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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
4+ 0.39% |
$189 - $209
|
1.03K
$50.2K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
3+ 0.02% |
$142 - $157
|
14.8K
$723K
|
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
3+ 0.04% |
$142 - $157
|
6.84K
$334K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
3+ 0.34% |
$142 - $157
|
897
$43.7K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
3+ 0.03% |
$142 - $157
|
11.4K
$556K
|
|
|
May 14, 2025
Q1 2025
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
2+ 0.02% |
$94.6 - $104
|
9.29K
$453K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
2+ 0.08% |
$94.6 - $104
|
2.64K
$129K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
2+ 0.24% |
$94.6 - $104
|
850
$41.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
2+ 0.12% |
$94.6 - $104
|
1.64K
$80.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.38% |
$94.6 - $104
|
528
$25.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
2+ 0.08% |
$94.6 - $104
|
2.59K
$126K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
2+ 0.03% |
$94.6 - $104
|
5.74K
$280K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2+ 0.08% |
$94.6 - $104
|
2.6K
$127K
|
|
|
Apr 08, 2025
Q1 2025
|
Founders Capital Management
|
BUY
|
- |
2+ 0.15% |
$94.6 - $104
|
1.33K
$64.9K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
1+ 0.59% |
$47.3 - $52.2
|
170
$8.29K
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1+ 0.01% |
$47.3 - $52.2
|
10.2K
$496K
|
|
|
May 14, 2025
Q1 2025
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
1+ 0.01% |
$47.3 - $52.2
|
8.84K
$431K
|
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1+ 0.35% |
$47.3 - $52.2
|
289
$14.1K
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1+ 0.4% |
$47.3 - $52.2
|
252
$12.3K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 0.1% |
$47.3 - $52.2
|
1.04K
$50.8K
|
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
BUY
|
- |
1+ 0.02% |
$47.3 - $52.2
|
4.66K
$227K
|
|
|
Apr 28, 2025
Q1 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.02% |
$47.3 - $52.2
|
5.5K
$268K
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
BUY
|
- |
1+ 0.01% |
$47.3 - $52.2
|
19.9K
$971K
|
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1+ 0.0% |
$47.3 - $52.2
|
185K
$9.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
1+ 0.02% |
$47.3 - $52.2
|
4.69K
$229K
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Jan 29, 2025
Q4 2024
|
Beach Point Capital Management LP
Santa Monica, CA |
BUY
|
PUT |
1.9MNew |
$85.3M - $97.5M
|
1.9M
$92.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Temasek Holdings (Private) LTD
Singapore, U0 |
BUY
|
- |
1.69MNew |
$75.8M - $86.7M
|
1.69M
$82.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
PUT |
1.18MNew |
$53.2M - $60.8M
|
1.18M
$57.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
PUT |
1.1MNew |
$49.4M - $56.5M
|
1.1M
$53.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Chescapmanager LLC
Baltimore, MD |
BUY
|
CALL |
1MNew |
$44.9M - $51.3M
|
1M
$48.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
963K+ 137.7% |
$43.2M - $49.5M
|
1.66M
$81.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Moore Capital Management, LP
New York, NY |
BUY
|
PUT |
800KNew |
$35.9M - $41.1M
|
800K
$39M
|
|
|
Feb 13, 2025
Q4 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
513KNew |
$23M - $26.3M
|
513K
$25M
|
|
|
Feb 12, 2025
Q4 2024
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
CALL |
500KNew |
$22.4M - $25.7M
|
500K
$24.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
466K+ 7190.87% |
$20.9M - $23.9M
|
473K
$23M
|
|
|
Feb 19, 2025
Q4 2024
|
Thor Trading Advisors, LLC
Greensburg, PA |
BUY
|
- |
347KNew |
$15.6M - $17.8M
|
347K
$16.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
252KNew |
$11.3M - $12.9M
|
252K
$12.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
225K+ 433.43% |
$10.1M - $11.6M
|
277K
$13.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Jacobs Asset Management, LLC
New York, NY |
BUY
|
PUT |
200KNew |
$8.98M - $10.3M
|
200K
$9.75M
|
|
|
Feb 11, 2025
Q4 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
200KNew |
$8.98M - $10.3M
|
200K
$9.75M
|
|
|
Feb 12, 2025
Q4 2024
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
196KNew |
$8.82M - $10.1M
|
196K
$9.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
184K+ 2.13% |
$8.27M - $9.46M
|
8.85M
$432M
|
|
|
Mar 18, 2025
Q4 2024
|
111 Capital
Paris, I0 |
BUY
|
- |
167KNew |
$7.52M - $8.6M
|
167K
$8.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Mendon Capital Advisors Corp
Rochester, NY |
BUY
|
PUT |
150KNew |
$6.73M - $7.7M
|
150K
$7.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Chescapmanager LLC
Baltimore, MD |
BUY
|
- |
150KNew |
$6.73M - $7.7M
|
150K
$7.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
CALL |
150K+ 150.0% |
$6.73M - $7.7M
|
250K
$12.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Man Group PLC
London, X0 |
BUY
|
- |
138KNew |
$6.17M - $7.06M
|
138K
$6.71M
|
|
|
Feb 20, 2025
Q4 2024
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
109KNew |
$4.89M - $5.59M
|
109K
$5.31M
|
|
|
Feb 18, 2025
Q4 2024
|
Ctc LLC
|
BUY
|
- |
87K+ 83.34% |
$3.91M - $4.47M
|
191K
$9.34M
|
|