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
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
229+ 1.61% |
$10.1K - $12K
|
14.4K
$747K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
228+ 22.16% |
$10K - $11.9K
|
1.26K
$65.2K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
227+ 2.0% |
$9.97K - $11.9K
|
11.6K
$601K
|
|
|
Aug 06, 2025
Q2 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
226+ 2.12% |
$9.93K - $11.8K
|
10.9K
$565K
|
|
|
Aug 13, 2025
Q2 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
224+ 0.4% |
$9.84K - $11.7K
|
56.6K
$2.93M
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
207New |
$9.09K - $10.8K
|
207
$10.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
207+ 1.34% |
$9.09K - $10.8K
|
15.7K
$814K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
203+ 4.71% |
$8.92K - $10.6K
|
4.52K
$234K
|
|
|
Aug 14, 2025
Q2 2025
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
200+ 0.57% |
$8.78K - $10.5K
|
35.4K
$1.84M
|
|
|
Jul 24, 2025
Q2 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
200+ 1.2% |
$8.78K - $10.5K
|
16.9K
$877K
|
|
|
Aug 14, 2025
Q2 2025
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
197+ 0.11% |
$8.65K - $10.3K
|
172K
$8.91M
|
|
|
Aug 12, 2025
Q2 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
197+ 1.53% |
$8.65K - $10.3K
|
13.1K
$678K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
182+ 0.62% |
$7.99K - $9.53K
|
29.5K
$1.53M
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
181+ 2.33% |
$7.95K - $9.48K
|
7.94K
$412K
|
|
|
Aug 13, 2025
Q2 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
175+ 3.55% |
$7.69K - $9.16K
|
5.1K
$264K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
174+ 1.11% |
$7.64K - $9.11K
|
15.8K
$819K
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
172+ 2.27% |
$7.55K - $9.01K
|
7.75K
$402K
|
|
|
Aug 06, 2025
Q2 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
171+ 3.43% |
$7.51K - $8.96K
|
5.16K
$267K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
169+ 0.33% |
$7.42K - $8.85K
|
50.7K
$2.63M
|
|
|
Aug 06, 2025
Q2 2025
|
Capitol Family Office, Inc.
|
BUY
|
- |
166+ 0.7% |
$7.29K - $8.69K
|
23.7K
$1.23M
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
166New |
$7.29K - $8.69K
|
166
$8.61K
|
|
|
Aug 01, 2025
Q2 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
157+ 1.7% |
$6.9K - $8.22K
|
9.41K
$488K
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
150+ 7.18% |
$6.59K - $7.86K
|
2.24K
$116K
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
145+ 2.44% |
$6.37K - $7.59K
|
6.09K
$316K
|
|
|
Jul 30, 2025
Q2 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
142+ 3.01% |
$6.24K - $7.44K
|
4.86K
$252K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
141New |
$6.19K - $7.38K
|
141
$7.31K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
141+ 30.32% |
$6.19K - $7.38K
|
606
$31.4K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
140+ 0.4% |
$6.15K - $7.33K
|
35.5K
$1.84M
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
137+ 1.46% |
$6.02K - $7.17K
|
9.51K
$493K
|
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
133+ 1.35% |
$5.84K - $6.97K
|
9.96K
$517K
|
|
|
Jul 23, 2025
Q2 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
132+ 0.85% |
$5.8K - $6.91K
|
15.7K
$816K
|
|
|
Aug 13, 2025
Q2 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
131+ 0.73% |
$5.75K - $6.86K
|
18.1K
$936K
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
131+ 2.66% |
$5.75K - $6.86K
|
5.06K
$262K
|
|
|
Aug 15, 2025
Q2 2025
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
117+ 0.47% |
$5.14K - $6.13K
|
24.8K
$1.28M
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
115New |
$5.05K - $6.02K
|
115
$5.96K
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
110+ 1.88% |
$4.83K - $5.76K
|
5.98K
$310K
|
|
|
Aug 13, 2025
Q2 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
109New |
$4.79K - $5.71K
|
109
$5.65K
|
|
|
Jul 07, 2025
Q2 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
108+ 0.58% |
$4.74K - $5.66K
|
18.6K
$964K
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
107+ 0.24% |
$4.7K - $5.6K
|
44.7K
$2.32M
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
101New |
$4.44K - $5.29K
|
101
$5.24K
|
|
|
Aug 07, 2025
Q2 2025
|
Searle & Co.
|
BUY
|
- |
101+ 2.4% |
$4.44K - $5.29K
|
4.3K
$223K
|
|
|
Jul 31, 2025
Q2 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
100+ 0.3% |
$4.39K - $5.24K
|
33.5K
$1.74M
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
100+ 1.67% |
$4.39K - $5.24K
|
6.09K
$316K
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
99+ 1.29% |
$4.35K - $5.18K
|
7.8K
$404K
|
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
98+ 0.47% |
$4.3K - $5.13K
|
20.9K
$1.08M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
98+ 1.7% |
$4.3K - $5.13K
|
5.88K
$305K
|
|
|
Aug 14, 2025
Q2 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
97+ 0.63% |
$4.26K - $5.08K
|
15.5K
$804K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
95+ 0.05% |
$4.17K - $4.98K
|
174K
$9.04M
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
94+ 0.65% |
$4.13K - $4.92K
|
14.6K
$759K
|
|
|
Jul 28, 2025
Q2 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
89+ 1.29% |
$3.91K - $4.66K
|
6.99K
$363K
|