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
|
Reston Wealth Management LLC
|
BUY
|
- |
1.18KNew |
$48.3K - $54.1K
|
1.18K
$61.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
1.17K+ 15.39% |
$47.9K - $53.7K
|
8.8K
$456K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
1.11KNew |
$45.1K - $50.5K
|
1.11K
$57.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
600+ 4000.0% |
$24.5K - $27.4K
|
615
$31.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
BUY
|
PUT |
600New |
$24.5K - $27.4K
|
600
$31.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
574New |
$23.4K - $26.3K
|
574
$29.8K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
375New |
$15.3K - $17.2K
|
375
$19.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
360New |
$14.7K - $16.5K
|
360
$18.7K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
276+ 3.56% |
$11.3K - $12.6K
|
8.04K
$417K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
266+ 1.99% |
$10.9K - $12.2K
|
13.6K
$707K
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
264New |
$10.8K - $12.1K
|
264
$13.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
250+ 5.43% |
$10.2K - $11.4K
|
4.86K
$252K
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
BUY
|
- |
244New |
$9.96K - $11.2K
|
244
$12.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
238+ 14.43% |
$9.72K - $10.9K
|
1.89K
$97.8K
|
|
|
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
$437K
|
|
|
Nov 07, 2024
Q3 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
200New |
$8.17K - $9.15K
|
200
$10.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
BUY
|
- |
192New |
$7.84K - $8.78K
|
192
$9.96K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
137+ 13.58% |
$5.6K - $6.27K
|
1.15K
$59.4K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
100+ 100.0% |
$4.08K - $4.57K
|
200
$10.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
97New |
$3.96K - $4.44K
|
97
$5.03K
|
|
|
Nov 01, 2024
Q3 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
67+ 1.18% |
$2.74K - $3.06K
|
5.73K
$297K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
51+ 0.92% |
$2.08K - $2.33K
|
5.59K
$290K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
50New |
$2.04K - $2.29K
|
50
$2.59K
|
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
24+ 0.37% |
$980 - $1.1K
|
6.58K
$341K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
22New |
$898 - $1.01K
|
22
$1.14K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
13New |
$531 - $595
|
13
$674
|
|
|
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
$921M
|
|
|
Aug 12, 2024
Q2 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
8M+ 266.67% |
$317M - $340M
|
11M
$570M
|
|
|
Aug 14, 2024
Q2 2024
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
3.58M+ 66.31% |
$142M - $152M
|
8.97M
$465M
|
|
|
Aug 13, 2024
Q2 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
PUT |
3.56MNew |
$141M - $151M
|
3.56M
$185M
|
|
|
Aug 14, 2024
Q2 2024
|
Employees Retirement System Of Texas
|
BUY
|
- |
756K+ 147.7% |
$29.9M - $32.1M
|
1.27M
$65.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Mizuho Bank, Ltd.
Tokyo, M0 |
BUY
|
- |
470KNew |
$18.6M - $20M
|
470K
$24.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Alight Capital Management LP
New York, NY |
BUY
|
- |
400KNew |
$15.8M - $17M
|
400K
$20.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Edenbrook Capital, LLC
Mount Kisco, NY |
BUY
|
PUT |
200KNew |
$7.92M - $8.5M
|
200K
$10.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
183KNew |
$7.26M - $7.79M
|
183K
$9.51M
|
|
|
Jul 10, 2024
Q2 2024
|
Pacific Wealth Management
|
BUY
|
- |
93.7KNew |
$3.71M - $3.98M
|
93.7K
$4.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
37.8KNew |
$1.5M - $1.61M
|
37.8K
$1.96M
|
|
|
Jul 12, 2024
Q2 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
37.2KNew |
$1.47M - $1.58M
|
37.2K
$1.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
33.7KNew |
$1.33M - $1.43M
|
33.7K
$1.75M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
25.4K+ 33.91% |
$1M - $1.08M
|
100K
$5.19M
|
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
20.1KNew |
$795K - $853K
|
20.1K
$1.04M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
13.2KNew |
$521K - $560K
|
13.2K
$683K
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
11.2KNew |
$444K - $476K
|
11.2K
$581K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
10.3KNew |
$406K - $436K
|
10.3K
$532K
|
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
8.79KNew |
$348K - $373K
|
8.79K
$456K
|
|
|
Jul 02, 2024
Q2 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
6.65KNew |
$263K - $283K
|
6.65K
$345K
|
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
6.41KNew |
$254K - $272K
|
6.41K
$332K
|
|
|
Aug 13, 2024
Q2 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
6.22KNew |
$246K - $264K
|
6.22K
$322K
|
|
|
Aug 13, 2024
Q2 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
6.04KNew |
$239K - $257K
|
6.04K
$313K
|
|