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 |
---|---|---|---|---|---|---|---|
Jan 14, 2022
Q4 2021
|
John W. Brooker & Co., Cp As
|
BUY
|
CALL |
5New |
$188 - $203
|
5
$242
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
PUT |
1.1MNew |
$38.6M - $42.9M
|
1.1M
$53.2M
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
CALL |
1M+ 200.0% |
$35.1M - $39M
|
1.5M
$72.5M
|
|
Oct 13, 2021
Q3 2021
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
79.2KNew |
$2.78M - $3.09M
|
79.2K
$3.83M
|
|
Nov 05, 2021
Q3 2021
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
23.5KNew |
$825K - $917K
|
23.5K
$1.14M
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
19.2KNew |
$676K - $751K
|
19.2K
$930K
|
|
Oct 19, 2021
Q3 2021
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
11.6KNew |
$407K - $452K
|
11.6K
$560K
|
|
Nov 15, 2021
Q3 2021
|
Wealth Advisors, Inc.
|
BUY
|
CALL |
2K+ 9.39% |
$70.2K - $78K
|
23.3K
$1.13M
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.51K+ 1005.33% |
$52.9K - $58.8K
|
1.66K
$80.1K
|
|
Oct 28, 2021
Q3 2021
|
Secure Asset Management, LLC
|
BUY
|
PUT |
100New |
$3.51K - $3.9K
|
100
$4.83K
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
301KNew |
$10.4M - $11.6M
|
301K
$14.6M
|
|
Aug 16, 2021
Q2 2021
|
Atom Investors LP
Austin, TX |
BUY
|
PUT |
159KNew |
$5.46M - $6.1M
|
159K
$7.66M
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
21.7KNew |
$749K - $836K
|
21.7K
$1.05M
|
|
Jul 26, 2021
Q2 2021
|
Easterly Investment Partners LLC
|
BUY
|
- |
14.7KNew |
$507K - $566K
|
14.7K
$710K
|
|
Jul 29, 2021
Q2 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
PUT |
1.3KNew |
$44.8K - $50K
|
1.3K
$62.8K
|
|
Feb 11, 2022
Q2 2021
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
331+ 33100.0% |
$11.4K - $12.7K
|
332
$16K
|
|
Aug 04, 2021
Q2 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
112+ 39.44% |
$3.86K - $4.31K
|
396
$19.1K
|
|
Jul 29, 2021
Q2 2021
|
Kovack Advisors, Inc.
|
BUY
|
CALL |
5New |
$172 - $192
|
5
$242
|
|
Q1 2021 | |||||||
Apr 19, 2023
Q1 2021
|
Truxt Investmentos Ltda.
|
BUY
|
- |
2.88MNew |
$83.2M - $100M
|
2.88M
$139M
|
|
May 17, 2021
Q1 2021
|
Chescapmanager LLC
Baltimore, MD |
BUY
|
CALL |
60.5K+ 24.2% |
$1.75M - $2.1M
|
311K
$15M
|
|
May 14, 2021
Q1 2021
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
CALL |
30KNew |
$869K - $1.04M
|
30K
$1.45M
|
|
May 24, 2021
Q1 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
PUT |
1.4KNew |
$40.5K - $48.7K
|
1.4K
$67.7K
|
|
Q4 2020 | |||||||
Jan 15, 2021
Q4 2020
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
74.7KNew |
$1.76M - $2.2M
|
74.7K
$3.61M
|
|
Feb 11, 2021
Q4 2020
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
19KNew |
$449K - $561K
|
19K
$920K
|
|
Feb 28, 2023
Q4 2020
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
1.26K+ 1.79% |
$29.6K - $37K
|
71.2K
$3.44M
|
|
Q3 2020 | |||||||
Nov 16, 2020
Q3 2020
|
Janus Henderson Group PLC
London, X0 |
BUY
|
CALL |
987KNew |
$22.4M - $25.2M
|
987K
$47.7M
|
|
May 14, 2021
Q3 2020
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
94.6KNew |
$2.15M - $2.41M
|
94.6K
$4.57M
|
|
Nov 13, 2020
Q3 2020
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
PUT |
4.2KNew |
$95.3K - $107K
|
4.2K
$203K
|
|
Q2 2020 | |||||||
Aug 10, 2020
Q2 2020
|
Avidian Wealth Solutions, LLC
|
BUY
|
CALL |
500New |
$9.78K - $13.4K
|
500
$24.2K
|
|
Aug 17, 2020
Q2 2020
|
Wealthsource Partners, LLC
|
BUY
|
PUT |
200New |
$3.91K - $5.35K
|
200
$9.67K
|
|
Q1 2020 | |||||||
Apr 21, 2020
Q1 2020
|
Raub Brock Capital Management LP
|
BUY
|
- |
16KNew |
$283K - $499K
|
16K
$773K
|
|
May 20, 2020
Q1 2020
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
PUT |
2KNew |
$35.3K - $62.3K
|
2K
$96.7K
|
|
May 07, 2020
Q1 2020
|
Ae Wealth Management LLC
|
BUY
|
CALL |
400New |
$7.06K - $12.5K
|
400
$19.3K
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
99.1KNew |
$2.65M - $3.07M
|
99.1K
$4.79M
|
|
Jan 30, 2020
Q4 2019
|
Carmichael Hill & Associates, Inc.
|
BUY
|
CALL |
10KNew |
$268K - $309K
|
10K
$483K
|
|
Feb 14, 2020
Q4 2019
|
Beaconlight Capital, LLC
New York, NY |
BUY
|
CALL |
3.3K+ 0.99% |
$88.4K - $102K
|
338K
$16.3M
|
|
Feb 07, 2020
Q4 2019
|
Ti Trust, Inc
|
BUY
|
- |
1.48KNew |
$39.5K - $45.6K
|
1.48K
$71.3K
|
|
Feb 13, 2020
Q4 2019
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1KNew |
$26.8K - $30.9K
|
1K
$48.3K
|
|
Feb 10, 2020
Q4 2019
|
Western Wealth Management, LLC
|
BUY
|
PUT |
300+ 13.64% |
$8.03K - $9.28K
|
2.5K
$121K
|
|
Feb 04, 2020
Q4 2019
|
Us Bancorp \De\
|
BUY
|
PUT |
28New |
$750 - $866
|
28
$1.35K
|
|
Feb 12, 2020
Q4 2019
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1+ 0.53% |
$26.8 - $30.9
|
189
$9.13K
|
|
Q3 2019 | |||||||
Oct 21, 2019
Q3 2019
|
Edge Wealth Management LLC
|
BUY
|
CALL |
500New |
$13.9K - $14.3K
|
500
$24.2K
|
|
Q2 2019 | |||||||
Sep 16, 2019
Q2 2019
|
Rothschild & CO Wealth Management Uk LTD
|
BUY
|
- |
2.19KNew |
N/A
|
2.19K
$106K
|
|
Q1 2019 | |||||||
May 15, 2019
Q1 2019
|
Graticule Asia Macro Advisors LLC
New York, NY |
BUY
|
PUT |
200KNew |
N/A
|
200K
$9.67M
|
|
Oct 25, 2023
Q1 2019
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
9KNew |
N/A
|
9K
$435K
|
|
Q4 2018 | |||||||
Jun 14, 2024
Q4 2018
|
Pgim Wadhwani LLP
London, X0 |
BUY
|
- |
386K+ 41048.94% |
N/A
|
387K
$18.7M
|
|
Feb 13, 2019
Q4 2018
|
Gyroscope Capital Management Group, LLC
|
BUY
|
CALL |
260KNew |
N/A
|
260K
$12.6M
|
|
Feb 14, 2019
Q4 2018
|
Dsc Advisors, L.P.
Chicago, IL |
BUY
|
- |
25KNew |
N/A
|
25K
$1.21M
|
|
Jan 17, 2019
Q4 2018
|
Arcadia Investment Management Corp
|
BUY
|
- |
1.88KNew |
N/A
|
1.88K
$90.6K
|
|
Q2 2018 | |||||||
Aug 10, 2018
Q2 2018
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
CALL |
1MNew |
N/A
|
1M
$48.3M
|