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 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
348+ 4.69% |
$16.5K - $18.2K
|
7.76K
$378K
|
|
|
May 12, 2025
Q1 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
343+ 0.62% |
$16.2K - $17.9K
|
55.7K
$2.71M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
341+ 1.85% |
$16.1K - $17.8K
|
18.8K
$916K
|
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
BUY
|
- |
341+ 0.12% |
$16.1K - $17.8K
|
294K
$14.3M
|
|
|
May 14, 2025
Q1 2025
|
Wulff, Hansen & Co.
|
BUY
|
- |
340+ 7.53% |
$16.1K - $17.7K
|
4.86K
$237K
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
334+ 1.92% |
$15.8K - $17.4K
|
17.7K
$865K
|
|
|
May 14, 2025
Q1 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
333+ 0.73% |
$15.8K - $17.4K
|
46.1K
$2.25M
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
329+ 3.99% |
$15.6K - $17.2K
|
8.58K
$418K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
327+ 2.41% |
$15.5K - $17.1K
|
13.9K
$677K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
324+ 1.78% |
$15.3K - $16.9K
|
18.5K
$902K
|
|
|
Apr 22, 2025
Q1 2025
|
Lvz, Inc.
|
BUY
|
- |
305+ 1.52% |
$14.4K - $15.9K
|
20.4K
$996K
|
|
|
May 15, 2025
Q1 2025
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
298+ 0.72% |
$14.1K - $15.6K
|
41.6K
$2.03M
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
298+ 3.65% |
$14.1K - $15.6K
|
8.47K
$413K
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
297+ 0.54% |
$14.1K - $15.5K
|
55.3K
$2.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
BUY
|
- |
297+ 11.42% |
$14.1K - $15.5K
|
2.9K
$141K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
296+ 0.75% |
$14K - $15.4K
|
39.9K
$1.95M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
287+ 4.38% |
$13.6K - $15K
|
6.84K
$333K
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
284+ 1.87% |
$13.4K - $14.8K
|
15.5K
$755K
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
274+ 0.38% |
$13K - $14.3K
|
73K
$3.56M
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
274+ 87.26% |
$13K - $14.3K
|
588
$28.7K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
270+ 5.26% |
$12.8K - $14.1K
|
5.41K
$264K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
267+ 0.0% |
$12.6K - $13.9K
|
10.3M
$504M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
265+ 4.15% |
$12.5K - $13.8K
|
6.64K
$324K
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
256+ 2.74% |
$12.1K - $13.4K
|
9.61K
$468K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
256+ 0.97% |
$12.1K - $13.4K
|
26.8K
$1.31M
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
BUY
|
- |
250+ 1.69% |
$11.8K - $13K
|
15K
$733K
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
236+ 1.41% |
$11.2K - $12.3K
|
16.9K
$825K
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
235+ 5.27% |
$11.1K - $12.3K
|
4.7K
$229K
|
|
|
May 08, 2025
Q1 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
235+ 1.53% |
$11.1K - $12.3K
|
15.6K
$761K
|
|
|
Apr 21, 2025
Q1 2025
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
229+ 0.74% |
$10.8K - $12K
|
31K
$1.51M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
224+ 3.09% |
$10.6K - $11.7K
|
7.48K
$365K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
220+ 50.46% |
$10.4K - $11.5K
|
656
$32K
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
211+ 0.56% |
$9.98K - $11K
|
37.7K
$1.84M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
210+ 14.54% |
$9.94K - $11K
|
1.65K
$80.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
207+ 1.55% |
$9.8K - $10.8K
|
13.6K
$662K
|
|
|
Apr 29, 2025
Q1 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
BUY
|
- |
203+ 0.97% |
$9.61K - $10.6K
|
21.1K
$1.03M
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
202+ 2.21% |
$9.56K - $10.5K
|
9.34K
$455K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
200+ 2.32% |
$9.46K - $10.4K
|
8.83K
$431K
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
200+ 2.07% |
$9.46K - $10.4K
|
9.88K
$482K
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
199+ 0.87% |
$9.42K - $10.4K
|
23K
$1.12M
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
BUY
|
- |
199+ 1.29% |
$9.42K - $10.4K
|
15.7K
$763K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
195+ 12.05% |
$9.23K - $10.2K
|
1.81K
$88.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
193+ 2.57% |
$9.13K - $10.1K
|
7.7K
$376K
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
192New |
$9.09K - $10K
|
192
$9.36K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
186+ 74.4% |
$8.8K - $9.71K
|
436
$21.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
181+ 1.23% |
$8.56K - $9.45K
|
15K
$729K
|
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
175+ 0.5% |
$8.28K - $9.13K
|
35.2K
$1.72M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
175+ 1.33% |
$8.28K - $9.13K
|
13.3K
$649K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
175+ 0.8% |
$8.28K - $9.13K
|
22.1K
$1.08M
|
|
|
May 12, 2025
Q1 2025
|
Wp Advisors, LLC
|
BUY
|
- |
167+ 0.3% |
$7.9K - $8.72K
|
55.8K
$2.72M
|