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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Client First Capital LLC
|
BUY
|
- |
4.94K+ 5.61% |
$222K - $254K
|
93.1K
$4.61M
|
|
|
Feb 04, 2025
Q4 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
4.94K+ 7.99% |
$222K - $253K
|
66.7K
$3.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
4.87KNew |
$219K - $250K
|
4.87K
$241K
|
|
|
Feb 13, 2025
Q4 2024
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
4.81KNew |
$216K - $247K
|
4.81K
$238K
|
|
|
Feb 18, 2025
Q4 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
4.8K+ 61.15% |
$215K - $246K
|
12.7K
$627K
|
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
4.78KNew |
$214K - $245K
|
4.78K
$237K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
4.76KNew |
$214K - $244K
|
4.76K
$236K
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
4.74K+ 102.91% |
$213K - $243K
|
9.34K
$463K
|
|
|
Feb 05, 2025
Q4 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
4.72KNew |
$212K - $242K
|
4.72K
$234K
|
|
|
Feb 11, 2025
Q4 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
4.69K+ 1.15% |
$210K - $241K
|
413K
$20.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
4.68K+ 16.29% |
$210K - $240K
|
33.4K
$1.66M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
4.68K+ 16.14% |
$210K - $240K
|
33.6K
$1.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
4.67KNew |
$209K - $240K
|
4.67K
$231K
|
|
|
Feb 11, 2025
Q4 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
4.61K+ 2.59% |
$207K - $236K
|
182K
$9.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Square, LLC
|
BUY
|
- |
4.59KNew |
$206K - $236K
|
4.59K
$228K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
4.58KNew |
$206K - $235K
|
4.58K
$227K
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
4.54K+ 36.95% |
$204K - $233K
|
16.8K
$834K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
4.52K+ 9.45% |
$203K - $232K
|
52.4K
$2.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Css LLC
Chicago, IL |
BUY
|
- |
4.52KNew |
$203K - $232K
|
4.52K
$224K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
4.52KNew |
$203K - $232K
|
4.52K
$224K
|
|
|
Feb 05, 2025
Q4 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
4.52KNew |
$203K - $232K
|
4.52K
$224K
|
|
|
Jan 29, 2025
Q4 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
4.51K+ 84.78% |
$202K - $231K
|
9.82K
$487K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
4.46KNew |
$200K - $229K
|
4.46K
$221K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4.45K+ 13.25% |
$200K - $228K
|
38K
$1.89M
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
4.43K+ 1.01% |
$199K - $227K
|
442K
$21.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
4.41K+ 56.3% |
$198K - $226K
|
12.2K
$607K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
CALL |
4.4K+ 22.68% |
$198K - $226K
|
23.8K
$1.18M
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
4.4KNew |
$198K - $226K
|
4.4K
$218K
|
|
|
Feb 13, 2025
Q4 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
4.4KNew |
$197K - $226K
|
4.4K
$218K
|
|
|
Jan 27, 2025
Q4 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
4.34KNew |
$195K - $223K
|
4.34K
$215K
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
4.33KNew |
$195K - $222K
|
4.33K
$215K
|
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
4.33KNew |
$194K - $222K
|
4.33K
$215K
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
BUY
|
- |
4.32KNew |
$194K - $222K
|
4.32K
$214K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
4.31KNew |
$194K - $221K
|
4.31K
$214K
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
4.31KNew |
$193K - $221K
|
4.31K
$214K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
4.31K+ 5.2% |
$193K - $221K
|
87.1K
$4.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
4.29K+ 3.42% |
$193K - $220K
|
130K
$6.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
BUY
|
- |
4.29K+ 79.32% |
$192K - $220K
|
9.69K
$480K
|
|
|
Feb 11, 2025
Q4 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
4.29KNew |
$192K - $220K
|
4.29K
$212K
|
|
|
Feb 14, 2025
Q4 2024
|
Estate Counselors, LLC
|
BUY
|
- |
4.28K+ 3.78% |
$192K - $220K
|
117K
$5.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
4.28KNew |
$192K - $219K
|
4.28K
$212K
|
|
|
Feb 11, 2025
Q4 2024
|
Excalibur Management Corp
|
BUY
|
- |
4.27KNew |
$191K - $219K
|
4.27K
$211K
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
4.27K+ 2.42% |
$191K - $219K
|
180K
$8.94M
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
4.25K+ 2.05% |
$191K - $218K
|
212K
$10.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
BUY
|
- |
4.23KNew |
$190K - $217K
|
4.23K
$210K
|
|
|
Feb 07, 2025
Q4 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
4.23KNew |
$190K - $217K
|
4.23K
$209K
|
|
|
Jan 21, 2025
Q4 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
4.22K+ 7.79% |
$190K - $217K
|
58.5K
$2.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
4.21KNew |
$189K - $216K
|
4.21K
$209K
|
|
|
Feb 14, 2025
Q4 2024
|
Searle & Co.
|
BUY
|
- |
4.2KNew |
$189K - $216K
|
4.2K
$208K
|
|
|
Feb 13, 2025
Q4 2024
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
4.18KNew |
$188K - $215K
|
4.18K
$207K
|