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 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
635+ 0.65% |
$30K - $33.1K
|
98.6K
$4.81M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
623+ 0.74% |
$29.5K - $32.5K
|
85.2K
$4.15M
|
|
|
Apr 23, 2025
Q1 2025
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
609+ 3.11% |
$28.8K - $31.8K
|
20.2K
$986K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
600New |
$28.4K - $31.3K
|
600
$29.3K
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
593+ 1.13% |
$28.1K - $30.9K
|
53K
$2.58M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
579+ 1.74% |
$27.4K - $30.2K
|
33.8K
$1.65M
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
571New |
$27K - $29.8K
|
571
$27.8K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
571+ 16.48% |
$27K - $29.8K
|
4.04K
$197K
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
565+ 16.03% |
$26.7K - $29.5K
|
4.09K
$199K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
561+ 4.29% |
$26.5K - $29.3K
|
13.6K
$665K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
557+ 2.81% |
$26.4K - $29.1K
|
20.4K
$994K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
550New |
$26K - $28.7K
|
550
$26.8K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
543+ 8.83% |
$25.7K - $28.3K
|
6.69K
$326K
|
|
|
May 06, 2025
Q1 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
540+ 9.77% |
$25.6K - $28.2K
|
6.07K
$296K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
533New |
$25.2K - $27.8K
|
533
$26K
|
|
|
Apr 22, 2025
Q1 2025
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
532+ 12.34% |
$25.2K - $27.8K
|
4.84K
$236K
|
|
|
Apr 03, 2025
Q1 2025
|
Magnolia Capital Management LTD
|
BUY
|
- |
525+ 8.16% |
$24.8K - $27.4K
|
6.96K
$339K
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
524+ 12.55% |
$24.8K - $27.3K
|
4.7K
$229K
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
BUY
|
- |
515+ 11.22% |
$24.4K - $26.9K
|
5.11K
$249K
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
503+ 6.96% |
$23.8K - $26.3K
|
7.73K
$377K
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
BUY
|
- |
501+ 3.16% |
$23.7K - $26.1K
|
16.4K
$797K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
500+ 0.64% |
$23.7K - $26.1K
|
78.9K
$3.85M
|
|
|
Apr 16, 2025
Q1 2025
|
Rye Brook Capital LLC
|
BUY
|
- |
500+ 1.0% |
$23.7K - $26.1K
|
50.3K
$2.45M
|
|
|
May 06, 2025
Q1 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
498+ 5.14% |
$23.6K - $26K
|
10.2K
$497K
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
495+ 4.74% |
$23.4K - $25.8K
|
10.9K
$534K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
487+ 25.63% |
$23K - $25.4K
|
2.39K
$116K
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
485+ 6.23% |
$23K - $25.3K
|
8.27K
$403K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
479+ 1.01% |
$22.7K - $25K
|
48K
$2.34M
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
475+ 3.83% |
$22.5K - $24.8K
|
12.9K
$628K
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
475+ 6.11% |
$22.5K - $24.8K
|
8.25K
$402K
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
472+ 2.71% |
$22.3K - $24.6K
|
17.9K
$871K
|
|
|
May 02, 2025
Q1 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
470+ 2.89% |
$22.2K - $24.5K
|
16.7K
$815K
|
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
460+ 1.39% |
$21.8K - $24K
|
33.6K
$1.64M
|
|
|
May 01, 2025
Q1 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
459+ 0.88% |
$21.7K - $24K
|
52.5K
$2.56M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
458+ 6.33% |
$21.7K - $23.9K
|
7.7K
$375K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
446+ 4.31% |
$21.1K - $23.3K
|
10.8K
$527K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
444+ 193.04% |
$21K - $23.2K
|
674
$32.9K
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
438+ 9.63% |
$20.7K - $22.9K
|
4.99K
$243K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
438+ 1.41% |
$20.7K - $22.9K
|
31.4K
$1.53M
|
|
|
Apr 24, 2025
Q1 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
430+ 1.24% |
$20.3K - $22.4K
|
35.2K
$1.71M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
414+ 2.72% |
$19.6K - $21.6K
|
15.6K
$762K
|
|
|
Apr 15, 2025
Q1 2025
|
Eagle Capital Management, LLC
|
BUY
|
- |
412+ 1.92% |
$19.5K - $21.5K
|
21.8K
$1.06M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
409+ 2.02% |
$19.4K - $21.3K
|
20.7K
$1.01M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
401+ 3.35% |
$19K - $20.9K
|
12.4K
$603K
|
|
|
May 01, 2025
Q1 2025
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
400+ 133.33% |
$18.9K - $20.9K
|
700
$34.1K
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
393+ 1.46% |
$18.6K - $20.5K
|
27.3K
$1.33M
|
|
|
May 15, 2025
Q1 2025
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
388+ 0.41% |
$18.4K - $20.2K
|
94.9K
$4.63M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
386+ 14.67% |
$18.3K - $20.1K
|
3.02K
$147K
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
375+ 3.2% |
$17.7K - $19.6K
|
12.1K
$590K
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
BUY
|
- |
358+ 2.26% |
$16.9K - $18.7K
|
16.2K
$789K
|