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 08, 2025
Q2 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
798+ 2.87% |
$35K - $41.8K
|
28.6K
$1.48M
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
777+ 14.89% |
$34.1K - $40.7K
|
6K
$311K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
764+ 8.2% |
$33.6K - $40K
|
10.1K
$523K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
752+ 8.73% |
$33K - $39.4K
|
9.37K
$486K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
750+ 35.23% |
$32.9K - $39.3K
|
2.88K
$149K
|
|
|
Jul 11, 2025
Q2 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
744+ 7.21% |
$32.7K - $39K
|
11.1K
$574K
|
|
|
Jul 29, 2025
Q2 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
743+ 5.15% |
$32.6K - $38.9K
|
15.2K
$787K
|
|
|
Aug 14, 2025
Q2 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
736+ 6.19% |
$32.3K - $38.5K
|
12.6K
$654K
|
|
|
Aug 13, 2025
Q2 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
728+ 15.02% |
$32K - $38.1K
|
5.58K
$289K
|
|
|
Aug 05, 2025
Q2 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
703+ 2.24% |
$30.9K - $36.8K
|
32.1K
$1.67M
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
698+ 3.17% |
$30.7K - $36.6K
|
22.7K
$1.18M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
693+ 2.77% |
$30.4K - $36.3K
|
25.7K
$1.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
686+ 1.62% |
$30.1K - $35.9K
|
43.1K
$2.23M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
665+ 6.21% |
$29.2K - $34.8K
|
11.4K
$590K
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
660+ 8.0% |
$29K - $34.6K
|
8.91K
$462K
|
|
|
Aug 07, 2025
Q2 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
657+ 2.61% |
$28.9K - $34.4K
|
25.8K
$1.34M
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
653+ 5.09% |
$28.7K - $34.2K
|
13.5K
$699K
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
650+ 4.04% |
$28.5K - $34K
|
16.7K
$867K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
648New |
$28.5K - $33.9K
|
648
$33.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
646+ 29.59% |
$28.4K - $33.8K
|
2.83K
$147K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
637+ 5.71% |
$28K - $33.4K
|
11.8K
$611K
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
632+ 3.49% |
$27.8K - $33.1K
|
18.7K
$971K
|
|
|
Jul 31, 2025
Q2 2025
|
University Of Texas
|
BUY
|
- |
630+ 2.23% |
$27.7K - $33K
|
28.9K
$1.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
625+ 0.87% |
$27.5K - $32.7K
|
72.7K
$3.77M
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
BUY
|
- |
624+ 1.23% |
$27.4K - $32.7K
|
51.5K
$2.67M
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
609+ 50.5% |
$26.7K - $31.9K
|
1.82K
$94.1K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
608+ 9.64% |
$26.7K - $31.8K
|
6.91K
$358K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
606+ 9.27% |
$26.6K - $31.7K
|
7.14K
$370K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
605+ 20.07% |
$26.6K - $31.7K
|
3.62K
$188K
|
|
|
Aug 12, 2025
Q2 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
601+ 4.3% |
$26.4K - $31.5K
|
14.6K
$756K
|
|
|
Jul 23, 2025
Q2 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
600+ 722.89% |
$26.4K - $31.4K
|
683
$35.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
596+ 3.37% |
$26.2K - $31.2K
|
18.3K
$947K
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
590+ 7.98% |
$25.9K - $30.9K
|
7.98K
$414K
|
|
|
Jul 16, 2025
Q2 2025
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
590+ 6.58% |
$25.9K - $30.9K
|
9.56K
$496K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
585+ 0.76% |
$25.7K - $30.6K
|
77.6K
$4.02M
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
BUY
|
- |
583+ 1.79% |
$25.6K - $30.5K
|
33.1K
$1.72M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
581+ 0.98% |
$25.5K - $30.4K
|
59.8K
$3.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
576+ 8.72% |
$25.3K - $30.2K
|
7.18K
$372K
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey Wright & Associates
|
BUY
|
- |
573+ 1.21% |
$25.2K - $30K
|
47.9K
$2.49M
|
|
|
Jul 29, 2025
Q2 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
563+ 2.11% |
$24.7K - $29.5K
|
27.3K
$1.41M
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
BUY
|
- |
556+ 35.12% |
$24.4K - $29.1K
|
2.14K
$111K
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
548+ 0.52% |
$24.1K - $28.7K
|
107K
$5.53M
|
|
|
Jul 17, 2025
Q2 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
547+ 2.32% |
$24K - $28.6K
|
24.2K
$1.25M
|
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
544+ 7.46% |
$23.9K - $28.5K
|
7.83K
$406K
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
523+ 6.18% |
$23K - $27.4K
|
8.99K
$466K
|
|
|
Aug 07, 2025
Q2 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
504+ 2.79% |
$22.1K - $26.4K
|
18.6K
$964K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
480+ 0.46% |
$21.1K - $25.1K
|
104K
$5.41M
|
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
477+ 2.8% |
$20.9K - $25K
|
17.5K
$909K
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
473+ 1.4% |
$20.8K - $24.8K
|
34.3K
$1.78M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
467+ 69.08% |
$20.5K - $24.5K
|
1.14K
$59.3K
|