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 |
---|---|---|---|---|---|---|---|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
1New |
$30.3 - $36.3
|
1
$51.9
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
1New |
$30.3 - $36.3
|
1
$51.9
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
PUT |
1.31MNew |
$39.9M - $47.1M
|
1.31M
$68.2M
|
|
Nov 14, 2022
Q3 2022
|
Pinnbrook Capital Management LP
|
BUY
|
- |
1.08MNew |
$32.6M - $38.5M
|
1.08M
$55.7M
|
|
Oct 17, 2023
Q3 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
PUT |
1MNew |
$30.4M - $35.8M
|
1M
$51.9M
|
|
Nov 14, 2022
Q3 2022
|
Linden Advisors LP
New York, NY |
BUY
|
PUT |
100KNew |
$3.04M - $3.58M
|
100K
$5.19M
|
|
Oct 13, 2022
Q3 2022
|
Hellman Jordan Management CO Inc
Quincy, MA |
BUY
|
- |
92.3KNew |
$2.8M - $3.31M
|
92.3K
$4.79M
|
|
Nov 14, 2022
Q3 2022
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
PUT |
75K+ 100.0% |
$2.28M - $2.69M
|
150K
$7.78M
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
PUT |
57KNew |
$1.73M - $2.04M
|
57K
$2.96M
|
|
Nov 14, 2022
Q3 2022
|
Holocene Advisors, LP
New York, NY |
BUY
|
- |
40KNew |
$1.21M - $1.43M
|
40K
$2.07M
|
|
Nov 07, 2022
Q3 2022
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
24.5KNew |
$744K - $878K
|
24.5K
$1.27M
|
|
Nov 08, 2022
Q3 2022
|
Newfoundland Capital Management
Sao Paulo, D5 |
BUY
|
PUT |
22K+ 4.89% |
$668K - $788K
|
472K
$24.5M
|
|
Oct 31, 2022
Q3 2022
|
Hardy Reed LLC
|
BUY
|
- |
16.1KNew |
$488K - $575K
|
16.1K
$833K
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
15.5K+ 93.02% |
$472K - $557K
|
32.2K
$1.67M
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
15.2KNew |
$462K - $545K
|
15.2K
$790K
|
|
Nov 08, 2022
Q3 2022
|
Newfoundland Capital Management
Sao Paulo, D5 |
BUY
|
- |
15KNew |
$455K - $537K
|
15K
$778K
|
|
Nov 14, 2022
Q3 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
11.9KNew |
$362K - $427K
|
11.9K
$618K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
7.85KNew |
$238K - $281K
|
7.85K
$407K
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
BUY
|
- |
6.99KNew |
$212K - $250K
|
6.99K
$362K
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
4.76K+ 1.73% |
$145K - $170K
|
280K
$14.5M
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
2.88K+ 4.6% |
$87.3K - $103K
|
65.4K
$3.39M
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
1.36KNew |
$41.1K - $48.5K
|
1.36K
$70.3K
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
1.23KNew |
$37.4K - $44.1K
|
1.23K
$63.8K
|
|
Oct 26, 2022
Q3 2022
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
1.15K+ 13.49% |
$34.9K - $41.1K
|
9.66K
$501K
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1.13K+ 36.36% |
$34.3K - $40.5K
|
4.24K
$220K
|
|
Nov 14, 2022
Q3 2022
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
850+ 7.93% |
$25.8K - $30.4K
|
11.6K
$600K
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
742+ 4.05% |
$22.5K - $26.6K
|
19.1K
$989K
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
720+ 3.82% |
$21.9K - $25.8K
|
19.5K
$1.01M
|
|
Nov 14, 2022
Q3 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
400New |
$12.1K - $14.3K
|
400
$20.7K
|
|
Nov 08, 2022
Q3 2022
|
Sp Asset Management
|
BUY
|
- |
168+ 0.53% |
$5.1K - $6.02K
|
31.9K
$1.66M
|
|
Oct 13, 2022
Q3 2022
|
Life Planning Partners, Inc
|
BUY
|
- |
125New |
$3.8K - $4.48K
|
125
$6.48K
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
124New |
$3.76K - $4.44K
|
124
$6.43K
|
|
Nov 07, 2022
Q3 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
114+ 1.34% |
$3.46K - $4.08K
|
8.65K
$448K
|
|
Nov 09, 2022
Q3 2022
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
79New |
$2.4K - $2.83K
|
79
$4.1K
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
76New |
$2.31K - $2.72K
|
76
$3.94K
|
|
Nov 07, 2022
Q3 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
25New |
$759 - $895
|
25
$1.3K
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
14+ 0.0% |
$425 - $501
|
2.5M
$129M
|
|
Nov 08, 2022
Q3 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
6+ 0.53% |
$182 - $215
|
1.14K
$59K
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
3+ 0.54% |
$91.1 - $107
|
557
$28.9K
|
|
Q2 2022 | |||||||
Jul 27, 2022
Q2 2022
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
368KNew |
$11.3M - $14M
|
368K
$19.1M
|
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
PUT |
367KNew |
$11.3M - $14M
|
367K
$19M
|
|
Aug 01, 2022
Q2 2022
|
Calamos Advisors LLC
|
BUY
|
- |
306KNew |
$9.44M - $11.7M
|
306K
$15.9M
|
|
Aug 15, 2022
Q2 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
145KNew |
$4.46M - $5.53M
|
145K
$7.5M
|
|
Aug 31, 2022
Q2 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
122KNew |
$3.77M - $4.68M
|
122K
$6.34M
|
|
Aug 11, 2022
Q2 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
75.2K+ 150444.0% |
$2.32M - $2.87M
|
75.3K
$3.9M
|
|
Jul 29, 2022
Q2 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
70.2K+ 8837.03% |
$2.16M - $2.68M
|
71K
$3.68M
|
|
Aug 15, 2022
Q2 2022
|
Pinz Capital Management, LP
New York, NY |
BUY
|
- |
59.3KNew |
$1.83M - $2.27M
|
59.3K
$3.07M
|
|
Aug 15, 2022
Q2 2022
|
Ardsley Advisory Partners LP
Stamford, CT |
BUY
|
CALL |
50KNew |
$1.54M - $1.91M
|
50K
$2.59M
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
31.7KNew |
$976K - $1.21M
|
31.7K
$1.64M
|
|
Aug 05, 2022
Q2 2022
|
Ovata Capital Management LTD
|
BUY
|
- |
25KNew |
$771K - $956K
|
25K
$1.3M
|