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 30, 2024
Q1 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
5.04KNew |
$188K - $212K
|
5.04K
$244K
|
|
|
May 10, 2024
Q1 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
4.95KNew |
$184K - $208K
|
4.95K
$240K
|
|
|
Apr 25, 2024
Q1 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
4.92KNew |
$184K - $207K
|
4.92K
$239K
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
4.78KNew |
$178K - $201K
|
4.78K
$232K
|
|
|
Apr 19, 2024
Q1 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
4.75KNew |
$177K - $200K
|
4.75K
$230K
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
4.38KNew |
$163K - $185K
|
4.38K
$212K
|
|
|
Apr 16, 2024
Q1 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
4KNew |
$149K - $168K
|
4K
$194K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
3.46K+ 670.54% |
$129K - $146K
|
3.98K
$193K
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
2.8KNew |
$104K - $118K
|
2.8K
$136K
|
|
|
Apr 29, 2024
Q1 2024
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
2.76K+ 4.42% |
$103K - $116K
|
65.2K
$3.16M
|
|
|
May 15, 2024
Q1 2024
|
New Gen Asset Management LTD
|
BUY
|
PUT |
2.5KNew |
$93.2K - $105K
|
2.5K
$121K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
PUT |
2KNew |
$74.5K - $84.2K
|
2K
$97K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
PUT |
2KNew |
$74.5K - $84.2K
|
2K
$97K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.51KNew |
$56.3K - $63.6K
|
1.51K
$73.2K
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
1.5KNew |
$56K - $63.3K
|
1.5K
$72.8K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1.36KNew |
$50.7K - $57.3K
|
1.36K
$66K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1.32KNew |
$49.1K - $55.5K
|
1.32K
$63.9K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
1.21K+ 2.3% |
$45.1K - $51K
|
53.8K
$2.61M
|
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
983New |
$36.6K - $41.4K
|
983
$47.7K
|
|
|
May 03, 2024
Q1 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
650New |
$24.2K - $27.4K
|
650
$31.5K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
593New |
$22.1K - $25K
|
593
$28.8K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
565New |
$21.1K - $23.8K
|
565
$27.4K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
PUT |
500New |
$18.6K - $21.1K
|
500
$24.2K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
450+ 3.81% |
$16.8K - $19K
|
12.3K
$595K
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
312+ 46.85% |
$11.6K - $13.1K
|
978
$47.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
200+ 38.1% |
$7.45K - $8.42K
|
725
$35.2K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
186New |
$6.93K - $7.83K
|
186
$9.02K
|
|
|
Apr 30, 2024
Q1 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
150+ 0.51% |
$5.59K - $6.32K
|
29.7K
$1.44M
|
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
120+ 1.82% |
$4.47K - $5.05K
|
6.73K
$326K
|
|
|
Apr 30, 2024
Q1 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
104+ 1.61% |
$3.88K - $4.38K
|
6.56K
$318K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
98+ 2.74% |
$3.65K - $4.13K
|
3.67K
$178K
|
|
|
Apr 24, 2024
Q1 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
82+ 0.7% |
$3.06K - $3.45K
|
11.8K
$573K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
70+ 6.03% |
$2.61K - $2.95K
|
1.23K
$59.7K
|
|
|
May 13, 2024
Q1 2024
|
Eukles Asset Management
|
BUY
|
- |
66+ 43.14% |
$2.46K - $2.78K
|
219
$10.6K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
45+ 4.84% |
$1.68K - $1.9K
|
975
$47.3K
|
|
|
May 16, 2024
Q1 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
43New |
$1.6K - $1.81K
|
43
$2.09K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
15+ 2.28% |
$559 - $632
|
672
$32.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
10New |
$373 - $421
|
10
$485
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.07% |
$37.3 - $42.1
|
1.4K
$67.7K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Philadelphia Financial Management Of San Francisco, LLC
San Francisco, CA |
BUY
|
PUT |
3.4MNew |
$107M - $128M
|
3.4M
$165M
|
|
|
Feb 14, 2024
Q4 2023
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
PUT |
1.2MNew |
$37.7M - $45.3M
|
1.2M
$58.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
744K+ 79.05% |
$23.4M - $28.1M
|
1.69M
$81.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
689KNew |
$21.7M - $26M
|
689K
$33.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
689KNew |
$21.7M - $26M
|
689K
$33.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
PUT |
450KNew |
$14.2M - $17M
|
450K
$21.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
410KNew |
$12.9M - $15.5M
|
410K
$19.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Welch Group, LLC
|
BUY
|
- |
385K+ 1333.62% |
$12.1M - $14.5M
|
414K
$20.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
148KNew |
$4.66M - $5.59M
|
148K
$7.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
133KNew |
$4.2M - $5.03M
|
133K
$6.47M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
99.1K+ 165.54% |
$3.12M - $3.74M
|
159K
$7.71M
|
|