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
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
34+ 0.63% |
$1.61K - $1.77K
|
5.43K
$281K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
34+ 0.56% |
$1.61K - $1.77K
|
6.09K
$316K
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
24New |
$1.14K - $1.25K
|
24
$1.24K
|
|
|
May 07, 2025
Q1 2025
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
17+ 6.18% |
$804 - $887
|
292
$15.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
16+ 0.34% |
$757 - $835
|
4.72K
$244K
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
11+ 0.18% |
$521 - $574
|
6.24K
$323K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
10New |
$473 - $522
|
10
$519
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
10New |
$473 - $522
|
10
$519
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
7+ 53.85% |
$331 - $365
|
20
$1.04K
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
4+ 16.0% |
$189 - $209
|
29
$1.5K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
3+ 0.03% |
$142 - $157
|
11.4K
$591K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
2+ 0.12% |
$94.6 - $104
|
1.64K
$85.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
2+ 0.03% |
$94.6 - $104
|
5.74K
$298K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
1+ 0.59% |
$47.3 - $52.2
|
170
$8.81K
|
|
| 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
$98.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Temasek Holdings (Private) LTD
Singapore, U0 |
BUY
|
- |
1.69MNew |
$75.8M - $86.7M
|
1.69M
$87.6M
|
|
|
May 28, 2025
Q4 2024
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
1.19MNew |
$53.5M - $61.2M
|
1.19M
$61.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Eisler Capital Management Ltd.
London, X0 |
BUY
|
PUT |
1.18MNew |
$53.2M - $60.8M
|
1.18M
$61.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
CALL |
500KNew |
$22.4M - $25.7M
|
500K
$25.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
466K+ 7190.87% |
$20.9M - $23.9M
|
473K
$24.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
252KNew |
$11.3M - $12.9M
|
252K
$13.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
225K+ 433.43% |
$10.1M - $11.6M
|
277K
$14.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Jacobs Asset Management, LLC
New York, NY |
BUY
|
PUT |
200KNew |
$8.98M - $10.3M
|
200K
$10.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
196KNew |
$8.82M - $10.1M
|
196K
$10.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
184K+ 2.13% |
$8.27M - $9.46M
|
8.85M
$459M
|
|
|
Mar 18, 2025
Q4 2024
|
111 Capital
Paris, I0 |
BUY
|
- |
167KNew |
$7.52M - $8.6M
|
167K
$8.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Mendon Capital Advisors Corp
Rochester, NY |
BUY
|
PUT |
150KNew |
$6.73M - $7.7M
|
150K
$7.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Chescapmanager LLC
Baltimore, MD |
BUY
|
- |
150KNew |
$6.73M - $7.7M
|
150K
$7.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
CALL |
150K+ 150.0% |
$6.73M - $7.7M
|
250K
$13M
|
|
|
Feb 20, 2025
Q4 2024
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
109KNew |
$4.89M - $5.59M
|
109K
$5.65M
|
|
|
Feb 18, 2025
Q4 2024
|
Ctc LLC
|
BUY
|
- |
87K+ 83.34% |
$3.91M - $4.47M
|
191K
$9.93M
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
63.8KNew |
$2.86M - $3.27M
|
63.8K
$3.31M
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
62.6K+ 21.43% |
$2.81M - $3.21M
|
354K
$18.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Marvin & Palmer Associates Inc
Wilmington, DE |
BUY
|
- |
53.5K+ 853.11% |
$2.4M - $2.75M
|
59.8K
$3.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
43K+ 33.34% |
$1.93M - $2.21M
|
172K
$8.92M
|
|
|
Feb 11, 2025
Q4 2024
|
Parametrica Management LTD
|
BUY
|
- |
42.5KNew |
$1.91M - $2.18M
|
42.5K
$2.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Central Asset Investments & Management Holdings (Hk) LTD
|
BUY
|
- |
41.5KNew |
$1.86M - $2.13M
|
41.5K
$2.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
41.4KNew |
$1.86M - $2.12M
|
41.4K
$2.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
CALL |
31.6K+ 289.91% |
$1.42M - $1.62M
|
42.5K
$2.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
PUT |
28K+ 280.0% |
$1.26M - $1.44M
|
38K
$1.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
25.5K+ 20.91% |
$1.15M - $1.31M
|
148K
$7.66M
|
|
|
Feb 04, 2025
Q4 2024
|
B&D White Capital Company, LLC
|
BUY
|
- |
19.7K+ 48.78% |
$885K - $1.01M
|
60.1K
$3.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
19.4KNew |
$872K - $997K
|
19.4K
$1.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
19.4K+ 4.45% |
$871K - $996K
|
455K
$23.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
15.3K+ 47.07% |
$685K - $784K
|
47.7K
$2.47M
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
14.4KNew |
$645K - $738K
|
14.4K
$745K
|
|
|
Jan 16, 2025
Q4 2024
|
Jb Global.Com LLC
New York, NY |
BUY
|
- |
12.9KNew |
$580K - $663K
|
12.9K
$670K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
12.3KNew |
$551K - $631K
|
12.3K
$637K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
11.9KNew |
$536K - $613K
|
11.9K
$619K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
11.5KNew |
$515K - $589K
|
11.5K
$594K
|
|