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, 2023
Q3 2023
|
Milestone Advisory Partners
|
BUY
|
- |
124+ 0.15% |
$4.11K - $4.41K
|
82.9K
$4.11M
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
87New |
$2.89K - $3.1K
|
87
$4.31K
|
|
|
Oct 19, 2023
Q3 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
79+ 0.46% |
$2.62K - $2.81K
|
17.4K
$862K
|
|
|
Nov 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
75New |
$2.49K - $2.67K
|
75
$3.72K
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
66New |
$2.19K - $2.35K
|
66
$3.27K
|
|
|
Nov 06, 2023
Q3 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
57+ 0.44% |
$1.89K - $2.03K
|
13.1K
$648K
|
|
|
Nov 01, 2023
Q3 2023
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
15+ 0.21% |
$498 - $534
|
7.19K
$356K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
1.47M+ 260.9% |
$46.4M - $49.6M
|
2.04M
$101M
|
|
|
Aug 14, 2023
Q2 2023
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
CALL |
1.1MNew |
$34.7M - $37.1M
|
1.1M
$54.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Lmr Partners LLP
London, X0 |
BUY
|
PUT |
685KNew |
$21.6M - $23.1M
|
685K
$34M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
426K+ 4727.59% |
$13.4M - $14.4M
|
435K
$21.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Whitebox Advisors LLC
Minneapolis, MN |
BUY
|
CALL |
300KNew |
$9.47M - $10.1M
|
300K
$14.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
211KNew |
$6.66M - $7.11M
|
211K
$10.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Bw Gestao De Investimentos Ltda.
|
BUY
|
- |
206K+ 69.5% |
$6.5M - $6.95M
|
503K
$24.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
200KNew |
$6.32M - $6.76M
|
200K
$9.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Symmetry Investments LP
|
BUY
|
PUT |
150KNew |
$4.73M - $5.06M
|
150K
$7.44M
|
|
|
Aug 07, 2023
Q2 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
147KNew |
$4.65M - $4.96M
|
147K
$7.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Private Capital Management, LLC
Naples, FL |
BUY
|
PUT |
90K+ 300.0% |
$2.84M - $3.03M
|
120K
$5.95M
|
|
|
Jul 18, 2023
Q2 2023
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
PUT |
80.3KNew |
$2.53M - $2.71M
|
80.3K
$3.98M
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
35.6K+ 10.49% |
$1.12M - $1.2M
|
375K
$18.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
PUT |
35KNew |
$1.1M - $1.18M
|
35K
$1.73M
|
|
|
Aug 02, 2023
Q2 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
31KNew |
$978K - $1.05M
|
31K
$1.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Laurion Capital Management LP
New York, NY |
BUY
|
- |
30KNew |
$947K - $1.01M
|
30K
$1.49M
|
|
|
Jul 20, 2023
Q2 2023
|
Cannon Global Investment Management, LLC
|
BUY
|
- |
30KNew |
$947K - $1.01M
|
30K
$1.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
19.8KNew |
$625K - $667K
|
19.8K
$981K
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
BUY
|
- |
15.1KNew |
$476K - $509K
|
15.1K
$749K
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
12.8K+ 29.85% |
$404K - $432K
|
55.7K
$2.76M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
11.9KNew |
$376K - $402K
|
11.9K
$591K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
10.4KNew |
$327K - $350K
|
10.4K
$515K
|
|
|
Aug 10, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
10.2KNew |
$321K - $343K
|
10.2K
$504K
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
BUY
|
PUT |
10.1KNew |
$319K - $340K
|
10.1K
$501K
|
|
|
Aug 07, 2023
Q2 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
6.61KNew |
$208K - $223K
|
6.61K
$328K
|
|
|
Aug 10, 2023
Q2 2023
|
Rwq Financial Management Services, Inc.
|
BUY
|
- |
6.38KNew |
$201K - $215K
|
6.38K
$316K
|
|
|
Aug 11, 2023
Q2 2023
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
6.21KNew |
$196K - $209K
|
6.21K
$308K
|
|
|
Jul 24, 2023
Q2 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
5.13K+ 4.78% |
$162K - $173K
|
112K
$5.57M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
4.34K+ 1.31% |
$137K - $146K
|
336K
$16.6M
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
3.71K+ 14.4% |
$117K - $125K
|
29.5K
$1.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
2.83K+ 17.92% |
$89.3K - $95.4K
|
18.6K
$923K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
2.01KNew |
$63.4K - $67.8K
|
2.01K
$99.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
1.4KNew |
$44.2K - $47.3K
|
1.4K
$69.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Mader & Shannon Wealth Management, Inc.
|
BUY
|
- |
1.29K+ 1.39% |
$40.6K - $43.4K
|
93.6K
$4.64M
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
1.28KNew |
$40.4K - $43.1K
|
1.28K
$63.4K
|
|
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.14K+ 5.68% |
$36.1K - $38.5K
|
21.3K
$1.05M
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
855New |
$27K - $28.8K
|
855
$42.4K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
761New |
$24K - $25.7K
|
761
$37.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
748New |
$23.6K - $25.2K
|
748
$37.1K
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
680New |
$21.5K - $22.9K
|
680
$33.7K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
610New |
$19.2K - $20.6K
|
610
$30.2K
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
500+ 0.43% |
$15.8K - $16.9K
|
116K
$5.73M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
418+ 4.08% |
$13.2K - $14.1K
|
10.7K
$529K
|
|