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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.24K+ 8.45% |
$54.4K - $64.9K
|
15.9K
$825K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.21KNew |
$53.3K - $63.6K
|
1.21K
$62.9K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.21K+ 0.39% |
$53.3K - $63.5K
|
314K
$16.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.2K+ 24.55% |
$52.8K - $63K
|
6.1K
$316K
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
1.2K+ 15.3% |
$52.7K - $62.8K
|
9.04K
$469K
|
|
|
Jul 22, 2025
Q2 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
1.18K+ 16.84% |
$51.8K - $61.7K
|
8.18K
$424K
|
|
|
Jul 21, 2025
Q2 2025
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
1.17K+ 0.28% |
$51.3K - $61.2K
|
415K
$21.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.17K+ 5.65% |
$51.3K - $61.2K
|
21.8K
$1.13M
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
1.15K+ 5.62% |
$50.4K - $60.1K
|
21.6K
$1.12M
|
|
|
Jul 28, 2025
Q2 2025
|
Essex LLC
|
BUY
|
- |
1.15K+ 0.72% |
$50.4K - $60.1K
|
160K
$8.29M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.13K+ 6.07% |
$49.6K - $59.2K
|
19.8K
$1.02M
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.13K+ 0.98% |
$49.5K - $59.1K
|
116K
$6.02M
|
|
|
Jul 23, 2025
Q2 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
1.11K+ 3.87% |
$48.9K - $58.3K
|
29.9K
$1.55M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.1K+ 6.45% |
$48.2K - $57.5K
|
18.1K
$940K
|
|
|
Aug 08, 2025
Q2 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
1.08K+ 7.45% |
$47.6K - $56.8K
|
15.6K
$810K
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.08K+ 3.7% |
$47.4K - $56.6K
|
30.3K
$1.57M
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.07K+ 24.45% |
$46.8K - $55.8K
|
5.42K
$281K
|
|
|
Jul 25, 2025
Q2 2025
|
Mitchell Sinkler & Starr
|
BUY
|
- |
1K+ 6.31% |
$43.9K - $52.4K
|
16.9K
$874K
|
|
|
Jul 22, 2025
Q2 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
1K+ 4.68% |
$43.9K - $52.4K
|
22.4K
$1.16M
|
|
|
Jul 03, 2025
Q2 2025
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
1K+ 6.2% |
$43.9K - $52.4K
|
17.1K
$888K
|
|
|
Jul 16, 2025
Q2 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
993+ 8.23% |
$43.6K - $52K
|
13.1K
$677K
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
985+ 2.09% |
$43.3K - $51.6K
|
48.2K
$2.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
968+ 45.92% |
$42.5K - $50.7K
|
3.08K
$159K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
966+ 52.9% |
$42.4K - $50.6K
|
2.79K
$145K
|
|
|
Jul 18, 2025
Q2 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
959+ 2.73% |
$42.1K - $50.2K
|
36.1K
$1.87M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
959+ 8.0% |
$42.1K - $50.2K
|
12.9K
$671K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
945+ 3.38% |
$41.5K - $49.5K
|
28.9K
$1.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
944+ 13.19% |
$41.5K - $49.4K
|
8.1K
$420K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
941New |
$41.3K - $49.3K
|
941
$48.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
939+ 0.38% |
$41.2K - $49.2K
|
250K
$13M
|
|
|
Jul 18, 2025
Q2 2025
|
Eagle Capital Management, LLC
|
BUY
|
- |
933+ 4.27% |
$41K - $48.9K
|
22.8K
$1.18M
|
|
|
Aug 08, 2025
Q2 2025
|
Leicht Financial Planning & Wealth Management, Inc.
|
BUY
|
- |
915+ 0.94% |
$40.2K - $47.9K
|
97.8K
$5.07M
|
|
|
Aug 06, 2025
Q2 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
909+ 3.28% |
$39.9K - $47.6K
|
28.6K
$1.49M
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
909+ 2.37% |
$39.9K - $47.6K
|
39.2K
$2.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Volterra Technologies LP
New York, NY |
BUY
|
CALL |
900New |
$39.5K - $47.1K
|
900
$46.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
885+ 7.15% |
$38.9K - $46.3K
|
13.3K
$687K
|
|
|
Aug 05, 2025
Q2 2025
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
880+ 1.98% |
$38.6K - $46.1K
|
45.4K
$2.35M
|
|
|
Aug 06, 2025
Q2 2025
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
874+ 21.47% |
$38.4K - $45.8K
|
4.95K
$256K
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
874+ 6.85% |
$38.4K - $45.8K
|
13.6K
$707K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
BUY
|
- |
865+ 17.26% |
$38K - $45.3K
|
5.88K
$305K
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
865+ 20.56% |
$38K - $45.3K
|
5.07K
$263K
|
|
|
Aug 05, 2025
Q2 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
856+ 2.58% |
$37.6K - $44.8K
|
34.1K
$1.77M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
854+ 1.54% |
$37.5K - $44.7K
|
56.2K
$2.91M
|
|
|
Aug 13, 2025
Q2 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
836+ 0.21% |
$36.7K - $43.8K
|
398K
$20.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
813+ 1.1% |
$35.7K - $42.6K
|
74.5K
$3.86M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
811+ 8.79% |
$35.6K - $42.5K
|
10K
$520K
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
808+ 10.49% |
$35.5K - $42.3K
|
8.51K
$441K
|
|
|
Aug 05, 2025
Q2 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
808+ 0.52% |
$35.5K - $42.3K
|
156K
$8.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
803+ 23.04% |
$35.3K - $42.1K
|
4.29K
$222K
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
800+ 19.56% |
$35.1K - $41.9K
|
4.89K
$254K
|