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 16, 2025
Q1 2025
|
Rye Brook Capital LLC
|
BUY
|
- |
500+ 1.0% |
$23.7K - $26.1K
|
50.3K
$2.64M
|
|
|
May 06, 2025
Q1 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
498+ 5.14% |
$23.6K - $26K
|
10.2K
$534K
|
|
|
Apr 22, 2025
Q1 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
495+ 4.74% |
$23.4K - $25.8K
|
10.9K
$574K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
487+ 25.63% |
$23K - $25.4K
|
2.39K
$125K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
479+ 1.01% |
$22.7K - $25K
|
48K
$2.52M
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
475+ 3.83% |
$22.5K - $24.8K
|
12.9K
$676K
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
475+ 6.11% |
$22.5K - $24.8K
|
8.25K
$433K
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
472+ 2.71% |
$22.3K - $24.6K
|
17.9K
$938K
|
|
|
May 02, 2025
Q1 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
470+ 2.89% |
$22.2K - $24.5K
|
16.7K
$877K
|
|
|
May 07, 2025
Q1 2025
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
460+ 1.39% |
$21.8K - $24K
|
33.6K
$1.76M
|
|
|
May 01, 2025
Q1 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
459+ 0.88% |
$21.7K - $24K
|
52.5K
$2.76M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
458+ 6.33% |
$21.7K - $23.9K
|
7.7K
$404K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
446+ 4.31% |
$21.1K - $23.3K
|
10.8K
$567K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
444+ 193.04% |
$21K - $23.2K
|
674
$35.4K
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
438+ 9.63% |
$20.7K - $22.9K
|
4.99K
$262K
|
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
438+ 1.41% |
$20.7K - $22.9K
|
31.4K
$1.65M
|
|
|
Apr 24, 2025
Q1 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
430+ 1.24% |
$20.3K - $22.4K
|
35.2K
$1.85M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
414+ 2.72% |
$19.6K - $21.6K
|
15.6K
$820K
|
|
|
Apr 15, 2025
Q1 2025
|
Eagle Capital Management, LLC
|
BUY
|
- |
412+ 1.92% |
$19.5K - $21.5K
|
21.8K
$1.15M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
409+ 2.02% |
$19.4K - $21.3K
|
20.7K
$1.08M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
401+ 3.35% |
$19K - $20.9K
|
12.4K
$649K
|
|
|
May 01, 2025
Q1 2025
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
400+ 133.33% |
$18.9K - $20.9K
|
700
$36.7K
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
393+ 1.46% |
$18.6K - $20.5K
|
27.3K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
388+ 0.41% |
$18.4K - $20.2K
|
94.9K
$4.98M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
386+ 14.67% |
$18.3K - $20.1K
|
3.02K
$158K
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
375+ 3.2% |
$17.7K - $19.6K
|
12.1K
$635K
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
BUY
|
- |
358+ 2.26% |
$16.9K - $18.7K
|
16.2K
$849K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
348+ 4.69% |
$16.5K - $18.2K
|
7.76K
$407K
|
|
|
May 12, 2025
Q1 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
343+ 0.62% |
$16.2K - $17.9K
|
55.7K
$2.92M
|
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
BUY
|
- |
341+ 0.12% |
$16.1K - $17.8K
|
294K
$15.4M
|
|
|
May 14, 2025
Q1 2025
|
Wulff, Hansen & Co.
|
BUY
|
- |
340+ 7.53% |
$16.1K - $17.7K
|
4.86K
$255K
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
334+ 1.92% |
$15.8K - $17.4K
|
17.7K
$931K
|
|
|
May 14, 2025
Q1 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
333+ 0.73% |
$15.8K - $17.4K
|
46.1K
$2.42M
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
329+ 3.99% |
$15.6K - $17.2K
|
8.58K
$450K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
327+ 2.41% |
$15.5K - $17.1K
|
13.9K
$729K
|
|
|
Apr 22, 2025
Q1 2025
|
Lvz, Inc.
|
BUY
|
- |
305+ 1.52% |
$14.4K - $15.9K
|
20.4K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
298+ 0.72% |
$14.1K - $15.6K
|
41.6K
$2.19M
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
298+ 3.65% |
$14.1K - $15.6K
|
8.47K
$444K
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
297+ 0.54% |
$14.1K - $15.5K
|
55.3K
$2.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
BUY
|
- |
297+ 11.42% |
$14.1K - $15.5K
|
2.9K
$152K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
296+ 0.75% |
$14K - $15.4K
|
39.9K
$2.1M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
287+ 4.38% |
$13.6K - $15K
|
6.84K
$359K
|
|
|
Apr 21, 2025
Q1 2025
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
284+ 1.87% |
$13.4K - $14.8K
|
15.5K
$813K
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
274+ 0.38% |
$13K - $14.3K
|
73K
$3.83M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
270+ 5.26% |
$12.8K - $14.1K
|
5.41K
$284K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
267+ 0.0% |
$12.6K - $13.9K
|
10.3M
$542M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
265+ 4.15% |
$12.5K - $13.8K
|
6.64K
$349K
|
|
|
Apr 28, 2025
Q1 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
256+ 2.74% |
$12.1K - $13.4K
|
9.61K
$504K
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
236+ 1.41% |
$11.2K - $12.3K
|
16.9K
$888K
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
235+ 5.27% |
$11.1K - $12.3K
|
4.7K
$247K
|