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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
1.87KNew |
$82.3K - $98.1K
|
1.87K
$97.2K
|
|
|
Aug 05, 2025
Q2 2025
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
1.86K+ 42.52% |
$81.7K - $97.5K
|
6.24K
$323K
|
|
|
Aug 11, 2025
Q2 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
1.85K+ 3.3% |
$81.1K - $96.7K
|
57.7K
$2.99M
|
|
|
Jul 30, 2025
Q2 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1.84KNew |
$80.7K - $96.3K
|
1.84K
$95.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith, Salley & Associates
|
BUY
|
- |
1.8K+ 6.97% |
$79.1K - $94.4K
|
27.7K
$1.43M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.8K+ 5.1% |
$78.8K - $94K
|
37K
$1.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.77K+ 92.67% |
$77.7K - $92.6K
|
3.68K
$191K
|
|
|
Jul 11, 2025
Q2 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
1.76K+ 3.13% |
$77.5K - $92.4K
|
58K
$3.01M
|
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
BUY
|
- |
1.75K+ 5.53% |
$77K - $91.9K
|
33.4K
$1.73M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.75K+ 10.67% |
$76.9K - $91.6K
|
18.1K
$941K
|
|
|
Aug 11, 2025
Q2 2025
|
Arrow Financial Corp
|
BUY
|
- |
1.74K+ 7.77% |
$76.2K - $90.9K
|
24.1K
$1.25M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.72K+ 1.98% |
$75.4K - $89.9K
|
88.5K
$4.59M
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
1.71K+ 1.01% |
$75.1K - $89.6K
|
171K
$8.88M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.67K+ 13.33% |
$73.4K - $87.5K
|
14.2K
$737K
|
|
|
Aug 01, 2025
Q2 2025
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
1.66K+ 0.57% |
$73.1K - $87.1K
|
295K
$15.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.66K+ 5.02% |
$72.8K - $86.8K
|
34.7K
$1.8M
|
|
|
Aug 12, 2025
Q2 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
1.64K+ 3.18% |
$71.9K - $85.7K
|
53.1K
$2.75M
|
|
|
Aug 04, 2025
Q2 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.56KNew |
$68.5K - $81.7K
|
1.56K
$80.9K
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.56K+ 8.44% |
$68.3K - $81.4K
|
20K
$1.04M
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
1.55K+ 101.57% |
$68.3K - $81.4K
|
3.08K
$160K
|
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.55K+ 7.66% |
$68.2K - $81.3K
|
21.8K
$1.13M
|
|
|
Jul 15, 2025
Q2 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
1.54K+ 25.4% |
$67.7K - $80.7K
|
7.61K
$394K
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
1.54K+ 7.26% |
$67.6K - $80.6K
|
22.8K
$1.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.5KNew |
$65.9K - $78.6K
|
1.5K
$77.8K
|
|
|
Jul 31, 2025
Q2 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
1.49K+ 13581.82% |
$65.6K - $78.2K
|
1.51K
$78K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.47K+ 1.34% |
$64.6K - $77K
|
111K
$5.76M
|
|
|
Jul 16, 2025
Q2 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
1.47K+ 0.43% |
$64.5K - $76.9K
|
341K
$17.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
1.47K+ 35.59% |
$64.5K - $76.9K
|
5.59K
$290K
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.45K+ 26.37% |
$63.7K - $75.9K
|
6.95K
$360K
|
|
|
Jul 31, 2025
Q2 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
1.41K+ 6.37% |
$61.8K - $73.7K
|
23.5K
$1.22M
|
|
|
Jul 29, 2025
Q2 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
1.39K+ 5.88% |
$60.9K - $72.6K
|
25K
$1.29M
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
1.39K+ 2.85% |
$60.8K - $72.5K
|
50K
$2.59M
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.38K+ 3.59% |
$60.7K - $72.4K
|
39.9K
$2.07M
|
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.38K+ 8.52% |
$60.7K - $72.3K
|
17.6K
$912K
|
|
|
Aug 14, 2025
Q2 2025
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
1.35K+ 0.68% |
$59.2K - $70.6K
|
200K
$10.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
1.33K+ 6.81% |
$58.2K - $69.4K
|
20.8K
$1.08M
|
|
|
Jul 30, 2025
Q2 2025
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
1.32K+ 6.51% |
$57.8K - $68.9K
|
21.5K
$1.12M
|
|
|
Aug 07, 2025
Q2 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.3K+ 28.88% |
$57.1K - $68.1K
|
5.81K
$301K
|
|
|
Aug 13, 2025
Q2 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
1.29K+ 2.8% |
$56.8K - $67.7K
|
47.4K
$2.46M
|
|
|
Jul 24, 2025
Q2 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.29K+ 10.96% |
$56.5K - $67.4K
|
13K
$676K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.29K+ 3.0% |
$56.5K - $67.3K
|
44.2K
$2.29M
|
|
|
Aug 05, 2025
Q2 2025
|
Next Capital Management LLC
|
BUY
|
- |
1.28K+ 4.11% |
$56.3K - $67.1K
|
32.4K
$1.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.27K+ 6.76% |
$55.8K - $66.5K
|
20.1K
$1.04M
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
1.27K+ 2.19% |
$55.6K - $66.4K
|
59.2K
$3.07M
|
|
|
Jul 24, 2025
Q2 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
1.26K+ 7.39% |
$55.4K - $66.1K
|
18.3K
$951K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
1.26K+ 0.92% |
$55.3K - $66K
|
139K
$7.19M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
1.26K+ 2.36% |
$55.2K - $65.8K
|
54.5K
$2.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.26K+ 27.52% |
$55.1K - $65.7K
|
5.82K
$302K
|
|
|
Aug 07, 2025
Q2 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
1.25K+ 6.14% |
$54.9K - $65.5K
|
21.6K
$1.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.25K+ 27.02% |
$54.7K - $65.2K
|
5.85K
$303K
|