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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1.14K+ 2.49% |
$51.4K - $58.7K
|
47.1K
$2.31M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
1.14K+ 15.58% |
$51.2K - $58.5K
|
8.46K
$415K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
1.14K+ 10.88% |
$51.1K - $58.5K
|
11.6K
$569K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.09K+ 0.72% |
$48.8K - $55.9K
|
151K
$7.42M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
1.08K+ 1.14% |
$48.3K - $55.2K
|
95.5K
$4.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
1.07KNew |
$48.1K - $55K
|
1.07K
$52.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.07K+ 9.7% |
$47.9K - $54.8K
|
12.1K
$592K
|
|
|
Feb 07, 2025
Q4 2024
|
Managed Asset Portfolios, LLC
Rochester, MI |
BUY
|
- |
1.06K+ 2.26% |
$47.5K - $54.3K
|
47.8K
$2.34M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.04K+ 4.6% |
$46.8K - $53.5K
|
23.7K
$1.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
1.02K+ 3.71% |
$46K - $52.6K
|
28.7K
$1.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
1.02K+ 18.28% |
$45.6K - $52.2K
|
6.57K
$322K
|
|
|
Feb 13, 2025
Q4 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
1.01K+ 19.08% |
$45.4K - $51.9K
|
6.31K
$309K
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.01K+ 1.29% |
$45.3K - $51.8K
|
78.9K
$3.87M
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
1.01K+ 102.44% |
$45.2K - $51.7K
|
1.99K
$97.6K
|
|
|
Jan 14, 2025
Q4 2024
|
Brave Asset Management Inc
|
BUY
|
- |
1K+ 9.68% |
$45.1K - $51.5K
|
11.4K
$558K
|
|
|
Feb 14, 2025
Q4 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1K+ 3.12% |
$44.9K - $51.4K
|
33.1K
$1.62M
|
|
|
Jan 27, 2025
Q4 2024
|
Tandem Financial, LLC
Greenwood Village, CO |
BUY
|
- |
1KNew |
$44.9K - $51.3K
|
1K
$49K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
996+ 4.55% |
$44.7K - $51.1K
|
22.9K
$1.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
992+ 7.14% |
$44.5K - $50.9K
|
14.9K
$730K
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
BUY
|
- |
968+ 6.5% |
$43.5K - $49.7K
|
15.9K
$777K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
944+ 3.81% |
$42.4K - $48.5K
|
25.7K
$1.26M
|
|
|
Jan 30, 2025
Q4 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
941+ 2.02% |
$42.2K - $48.3K
|
47.5K
$2.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
934New |
$41.9K - $48K
|
934
$45.8K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
933+ 26.28% |
$41.9K - $47.9K
|
4.48K
$220K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
932New |
$41.8K - $47.8K
|
932
$45.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
929New |
$41.7K - $47.7K
|
929
$45.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
925+ 4.18% |
$41.5K - $47.5K
|
23.1K
$1.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
924+ 6.48% |
$41.5K - $47.4K
|
15.2K
$745K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
901+ 0.22% |
$40.4K - $46.3K
|
419K
$20.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
899+ 2.62% |
$40.4K - $46.2K
|
35.2K
$1.73M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
894New |
$40.1K - $45.9K
|
894
$43.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
888+ 3.29% |
$39.9K - $45.6K
|
27.9K
$1.37M
|
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
887+ 5.76% |
$39.8K - $45.5K
|
16.3K
$798K
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
869+ 1.31% |
$39K - $44.6K
|
67.2K
$3.29M
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
853+ 1.2% |
$38.3K - $43.8K
|
71.8K
$3.52M
|
|
|
Feb 10, 2025
Q4 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
836+ 2.21% |
$37.5K - $42.9K
|
38.7K
$1.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
835+ 3.43% |
$37.5K - $42.9K
|
25.2K
$1.23M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
827+ 22.52% |
$37.1K - $42.5K
|
4.5K
$221K
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
820+ 15.67% |
$36.8K - $42.1K
|
6.05K
$297K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
806+ 3.34% |
$36.2K - $41.4K
|
25K
$1.22M
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
802+ 10.36% |
$36K - $41.2K
|
8.54K
$419K
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
800+ 21.05% |
$35.9K - $41.1K
|
4.6K
$226K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
799+ 2.15% |
$35.9K - $41K
|
37.9K
$1.86M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
799+ 3.78% |
$35.9K - $41K
|
21.9K
$1.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
798+ 11.43% |
$35.8K - $41K
|
7.78K
$381K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
783New |
$35.1K - $40.2K
|
783
$38.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Hillcrest Wealth Advisors Ny, LLC
|
BUY
|
- |
775+ 9.69% |
$34.8K - $39.8K
|
8.78K
$430K
|
|
|
Jan 16, 2025
Q4 2024
|
Kennicott Capital Management LLC
|
BUY
|
- |
770+ 0.91% |
$34.6K - $39.5K
|
85.6K
$4.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
759New |
$34.1K - $39K
|
759
$37.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
757New |
$34K - $38.9K
|
757
$37.1K
|