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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
96.6KNew |
$3.04M - $3.65M
|
96.6K
$4.69M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
62.1K+ 118.4% |
$1.95M - $2.34M
|
115K
$5.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
33.4KNew |
$1.05M - $1.26M
|
33.4K
$1.62M
|
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
BUY
|
- |
30.9KNew |
$972K - $1.17M
|
30.9K
$1.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
26.8K+ 3682.81% |
$842K - $1.01M
|
27.5K
$1.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
23.1KNew |
$727K - $871K
|
23.1K
$1.12M
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
18.2KNew |
$572K - $686K
|
18.2K
$881K
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
16.5KNew |
$520K - $624K
|
16.5K
$802K
|
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
BUY
|
- |
10KNew |
$316K - $378K
|
10K
$487K
|
|
|
Feb 14, 2024
Q4 2023
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
9.57KNew |
$301K - $361K
|
9.57K
$464K
|
|
|
Feb 06, 2024
Q4 2023
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
9.1KNew |
$286K - $343K
|
9.1K
$441K
|
|
|
Feb 14, 2024
Q4 2023
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
8.98KNew |
$282K - $339K
|
8.98K
$435K
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
8.5KNew |
$267K - $321K
|
8.5K
$412K
|
|
|
Jan 25, 2024
Q4 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
7.4KNew |
$233K - $279K
|
7.4K
$359K
|
|
|
Jan 22, 2024
Q4 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
7.3KNew |
$230K - $275K
|
7.3K
$354K
|
|
|
Jan 31, 2024
Q4 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
6.67KNew |
$210K - $251K
|
6.67K
$323K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
6.54K+ 35.94% |
$206K - $247K
|
24.7K
$1.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
6.39KNew |
$201K - $241K
|
6.39K
$310K
|
|
|
Feb 09, 2024
Q4 2023
|
Miramar Capital, LLC
|
BUY
|
- |
5.99KNew |
$188K - $226K
|
5.99K
$290K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
5.94KNew |
$187K - $224K
|
5.94K
$288K
|
|
|
Mar 05, 2024
Q4 2023
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
BUY
|
- |
5.91KNew |
$186K - $223K
|
5.91K
$287K
|
|
|
Jan 09, 2024
Q4 2023
|
Farmers Trust CO
|
BUY
|
- |
5.87KNew |
$185K - $221K
|
5.87K
$285K
|
|
|
Jan 10, 2024
Q4 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
5.69KNew |
$179K - $215K
|
5.69K
$276K
|
|
|
Feb 12, 2024
Q4 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
5.67KNew |
$178K - $214K
|
5.67K
$275K
|
|
|
Jan 09, 2024
Q4 2023
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
5.65KNew |
$178K - $213K
|
5.65K
$274K
|
|
|
Feb 14, 2024
Q4 2023
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
5.54KNew |
$174K - $209K
|
5.54K
$269K
|
|
|
Feb 08, 2024
Q4 2023
|
Heartland Advisors Inc
Milwaukee, WI |
BUY
|
- |
5.47KNew |
$172K - $206K
|
5.47K
$265K
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet North America Advisors Sa
|
BUY
|
- |
5.47KNew |
$172K - $206K
|
5.47K
$265K
|
|
|
Feb 12, 2024
Q4 2023
|
Athena Investment Management
|
BUY
|
- |
5.4KNew |
$170K - $204K
|
5.4K
$262K
|
|
|
Dec 03, 2024
Q4 2023
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
5.06K+ 33.19% |
$159K - $191K
|
20.3K
$985K
|
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
4.94KNew |
$155K - $186K
|
4.94K
$239K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
4.77K+ 13.21% |
$150K - $180K
|
40.8K
$1.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
4.67K+ 12276.32% |
$147K - $176K
|
4.7K
$228K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
2.7KNew |
$84.9K - $102K
|
2.7K
$131K
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
2.09K+ 7.77% |
$65.7K - $78.8K
|
29K
$1.41M
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1.95KNew |
$61.3K - $73.5K
|
1.95K
$94.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.83K+ 2.24% |
$57.7K - $69.2K
|
83.7K
$4.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.71K+ 745.22% |
$53.9K - $64.7K
|
1.94K
$94.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
1.71KNew |
$53.6K - $64.3K
|
1.71K
$82.7K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
1.63KNew |
$51.2K - $61.4K
|
1.63K
$79K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
1.35KNew |
$42.3K - $50.8K
|
1.35K
$65.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
1.22KNew |
$38.3K - $45.9K
|
1.22K
$59K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1.07KNew |
$33.5K - $40.2K
|
1.07K
$51.7K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
926New |
$29.1K - $34.9K
|
926
$44.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
785New |
$24.7K - $29.6K
|
785
$38.1K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
668New |
$21K - $25.2K
|
668
$32.4K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
627New |
$19.7K - $23.7K
|
627
$30.4K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
480New |
$15.1K - $18.1K
|
480
$23.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
450New |
$14.2K - $17K
|
450
$21.8K
|
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
434+ 30.1% |
$13.6K - $16.4K
|
1.88K
$91K
|