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 13, 2025
Q1 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
164+ 0.27% |
$7.76K - $8.56K
|
60.3K
$2.94M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
164+ 1.14% |
$7.76K - $8.56K
|
14.5K
$708K
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
160+ 0.48% |
$7.57K - $8.35K
|
33.4K
$1.63M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
159+ 30.11% |
$7.52K - $8.3K
|
687
$33.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
154New |
$7.29K - $8.04K
|
154
$7.51K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
147+ 3.21% |
$6.96K - $7.67K
|
4.73K
$230K
|
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
146New |
$6.91K - $7.62K
|
146
$7.12K
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
145+ 3.47% |
$6.86K - $7.57K
|
4.33K
$211K
|
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
145+ 1.38% |
$6.86K - $7.57K
|
10.7K
$520K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
141New |
$6.67K - $7.36K
|
141
$6.88K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
139+ 2.12% |
$6.58K - $7.25K
|
6.69K
$326K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
139+ 1.92% |
$6.58K - $7.25K
|
7.39K
$360K
|
|
|
Apr 30, 2025
Q1 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
126+ 0.84% |
$5.96K - $6.58K
|
15.2K
$741K
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
111+ 300.0% |
$5.25K - $5.79K
|
148
$7.22K
|
|
|
Apr 29, 2025
Q1 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
110+ 0.26% |
$5.21K - $5.74K
|
42.9K
$2.09M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
108+ 0.74% |
$5.11K - $5.64K
|
14.7K
$715K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
108+ 0.65% |
$5.11K - $5.64K
|
16.7K
$812K
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
107+ 1.5% |
$5.06K - $5.58K
|
7.22K
$352K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
BUY
|
- |
105+ 1.41% |
$4.97K - $5.48K
|
7.54K
$367K
|
|
|
Apr 17, 2025
Q1 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
103+ 0.13% |
$4.87K - $5.38K
|
82.2K
$4.01M
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
101+ 2.23% |
$4.78K - $5.27K
|
4.62K
$225K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
100+ 16.0% |
$4.73K - $5.22K
|
725
$35.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
98+ 0.14% |
$4.64K - $5.11K
|
72.7K
$3.54M
|
|
|
May 09, 2025
Q1 2025
|
Bouchey Financial Group LTD
|
BUY
|
- |
91+ 1.18% |
$4.31K - $4.75K
|
7.77K
$379K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
90+ 2.09% |
$4.26K - $4.7K
|
4.41K
$215K
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
87+ 0.26% |
$4.12K - $4.54K
|
34.1K
$1.66M
|
|
|
Apr 30, 2025
Q1 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
86+ 1.55% |
$4.07K - $4.49K
|
5.64K
$275K
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
85+ 0.89% |
$4.02K - $4.44K
|
9.65K
$470K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
85New |
$4.02K - $4.44K
|
85
$4.14K
|
|
|
Apr 04, 2025
Q1 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
85+ 1.06% |
$4.02K - $4.44K
|
8.11K
$395K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
81+ 95.29% |
$3.83K - $4.23K
|
166
$8.09K
|
|
|
Apr 10, 2025
Q1 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
80+ 0.47% |
$3.79K - $4.18K
|
16.9K
$826K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
77New |
$3.64K - $4.02K
|
77
$3.75K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
76+ 12.48% |
$3.6K - $3.97K
|
685
$33.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
76+ 126.67% |
$3.6K - $3.97K
|
136
$6.63K
|
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
75New |
$3.55K - $3.91K
|
75
$3.66K
|
|
|
Apr 16, 2025
Q1 2025
|
Palouse Capital Management, Inc.
|
BUY
|
- |
75New |
$3.55K - $3.91K
|
75
$3.66K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
BUY
|
- |
72+ 1.29% |
$3.41K - $3.76K
|
5.67K
$277K
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
71+ 0.3% |
$3.36K - $3.71K
|
23.6K
$1.15M
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
68+ 0.62% |
$3.22K - $3.55K
|
11.1K
$542K
|
|
|
May 12, 2025
Q1 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
60+ 1.3% |
$2.84K - $3.13K
|
4.67K
$228K
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
59+ 1.13% |
$2.79K - $3.08K
|
5.29K
$258K
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
58+ 0.35% |
$2.74K - $3.03K
|
16.5K
$806K
|
|
|
May 07, 2025
Q1 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
56+ 38.62% |
$2.65K - $2.92K
|
201
$9.8K
|
|
|
May 08, 2025
Q1 2025
|
Gables Capital Management Inc.
|
BUY
|
- |
55+ 1.57% |
$2.6K - $2.87K
|
3.56K
$173K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
53+ 1.14% |
$2.51K - $2.77K
|
4.7K
$229K
|
|
|
Apr 15, 2025
Q1 2025
|
West Oak Capital, LLC
|
BUY
|
- |
53+ 1.07% |
$2.51K - $2.77K
|
5.02K
$245K
|
|
|
May 15, 2025
Q1 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
52+ 0.82% |
$2.46K - $2.71K
|
6.42K
$313K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
50+ 0.6% |
$2.37K - $2.61K
|
8.42K
$411K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
49+ 0.6% |
$2.32K - $2.56K
|
8.16K
$398K
|