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 |
|---|---|---|---|---|---|---|---|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
576New |
$25.9K - $29.6K
|
576
$29.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
559+ 11.68% |
$25.1K - $28.7K
|
5.35K
$277K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
549New |
$24.6K - $28.2K
|
549
$28.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
529+ 11.77% |
$23.7K - $27.2K
|
5.03K
$261K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
522+ 5.93% |
$23.4K - $26.8K
|
9.32K
$483K
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
500+ 1.68% |
$22.4K - $25.7K
|
30.2K
$1.57M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
499New |
$22.4K - $25.6K
|
499
$25.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
395+ 6.5% |
$17.7K - $20.3K
|
6.48K
$336K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
350New |
$15.7K - $18K
|
350
$18.1K
|
|
|
Jul 16, 2025
Q4 2024
|
Smith Asset Management Co., LLC
Chiefland, FL |
BUY
|
- |
324+ 6.57% |
$14.5K - $16.6K
|
5.26K
$272K
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
315+ 3.76% |
$14.1K - $16.2K
|
8.7K
$451K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
283New |
$12.7K - $14.5K
|
283
$14.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
262+ 3.79% |
$11.8K - $13.5K
|
7.17K
$372K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
239New |
$10.7K - $12.3K
|
239
$12.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
233New |
$10.5K - $12K
|
233
$12.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
226New |
$10.1K - $11.6K
|
226
$11.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
225+ 34.62% |
$10.1K - $11.6K
|
875
$45.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
210+ 2.83% |
$9.43K - $10.8K
|
7.64K
$396K
|
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
206+ 1.02% |
$9.25K - $10.6K
|
20.4K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
200+ 4.15% |
$8.98K - $10.3K
|
5.02K
$260K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
167New |
$7.5K - $8.57K
|
167
$8.66K
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
BUY
|
- |
150+ 5.03% |
$6.73K - $7.7K
|
3.13K
$162K
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
138+ 6.42% |
$6.19K - $7.08K
|
2.29K
$119K
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
113+ 1.49% |
$5.07K - $5.8K
|
7.71K
$400K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
112+ 2.03% |
$5.03K - $5.75K
|
5.64K
$292K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
110+ 2.46% |
$4.94K - $5.65K
|
4.59K
$238K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
100New |
$4.49K - $5.13K
|
100
$5.19K
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
96+ 0.99% |
$4.31K - $4.93K
|
9.81K
$508K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
94New |
$4.22K - $4.83K
|
94
$4.87K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
79New |
$3.55K - $4.06K
|
79
$4.1K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
65New |
$2.92K - $3.34K
|
65
$3.37K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
65+ 0.66% |
$2.92K - $3.34K
|
9.97K
$517K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
60New |
$2.69K - $3.08K
|
60
$3.11K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
59New |
$2.65K - $3.03K
|
59
$3.06K
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
58+ 3.4% |
$2.6K - $2.98K
|
1.76K
$91.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
40New |
$1.8K - $2.05K
|
40
$2.07K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
38+ 5.24% |
$1.71K - $1.95K
|
763
$39.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
33+ 0.82% |
$1.48K - $1.69K
|
4.06K
$210K
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
10+ 0.19% |
$449 - $513
|
5.27K
$273K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
8New |
$359 - $411
|
8
$415
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 1.06% |
$44.9 - $51.3
|
95
$4.93K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1+ 0.02% |
$44.9 - $51.3
|
5.4K
$280K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
PUT |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.43M+ 29.73% |
$99.2M - $111M
|
10.6M
$550M
|
|
|
Nov 07, 2024
Q3 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
2.41M+ 0.0% |
$98.5M - $110M
|
2.41M
$125M
|
|
|
Nov 14, 2024
Q3 2024
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
PUT |
1.37M+ 481.56% |
$55.9M - $62.6M
|
1.65M
$85.7M
|
|
|
Nov 14, 2024
Q3 2024
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
PUT |
500KNew |
$20.4M - $22.9M
|
500K
$25.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Locust Wood Capital Advisers, LLC
|
BUY
|
PUT |
212KNew |
$8.66M - $9.7M
|
212K
$11M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
121K+ 29.45% |
$4.95M - $5.55M
|
533K
$27.6M
|
|