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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
BUY
|
PUT |
600New |
$24.5K - $27.4K
|
600
$29.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
574New |
$23.4K - $26.3K
|
574
$28.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
569+ 4.65% |
$23.2K - $26K
|
12.8K
$634K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
443+ 2.87% |
$18.1K - $20.3K
|
15.9K
$787K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
375New |
$15.3K - $17.2K
|
375
$18.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
360New |
$14.7K - $16.5K
|
360
$17.8K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
276+ 3.56% |
$11.3K - $12.6K
|
8.04K
$398K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
266+ 1.99% |
$10.9K - $12.2K
|
13.6K
$676K
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
264New |
$10.8K - $12.1K
|
264
$13.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
250+ 5.43% |
$10.2K - $11.4K
|
4.86K
$241K
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
BUY
|
- |
244New |
$9.96K - $11.2K
|
244
$12.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
238+ 14.43% |
$9.72K - $10.9K
|
1.89K
$93.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
226+ 10.51% |
$9.23K - $10.3K
|
2.38K
$118K
|
|
|
Nov 06, 2024
Q3 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
224+ 2.73% |
$9.15K - $10.2K
|
8.42K
$417K
|
|
|
Nov 04, 2024
Q3 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
213+ 1.31% |
$8.7K - $9.74K
|
16.5K
$819K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
202+ 49.63% |
$8.25K - $9.24K
|
609
$30.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
200New |
$8.17K - $9.15K
|
200
$9.91K
|
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
BUY
|
- |
192New |
$7.84K - $8.78K
|
192
$9.52K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
137+ 13.58% |
$5.6K - $6.27K
|
1.15K
$56.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
122+ 10.71% |
$4.98K - $5.58K
|
1.26K
$62.5K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
100+ 100.0% |
$4.08K - $4.57K
|
200
$9.91K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
97New |
$3.96K - $4.44K
|
97
$4.81K
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
93New |
$3.8K - $4.25K
|
93
$4.61K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
74+ 12.01% |
$3.02K - $3.38K
|
690
$34.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
72+ 1.35% |
$2.94K - $3.29K
|
5.39K
$267K
|
|
|
Nov 01, 2024
Q3 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
67+ 1.18% |
$2.74K - $3.06K
|
5.73K
$284K
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
61+ 0.95% |
$2.49K - $2.79K
|
6.46K
$320K
|
|
|
Nov 07, 2024
Q3 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
59+ 1.04% |
$2.41K - $2.7K
|
5.73K
$284K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
51+ 0.92% |
$2.08K - $2.33K
|
5.59K
$277K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
50New |
$2.04K - $2.29K
|
50
$2.48K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
50New |
$2.04K - $2.29K
|
50
$2.48K
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
41+ 0.54% |
$1.67K - $1.88K
|
7.6K
$377K
|
|
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
40+ 0.07% |
$1.63K - $1.83K
|
54K
$2.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
24+ 0.37% |
$980 - $1.1K
|
6.58K
$326K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
22New |
$898 - $1.01K
|
22
$1.09K
|
|
|
Oct 23, 2024
Q3 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
16+ 3.36% |
$653 - $732
|
492
$24.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
13New |
$531 - $595
|
13
$644
|
|
|
Nov 05, 2024
Q3 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
7+ 0.03% |
$286 - $320
|
24.4K
$1.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
4+ 21.05% |
$163 - $183
|
23
$1.14K
|
|
|
Nov 13, 2024
Q3 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
1+ 0.01% |
$40.8 - $45.7
|
8.83K
$438K
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
CALL |
17.8MNew |
$703M - $755M
|
17.8M
$881M
|
|
|
Aug 12, 2024
Q2 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
8M+ 266.67% |
$317M - $340M
|
11M
$545M
|
|
|
Aug 14, 2024
Q2 2024
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
3.58M+ 66.31% |
$142M - $152M
|
8.97M
$445M
|
|
|
Aug 13, 2024
Q2 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
PUT |
3.56MNew |
$141M - $151M
|
3.56M
$176M
|
|
|
Aug 14, 2024
Q2 2024
|
Employees Retirement System Of Texas
|
BUY
|
- |
756K+ 147.7% |
$29.9M - $32.1M
|
1.27M
$62.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Mizuho Bank, Ltd.
Tokyo, M0 |
BUY
|
- |
470KNew |
$18.6M - $20M
|
470K
$23.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
431KNew |
$17.1M - $18.3M
|
431K
$21.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Alight Capital Management LP
New York, NY |
BUY
|
- |
400KNew |
$15.8M - $17M
|
400K
$19.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Edenbrook Capital, LLC
Mount Kisco, NY |
BUY
|
PUT |
200KNew |
$7.92M - $8.5M
|
200K
$9.91M
|
|