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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
26.5KNew |
$822K - $981K
|
26.5K
$1.38M
|
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
26.3K+ 59.79% |
$813K - $972K
|
70.2K
$3.64M
|
|
|
May 15, 2023
Q1 2023
|
Becker Capital Management Inc
|
BUY
|
- |
16.8KNew |
$521K - $623K
|
16.8K
$873K
|
|
|
May 08, 2023
Q1 2023
|
Spartan Fund Management Inc.
|
BUY
|
- |
15.3KNew |
$474K - $566K
|
15.3K
$793K
|
|
|
May 15, 2023
Q1 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
12.3KNew |
$380K - $454K
|
12.3K
$637K
|
|
|
May 10, 2023
Q1 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
11KNew |
$341K - $407K
|
11K
$570K
|
|
|
May 04, 2023
Q1 2023
|
Royce & Associates LP
|
BUY
|
- |
8.02KNew |
$249K - $297K
|
8.02K
$416K
|
|
|
Apr 26, 2023
Q1 2023
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
7.79KNew |
$241K - $288K
|
7.79K
$404K
|
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
BUY
|
- |
7.01KNew |
$217K - $259K
|
7.01K
$363K
|
|
|
May 12, 2023
Q1 2023
|
Bardin Hill Management Partners LP
New York, NY |
BUY
|
PUT |
5KNew |
$155K - $185K
|
5K
$259K
|
|
|
Apr 19, 2023
Q1 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
4.79K+ 8.58% |
$148K - $177K
|
60.6K
$3.14M
|
|
|
Apr 24, 2023
Q1 2023
|
Spider Rock Advisors, LLC
|
BUY
|
PUT |
4KNew |
$124K - $148K
|
4K
$207K
|
|
|
May 12, 2023
Q1 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
PUT |
3.93KNew |
$122K - $145K
|
3.93K
$204K
|
|
|
May 03, 2023
Q1 2023
|
Florin Court Capital LLP
|
BUY
|
- |
3.8K+ 18.91% |
$118K - $141K
|
23.9K
$1.24M
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
3.04K+ 18.34% |
$94.1K - $112K
|
19.6K
$1.02M
|
|
|
Apr 26, 2023
Q1 2023
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
2.32KNew |
$71.8K - $85.7K
|
2.32K
$120K
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
PUT |
2KNew |
$62K - $74K
|
2K
$104K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
1.98KNew |
$61.4K - $73.3K
|
1.98K
$103K
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1.45KNew |
$45K - $53.7K
|
1.45K
$75.3K
|
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
1.39KNew |
$43K - $51.3K
|
1.39K
$71.9K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1.35K+ 109.85% |
$41.8K - $49.9K
|
2.58K
$134K
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.29K+ 18.04% |
$39.9K - $47.6K
|
8.42K
$437K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.21KNew |
$37.6K - $44.9K
|
1.21K
$62.9K
|
|
|
May 09, 2023
Q1 2023
|
Hudson Value Partners, LLC
|
BUY
|
- |
845+ 5.36% |
$26.2K - $31.3K
|
16.6K
$862K
|
|
|
May 08, 2023
Q1 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
CALL |
700New |
$21.7K - $25.9K
|
700
$36.3K
|
|
|
May 15, 2023
Q1 2023
|
Deep Currents Investment Group LLC
New York, NY |
BUY
|
PUT |
516+ 14.81% |
$16K - $19.1K
|
4K
$207K
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
CALL |
200New |
$6.2K - $7.4K
|
200
$10.4K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
158New |
$4.89K - $5.85K
|
158
$8.19K
|
|
|
May 04, 2023
Q1 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
146+ 1.12% |
$4.52K - $5.4K
|
13.1K
$680K
|
|
|
Oct 10, 2024
Q1 2023
|
Tamar Securities, LLC
|
BUY
|
CALL |
100New |
$3.1K - $3.7K
|
100
$5.19K
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
CALL |
100New |
$3.1K - $3.7K
|
100
$5.19K
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
93New |
$2.88K - $3.44K
|
93
$4.82K
|
|
|
May 11, 2023
Q1 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
42New |
$1.3K - $1.55K
|
42
$2.18K
|
|
|
Apr 25, 2023
Q1 2023
|
Norwood Financial Corp
|
BUY
|
- |
20+ 0.48% |
$620 - $740
|
4.15K
$215K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2+ 0.1% |
$62 - $74
|
2.03K
$105K
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1+ 0.16% |
$31 - $37
|
611
$31.7K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Broad Peak Investment Holdings Ltd.
Singapore, U0 |
BUY
|
PUT |
5.79MNew |
$175M - $210M
|
5.79M
$300M
|
|
|
Feb 14, 2023
Q4 2022
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
4.2MNew |
$127M - $152M
|
4.2M
$218M
|
|
|
Jan 20, 2023
Q4 2022
|
Hartford Investment Management CO
|
BUY
|
- |
2.55MNew |
$77.2M - $92.6M
|
2.55M
$132M
|
|
|
Feb 14, 2023
Q4 2022
|
Invenomic Capital Management LP
Boston, MA |
BUY
|
PUT |
2.35MNew |
$71.2M - $85.3M
|
2.35M
$122M
|
|
|
Feb 14, 2023
Q4 2022
|
Azora Capital LP
Miami, FL |
BUY
|
PUT |
2.16MNew |
$65.4M - $78.4M
|
2.16M
$112M
|
|
|
Jan 24, 2023
Q4 2022
|
Aaron Wealth Advisors LLC
|
BUY
|
PUT |
272KNew |
$8.24M - $9.88M
|
272K
$14.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Caxton Associates LP
New York, NY |
BUY
|
PUT |
250KNew |
$7.57M - $9.08M
|
250K
$13M
|
|
|
Feb 10, 2023
Q4 2022
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
162KNew |
$4.91M - $5.88M
|
162K
$8.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Deep Currents Investment Group LLC
New York, NY |
BUY
|
- |
162K+ 344.98% |
$4.9M - $5.87M
|
209K
$10.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
BUY
|
- |
122KNew |
$3.69M - $4.42M
|
122K
$6.31M
|
|
|
Feb 10, 2023
Q4 2022
|
Granby Capital Management, LLC
|
BUY
|
- |
100KNew |
$3.03M - $3.63M
|
100K
$5.19M
|
|
|
Jan 31, 2023
Q4 2022
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
BUY
|
PUT |
100KNew |
$3.03M - $3.63M
|
100K
$5.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
68.7KNew |
$2.08M - $2.49M
|
68.7K
$3.56M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
61.9KNew |
$1.88M - $2.25M
|
61.9K
$3.21M
|
|