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 17, 2025
Q1 2025
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
4.15KNew |
$196K - $217K
|
4.15K
$202K
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
4.12KNew |
$195K - $215K
|
4.12K
$201K
|
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
4.12KNew |
$195K - $215K
|
4.12K
$201K
|
|
|
May 01, 2025
Q1 2025
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
4.1K+ 42.47% |
$194K - $214K
|
13.8K
$671K
|
|
|
May 09, 2025
Q1 2025
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
4.07KNew |
$193K - $212K
|
4.07K
$199K
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
4.07KNew |
$193K - $212K
|
4.07K
$198K
|
|
|
May 15, 2025
Q1 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
4.07KNew |
$192K - $212K
|
4.07K
$198K
|
|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
4.06KNew |
$192K - $212K
|
4.06K
$198K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
4.06KNew |
$192K - $212K
|
4.06K
$198K
|
|
|
May 15, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
4.05KNew |
$192K - $211K
|
4.05K
$198K
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
4.02KNew |
$190K - $210K
|
4.02K
$196K
|
|
|
Apr 23, 2025
Q1 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
4.02KNew |
$190K - $210K
|
4.02K
$196K
|
|
|
May 14, 2025
Q1 2025
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
BUY
|
- |
4K+ 9.35% |
$189K - $209K
|
46.8K
$2.28M
|
|
|
May 15, 2025
Q1 2025
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
3.97K+ 4.48% |
$188K - $207K
|
92.6K
$4.52M
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
3.94K+ 2.47% |
$187K - $206K
|
164K
$7.98M
|
|
|
May 15, 2025
Q1 2025
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
3.9K+ 9.78% |
$185K - $204K
|
43.8K
$2.13M
|
|
|
May 14, 2025
Q1 2025
|
Natixis
Paris, I0 |
BUY
|
- |
3.87K+ 147.24% |
$183K - $202K
|
6.5K
$317K
|
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
3.79K+ 48.53% |
$179K - $198K
|
11.6K
$565K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
3.79K+ 25.08% |
$179K - $198K
|
18.9K
$921K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
3.71K+ 7.5% |
$176K - $194K
|
53.2K
$2.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
3.68K+ 33.87% |
$174K - $192K
|
14.5K
$709K
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
3.67K+ 291.88% |
$173K - $191K
|
4.92K
$240K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.6K+ 48.83% |
$170K - $188K
|
11K
$535K
|
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
3.56K+ 20.56% |
$169K - $186K
|
20.9K
$1.02M
|
|
|
Apr 21, 2025
Q1 2025
|
Gfs Advisors, LLC
|
BUY
|
- |
3.52K+ 7.02% |
$166K - $184K
|
53.6K
$2.61M
|
|
|
May 14, 2025
Q1 2025
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
3.48K+ 27.47% |
$164K - $181K
|
16.1K
$786K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
3.45K+ 26.6% |
$163K - $180K
|
16.4K
$799K
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
3.4K+ 25.7% |
$161K - $178K
|
16.6K
$811K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.31K+ 10.37% |
$156K - $173K
|
35.2K
$1.72M
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
3.3K+ 10.36% |
$156K - $172K
|
35.1K
$1.71M
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
BUY
|
- |
3.29K+ 63.05% |
$155K - $171K
|
8.5K
$414K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.27K+ 6.07% |
$155K - $171K
|
57.1K
$2.78M
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
3.19K+ 12.62% |
$151K - $166K
|
28.4K
$1.39M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
3.1K+ 7.54% |
$147K - $162K
|
44.2K
$2.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
3KNew |
$142K - $157K
|
3K
$146K
|
|
|
Apr 21, 2025
Q1 2025
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
3K+ 21.71% |
$142K - $157K
|
16.8K
$820K
|
|
|
May 06, 2025
Q1 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
2.99K+ 64.61% |
$141K - $156K
|
7.62K
$371K
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
2.98K+ 43.79% |
$141K - $155K
|
9.78K
$477K
|
|
|
May 06, 2025
Q1 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
2.98K+ 8.44% |
$141K - $155K
|
38.3K
$1.87M
|
|
|
May 15, 2025
Q1 2025
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
2.96K+ 1.63% |
$140K - $154K
|
185K
$9M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.91K+ 172.12% |
$138K - $152K
|
4.61K
$225K
|
|
|
May 14, 2025
Q1 2025
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
2.89K+ 56.25% |
$137K - $151K
|
8.01K
$391K
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
BUY
|
- |
2.88K+ 12.58% |
$136K - $150K
|
25.7K
$1.25M
|
|
|
May 06, 2025
Q1 2025
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
2.8K+ 13.91% |
$132K - $146K
|
22.9K
$1.12M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.79K+ 3.82% |
$132K - $146K
|
75.9K
$3.7M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.76K+ 3.9% |
$131K - $144K
|
73.7K
$3.59M
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
2.76K+ 9.64% |
$131K - $144K
|
31.4K
$1.53M
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
2.74K+ 31.56% |
$130K - $143K
|
11.4K
$558K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
2.73K+ 7.43% |
$129K - $143K
|
39.5K
$1.93M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
2.73K+ 59.89% |
$129K - $142K
|
7.29K
$355K
|