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 06, 2025
Q1 2025
|
First National Bank Of Hutchinson
|
BUY
|
- |
1.86K+ 2.78% |
$87.9K - $97K
|
68.7K
$3.56M
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1.79K+ 24.98% |
$84.7K - $93.4K
|
8.96K
$464K
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1.79K+ 26.44% |
$84.7K - $93.4K
|
8.55K
$444K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.73K+ 17.84% |
$82.1K - $90.5K
|
11.5K
$594K
|
|
|
Jun 02, 2025
Q1 2025
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
1.48K+ 3.06% |
$69.9K - $77.1K
|
49.8K
$2.58M
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
1.2K+ 11.44% |
$56.8K - $62.6K
|
11.7K
$606K
|
|
|
May 15, 2025
Q1 2025
|
Morangie Management LLC
New York, NY |
BUY
|
- |
1.2K+ 10.01% |
$56.7K - $62.6K
|
13.2K
$683K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
1.19KNew |
$56.4K - $62.2K
|
1.19K
$61.8K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
1.11K+ 10.1% |
$52.5K - $57.9K
|
12.1K
$628K
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
1.1K+ 5.75% |
$52.1K - $57.5K
|
20.3K
$1.05M
|
|
|
Jun 16, 2025
Q1 2025
|
Peterson Wealth Management
|
BUY
|
- |
1.04K+ 8.2% |
$49.1K - $54.1K
|
13.7K
$709K
|
|
|
Aug 26, 2025
Q1 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
859New |
$40.6K - $44.8K
|
859
$44.5K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
840New |
$39.7K - $43.8K
|
840
$43.6K
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
BUY
|
- |
754+ 6.04% |
$35.7K - $39.4K
|
13.2K
$686K
|
|
|
Aug 15, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
743+ 7.6% |
$35.2K - $38.8K
|
10.5K
$546K
|
|
|
May 05, 2025
Q1 2025
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
687New |
$32.5K - $35.9K
|
687
$35.6K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
600New |
$28.4K - $31.3K
|
600
$31.1K
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
571New |
$27K - $29.8K
|
571
$29.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
550New |
$26K - $28.7K
|
550
$28.5K
|
|
|
Apr 03, 2025
Q1 2025
|
Magnolia Capital Management LTD
|
BUY
|
- |
525+ 8.16% |
$24.8K - $27.4K
|
6.96K
$361K
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
524+ 12.55% |
$24.8K - $27.3K
|
4.7K
$244K
|
|
|
Apr 16, 2025
Q1 2025
|
Rye Brook Capital LLC
|
BUY
|
- |
500+ 1.0% |
$23.7K - $26.1K
|
50.3K
$2.61M
|
|
|
May 01, 2025
Q1 2025
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
400+ 133.33% |
$18.9K - $20.9K
|
700
$36.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Coastline Trust CO
|
BUY
|
- |
358+ 2.26% |
$16.9K - $18.7K
|
16.2K
$839K
|
|
|
May 14, 2025
Q1 2025
|
Wulff, Hansen & Co.
|
BUY
|
- |
340+ 7.53% |
$16.1K - $17.7K
|
4.86K
$252K
|
|
|
Apr 21, 2025
Q1 2025
|
Hartford Financial Management Inc.
|
BUY
|
- |
297+ 11.42% |
$14.1K - $15.5K
|
2.9K
$150K
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
202+ 2.21% |
$9.56K - $10.5K
|
9.34K
$484K
|
|
|
Apr 28, 2025
Q1 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
200+ 2.07% |
$9.46K - $10.4K
|
9.88K
$512K
|
|
|
Apr 24, 2025
Q1 2025
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
192New |
$9.09K - $10K
|
192
$9.96K
|
|
|
Apr 23, 2025
Q1 2025
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
181+ 1.23% |
$8.56K - $9.45K
|
15K
$775K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
175+ 1.33% |
$8.28K - $9.13K
|
13.3K
$690K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
159+ 30.11% |
$7.52K - $8.3K
|
687
$35.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
154New |
$7.29K - $8.04K
|
154
$7.98K
|
|
|
May 13, 2025
Q1 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
146New |
$6.91K - $7.62K
|
146
$7.57K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
141New |
$6.67K - $7.36K
|
141
$7.31K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
139+ 2.12% |
$6.58K - $7.25K
|
6.69K
$347K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
100+ 16.0% |
$4.73K - $5.22K
|
725
$37.6K
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
87+ 0.26% |
$4.12K - $4.54K
|
34.1K
$1.77M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
81+ 95.29% |
$3.83K - $4.23K
|
166
$8.61K
|
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
75New |
$3.55K - $3.91K
|
75
$3.89K
|
|
|
Apr 16, 2025
Q1 2025
|
Palouse Capital Management, Inc.
|
BUY
|
- |
75New |
$3.55K - $3.91K
|
75
$3.89K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
69New |
$3.27K - $3.6K
|
69
$3.58K
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
68+ 0.62% |
$3.22K - $3.55K
|
11.1K
$576K
|
|
|
May 12, 2025
Q1 2025
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
60+ 1.3% |
$2.84K - $3.13K
|
4.67K
$242K
|
|
|
May 07, 2025
Q1 2025
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
56+ 38.62% |
$2.65K - $2.92K
|
201
$10.4K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
53+ 1.14% |
$2.51K - $2.77K
|
4.7K
$244K
|
|
|
Apr 15, 2025
Q1 2025
|
West Oak Capital, LLC
|
BUY
|
- |
53+ 1.07% |
$2.51K - $2.77K
|
5.02K
$260K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
50+ 0.6% |
$2.37K - $2.61K
|
8.42K
$437K
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
BUY
|
- |
48+ 0.28% |
$2.27K - $2.51K
|
17.2K
$892K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
48+ 1.6% |
$2.27K - $2.51K
|
3.05K
$158K
|