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 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
916+ 5.67% |
$43.3K - $47.8K
|
17.1K
$896K
|
|
|
Apr 21, 2025
Q1 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
895+ 6.94% |
$42.4K - $46.7K
|
13.8K
$723K
|
|
|
May 13, 2025
Q1 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
891+ 2.69% |
$42.2K - $46.5K
|
34K
$1.79M
|
|
|
Apr 11, 2025
Q1 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
888+ 1.39% |
$42K - $46.3K
|
64.7K
$3.39M
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
878+ 18.3% |
$41.5K - $45.8K
|
5.68K
$298K
|
|
|
May 05, 2025
Q1 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
873+ 8.89% |
$41.3K - $45.6K
|
10.7K
$561K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
866+ 1.96% |
$41K - $45.2K
|
45.1K
$2.37M
|
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
864+ 5.99% |
$40.9K - $45.1K
|
15.3K
$802K
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
862+ 1724.0% |
$40.8K - $45K
|
912
$47.9K
|
|
|
May 09, 2025
Q1 2025
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
850+ 10.47% |
$40.2K - $44.4K
|
8.97K
$471K
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
850+ 2.76% |
$40.2K - $44.4K
|
31.7K
$1.66M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
846+ 0.81% |
$40K - $44.2K
|
105K
$5.52M
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
840New |
$39.7K - $43.8K
|
840
$44.1K
|
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
829+ 1.64% |
$39.2K - $43.3K
|
51.4K
$2.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
825+ 86.21% |
$39K - $43.1K
|
1.78K
$93.5K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
822+ 40.08% |
$38.9K - $42.9K
|
2.87K
$151K
|
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
813+ 8.37% |
$38.5K - $42.4K
|
10.5K
$552K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
803+ 6.84% |
$38K - $41.9K
|
12.5K
$658K
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
796+ 1.11% |
$37.7K - $41.5K
|
72.6K
$3.81M
|
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
792+ 4.43% |
$37.5K - $41.3K
|
18.7K
$980K
|
|
|
Apr 30, 2025
Q1 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
772+ 12.39% |
$36.5K - $40.3K
|
7K
$368K
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
BUY
|
- |
761+ 4.85% |
$36K - $39.7K
|
16.4K
$863K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
756+ 42.5% |
$35.8K - $39.5K
|
2.54K
$133K
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
BUY
|
- |
754+ 6.04% |
$35.7K - $39.4K
|
13.2K
$694K
|
|
|
Apr 11, 2025
Q1 2025
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
753+ 2.99% |
$35.6K - $39.3K
|
25.9K
$1.36M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
731+ 9.91% |
$34.6K - $38.2K
|
8.11K
$425K
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
713+ 9.05% |
$33.7K - $37.2K
|
8.59K
$451K
|
|
|
May 06, 2025
Q1 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
704+ 10.29% |
$33.3K - $36.7K
|
7.54K
$396K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
703+ 31.02% |
$33.3K - $36.7K
|
2.97K
$156K
|
|
|
May 05, 2025
Q1 2025
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
687New |
$32.5K - $35.9K
|
687
$36.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
686+ 8.01% |
$32.5K - $35.8K
|
9.25K
$485K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
670+ 3.41% |
$31.7K - $35K
|
20.3K
$1.07M
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
638+ 3.92% |
$30.2K - $33.3K
|
16.9K
$888K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
635+ 0.65% |
$30K - $33.1K
|
98.6K
$5.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
623+ 0.74% |
$29.5K - $32.5K
|
85.2K
$4.47M
|
|
|
Apr 23, 2025
Q1 2025
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
609+ 3.11% |
$28.8K - $31.8K
|
20.2K
$1.06M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
600New |
$28.4K - $31.3K
|
600
$31.5K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
579+ 1.74% |
$27.4K - $30.2K
|
33.8K
$1.77M
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
571New |
$27K - $29.8K
|
571
$30K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
557+ 2.81% |
$26.4K - $29.1K
|
20.4K
$1.07M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
550New |
$26K - $28.7K
|
550
$28.9K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
543+ 8.83% |
$25.7K - $28.3K
|
6.69K
$351K
|
|
|
May 06, 2025
Q1 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
540+ 9.77% |
$25.6K - $28.2K
|
6.07K
$318K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
533New |
$25.2K - $27.8K
|
533
$28K
|
|
|
Apr 22, 2025
Q1 2025
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
532+ 12.34% |
$25.2K - $27.8K
|
4.84K
$254K
|
|
|
Apr 03, 2025
Q1 2025
|
Magnolia Capital Management LTD
|
BUY
|
- |
525+ 8.16% |
$24.8K - $27.4K
|
6.96K
$365K
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
524+ 12.55% |
$24.8K - $27.3K
|
4.7K
$247K
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
BUY
|
- |
515+ 11.22% |
$24.4K - $26.9K
|
5.11K
$268K
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
503+ 6.96% |
$23.8K - $26.3K
|
7.73K
$406K
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
BUY
|
- |
501+ 3.16% |
$23.7K - $26.1K
|
16.4K
$858K
|