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 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
1.76K+ 5.35% |
$83K - $91.6K
|
34.5K
$1.68M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.75K+ 1.45% |
$82.9K - $91.4K
|
122K
$5.96M
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.75K+ 1.01% |
$82.7K - $91.2K
|
174K
$8.49M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.73K+ 17.84% |
$82.1K - $90.5K
|
11.5K
$558K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.73K+ 30.34% |
$81.9K - $90.3K
|
7.43K
$362K
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
1.68K+ 3.57% |
$79.7K - $87.9K
|
48.8K
$2.38M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.68K+ 5.6% |
$79.6K - $87.8K
|
31.7K
$1.55M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
1.65K+ 4.49% |
$77.9K - $85.9K
|
38.3K
$1.87M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.63K+ 197.57% |
$76.9K - $84.9K
|
2.45K
$119K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.63K+ 10.2% |
$76.9K - $84.9K
|
17.6K
$856K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.61K+ 3.56% |
$76.1K - $84K
|
46.8K
$2.28M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.6K+ 517.8% |
$75.7K - $83.5K
|
1.91K
$93.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
1.56K+ 6.61% |
$73.8K - $81.4K
|
25.2K
$1.23M
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
1.53K+ 11.92% |
$72.5K - $80K
|
14.4K
$702K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.52K+ 19.24% |
$71.9K - $79.3K
|
9.41K
$459K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.51K+ 2.61% |
$71.2K - $78.5K
|
59.3K
$2.89M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.5K+ 6.06% |
$71.2K - $78.5K
|
26.3K
$1.28M
|
|
|
Apr 22, 2025
Q1 2025
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
1.5K+ 17.09% |
$71K - $78.3K
|
10.3K
$501K
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
BUY
|
- |
1.49K+ 1.4% |
$70.7K - $78K
|
108K
$5.26M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.49K+ 1.43% |
$70.3K - $77.6K
|
106K
$5.16M
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
1.48K+ 7.51% |
$70.1K - $77.3K
|
21.2K
$1.03M
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.45K+ 27.91% |
$68.7K - $75.7K
|
6.65K
$324K
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
1.44K+ 2.64% |
$68K - $74.9K
|
55.9K
$2.72M
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
1.41K+ 2.47% |
$66.7K - $73.6K
|
58.4K
$2.85M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.4K+ 4.41% |
$66.1K - $72.9K
|
33K
$1.61M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.36K+ 243.45% |
$64.2K - $70.8K
|
1.91K
$93.3K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.35K+ 7.72% |
$63.8K - $70.4K
|
18.8K
$917K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
1.34K+ 2.29% |
$63.4K - $69.9K
|
59.7K
$2.91M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.33K+ 2.73% |
$62.9K - $69.4K
|
49.9K
$2.43M
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
1.31K+ 49.03% |
$61.9K - $68.3K
|
3.98K
$194K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.3K+ 46.09% |
$61.3K - $67.6K
|
4.11K
$200K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.29K+ 5.46% |
$61.2K - $67.5K
|
25K
$1.22M
|
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
BUY
|
- |
1.29K+ 4.3% |
$60.8K - $67.1K
|
31.2K
$1.52M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.28K+ 0.1% |
$60.7K - $67K
|
1.29M
$63M
|
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1.27K+ 1.64% |
$60.2K - $66.4K
|
79K
$3.85M
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.26K+ 9.16% |
$59.6K - $65.8K
|
15K
$732K
|
|
|
Apr 11, 2025
Q1 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
1.25K+ 2.27% |
$59.2K - $65.2K
|
56.3K
$2.75M
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
1.24K+ 24.94% |
$58.7K - $64.8K
|
6.22K
$303K
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.24K+ 8.81% |
$58.7K - $64.7K
|
15.3K
$746K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.23K+ 4.6% |
$58.4K - $64.4K
|
28.1K
$1.37M
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
1.2K+ 11.44% |
$56.8K - $62.6K
|
11.7K
$570K
|
|
|
May 15, 2025
Q1 2025
|
Morangie Management LLC
New York, NY |
BUY
|
- |
1.2K+ 10.01% |
$56.7K - $62.6K
|
13.2K
$643K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
1.19KNew |
$56.4K - $62.2K
|
1.19K
$58.1K
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.19K+ 1.85% |
$56.2K - $62K
|
65.4K
$3.19M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.17K+ 1.03% |
$55.3K - $61K
|
115K
$5.61M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
1.16K+ 6.29% |
$55.1K - $60.7K
|
19.7K
$959K
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
1.16K+ 9.9% |
$54.7K - $60.3K
|
12.8K
$625K
|
|
|
Apr 14, 2025
Q1 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
1.15K+ 2.22% |
$54.4K - $60K
|
52.9K
$2.58M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1.15K+ 20.36% |
$54.2K - $59.8K
|
6.77K
$330K
|
|
|
May 07, 2025
Q1 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
1.12K+ 1.46% |
$53K - $58.5K
|
78K
$3.8M
|