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 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.68K+ 10.6% |
$127K - $140K
|
27.9K
$1.36M
|
|
|
Apr 21, 2025
Q1 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
2.64K+ 4.67% |
$125K - $138K
|
59.1K
$2.88M
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2.62K+ 15.34% |
$124K - $137K
|
19.7K
$960K
|
|
|
Apr 25, 2025
Q1 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
2.59K+ 15.08% |
$122K - $135K
|
19.7K
$962K
|
|
|
May 09, 2025
Q1 2025
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
2.56K+ 0.61% |
$121K - $133K
|
424K
$20.7M
|
|
|
May 20, 2025
Q1 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
2.45K+ 41.29% |
$116K - $128K
|
8.38K
$409K
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
2.45K+ 20.75% |
$116K - $128K
|
14.3K
$695K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.45K+ 56.24% |
$116K - $128K
|
6.8K
$331K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2.44K+ 3.4% |
$115K - $127K
|
74K
$3.61M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.41K+ 4.26% |
$114K - $126K
|
58.9K
$2.87M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
2.4K+ 8.63% |
$114K - $125K
|
30.3K
$1.48M
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
2.4K+ 47.03% |
$114K - $125K
|
7.5K
$366K
|
|
|
May 05, 2025
Q1 2025
|
Birinyi Associates Inc
|
BUY
|
- |
2.38K+ 6.58% |
$112K - $124K
|
38.5K
$1.88M
|
|
|
Apr 11, 2025
Q1 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
2.36K+ 29.57% |
$111K - $123K
|
10.3K
$503K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.33K+ 3.06% |
$110K - $122K
|
78.6K
$3.83M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.27KNew |
$107K - $119K
|
2.27K
$111K
|
|
|
Apr 25, 2025
Q1 2025
|
Cmg Global Holdings, LLC
|
BUY
|
- |
2.26K+ 6.57% |
$107K - $118K
|
36.6K
$1.78M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
2.2K+ 502.97% |
$104K - $115K
|
2.64K
$129K
|
|
|
Apr 25, 2025
Q1 2025
|
Advisors Management Group Inc
|
BUY
|
- |
2.2K+ 9.45% |
$104K - $115K
|
25.5K
$1.24M
|
|
|
Apr 10, 2025
Q1 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
2.19K+ 2.1% |
$103K - $114K
|
106K
$5.18M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.12K+ 4.96% |
$100K - $111K
|
44.9K
$2.19M
|
|
|
May 07, 2025
Q1 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
2.11K+ 2.81% |
$99.7K - $110K
|
77K
$3.76M
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
2.09K+ 13.68% |
$98.8K - $109K
|
17.4K
$846K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.08K+ 3.23% |
$98.5K - $109K
|
66.6K
$3.25M
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
2.05K+ 5.22% |
$97K - $107K
|
41.3K
$2.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
2.05K+ 21.09% |
$96.8K - $107K
|
11.7K
$573K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.04K+ 4.82% |
$96.7K - $107K
|
44.4K
$2.17M
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
2.03KNew |
$95.8K - $106K
|
2.03K
$98.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
2KNew |
$94.6K - $104K
|
2K
$97.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
BUY
|
- |
1.99K+ 6.95% |
$94.4K - $104K
|
30.7K
$1.5M
|
|
|
May 02, 2025
Q1 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
1.97K+ 6.99% |
$93.1K - $103K
|
30.1K
$1.47M
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
1.97K+ 3.22% |
$93K - $103K
|
63K
$3.07M
|
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
BUY
|
- |
1.97K+ 5.25% |
$93K - $103K
|
39.4K
$1.92M
|
|
|
May 08, 2025
Q1 2025
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
1.95K+ 20.72% |
$92.4K - $102K
|
11.4K
$554K
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.93K+ 6.55% |
$91.4K - $101K
|
31.4K
$1.53M
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
1.93K+ 11.84% |
$91.2K - $101K
|
18.2K
$888K
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1.9K+ 19.07% |
$90K - $99.3K
|
11.9K
$579K
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
1.9KNew |
$89.9K - $99.2K
|
1.9K
$92.6K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.89K+ 120.91% |
$89.2K - $98.4K
|
3.44K
$168K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.87K+ 41.76% |
$88.6K - $97.7K
|
6.36K
$310K
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.86K+ 16.91% |
$87.9K - $97K
|
12.8K
$626K
|
|
|
May 06, 2025
Q1 2025
|
First National Bank Of Hutchinson
|
BUY
|
- |
1.86K+ 2.78% |
$87.9K - $97K
|
68.7K
$3.35M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
1.85K+ 37.25% |
$87.6K - $96.7K
|
6.82K
$333K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.83K+ 15.07% |
$86.6K - $95.6K
|
14K
$682K
|
|
|
May 13, 2025
Q1 2025
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
1.81K+ 21.45% |
$85.6K - $94.5K
|
10.2K
$500K
|
|
|
Apr 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
1.81K+ 4.81% |
$85.6K - $94.4K
|
39.4K
$1.92M
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.79K+ 24.98% |
$84.7K - $93.4K
|
8.96K
$437K
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1.79K+ 26.44% |
$84.7K - $93.4K
|
8.55K
$417K
|
|
|
May 15, 2025
Q1 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
1.77K+ 1.82% |
$83.5K - $92.1K
|
98.5K
$4.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Aries Wealth Management
|
BUY
|
- |
1.76K+ 20.53% |
$83.1K - $91.6K
|
10.3K
$503K
|