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 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
499New |
$22.4K - $25.6K
|
499
$24.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
483+ 23.04% |
$21.7K - $24.8K
|
2.58K
$126K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
478+ 8.45% |
$21.5K - $24.5K
|
6.13K
$301K
|
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
475+ 2.44% |
$21.3K - $24.4K
|
19.9K
$976K
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
475+ 2.47% |
$21.3K - $24.4K
|
19.7K
$967K
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
470+ 6.35% |
$21.1K - $24.1K
|
7.88K
$386K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
467+ 0.94% |
$21K - $24K
|
50.2K
$2.46M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
457+ 6.62% |
$20.5K - $23.5K
|
7.36K
$361K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
454+ 1.86% |
$20.4K - $23.3K
|
24.8K
$1.22M
|
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
453+ 3.63% |
$20.3K - $23.3K
|
12.9K
$634K
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
451+ 1.39% |
$20.2K - $23.2K
|
33K
$1.62M
|
|
|
Feb 12, 2025
Q4 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
450+ 10.16% |
$20.2K - $23.1K
|
4.88K
$239K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
443+ 5.67% |
$19.9K - $22.7K
|
8.25K
$405K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
442+ 1.39% |
$19.8K - $22.7K
|
32.2K
$1.58M
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
437New |
$19.6K - $22.4K
|
437
$21.4K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
436New |
$19.6K - $22.4K
|
436
$21.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
431+ 1.73% |
$19.3K - $22.1K
|
25.4K
$1.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
425+ 1.34% |
$19.1K - $21.8K
|
32.1K
$1.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
423+ 7.14% |
$19K - $21.7K
|
6.35K
$311K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
414+ 0.47% |
$18.6K - $21.3K
|
88.5K
$4.34M
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
400+ 10.89% |
$18K - $20.5K
|
4.07K
$200K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
398+ 4.27% |
$17.9K - $20.4K
|
9.71K
$476K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
397+ 9.73% |
$17.8K - $20.4K
|
4.48K
$219K
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
395+ 6.5% |
$17.7K - $20.3K
|
6.48K
$317K
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
395+ 7.71% |
$17.7K - $20.3K
|
5.52K
$270K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
388+ 3.68% |
$17.4K - $19.9K
|
10.9K
$536K
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
377+ 5.07% |
$16.9K - $19.4K
|
7.81K
$383K
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
363+ 2.89% |
$16.3K - $18.6K
|
12.9K
$633K
|
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
BUY
|
- |
360+ 5.22% |
$16.2K - $18.5K
|
7.26K
$356K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
350New |
$15.7K - $18K
|
350
$17.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
334+ 1.26% |
$15K - $17.1K
|
26.8K
$1.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
333+ 2.3% |
$14.9K - $17.1K
|
14.8K
$727K
|
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
330+ 1.48% |
$14.8K - $16.9K
|
22.6K
$1.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
322+ 1.85% |
$14.5K - $16.5K
|
17.7K
$867K
|
|
|
Feb 10, 2025
Q4 2024
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
BUY
|
- |
321+ 0.18% |
$14.4K - $16.5K
|
174K
$8.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
320+ 1.06% |
$14.4K - $16.4K
|
30.5K
$1.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
315+ 3.76% |
$14.1K - $16.2K
|
8.7K
$426K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
309New |
$13.9K - $15.9K
|
309
$15.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
307+ 0.55% |
$13.8K - $15.8K
|
56.2K
$2.75M
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
307+ 2.01% |
$13.8K - $15.8K
|
15.6K
$763K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
301+ 12.4% |
$13.5K - $15.5K
|
2.73K
$134K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
300New |
$13.5K - $15.4K
|
300
$14.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
300New |
$13.5K - $15.4K
|
300
$14.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
283New |
$12.7K - $14.5K
|
283
$13.9K
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
275New |
$12.3K - $14.1K
|
275
$13.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
275+ 1.81% |
$12.3K - $14.1K
|
15.5K
$758K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
274+ 0.74% |
$12.3K - $14.1K
|
37.3K
$1.83M
|
|
|
Feb 03, 2025
Q4 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
270+ 2.27% |
$12.1K - $13.9K
|
12.2K
$596K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
270+ 3.03% |
$12.1K - $13.9K
|
9.19K
$450K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
267+ 0.25% |
$12K - $13.7K
|
108K
$5.31M
|