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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.61K+ 3.56% |
$76.1K - $84K
|
46.8K
$2.45M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.6K+ 517.8% |
$75.7K - $83.5K
|
1.91K
$100K
|
|
|
Apr 30, 2025
Q1 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
1.56K+ 6.61% |
$73.8K - $81.4K
|
25.2K
$1.32M
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
1.53K+ 11.92% |
$72.5K - $80K
|
14.4K
$756K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.52K+ 19.24% |
$71.9K - $79.3K
|
9.41K
$494K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.51K+ 2.61% |
$71.2K - $78.5K
|
59.3K
$3.11M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.5K+ 6.06% |
$71.2K - $78.5K
|
26.3K
$1.38M
|
|
|
Apr 22, 2025
Q1 2025
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
1.5K+ 17.09% |
$71K - $78.3K
|
10.3K
$539K
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
BUY
|
- |
1.49K+ 1.4% |
$70.7K - $78K
|
108K
$5.66M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.49K+ 1.43% |
$70.3K - $77.6K
|
106K
$5.55M
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
1.48K+ 3.06% |
$69.9K - $77.1K
|
49.8K
$2.61M
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.45K+ 27.91% |
$68.7K - $75.7K
|
6.65K
$349K
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
1.44K+ 2.64% |
$68K - $74.9K
|
55.9K
$2.93M
|
|
|
Apr 15, 2025
Q1 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
1.41K+ 2.47% |
$66.7K - $73.6K
|
58.4K
$3.06M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.4K+ 4.41% |
$66.1K - $72.9K
|
33K
$1.73M
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.36K+ 243.45% |
$64.2K - $70.8K
|
1.91K
$100K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.35K+ 7.72% |
$63.8K - $70.4K
|
18.8K
$987K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.33K+ 2.73% |
$62.9K - $69.4K
|
49.9K
$2.62M
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
1.31K+ 49.03% |
$61.9K - $68.3K
|
3.98K
$209K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.3K+ 46.09% |
$61.3K - $67.6K
|
4.11K
$216K
|
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
BUY
|
- |
1.29K+ 4.3% |
$60.8K - $67.1K
|
31.2K
$1.63M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.28K+ 0.1% |
$60.7K - $67K
|
1.29M
$67.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.26K+ 9.16% |
$59.6K - $65.8K
|
15K
$788K
|
|
|
Apr 11, 2025
Q1 2025
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
1.25K+ 2.27% |
$59.2K - $65.2K
|
56.3K
$2.96M
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
1.24K+ 24.94% |
$58.7K - $64.8K
|
6.22K
$326K
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.24K+ 8.81% |
$58.7K - $64.7K
|
15.3K
$803K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.23K+ 4.6% |
$58.4K - $64.4K
|
28.1K
$1.47M
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
1.2K+ 11.44% |
$56.8K - $62.6K
|
11.7K
$613K
|
|
|
May 15, 2025
Q1 2025
|
Morangie Management LLC
New York, NY |
BUY
|
- |
1.2K+ 10.01% |
$56.7K - $62.6K
|
13.2K
$692K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
1.19KNew |
$56.4K - $62.2K
|
1.19K
$62.6K
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.19K+ 1.85% |
$56.2K - $62K
|
65.4K
$3.43M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
1.16K+ 6.29% |
$55.1K - $60.7K
|
19.7K
$1.03M
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1.15K+ 20.36% |
$54.2K - $59.8K
|
6.77K
$355K
|
|
|
May 07, 2025
Q1 2025
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
1.12K+ 1.46% |
$53K - $58.5K
|
78K
$4.09M
|
|
|
May 05, 2025
Q1 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
1.12K+ 3.48% |
$52.9K - $58.3K
|
33.2K
$1.74M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
1.11K+ 10.1% |
$52.5K - $57.9K
|
12.1K
$635K
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
1.1K+ 5.75% |
$52.1K - $57.5K
|
20.3K
$1.06M
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
1.08K+ 5.46% |
$51K - $56.2K
|
20.8K
$1.09M
|
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
1.07K+ 8.25% |
$50.4K - $55.6K
|
14K
$734K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.04K+ 61.45% |
$49.3K - $54.3K
|
2.74K
$144K
|
|
|
Jun 16, 2025
Q1 2025
|
Peterson Wealth Management
|
BUY
|
- |
1.04K+ 8.2% |
$49.1K - $54.1K
|
13.7K
$718K
|
|
|
May 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
BUY
|
- |
1.03K+ 96.08% |
$48.7K - $53.8K
|
2.1K
$110K
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
1.01K+ 3.17% |
$47.7K - $52.7K
|
32.9K
$1.72M
|
|
|
May 13, 2025
Q1 2025
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
1K+ 0.21% |
$47.4K - $52.3K
|
482K
$25.3M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
1KNew |
$47.3K - $52.2K
|
1K
$52.5K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
1K+ 13.5% |
$47.3K - $52.2K
|
8.41K
$441K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
989+ 9.15% |
$46.8K - $51.6K
|
11.8K
$619K
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
917+ 10.84% |
$43.4K - $47.9K
|
9.37K
$492K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
916+ 2.83% |
$43.3K - $47.8K
|
33.3K
$1.75M
|
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
916+ 5.67% |
$43.3K - $47.8K
|
17.1K
$896K
|