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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2022
Q3 2022
|
Sp Asset Management
|
BUY
|
- |
168+ 0.53% |
$5.1K - $6.02K
|
31.9K
$1.55M
|
|
|
Oct 13, 2022
Q3 2022
|
Life Planning Partners, Inc
|
BUY
|
- |
125New |
$3.8K - $4.48K
|
125
$6.07K
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
124New |
$3.76K - $4.44K
|
124
$6.03K
|
|
|
Nov 07, 2022
Q3 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
114+ 1.34% |
$3.46K - $4.08K
|
8.65K
$420K
|
|
|
Nov 14, 2022
Q3 2022
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
97+ 0.25% |
$2.94K - $3.47K
|
38.4K
$1.87M
|
|
|
Nov 09, 2022
Q3 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
79New |
$2.4K - $2.83K
|
79
$3.84K
|
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
76New |
$2.31K - $2.72K
|
76
$3.69K
|
|
|
Nov 07, 2022
Q3 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
25New |
$759 - $895
|
25
$1.21K
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
14+ 0.0% |
$425 - $501
|
2.5M
$121M
|
|
|
Nov 08, 2022
Q3 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
6+ 0.53% |
$182 - $215
|
1.14K
$55.3K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
3+ 0.54% |
$91.1 - $107
|
557
$27.1K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
CALL |
1.25MNew |
$38.6M - $47.8M
|
1.25M
$60.7M
|
|
|
Jul 27, 2022
Q2 2022
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
368KNew |
$11.3M - $14M
|
368K
$17.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
PUT |
367KNew |
$11.3M - $14M
|
367K
$17.8M
|
|
|
Aug 01, 2022
Q2 2022
|
Calamos Advisors LLC
|
BUY
|
- |
306KNew |
$9.44M - $11.7M
|
306K
$14.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
145KNew |
$4.46M - $5.53M
|
145K
$7.03M
|
|
|
Aug 31, 2022
Q2 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
122KNew |
$3.77M - $4.68M
|
122K
$5.95M
|
|
|
Aug 11, 2022
Q2 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
75.2K+ 150444.0% |
$2.32M - $2.87M
|
75.3K
$3.66M
|
|
|
Jul 29, 2022
Q2 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
70.2K+ 8837.03% |
$2.16M - $2.68M
|
71K
$3.45M
|
|
|
Aug 15, 2022
Q2 2022
|
Pinz Capital Management, LP
New York, NY |
BUY
|
- |
59.3KNew |
$1.83M - $2.27M
|
59.3K
$2.88M
|
|
|
Aug 08, 2022
Q2 2022
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
58.2KNew |
$1.79M - $2.22M
|
58.2K
$2.83M
|
|
|
Aug 15, 2022
Q2 2022
|
Ardsley Advisory Partners LP
Stamford, CT |
BUY
|
CALL |
50KNew |
$1.54M - $1.91M
|
50K
$2.43M
|
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
31.7KNew |
$976K - $1.21M
|
31.7K
$1.54M
|
|
|
Aug 05, 2022
Q2 2022
|
Ovata Capital Management LTD
|
BUY
|
- |
25KNew |
$771K - $956K
|
25K
$1.21M
|
|
|
Jul 15, 2022
Q2 2022
|
Karp Capital Management Corp
|
BUY
|
- |
13KNew |
$400K - $496K
|
13K
$631K
|
|
|
Jul 22, 2022
Q2 2022
|
Congress Park Capital LLC
|
BUY
|
- |
12KNew |
$369K - $457K
|
12K
$581K
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
11.8K+ 23.7% |
$364K - $452K
|
61.7K
$3M
|
|
|
Aug 04, 2022
Q2 2022
|
Citizens & Northern Corp
|
BUY
|
- |
11.3KNew |
$349K - $433K
|
11.3K
$550K
|
|
|
Jul 11, 2022
Q2 2022
|
Center Star Asset Management, LLC
|
BUY
|
PUT |
11.1K+ 1009.09% |
$342K - $424K
|
12.2K
$593K
|
|
|
Aug 11, 2022
Q2 2022
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
9.67K+ 62.92% |
$298K - $369K
|
25K
$1.22M
|
|
|
Aug 12, 2022
Q2 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
PUT |
9KNew |
$278K - $344K
|
9K
$437K
|
|
|
Aug 08, 2022
Q2 2022
|
Blue Fin Capital, Inc.
|
BUY
|
- |
8.92KNew |
$275K - $341K
|
8.92K
$433K
|
|
|
Jul 28, 2022
Q2 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
8.82KNew |
$272K - $337K
|
8.82K
$428K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
PUT |
8KNew |
$247K - $306K
|
8K
$389K
|
|
|
Aug 08, 2022
Q2 2022
|
Marietta Wealth Management, LLC
|
BUY
|
- |
7.11KNew |
$219K - $272K
|
7.11K
$345K
|
|
|
Jul 14, 2022
Q2 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
6.97K+ 67.52% |
$215K - $267K
|
17.3K
$841K
|
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
BUY
|
CALL |
3KNew |
$92.5K - $115K
|
3K
$146K
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
2.87K+ 54.02% |
$88.4K - $110K
|
8.17K
$397K
|
|
|
Aug 03, 2022
Q2 2022
|
Tfc Financial Management
|
BUY
|
- |
2.83KNew |
$87.1K - $108K
|
2.83K
$137K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
2.47KNew |
$76.2K - $94.5K
|
2.47K
$120K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
1.88KNew |
$57.9K - $71.7K
|
1.88K
$91.2K
|
|
|
Aug 12, 2022
Q2 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
1.79K+ 0.59% |
$55.3K - $68.5K
|
305K
$14.8M
|
|
|
Aug 16, 2022
Q2 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
1.42KNew |
$43.8K - $54.3K
|
1.42K
$69K
|
|
|
Aug 12, 2022
Q2 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
1.27K+ 6.9% |
$39K - $48.3K
|
19.6K
$952K
|
|
|
Aug 10, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
1.03KNew |
$31.8K - $39.4K
|
1.03K
$50.1K
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
PUT |
1KNew |
$30.8K - $38.2K
|
1K
$48.6K
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
CALL |
1KNew |
$30.8K - $38.2K
|
1K
$48.6K
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
800New |
$24.7K - $30.6K
|
800
$38.9K
|
|
|
Aug 15, 2022
Q2 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
790New |
$24.4K - $30.2K
|
790
$38.4K
|
|
|
Jul 15, 2022
Q2 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
748+ 144.4% |
$23.1K - $28.6K
|
1.27K
$61.5K
|
|