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 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.34KNew |
$253K - $279K
|
5.34K
$260K
|
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
5.33KNew |
$252K - $278K
|
5.33K
$260K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
5.31K+ 115.16% |
$251K - $277K
|
9.92K
$484K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5.28K+ 12.34% |
$250K - $276K
|
48.1K
$2.35M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
5.26KNew |
$249K - $275K
|
5.26K
$256K
|
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
BUY
|
- |
5.25K+ 104.42% |
$248K - $274K
|
10.3K
$501K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.12K+ 5.78% |
$242K - $267K
|
93.7K
$4.57M
|
|
|
Apr 29, 2025
Q1 2025
|
Quattro Financial Advisors LLC
|
BUY
|
- |
5.08K+ 7.65% |
$241K - $265K
|
71.5K
$3.49M
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
5.08K+ 2032.4% |
$240K - $265K
|
5.33K
$260K
|
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
5.04K+ 9.06% |
$238K - $263K
|
60.6K
$2.95M
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
5.02KNew |
$238K - $262K
|
5.02K
$245K
|
|
|
May 09, 2025
Q1 2025
|
Sfmg, LLC
|
BUY
|
- |
5.01KNew |
$237K - $261K
|
5.01K
$244K
|
|
|
May 06, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
4.95KNew |
$234K - $258K
|
4.95K
$241K
|
|
|
May 19, 2025
Q1 2025
|
Smith Asset Management Co., LLC
Chiefland, FL |
BUY
|
- |
4.93KNew |
$233K - $257K
|
4.93K
$240K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
4.92K+ 31.19% |
$233K - $257K
|
20.7K
$1.01M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
4.9KNew |
$232K - $256K
|
4.9K
$239K
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
4.85KNew |
$229K - $253K
|
4.85K
$236K
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
4.82K+ 2.93% |
$228K - $252K
|
169K
$8.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
4.81K+ 6.54% |
$228K - $251K
|
78.4K
$3.82M
|
|
|
Apr 21, 2025
Q1 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
4.8KNew |
$227K - $251K
|
4.8K
$234K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
4.77K+ 13.03% |
$226K - $249K
|
41.4K
$2.02M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.74K+ 9.38% |
$224K - $247K
|
55.3K
$2.7M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
4.73K+ 0.59% |
$224K - $247K
|
812K
$39.6M
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
4.71KNew |
$223K - $246K
|
4.71K
$230K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
4.71K+ 5.41% |
$223K - $246K
|
91.8K
$4.48M
|
|
|
Apr 24, 2025
Q1 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
4.71KNew |
$223K - $246K
|
4.71K
$230K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
4.69K+ 14.63% |
$222K - $245K
|
36.8K
$1.79M
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
4.66K+ 1.14% |
$220K - $243K
|
413K
$20.1M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
4.59K+ 39.48% |
$217K - $239K
|
16.2K
$791K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.53K+ 14.76% |
$214K - $236K
|
35.2K
$1.72M
|
|
|
Apr 23, 2025
Q1 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
4.51K+ 86.62% |
$213K - $235K
|
9.72K
$474K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
4.51K+ 5.28% |
$213K - $235K
|
89.8K
$4.38M
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
4.41KNew |
$209K - $230K
|
4.41K
$215K
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
4.41K+ 13.17% |
$208K - $230K
|
37.8K
$1.85M
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
4.4KNew |
$208K - $229K
|
4.4K
$214K
|
|
|
May 13, 2025
Q1 2025
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
4.38KNew |
$207K - $228K
|
4.38K
$213K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
4.37K+ 183.34% |
$207K - $228K
|
6.75K
$329K
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
4.36KNew |
$206K - $227K
|
4.36K
$212K
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
4.35KNew |
$206K - $227K
|
4.35K
$212K
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
4.35KNew |
$206K - $227K
|
4.35K
$212K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
4.31KNew |
$204K - $225K
|
4.31K
$210K
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
4.3KNew |
$204K - $224K
|
4.3K
$210K
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
4.28K+ 30.49% |
$202K - $223K
|
18.3K
$892K
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
4.27K+ 13.53% |
$202K - $223K
|
35.8K
$1.75M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.22KNew |
$200K - $220K
|
4.22K
$206K
|
|
|
May 01, 2025
Q1 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
4.21KNew |
$199K - $220K
|
4.21K
$205K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.18K+ 12.94% |
$198K - $218K
|
36.5K
$1.78M
|
|
|
May 09, 2025
Q1 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
4.18KNew |
$198K - $218K
|
4.18K
$204K
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
4.16K+ 8.81% |
$197K - $217K
|
51.4K
$2.51M
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
4.15KNew |
$196K - $217K
|
4.15K
$202K
|