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 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
757New |
$34K - $38.9K
|
757
$36.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
748+ 8.24% |
$33.6K - $38.4K
|
9.83K
$479K
|
|
|
Jan 27, 2025
Q4 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
720+ 12.67% |
$32.3K - $37K
|
6.4K
$312K
|
|
|
Feb 12, 2025
Q4 2024
|
Heartland Advisors Inc
Milwaukee, WI |
BUY
|
- |
714New |
$32.1K - $36.7K
|
714
$34.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
636New |
$28.6K - $32.7K
|
636
$31K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
620New |
$27.8K - $31.8K
|
620
$30.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
611New |
$27.4K - $31.4K
|
611
$29.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
588New |
$26.4K - $30.2K
|
588
$28.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
582New |
$26.1K - $29.9K
|
582
$28.4K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
576New |
$25.9K - $29.6K
|
576
$28.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
559+ 11.68% |
$25.1K - $28.7K
|
5.35K
$261K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
549New |
$24.6K - $28.2K
|
549
$26.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
539+ 7.67% |
$24.2K - $27.7K
|
7.56K
$369K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
529+ 11.77% |
$23.7K - $27.2K
|
5.03K
$245K
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
522+ 5.93% |
$23.4K - $26.8K
|
9.32K
$454K
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
500+ 1.68% |
$22.4K - $25.7K
|
30.2K
$1.47M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
499New |
$22.4K - $25.6K
|
499
$24.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
437New |
$19.6K - $22.4K
|
437
$21.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
423+ 7.14% |
$19K - $21.7K
|
6.35K
$309K
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
409+ 59.28% |
$18.4K - $21K
|
1.1K
$53.6K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
400+ 10.89% |
$18K - $20.5K
|
4.07K
$199K
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
395+ 6.5% |
$17.7K - $20.3K
|
6.48K
$316K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
350New |
$15.7K - $18K
|
350
$17.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
BUY
|
- |
321+ 0.18% |
$14.4K - $16.5K
|
174K
$8.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
315+ 3.76% |
$14.1K - $16.2K
|
8.7K
$424K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
283New |
$12.7K - $14.5K
|
283
$13.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
262+ 3.79% |
$11.8K - $13.5K
|
7.17K
$350K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
239New |
$10.7K - $12.3K
|
239
$11.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
233New |
$10.5K - $12K
|
233
$11.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
226New |
$10.1K - $11.6K
|
226
$11K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
225+ 34.62% |
$10.1K - $11.6K
|
875
$42.7K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
BUY
|
- |
222+ 1.9% |
$9.97K - $11.4K
|
11.9K
$581K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
210+ 2.83% |
$9.43K - $10.8K
|
7.64K
$373K
|
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
206+ 1.02% |
$9.25K - $10.6K
|
20.4K
$996K
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
200+ 4.15% |
$8.98K - $10.3K
|
5.02K
$245K
|
|
|
Feb 11, 2025
Q4 2024
|
Horrell Capital Management, Inc.
|
BUY
|
- |
191+ 3.36% |
$8.57K - $9.81K
|
5.87K
$286K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
167New |
$7.5K - $8.57K
|
167
$8.14K
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
BUY
|
- |
150+ 5.03% |
$6.73K - $7.7K
|
3.13K
$153K
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
138+ 6.42% |
$6.19K - $7.08K
|
2.29K
$112K
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
114+ 12.24% |
$5.12K - $5.85K
|
1.05K
$51K
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
113+ 1.49% |
$5.07K - $5.8K
|
7.71K
$376K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
112+ 2.03% |
$5.03K - $5.75K
|
5.64K
$275K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
110+ 2.46% |
$4.94K - $5.65K
|
4.59K
$224K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
100New |
$4.49K - $5.13K
|
100
$4.88K
|
|
|
Jan 13, 2025
Q4 2024
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
100+ 2.06% |
$4.49K - $5.13K
|
4.96K
$242K
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
96+ 0.99% |
$4.31K - $4.93K
|
9.81K
$478K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
94New |
$4.22K - $4.83K
|
94
$4.58K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
83New |
$3.73K - $4.26K
|
83
$4.05K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
79New |
$3.55K - $4.06K
|
79
$3.85K
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
65New |
$2.92K - $3.34K
|
65
$3.17K
|