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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
89+ 1.39% |
$3.91K - $4.66K
|
6.5K
$337K
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
89+ 0.7% |
$3.91K - $4.66K
|
12.9K
$668K
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
89+ 0.13% |
$3.91K - $4.66K
|
67.8K
$3.51M
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
85+ 0.1% |
$3.73K - $4.45K
|
81.5K
$4.22M
|
|
|
Aug 06, 2025
Q2 2025
|
Marco Investment Management LLC
|
BUY
|
- |
80+ 0.28% |
$3.51K - $4.19K
|
28.5K
$1.48M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
79+ 0.2% |
$3.47K - $4.14K
|
40K
$2.08M
|
|
|
Aug 07, 2025
Q2 2025
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
72+ 1.11% |
$3.16K - $3.77K
|
6.58K
$341K
|
|
|
Aug 08, 2025
Q2 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
70+ 0.9% |
$3.07K - $3.67K
|
7.84K
$407K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
69+ 1.2% |
$3.03K - $3.61K
|
5.84K
$303K
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
BUY
|
- |
67+ 0.7% |
$2.94K - $3.51K
|
9.66K
$501K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
67+ 53.6% |
$2.94K - $3.51K
|
192
$9.96K
|
|
|
Aug 14, 2025
Q2 2025
|
Dearborn Partners LLC
|
BUY
|
- |
66+ 1.42% |
$2.9K - $3.46K
|
4.73K
$245K
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
66+ 0.41% |
$2.9K - $3.46K
|
16.2K
$839K
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
64+ 0.66% |
$2.81K - $3.35K
|
9.71K
$503K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
62+ 1.36% |
$2.72K - $3.25K
|
4.62K
$239K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
56+ 8.31% |
$2.46K - $2.93K
|
730
$37.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Advisory Resource Group
|
BUY
|
- |
56+ 0.05% |
$2.46K - $2.93K
|
105K
$5.46M
|
|
|
Jul 16, 2025
Q2 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
55+ 0.33% |
$2.42K - $2.88K
|
16.6K
$860K
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
54+ 0.2% |
$2.37K - $2.83K
|
27.4K
$1.42M
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
54+ 0.65% |
$2.37K - $2.83K
|
8.32K
$431K
|
|
|
Aug 05, 2025
Q2 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
50+ 0.6% |
$2.2K - $2.62K
|
8.34K
$432K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
44+ 0.18% |
$1.93K - $2.3K
|
24.3K
$1.26M
|
|
|
Jul 29, 2025
Q2 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
42+ 0.29% |
$1.84K - $2.2K
|
14.5K
$750K
|
|
|
Jul 23, 2025
Q2 2025
|
Life Steps Financial, Inc.
|
BUY
|
- |
41+ 0.54% |
$1.8K - $2.15K
|
7.6K
$394K
|
|
|
Jul 21, 2025
Q2 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
41+ 0.24% |
$1.8K - $2.15K
|
17.1K
$888K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
38+ 2.06% |
$1.67K - $1.99K
|
1.88K
$97.4K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
37+ 0.33% |
$1.63K - $1.94K
|
11.4K
$592K
|
|
|
Jul 22, 2025
Q2 2025
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
36+ 0.16% |
$1.58K - $1.89K
|
22.1K
$1.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
32+ 0.1% |
$1.41K - $1.68K
|
31.8K
$1.65M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
32+ 3.28% |
$1.41K - $1.68K
|
1.01K
$52.2K
|
|
|
Jul 30, 2025
Q2 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
30+ 0.28% |
$1.32K - $1.57K
|
10.7K
$554K
|
|
|
Aug 12, 2025
Q2 2025
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
29+ 0.36% |
$1.27K - $1.52K
|
8.03K
$416K
|
|
|
Jul 22, 2025
Q2 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
25+ 0.14% |
$1.1K - $1.31K
|
18.1K
$939K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
24+ 28.24% |
$1.05K - $1.26K
|
109
$5.65K
|
|
|
Aug 13, 2025
Q2 2025
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
23+ 0.26% |
$1.01K - $1.2K
|
9.04K
$469K
|
|
|
Jul 24, 2025
Q2 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
23+ 0.06% |
$1.01K - $1.2K
|
38.4K
$1.99M
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
22+ 0.32% |
$966 - $1.15K
|
6.82K
$354K
|
|
|
Jul 14, 2025
Q2 2025
|
E&G Advisors, LP
|
BUY
|
- |
20+ 0.05% |
$878 - $1.05K
|
39.4K
$2.04M
|
|
|
Jul 29, 2025
Q2 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
19+ 0.34% |
$834 - $995
|
5.66K
$294K
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
19+ 0.04% |
$834 - $995
|
47K
$2.43M
|
|
|
Aug 07, 2025
Q2 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
17+ 0.2% |
$747 - $890
|
8.41K
$436K
|
|
|
Jul 16, 2025
Q2 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
16+ 0.02% |
$703 - $838
|
66.6K
$3.46M
|
|
|
Aug 07, 2025
Q2 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
15+ 0.1% |
$659 - $786
|
15.3K
$795K
|
|
|
Aug 12, 2025
Q2 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
14+ 0.33% |
$615 - $733
|
4.2K
$218K
|
|
|
Jul 29, 2025
Q2 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
14+ 0.32% |
$615 - $733
|
4.34K
$225K
|
|
|
Aug 12, 2025
Q2 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
13+ 0.32% |
$571 - $681
|
4.06K
$211K
|
|
|
Aug 12, 2025
Q2 2025
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
13+ 0.31% |
$571 - $681
|
4.23K
$219K
|
|
|
Jul 28, 2025
Q2 2025
|
Rik Saylor Financial, Inc.
Fairfield, OH |
BUY
|
- |
13+ 0.04% |
$571 - $681
|
32.9K
$1.71M
|
|
|
Aug 15, 2025
Q2 2025
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
12+ 0.24% |
$527 - $628
|
4.93K
$256K
|
|
|
Aug 14, 2025
Q2 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
12+ 0.28% |
$527 - $628
|
4.35K
$225K
|