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 05, 2025
Q1 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
1.12K+ 3.48% |
$52.9K - $58.3K
|
33.2K
$1.62M
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
1.11K+ 10.1% |
$52.5K - $57.9K
|
12.1K
$590K
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
1.1K+ 5.75% |
$52.1K - $57.5K
|
20.3K
$987K
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
1.08K+ 5.46% |
$51K - $56.2K
|
20.8K
$1.01M
|
|
|
May 13, 2025
Q1 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
1.07K+ 8.25% |
$50.4K - $55.6K
|
14K
$682K
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
BUY
|
- |
1.06K+ 2.68% |
$50.2K - $55.4K
|
40.6K
$1.98M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.04K+ 61.45% |
$49.3K - $54.3K
|
2.74K
$133K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
1.03K+ 5.11% |
$48.9K - $54K
|
21.3K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
BUY
|
- |
1.03K+ 96.08% |
$48.7K - $53.8K
|
2.1K
$102K
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
1.01K+ 3.17% |
$47.7K - $52.7K
|
32.9K
$1.6M
|
|
|
May 13, 2025
Q1 2025
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
1K+ 0.21% |
$47.4K - $52.3K
|
482K
$23.5M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
1KNew |
$47.3K - $52.2K
|
1K
$48.8K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
1K+ 13.5% |
$47.3K - $52.2K
|
8.41K
$410K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
989+ 9.15% |
$46.8K - $51.6K
|
11.8K
$575K
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
917+ 10.84% |
$43.4K - $47.9K
|
9.37K
$457K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
916+ 2.83% |
$43.3K - $47.8K
|
33.3K
$1.62M
|
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
916+ 5.67% |
$43.3K - $47.8K
|
17.1K
$832K
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
895+ 6.94% |
$42.4K - $46.7K
|
13.8K
$672K
|
|
|
May 13, 2025
Q1 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
891+ 2.69% |
$42.2K - $46.5K
|
34K
$1.66M
|
|
|
Apr 11, 2025
Q1 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
888+ 1.39% |
$42K - $46.3K
|
64.7K
$3.15M
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
878+ 18.3% |
$41.5K - $45.8K
|
5.68K
$277K
|
|
|
May 05, 2025
Q1 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
873+ 8.89% |
$41.3K - $45.6K
|
10.7K
$522K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
866+ 1.96% |
$41K - $45.2K
|
45.1K
$2.2M
|
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
864+ 5.99% |
$40.9K - $45.1K
|
15.3K
$745K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
862+ 1724.0% |
$40.8K - $45K
|
912
$44.5K
|
|
|
May 09, 2025
Q1 2025
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
850+ 10.47% |
$40.2K - $44.4K
|
8.97K
$437K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
850+ 2.76% |
$40.2K - $44.4K
|
31.7K
$1.55M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
846+ 0.81% |
$40K - $44.2K
|
105K
$5.13M
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
840New |
$39.7K - $43.8K
|
840
$41K
|
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
829+ 1.64% |
$39.2K - $43.3K
|
51.4K
$2.51M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
825+ 86.21% |
$39K - $43.1K
|
1.78K
$86.9K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
822+ 40.08% |
$38.9K - $42.9K
|
2.87K
$140K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
813+ 8.37% |
$38.5K - $42.4K
|
10.5K
$513K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
803+ 6.84% |
$38K - $41.9K
|
12.5K
$611K
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
796+ 1.11% |
$37.7K - $41.5K
|
72.6K
$3.54M
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
792+ 4.43% |
$37.5K - $41.3K
|
18.7K
$910K
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
772+ 12.39% |
$36.5K - $40.3K
|
7K
$341K
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
BUY
|
- |
761+ 4.85% |
$36K - $39.7K
|
16.4K
$801K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
756+ 42.5% |
$35.8K - $39.5K
|
2.54K
$124K
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
BUY
|
- |
754+ 6.04% |
$35.7K - $39.4K
|
13.2K
$645K
|
|
|
Apr 11, 2025
Q1 2025
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
753+ 2.99% |
$35.6K - $39.3K
|
25.9K
$1.26M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
731+ 9.91% |
$34.6K - $38.2K
|
8.11K
$395K
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
713+ 9.05% |
$33.7K - $37.2K
|
8.59K
$419K
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
704+ 10.29% |
$33.3K - $36.7K
|
7.54K
$368K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
703+ 31.02% |
$33.3K - $36.7K
|
2.97K
$145K
|
|
|
May 05, 2025
Q1 2025
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
687New |
$32.5K - $35.9K
|
687
$33.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
686+ 8.01% |
$32.5K - $35.8K
|
9.25K
$451K
|
|
|
Apr 10, 2025
Q1 2025
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
680+ 5.86% |
$32.2K - $35.5K
|
12.3K
$599K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
670+ 3.41% |
$31.7K - $35K
|
20.3K
$991K
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
638+ 3.92% |
$30.2K - $33.3K
|
16.9K
$825K
|