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 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
11.9KNew |
$376K - $402K
|
11.9K
$619K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
10.4KNew |
$327K - $350K
|
10.4K
$538K
|
|
|
Aug 10, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
10.2KNew |
$321K - $343K
|
10.2K
$528K
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
BUY
|
PUT |
10.1KNew |
$319K - $340K
|
10.1K
$524K
|
|
|
Aug 07, 2023
Q2 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
6.61KNew |
$208K - $223K
|
6.61K
$343K
|
|
|
Aug 10, 2023
Q2 2023
|
Rwq Financial Management Services, Inc.
|
BUY
|
- |
6.38KNew |
$201K - $215K
|
6.38K
$331K
|
|
|
Aug 11, 2023
Q2 2023
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
6.21KNew |
$196K - $209K
|
6.21K
$322K
|
|
|
Jul 24, 2023
Q2 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
5.13K+ 4.78% |
$162K - $173K
|
112K
$5.83M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
4.34K+ 1.31% |
$137K - $146K
|
336K
$17.4M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
3.71K+ 14.4% |
$117K - $125K
|
29.5K
$1.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
2.83K+ 17.92% |
$89.3K - $95.4K
|
18.6K
$966K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
2.01KNew |
$63.4K - $67.8K
|
2.01K
$104K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
1.4KNew |
$44.2K - $47.3K
|
1.4K
$72.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Mader & Shannon Wealth Management, Inc.
|
BUY
|
- |
1.29K+ 1.39% |
$40.6K - $43.4K
|
93.6K
$4.86M
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
1.28KNew |
$40.4K - $43.1K
|
1.28K
$66.4K
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
855New |
$27K - $28.8K
|
855
$44.3K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
761New |
$24K - $25.7K
|
761
$39.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
748New |
$23.6K - $25.2K
|
748
$38.8K
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
680New |
$21.5K - $22.9K
|
680
$35.3K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
610New |
$19.2K - $20.6K
|
610
$31.6K
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
500+ 0.43% |
$15.8K - $16.9K
|
116K
$5.99M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
418+ 4.08% |
$13.2K - $14.1K
|
10.7K
$553K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
292New |
$9.21K - $9.84K
|
292
$15.1K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealth Advisors, Inc.
|
BUY
|
- |
250+ 3.24% |
$7.89K - $8.43K
|
7.97K
$413K
|
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
239+ 16.57% |
$7.54K - $8.06K
|
1.68K
$87.2K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
122+ 1.2% |
$3.85K - $4.11K
|
10.3K
$535K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
115+ 1.83% |
$3.63K - $3.88K
|
6.42K
$333K
|
|
|
Aug 04, 2023
Q2 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
36New |
$1.14K - $1.21K
|
36
$1.87K
|
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
20New |
$631 - $674
|
20
$1.04K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 0.05% |
$31.6 - $33.7
|
2.04K
$106K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Antara Capital LP
New York, NY |
BUY
|
CALL |
4MNew |
$124M - $148M
|
4M
$207M
|
|
|
May 15, 2023
Q1 2023
|
Cinctive Capital Management LP
New York, NY |
BUY
|
CALL |
3MNew |
$92.9M - $111M
|
3M
$156M
|
|
|
May 15, 2023
Q1 2023
|
Mkp Capital Management, L.L.C.
New York, NY |
BUY
|
CALL |
1.75MNew |
$54.2M - $64.8M
|
1.75M
$90.7M
|
|
|
May 15, 2023
Q1 2023
|
David Tepper
Appaloosa LP | Short Hills, Nj
|
BUY
|
PUT |
1.32MNew |
$40.8M - $48.7M
|
1.32M
$68.3M
|
|
|
May 12, 2023
Q1 2023
|
Oribel Capital Management, LP
New York, NY |
BUY
|
- |
976KNew |
$30.2M - $36.1M
|
976K
$50.6M
|
|
|
May 15, 2023
Q1 2023
|
Point State Capital LP
New York, NY |
BUY
|
- |
787KNew |
$24.4M - $29.1M
|
787K
$40.8M
|
|
|
May 04, 2023
Q1 2023
|
Portman Square Capital LLP
London, X0 |
BUY
|
PUT |
525KNew |
$16.3M - $19.4M
|
525K
$27.2M
|
|
|
May 15, 2023
Q1 2023
|
Precept Management LLC
Dallas, TX |
BUY
|
CALL |
350KNew |
$10.8M - $13M
|
350K
$18.1M
|
|
|
May 15, 2023
Q1 2023
|
Castle Knight Management LP
New York, NY |
BUY
|
CALL |
300KNew |
$9.29M - $11.1M
|
300K
$15.6M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
150KNew |
$4.65M - $5.56M
|
150K
$7.79M
|
|
|
May 15, 2023
Q1 2023
|
Davidson Kempner Capital Management LP
New York, NY |
BUY
|
- |
150KNew |
$4.65M - $5.55M
|
150K
$7.78M
|
|
|
May 12, 2023
Q1 2023
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
CALL |
150KNew |
$4.65M - $5.55M
|
150K
$7.78M
|
|
|
May 11, 2023
Q1 2023
|
Omnia Family Wealth, LLC
|
BUY
|
- |
139KNew |
$4.29M - $5.13M
|
139K
$7.19M
|
|
|
May 02, 2023
Q1 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
130KNew |
$4.03M - $4.81M
|
130K
$6.75M
|
|
|
May 12, 2023
Q1 2023
|
Berry Street Capital Management LLP
London, X0 |
BUY
|
CALL |
125KNew |
$3.87M - $4.63M
|
125K
$6.48M
|
|
|
May 15, 2023
Q1 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
CALL |
110KNew |
$3.41M - $4.07M
|
110K
$5.7M
|
|
|
May 15, 2023
Q1 2023
|
J. Goldman & CO LP
New York, NY |
BUY
|
CALL |
105KNew |
$3.25M - $3.89M
|
105K
$5.44M
|
|
|
May 10, 2023
Q1 2023
|
Cavalier Investments, LLC
|
BUY
|
PUT |
100KNew |
$3.1M - $3.7M
|
100K
$5.19M
|
|
|
May 05, 2023
Q1 2023
|
Ctc Capital Management, LLC
|
BUY
|
- |
34.1KNew |
$1.06M - $1.26M
|
34.1K
$1.77M
|
|
|
May 11, 2023
Q1 2023
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
29.4KNew |
$911K - $1.09M
|
29.4K
$1.52M
|
|