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 08, 2025
Q1 2025
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
235+ 1.53% |
$11.1K - $12.3K
|
15.6K
$819K
|
|
|
Apr 21, 2025
Q1 2025
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
229+ 0.74% |
$10.8K - $12K
|
31K
$1.63M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
224+ 3.09% |
$10.6K - $11.7K
|
7.48K
$393K
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
211+ 0.56% |
$9.98K - $11K
|
37.7K
$1.98M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
210+ 14.54% |
$9.94K - $11K
|
1.65K
$86.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
BUY
|
- |
207+ 1.55% |
$9.8K - $10.8K
|
13.6K
$713K
|
|
|
Apr 29, 2025
Q1 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
BUY
|
- |
203+ 0.97% |
$9.61K - $10.6K
|
21.1K
$1.11M
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
202+ 2.21% |
$9.56K - $10.5K
|
9.34K
$490K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
200+ 2.32% |
$9.46K - $10.4K
|
8.83K
$464K
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
200+ 2.07% |
$9.46K - $10.4K
|
9.88K
$518K
|
|
|
May 13, 2025
Q1 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
199+ 0.87% |
$9.42K - $10.4K
|
23K
$1.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
195+ 12.05% |
$9.23K - $10.2K
|
1.81K
$95.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
193+ 2.57% |
$9.13K - $10.1K
|
7.7K
$404K
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
192New |
$9.09K - $10K
|
192
$10.1K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
186+ 74.4% |
$8.8K - $9.71K
|
436
$22.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
181+ 1.23% |
$8.56K - $9.45K
|
15K
$785K
|
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
175+ 0.5% |
$8.28K - $9.13K
|
35.2K
$1.85M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
175+ 1.33% |
$8.28K - $9.13K
|
13.3K
$699K
|
|
|
May 12, 2025
Q1 2025
|
Wp Advisors, LLC
|
BUY
|
- |
167+ 0.3% |
$7.9K - $8.72K
|
55.8K
$2.93M
|
|
|
May 13, 2025
Q1 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
164+ 0.27% |
$7.76K - $8.56K
|
60.3K
$3.17M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
164+ 1.14% |
$7.76K - $8.56K
|
14.5K
$762K
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
160+ 0.48% |
$7.57K - $8.35K
|
33.4K
$1.75M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
159+ 30.11% |
$7.52K - $8.3K
|
687
$36.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
154New |
$7.29K - $8.04K
|
154
$8.08K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
147+ 3.21% |
$6.96K - $7.67K
|
4.73K
$248K
|
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
146New |
$6.91K - $7.62K
|
146
$7.66K
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
145+ 3.47% |
$6.86K - $7.57K
|
4.33K
$227K
|
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
145+ 1.38% |
$6.86K - $7.57K
|
10.7K
$560K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
141New |
$6.67K - $7.36K
|
141
$7.4K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
139+ 2.12% |
$6.58K - $7.25K
|
6.69K
$351K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
139+ 1.92% |
$6.58K - $7.25K
|
7.39K
$388K
|
|
|
Apr 30, 2025
Q1 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
126+ 0.84% |
$5.96K - $6.58K
|
15.2K
$798K
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
111+ 300.0% |
$5.25K - $5.79K
|
148
$7.77K
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
110+ 0.26% |
$5.21K - $5.74K
|
42.9K
$2.25M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
108+ 0.74% |
$5.11K - $5.64K
|
14.7K
$770K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
108+ 0.65% |
$5.11K - $5.64K
|
16.7K
$874K
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
107+ 1.5% |
$5.06K - $5.58K
|
7.22K
$379K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
105+ 1.41% |
$4.97K - $5.48K
|
7.54K
$395K
|
|
|
Apr 17, 2025
Q1 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
103+ 0.13% |
$4.87K - $5.38K
|
82.2K
$4.31M
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
101+ 2.23% |
$4.78K - $5.27K
|
4.62K
$243K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
100+ 16.0% |
$4.73K - $5.22K
|
725
$38K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
98+ 0.14% |
$4.64K - $5.11K
|
72.7K
$3.81M
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
91+ 1.18% |
$4.31K - $4.75K
|
7.77K
$408K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
90+ 2.09% |
$4.26K - $4.7K
|
4.41K
$231K
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
87+ 0.26% |
$4.12K - $4.54K
|
34.1K
$1.79M
|
|
|
Apr 30, 2025
Q1 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
86+ 1.55% |
$4.07K - $4.49K
|
5.64K
$296K
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
85+ 0.89% |
$4.02K - $4.44K
|
9.65K
$506K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
85New |
$4.02K - $4.44K
|
85
$4.46K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
81+ 95.29% |
$3.83K - $4.23K
|
166
$8.71K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
77New |
$3.64K - $4.02K
|
77
$4.04K
|