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 10, 2023
Q4 2022
|
Granby Capital Management, LLC
|
BUY
|
- |
100KNew |
$3.03M - $3.63M
|
100K
$4.86M
|
|
|
Jan 31, 2023
Q4 2022
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
BUY
|
PUT |
100KNew |
$3.03M - $3.63M
|
100K
$4.86M
|
|
|
Feb 13, 2023
Q4 2022
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
68.7KNew |
$2.08M - $2.49M
|
68.7K
$3.34M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
61.9KNew |
$1.88M - $2.25M
|
61.9K
$3.01M
|
|
|
Feb 15, 2023
Q4 2022
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
49.5KNew |
$1.5M - $1.8M
|
49.5K
$2.41M
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
41.8KNew |
$1.27M - $1.52M
|
41.8K
$2.03M
|
|
|
Feb 02, 2023
Q4 2022
|
Guild Investment Management, Inc.
|
BUY
|
- |
41KNew |
$1.24M - $1.49M
|
41K
$1.99M
|
|
|
Feb 10, 2023
Q4 2022
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
- |
34KNew |
$1.03M - $1.24M
|
34K
$1.65M
|
|
|
Apr 20, 2023
Q4 2022
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
33.7KNew |
$1.02M - $1.22M
|
33.7K
$1.64M
|
|
|
Jan 17, 2023
Q4 2022
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
30.6KNew |
$926K - $1.11M
|
30.6K
$1.49M
|
|
|
Jan 19, 2023
Q4 2022
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
27.7K+ 55.89% |
$839K - $1.01M
|
77.2K
$3.75M
|
|
|
Feb 13, 2023
Q4 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
26.8KNew |
$812K - $973K
|
26.8K
$1.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Caxton Associates LP
New York, NY |
BUY
|
- |
26.4KNew |
$800K - $959K
|
26.4K
$1.28M
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
24.5K+ 323.64% |
$742K - $889K
|
32.1K
$1.56M
|
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
BUY
|
PUT |
20K+ 200.0% |
$606K - $726K
|
30K
$1.46M
|
|
|
Feb 09, 2023
Q4 2022
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
18KNew |
$545K - $654K
|
18K
$875K
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
17.3KNew |
$524K - $628K
|
17.3K
$840K
|
|
|
Sep 15, 2023
Q4 2022
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
16.7KNew |
$505K - $606K
|
16.7K
$811K
|
|
|
Jan 13, 2023
Q4 2022
|
Range Financial Group LLC
|
BUY
|
- |
13.1KNew |
$397K - $476K
|
13.1K
$638K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
10.7K+ 70.35% |
$325K - $389K
|
25.9K
$1.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
10.4K+ 6.13% |
$316K - $379K
|
181K
$8.78M
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
9.51KNew |
$288K - $345K
|
9.51K
$462K
|
|
|
Feb 01, 2023
Q4 2022
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
7.64KNew |
$231K - $277K
|
7.64K
$371K
|
|
|
Feb 13, 2023
Q4 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
7.54KNew |
$228K - $274K
|
7.54K
$366K
|
|
|
Feb 10, 2023
Q4 2022
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
7K+ 68.97% |
$212K - $254K
|
17.2K
$833K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
6.8K+ 29.3% |
$206K - $247K
|
30K
$1.46M
|
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
BUY
|
- |
6.72KNew |
$204K - $244K
|
6.72K
$327K
|
|
|
Jan 25, 2023
Q4 2022
|
Edge Wealth Management LLC
|
BUY
|
- |
6.28KNew |
$190K - $228K
|
6.28K
$305K
|
|
|
Jan 25, 2023
Q4 2022
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
6.1KNew |
$185K - $221K
|
6.1K
$296K
|
|
|
Feb 06, 2023
Q4 2022
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
4.61K+ 1.26% |
$140K - $167K
|
371K
$18M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
4.3KNew |
$130K - $156K
|
4.3K
$209K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
4.21KNew |
$127K - $153K
|
4.21K
$204K
|
|
|
Feb 14, 2023
Q4 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
4.2KNew |
$127K - $152K
|
4.2K
$204K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
3.96K+ 17.49% |
$120K - $144K
|
26.6K
$1.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
2.98KNew |
$90.4K - $108K
|
2.98K
$145K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
2.96KNew |
$89.6K - $107K
|
2.96K
$144K
|
|
|
May 17, 2024
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
2.88KNew |
$87.2K - $105K
|
2.88K
$140K
|
|
|
Jan 18, 2023
Q4 2022
|
Marshall & Sullivan Inc
|
BUY
|
- |
2.4KNew |
$72.7K - $87.1K
|
2.4K
$117K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.43KNew |
$43.4K - $52K
|
1.43K
$69.6K
|
|
|
Jan 19, 2023
Q4 2022
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
1.42K+ 2.06% |
$43.1K - $51.6K
|
70.5K
$3.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
CALL |
1.1KNew |
$33.3K - $39.9K
|
1.1K
$53.4K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1KNew |
$30.3K - $36.3K
|
1K
$48.6K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
984New |
$29.8K - $35.7K
|
984
$47.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
974New |
$29.5K - $35.4K
|
974
$47.3K
|
|
|
Feb 23, 2023
Q4 2022
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
891New |
$27K - $32.4K
|
891
$43.3K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
855New |
$25.9K - $31K
|
855
$41.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Beta Wealth Group, Inc.
|
BUY
|
- |
641+ 4.69% |
$19.4K - $23.3K
|
14.3K
$695K
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
500New |
$15.1K - $18.2K
|
500
$24.3K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
420New |
$12.7K - $15.3K
|
420
$20.4K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
CALL |
400+ 1.32% |
$12.1K - $14.5K
|
30.8K
$1.5M
|