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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
467+ 0.88% |
$20.5K - $24.5K
|
53.5K
$2.77M
|
|
|
Jul 22, 2025
Q2 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
466+ 1.09% |
$20.5K - $24.4K
|
43.1K
$2.23M
|
|
|
Aug 13, 2025
Q2 2025
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
460+ 10.04% |
$20.2K - $24.1K
|
5.04K
$261K
|
|
|
Jul 25, 2025
Q2 2025
|
Orca Investment Management, LLC
|
BUY
|
- |
460+ 0.79% |
$20.2K - $24.1K
|
58.9K
$3.05M
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
458+ 3.78% |
$20.1K - $24K
|
12.6K
$652K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
455+ 0.58% |
$20K - $23.8K
|
78.8K
$4.09M
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
451+ 10.94% |
$19.8K - $23.6K
|
4.57K
$237K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
450+ 1.94% |
$19.8K - $23.6K
|
23.7K
$1.23M
|
|
|
Jul 30, 2025
Q2 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
448+ 7.9% |
$19.7K - $23.5K
|
6.12K
$317K
|
|
|
Jul 23, 2025
Q2 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
446+ 4.56% |
$19.6K - $23.4K
|
10.2K
$530K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
441+ 16.33% |
$19.4K - $23.1K
|
3.14K
$163K
|
|
|
Aug 11, 2025
Q2 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
431New |
$18.9K - $22.6K
|
431
$22.3K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
431+ 57.47% |
$18.9K - $22.6K
|
1.18K
$61.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
421+ 1.34% |
$18.5K - $22K
|
31.9K
$1.65M
|
|
|
Aug 06, 2025
Q2 2025
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
420+ 8.67% |
$18.4K - $22K
|
5.26K
$273K
|
|
|
Aug 13, 2025
Q2 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
419+ 1.91% |
$18.4K - $21.9K
|
22.4K
$1.16M
|
|
|
Jul 30, 2025
Q2 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
410+ 1.71% |
$18K - $21.5K
|
24.4K
$1.27M
|
|
|
Jul 22, 2025
Q2 2025
|
Kessler Investment Group, LLC
|
BUY
|
- |
407+ 0.9% |
$17.9K - $21.3K
|
45.6K
$2.36M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
401New |
$17.6K - $21K
|
401
$20.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
400New |
$17.6K - $20.9K
|
400
$20.7K
|
|
|
Aug 01, 2025
Q2 2025
|
Providence First Trust CO
|
BUY
|
- |
393+ 4.42% |
$17.3K - $20.6K
|
9.29K
$482K
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
392+ 4.86% |
$17.2K - $20.5K
|
8.46K
$439K
|
|
|
Aug 13, 2025
Q2 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
381+ 1.32% |
$16.7K - $20K
|
29.3K
$1.52M
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
366+ 2.88% |
$16.1K - $19.2K
|
13.1K
$678K
|
|
|
Jul 25, 2025
Q2 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
357+ 1.81% |
$15.7K - $18.7K
|
20.1K
$1.04M
|
|
|
Jul 24, 2025
Q2 2025
|
Rice Partnership, LLC
|
BUY
|
- |
353+ 14.12% |
$15.5K - $18.5K
|
2.85K
$148K
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
341+ 1.3% |
$15K - $17.9K
|
26.7K
$1.38M
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
340+ 0.38% |
$14.9K - $17.8K
|
90.2K
$4.68M
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
325+ 2.76% |
$14.3K - $17K
|
12.1K
$627K
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
320+ 1.33% |
$14.1K - $16.8K
|
24.3K
$1.26M
|
|
|
Aug 07, 2025
Q2 2025
|
1 St Source Bank
|
BUY
|
- |
314+ 7.27% |
$13.8K - $16.4K
|
4.64K
$240K
|
|
|
Aug 14, 2025
Q2 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
311+ 0.89% |
$13.7K - $16.3K
|
35.3K
$1.83M
|
|
|
Aug 08, 2025
Q2 2025
|
Investment Partners, Ltd.
|
BUY
|
- |
311+ 1.88% |
$13.7K - $16.3K
|
16.8K
$872K
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
303+ 30.03% |
$13.3K - $15.9K
|
1.31K
$68K
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
300+ 2.02% |
$13.2K - $15.7K
|
15.1K
$784K
|
|
|
Aug 15, 2025
Q2 2025
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
300New |
$13.2K - $15.7K
|
300
$15.6K
|
|
|
Jul 31, 2025
Q2 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
300+ 0.7% |
$13.2K - $15.7K
|
43.2K
$2.24M
|
|
|
Aug 08, 2025
Q2 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
297+ 4.14% |
$13K - $15.6K
|
7.47K
$387K
|
|
|
Aug 05, 2025
Q2 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
289+ 1.9% |
$12.7K - $15.1K
|
15.5K
$803K
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
281+ 1.66% |
$12.3K - $14.7K
|
17.2K
$892K
|
|
|
Aug 27, 2025
Q2 2025
|
Cypress Capital Advisors, LLC
Franklin, TN |
BUY
|
- |
280+ 1.65% |
$12.3K - $14.7K
|
17.3K
$895K
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
279+ 0.56% |
$12.3K - $14.6K
|
50.2K
$2.6M
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
278+ 0.63% |
$12.2K - $14.6K
|
44.5K
$2.31M
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
277+ 15.54% |
$12.2K - $14.5K
|
2.06K
$107K
|
|
|
Aug 13, 2025
Q2 2025
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
275+ 3.43% |
$12.1K - $14.4K
|
8.29K
$430K
|
|
|
Jul 09, 2025
Q2 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
272+ 0.6% |
$11.9K - $14.2K
|
45.7K
$2.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
259+ 0.7% |
$11.4K - $13.6K
|
37.2K
$1.93M
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Architects, LLC
|
BUY
|
- |
245+ 2.47% |
$10.8K - $12.8K
|
10.2K
$527K
|
|
|
Aug 15, 2025
Q2 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
233New |
$10.2K - $12.2K
|
233
$12.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
231+ 4.07% |
$10.1K - $12.1K
|
5.91K
$306K
|