
|
BUY
|
- |
104K+ 914.38% |
$4.92M - $5.43M
|
115K
$5.68M
|
|
|
Apr 11, 2025
Q1 2025
|
Iam Advisory, LLC
|
BUY
|
- |
93.3KNew |
$4.41M - $4.87M
|
93.3K
$4.59M
|
|
|
Apr 11, 2025
Q1 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
76.5K+ 432.72% |
$3.62M - $3.99M
|
94.2K
$4.64M
|
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
BUY
|
- |
42.7KNew |
$2.02M - $2.23M
|
42.7K
$2.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
40.6K+ 20.66% |
$1.92M - $2.12M
|
237K
$11.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
20.9KNew |
$989K - $1.09M
|
20.9K
$1.03M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
19.2K+ 95.95% |
$909K - $1M
|
39.2K
$1.93M
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
18.7K+ 284.73% |
$886K - $977K
|
25.3K
$1.24M
|
|
|
Apr 09, 2025
Q1 2025
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
16.1K+ 3.34% |
$761K - $840K
|
498K
$24.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
13.9K+ 2.17% |
$657K - $725K
|
653K
$32.1M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
12.3K+ 82.93% |
$583K - $643K
|
27.2K
$1.34M
|
|
|
Apr 10, 2025
Q1 2025
|
Bay Rivers Group
|
BUY
|
- |
10.1K+ 21.8% |
$477K - $526K
|
56.3K
$2.77M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
8.61K+ 107612.5% |
$407K - $449K
|
8.62K
$424K
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
6.94K+ 9.56% |
$328K - $362K
|
79.5K
$3.91M
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
6.43K+ 22.62% |
$304K - $335K
|
34.8K
$1.71M
|
|
|
Apr 09, 2025
Q1 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
5.35K+ 8.68% |
$253K - $279K
|
67K
$3.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.74K+ 9.38% |
$224K - $247K
|
55.3K
$2.72M
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
4.4KNew |
$208K - $229K
|
4.4K
$216K
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
4.15KNew |
$196K - $217K
|
4.15K
$204K
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
4.12KNew |
$195K - $215K
|
4.12K
$203K
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
3.68K+ 33.87% |
$174K - $192K
|
14.5K
$716K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
3.45K+ 26.6% |
$163K - $180K
|
16.4K
$807K
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
BUY
|
- |
3.29K+ 63.05% |
$155K - $171K
|
8.5K
$418K
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
2.76K+ 9.64% |
$131K - $144K
|
31.4K
$1.55M
|
|
|
Apr 11, 2025
Q1 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
2.36K+ 29.57% |
$111K - $123K
|
10.3K
$508K
|
|
|
Apr 10, 2025
Q1 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
2.19K+ 2.1% |
$103K - $114K
|
106K
$5.23M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
1.85K+ 37.25% |
$87.6K - $96.7K
|
6.82K
$336K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
1.65K+ 4.49% |
$77.9K - $85.9K
|
38.3K
$1.88M
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.52K+ 19.24% |
$71.9K - $79.3K
|
9.41K
$463K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.29K+ 5.46% |
$61.2K - $67.5K
|
25K
$1.23M
|
|
|
Apr 11, 2025
Q1 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
1.25K+ 2.27% |
$59.2K - $65.2K
|
56.3K
$2.77M
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
1.16K+ 9.9% |
$54.7K - $60.3K
|
12.8K
$631K
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1.15K+ 20.36% |
$54.2K - $59.8K
|
6.77K
$333K
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
BUY
|
- |
1.06K+ 2.68% |
$50.2K - $55.4K
|
40.6K
$2M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.04K+ 61.45% |
$49.3K - $54.3K
|
2.74K
$135K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
1.03K+ 5.11% |
$48.9K - $54K
|
21.3K
$1.05M
|
|
|
Apr 11, 2025
Q1 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
888+ 1.39% |
$42K - $46.3K
|
64.7K
$3.18M
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
BUY
|
- |
754+ 6.04% |
$35.7K - $39.4K
|
13.2K
$651K
|
|
|
Apr 11, 2025
Q1 2025
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
753+ 2.99% |
$35.6K - $39.3K
|
25.9K
$1.28M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
731+ 9.91% |
$34.6K - $38.2K
|
8.11K
$399K
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
680+ 5.86% |
$32.2K - $35.5K
|
12.3K
$604K
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
593+ 1.13% |
$28.1K - $30.9K
|
53K
$2.61M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
571+ 16.48% |
$27K - $29.8K
|
4.04K
$199K
|
|
|
Apr 03, 2025
Q1 2025
|
Magnolia Capital Management LTD
|
BUY
|
- |
525+ 8.16% |
$24.8K - $27.4K
|
6.96K
$342K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
487+ 25.63% |
$23K - $25.4K
|
2.39K
$117K
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
393+ 1.46% |
$18.6K - $20.5K
|
27.3K
$1.35M
|