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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.13KNew |
$44.8K - $48.1K
|
1.13K
$55.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
1.08K+ 4.15% |
$42.8K - $45.9K
|
27.1K
$1.32M
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
BUY
|
- |
1.04K+ 6.81% |
$41.2K - $44.2K
|
16.3K
$796K
|
|
|
Aug 13, 2024
Q2 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
1.01KNew |
$40.1K - $43.1K
|
1.01K
$49.4K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
863+ 1.47% |
$34.2K - $36.7K
|
59.6K
$2.91M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
750New |
$29.7K - $31.9K
|
750
$36.6K
|
|
|
Jul 25, 2024
Q2 2024
|
Field & Main Bank
|
BUY
|
- |
700+ 368.42% |
$27.7K - $29.7K
|
890
$43.4K
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
595+ 5.75% |
$23.6K - $25.3K
|
10.9K
$533K
|
|
|
Jul 19, 2024
Q2 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
497+ 9.6% |
$19.7K - $21.1K
|
5.67K
$277K
|
|
|
Jul 19, 2024
Q2 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
480+ 7.71% |
$19K - $20.4K
|
6.71K
$327K
|
|
|
Jul 22, 2024
Q2 2024
|
Security National Bank
|
BUY
|
- |
400New |
$15.8K - $17K
|
400
$19.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
296New |
$11.7K - $12.6K
|
296
$14.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
287+ 7.0% |
$11.4K - $12.2K
|
4.39K
$214K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
220New |
$8.71K - $9.35K
|
220
$10.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
205New |
$8.12K - $8.71K
|
205
$10K
|
|
|
Jul 15, 2024
Q2 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
100+ 0.7% |
$3.96K - $4.25K
|
14.3K
$697K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
96+ 4.82% |
$3.8K - $4.08K
|
2.09K
$102K
|
|
|
Jul 30, 2024
Q2 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
88+ 0.4% |
$3.48K - $3.74K
|
22.3K
$1.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
72New |
$2.85K - $3.06K
|
72
$3.51K
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
66+ 0.92% |
$2.61K - $2.8K
|
7.27K
$355K
|
|
|
Aug 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
52+ 0.47% |
$2.06K - $2.21K
|
11.2K
$547K
|
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
46+ 0.38% |
$1.82K - $1.95K
|
12.2K
$595K
|
|
|
Aug 19, 2024
Q2 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
14New |
$554 - $595
|
14
$683
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
8.5M+ 283.33% |
$317M - $358M
|
11.5M
$561M
|
|
|
May 15, 2024
Q1 2024
|
Diameter Capital Partners LP
New York, NY |
BUY
|
CALL |
1.5MNew |
$55.9M - $63.2M
|
1.5M
$73.1M
|
|
|
May 15, 2024
Q1 2024
|
Rokos Capital Management LLP
London, X0 |
BUY
|
- |
1.18MNew |
$43.8M - $49.5M
|
1.18M
$57.3M
|
|
|
May 13, 2024
Q1 2024
|
Bayview Asset Management, LLC
Coral Gables, FL |
BUY
|
- |
390KNew |
$14.5M - $16.4M
|
390K
$19M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
207KNew |
$7.73M - $8.74M
|
207K
$10.1M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
164K+ 44.5% |
$6.12M - $6.92M
|
533K
$26M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
126K+ 46.51% |
$4.68M - $5.29M
|
395K
$19.3M
|
|
|
May 13, 2024
Q1 2024
|
Jsf Financial, LLC
|
BUY
|
- |
113K+ 627.92% |
$4.2M - $4.75M
|
131K
$6.37M
|
|
|
May 10, 2024
Q1 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
97.9K+ 103.3% |
$3.65M - $4.12M
|
193K
$9.4M
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
PUT |
50KNew |
$1.86M - $2.11M
|
50K
$2.44M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
48.8KNew |
$1.82M - $2.06M
|
48.8K
$2.38M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
47.3KNew |
$1.76M - $1.99M
|
47.3K
$2.31M
|
|
|
May 14, 2024
Q1 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
47.2KNew |
$1.76M - $1.99M
|
47.2K
$2.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
25.5K+ 21.32% |
$950K - $1.07M
|
145K
$7.07M
|
|
|
Apr 24, 2024
Q1 2024
|
Win Advisors, Inc
|
BUY
|
- |
25.3K+ 55.46% |
$942K - $1.06M
|
70.9K
$3.46M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
PUT |
22.6KNew |
$842K - $952K
|
22.6K
$1.1M
|
|
|
Apr 17, 2024
Q1 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
12.4KNew |
$464K - $524K
|
12.4K
$607K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
11.9KNew |
$444K - $502K
|
11.9K
$581K
|
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
11.9KNew |
$443K - $501K
|
11.9K
$580K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
10.5K+ 6.68% |
$392K - $443K
|
168K
$8.18M
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
10.2KNew |
$379K - $428K
|
10.2K
$496K
|
|
|
May 16, 2024
Q1 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
PUT |
10KNew |
$373K - $421K
|
10K
$488K
|
|
|
May 15, 2024
Q1 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
8.16KNew |
$304K - $343K
|
8.16K
$398K
|
|
|
May 14, 2024
Q1 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
8.05KNew |
$300K - $339K
|
8.05K
$392K
|
|
|
May 15, 2024
Q1 2024
|
Lonestar Capital Management LLC
Menlo Park, CA |
BUY
|
PUT |
7.5KNew |
$280K - $316K
|
7.5K
$366K
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
PUT |
7.5KNew |
$280K - $316K
|
7.5K
$366K
|
|
|
Apr 19, 2024
Q1 2024
|
Pachira Investments Inc.
|
BUY
|
- |
6.94KNew |
$259K - $292K
|
6.94K
$339K
|
|