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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
4.06KNew |
$192K - $212K
|
4.06K
$213K
|
|
|
May 15, 2025
Q1 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
4.05KNew |
$192K - $211K
|
4.05K
$213K
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
4.02KNew |
$190K - $210K
|
4.02K
$211K
|
|
|
Apr 23, 2025
Q1 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
4.02KNew |
$190K - $210K
|
4.02K
$211K
|
|
|
May 14, 2025
Q1 2025
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
BUY
|
- |
4K+ 9.35% |
$189K - $209K
|
46.8K
$2.46M
|
|
|
May 15, 2025
Q1 2025
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
3.97K+ 4.48% |
$188K - $207K
|
92.6K
$4.86M
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
3.94K+ 2.47% |
$187K - $206K
|
164K
$8.59M
|
|
|
May 15, 2025
Q1 2025
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
3.9K+ 9.78% |
$185K - $204K
|
43.8K
$2.3M
|
|
|
May 14, 2025
Q1 2025
|
Natixis
Paris, I0 |
BUY
|
- |
3.87K+ 147.24% |
$183K - $202K
|
6.5K
$341K
|
|
|
Apr 22, 2025
Q1 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
3.79K+ 48.53% |
$179K - $198K
|
11.6K
$609K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
3.79K+ 25.08% |
$179K - $198K
|
18.9K
$991K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
3.71K+ 7.5% |
$176K - $194K
|
53.2K
$2.79M
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
3.68K+ 33.87% |
$174K - $192K
|
14.5K
$763K
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
3.67K+ 291.88% |
$173K - $191K
|
4.92K
$258K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
3.6K+ 48.83% |
$170K - $188K
|
11K
$575K
|
|
|
Apr 21, 2025
Q1 2025
|
Gfs Advisors, LLC
|
BUY
|
- |
3.52K+ 7.02% |
$166K - $184K
|
53.6K
$2.81M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
3.47K+ 20.53% |
$164K - $181K
|
20.4K
$1.07M
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
3.4K+ 25.7% |
$161K - $178K
|
16.6K
$873K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.31K+ 10.37% |
$156K - $173K
|
35.2K
$1.85M
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
3.3K+ 10.36% |
$156K - $172K
|
35.1K
$1.84M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.27K+ 6.07% |
$155K - $171K
|
57.1K
$3M
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
3.19K+ 12.62% |
$151K - $166K
|
28.4K
$1.49M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
3.1K+ 7.54% |
$147K - $162K
|
44.2K
$2.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
3KNew |
$142K - $157K
|
3K
$157K
|
|
|
Apr 21, 2025
Q1 2025
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
3K+ 21.71% |
$142K - $157K
|
16.8K
$883K
|
|
|
May 06, 2025
Q1 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
2.99K+ 64.61% |
$141K - $156K
|
7.62K
$400K
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
2.98K+ 43.79% |
$141K - $155K
|
9.78K
$513K
|
|
|
May 06, 2025
Q1 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
2.98K+ 8.44% |
$141K - $155K
|
38.3K
$2.01M
|
|
|
May 15, 2025
Q1 2025
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
2.96K+ 1.63% |
$140K - $154K
|
185K
$9.69M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.91K+ 172.12% |
$138K - $152K
|
4.61K
$242K
|
|
|
May 14, 2025
Q1 2025
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
2.89K+ 56.25% |
$137K - $151K
|
8.01K
$421K
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
2.86K+ 11.46% |
$135K - $149K
|
27.8K
$1.46M
|
|
|
May 06, 2025
Q1 2025
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
2.8K+ 13.91% |
$132K - $146K
|
22.9K
$1.2M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.79K+ 3.82% |
$132K - $146K
|
75.9K
$3.98M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.76K+ 3.9% |
$131K - $144K
|
73.7K
$3.87M
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
2.76K+ 9.64% |
$131K - $144K
|
31.4K
$1.65M
|
|
|
Apr 15, 2025
Q1 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
2.74K+ 31.56% |
$130K - $143K
|
11.4K
$600K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
2.73K+ 7.43% |
$129K - $143K
|
39.5K
$2.07M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
2.73K+ 59.89% |
$129K - $142K
|
7.29K
$382K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.68K+ 10.6% |
$127K - $140K
|
27.9K
$1.47M
|
|
|
Apr 21, 2025
Q1 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
2.64K+ 4.67% |
$125K - $138K
|
59.1K
$3.1M
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2.62K+ 15.34% |
$124K - $137K
|
19.7K
$1.03M
|
|
|
Apr 25, 2025
Q1 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
2.59K+ 15.08% |
$122K - $135K
|
19.7K
$1.04M
|
|
|
May 09, 2025
Q1 2025
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
2.56K+ 0.61% |
$121K - $133K
|
424K
$22.3M
|
|
|
May 20, 2025
Q1 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
2.45K+ 41.29% |
$116K - $128K
|
8.38K
$440K
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
2.45K+ 20.75% |
$116K - $128K
|
14.3K
$748K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.45K+ 56.24% |
$116K - $128K
|
6.8K
$357K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2.44K+ 3.4% |
$115K - $127K
|
74K
$3.89M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.41K+ 4.26% |
$114K - $126K
|
58.9K
$3.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
2.4K+ 8.63% |
$114K - $125K
|
30.3K
$1.59M
|