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 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.02M+ 26.45% |
$90.5M - $104M
|
9.64M
$484M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.22M+ 485.8% |
$54.8M - $62.6M
|
1.47M
$73.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
466K+ 7190.87% |
$20.9M - $23.9M
|
473K
$23.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
BUY
|
- |
388K+ 2709.39% |
$17.4M - $19.9M
|
403K
$20.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
354K+ 4467.1% |
$15.9M - $18.2M
|
362K
$18.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
273K+ 47.31% |
$12.2M - $14M
|
849K
$42.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
258KNew |
$11.6M - $13.3M
|
258K
$13M
|
|
|
Jan 17, 2025
Q4 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
201K+ 73.81% |
$9.01M - $10.3M
|
473K
$23.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
160KNew |
$7.17M - $8.2M
|
160K
$8.03M
|
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
117K+ 2086.43% |
$5.24M - $6M
|
122K
$6.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
104KNew |
$4.67M - $5.34M
|
104K
$5.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
104K+ 20.54% |
$4.65M - $5.32M
|
608K
$30.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
101K+ 69.59% |
$4.53M - $5.18M
|
246K
$12.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
84.3K+ 222.39% |
$3.78M - $4.33M
|
122K
$6.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
74.9KNew |
$3.36M - $3.85M
|
74.9K
$3.76M
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
72.5KNew |
$3.25M - $3.72M
|
72.5K
$3.64M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
66.7K+ 867.17% |
$2.99M - $3.42M
|
74.4K
$3.74M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
64.7K+ 26.84% |
$2.9M - $3.32M
|
306K
$15.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
62.2K+ 604.14% |
$2.79M - $3.2M
|
72.5K
$3.64M
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
60.8K+ 25.16% |
$2.73M - $3.12M
|
302K
$15.2M
|
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
56.5KNew |
$2.54M - $2.9M
|
56.5K
$2.84M
|
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
51.9K+ 13.43% |
$2.33M - $2.66M
|
438K
$22M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
50.7KNew |
$2.27M - $2.6M
|
50.7K
$2.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
36K+ 188.5% |
$1.62M - $1.85M
|
55.1K
$2.77M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
31.6KNew |
$1.42M - $1.62M
|
31.6K
$1.59M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
31.2K+ 1.56% |
$1.4M - $1.6M
|
2.03M
$102M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
30.9K+ 3.9% |
$1.39M - $1.58M
|
822K
$41.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
30.3K+ 313.24% |
$1.36M - $1.55M
|
39.9K
$2.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
27.4K+ 9.79% |
$1.23M - $1.41M
|
307K
$15.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
26.7K+ 64.99% |
$1.2M - $1.37M
|
67.7K
$3.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
24.6KNew |
$1.11M - $1.26M
|
24.6K
$1.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
23.3K+ 81.91% |
$1.05M - $1.2M
|
51.8K
$2.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
21.9KNew |
$984K - $1.12M
|
21.9K
$1.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
21.9K+ 3159.45% |
$983K - $1.12M
|
22.6K
$1.13M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
20.6K+ 31.53% |
$925K - $1.06M
|
86K
$4.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
17.1KNew |
$770K - $880K
|
17.1K
$861K
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
16.7KNew |
$749K - $857K
|
16.7K
$838K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
15.5K+ 36.55% |
$696K - $796K
|
57.9K
$2.91M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
14K+ 247.54% |
$631K - $721K
|
19.7K
$991K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
13.9K+ 8.58% |
$623K - $712K
|
176K
$8.82M
|
|
|
Jan 16, 2025
Q4 2024
|
Jb Global.Com LLC
New York, NY |
BUY
|
- |
12.9KNew |
$580K - $663K
|
12.9K
$649K
|
|
|
Jan 16, 2025
Q4 2024
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
12.5KNew |
$563K - $644K
|
12.5K
$630K
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
11.7KNew |
$524K - $599K
|
11.7K
$586K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
11.6K+ 58.15% |
$522K - $598K
|
31.7K
$1.59M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
9.06K+ 21.83% |
$407K - $465K
|
50.6K
$2.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
9K+ 75.2% |
$404K - $462K
|
21K
$1.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
7.96KNew |
$358K - $409K
|
7.96K
$400K
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
7.62K+ 35.94% |
$342K - $391K
|
28.8K
$1.45M
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
7.52K+ 241.63% |
$338K - $386K
|
10.6K
$534K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
7.4K+ 23.84% |
$332K - $380K
|
38.4K
$1.93M
|