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 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
137+ 13.58% |
$5.6K - $6.27K
|
1.15K
$55.9K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
100+ 100.0% |
$4.08K - $4.57K
|
200
$9.75K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
97New |
$3.96K - $4.44K
|
97
$4.73K
|
|
|
Nov 01, 2024
Q3 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
67+ 1.18% |
$2.74K - $3.06K
|
5.73K
$279K
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
61+ 0.95% |
$2.49K - $2.79K
|
6.46K
$315K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
51+ 0.92% |
$2.08K - $2.33K
|
5.59K
$272K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
50New |
$2.04K - $2.29K
|
50
$2.44K
|
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
24+ 0.37% |
$980 - $1.1K
|
6.58K
$321K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
22New |
$898 - $1.01K
|
22
$1.07K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
13New |
$531 - $595
|
13
$634
|
|
|
Nov 05, 2024
Q3 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
7+ 0.03% |
$286 - $320
|
24.4K
$1.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
4+ 21.05% |
$163 - $183
|
23
$1.12K
|
|
|
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
$866M
|
|
|
Aug 12, 2024
Q2 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
8M+ 266.67% |
$317M - $340M
|
11M
$536M
|
|
|
Aug 14, 2024
Q2 2024
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
3.58M+ 66.31% |
$142M - $152M
|
8.97M
$438M
|
|
|
Aug 13, 2024
Q2 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
PUT |
3.56MNew |
$141M - $151M
|
3.56M
$174M
|
|
|
Aug 14, 2024
Q2 2024
|
Employees Retirement System Of Texas
|
BUY
|
- |
756K+ 147.7% |
$29.9M - $32.1M
|
1.27M
$61.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Mizuho Bank, Ltd.
Tokyo, M0 |
BUY
|
- |
470KNew |
$18.6M - $20M
|
470K
$22.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
431KNew |
$17.1M - $18.3M
|
431K
$21M
|
|
|
Aug 14, 2024
Q2 2024
|
Alight Capital Management LP
New York, NY |
BUY
|
- |
400KNew |
$15.8M - $17M
|
400K
$19.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Edenbrook Capital, LLC
Mount Kisco, NY |
BUY
|
PUT |
200KNew |
$7.92M - $8.5M
|
200K
$9.75M
|
|
|
Aug 05, 2024
Q2 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
183KNew |
$7.26M - $7.79M
|
183K
$8.94M
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
130KNew |
$5.16M - $5.53M
|
130K
$6.35M
|
|
|
Jul 10, 2024
Q2 2024
|
Pacific Wealth Management
|
BUY
|
- |
93.7KNew |
$3.71M - $3.98M
|
93.7K
$4.57M
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
69.9KNew |
$2.77M - $2.97M
|
69.9K
$3.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
37.8KNew |
$1.5M - $1.61M
|
37.8K
$1.84M
|
|
|
Jul 12, 2024
Q2 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
37.2KNew |
$1.47M - $1.58M
|
37.2K
$1.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
33.7KNew |
$1.33M - $1.43M
|
33.7K
$1.64M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
25.4K+ 33.91% |
$1M - $1.08M
|
100K
$4.88M
|
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
20.1KNew |
$795K - $853K
|
20.1K
$979K
|
|
|
Aug 12, 2024
Q2 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
16.2KNew |
$641K - $688K
|
16.2K
$789K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
13.2KNew |
$521K - $560K
|
13.2K
$642K
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
11.2KNew |
$444K - $476K
|
11.2K
$546K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
10.3KNew |
$406K - $436K
|
10.3K
$500K
|
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
8.79KNew |
$348K - $373K
|
8.79K
$429K
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
7.6KNew |
$301K - $323K
|
7.6K
$371K
|
|
|
Aug 15, 2024
Q2 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
7.33KNew |
$290K - $311K
|
7.33K
$357K
|
|
|
Jul 02, 2024
Q2 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
6.65KNew |
$263K - $283K
|
6.65K
$324K
|
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
6.41KNew |
$254K - $272K
|
6.41K
$313K
|
|
|
Aug 13, 2024
Q2 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
6.22KNew |
$246K - $264K
|
6.22K
$303K
|
|
|
Aug 13, 2024
Q2 2024
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
6.04KNew |
$239K - $257K
|
6.04K
$295K
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
6KNew |
$238K - $255K
|
6K
$293K
|
|
|
Jul 23, 2024
Q2 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
5.96KNew |
$236K - $253K
|
5.96K
$291K
|
|
|
Jul 17, 2024
Q2 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
5.79KNew |
$229K - $246K
|
5.79K
$282K
|
|
|
Jul 24, 2024
Q2 2024
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
5.05KNew |
$200K - $215K
|
5.05K
$246K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
4.55K+ 25.49% |
$180K - $193K
|
22.4K
$1.09M
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
3.63KNew |
$144K - $154K
|
3.63K
$177K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
1.92KNew |
$76.1K - $81.7K
|
1.92K
$93.7K
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.5K+ 43.03% |
$59.4K - $63.7K
|
4.99K
$243K
|
|