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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2022
Q2 2022
|
Karp Capital Management Corp
|
BUY
|
- |
13KNew |
$400K - $496K
|
13K
$673K
|
|
|
Jul 22, 2022
Q2 2022
|
Congress Park Capital LLC
|
BUY
|
- |
12KNew |
$369K - $457K
|
12K
$620K
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
11.8K+ 23.7% |
$364K - $452K
|
61.7K
$3.2M
|
|
|
Aug 04, 2022
Q2 2022
|
Citizens & Northern Corp
|
BUY
|
- |
11.3KNew |
$349K - $433K
|
11.3K
$587K
|
|
|
Jul 11, 2022
Q2 2022
|
Center Star Asset Management, LLC
|
BUY
|
PUT |
11.1K+ 1009.09% |
$342K - $424K
|
12.2K
$633K
|
|
|
Aug 11, 2022
Q2 2022
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
9.67K+ 62.92% |
$298K - $369K
|
25K
$1.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
PUT |
9KNew |
$278K - $344K
|
9K
$467K
|
|
|
Aug 08, 2022
Q2 2022
|
Blue Fin Capital, Inc.
|
BUY
|
- |
8.92KNew |
$275K - $341K
|
8.92K
$462K
|
|
|
Jul 28, 2022
Q2 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
8.82KNew |
$272K - $337K
|
8.82K
$457K
|
|
|
Aug 08, 2022
Q2 2022
|
Marietta Wealth Management, LLC
|
BUY
|
- |
7.11KNew |
$219K - $272K
|
7.11K
$368K
|
|
|
Jul 14, 2022
Q2 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
6.97K+ 67.52% |
$215K - $267K
|
17.3K
$897K
|
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
BUY
|
CALL |
3KNew |
$92.5K - $115K
|
3K
$156K
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
2.87K+ 54.02% |
$88.4K - $110K
|
8.17K
$424K
|
|
|
Aug 03, 2022
Q2 2022
|
Tfc Financial Management
|
BUY
|
- |
2.83KNew |
$87.1K - $108K
|
2.83K
$146K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
2.47KNew |
$76.2K - $94.5K
|
2.47K
$128K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
1.88KNew |
$57.9K - $71.7K
|
1.88K
$97.3K
|
|
|
Aug 12, 2022
Q2 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
1.79K+ 0.59% |
$55.3K - $68.5K
|
305K
$15.8M
|
|
|
Aug 16, 2022
Q2 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
1.42KNew |
$43.8K - $54.3K
|
1.42K
$73.7K
|
|
|
Aug 12, 2022
Q2 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
1.27K+ 6.9% |
$39K - $48.3K
|
19.6K
$1.02M
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
PUT |
1KNew |
$30.8K - $38.2K
|
1K
$51.9K
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
CALL |
1KNew |
$30.8K - $38.2K
|
1K
$51.9K
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
800New |
$24.7K - $30.6K
|
800
$41.5K
|
|
|
Aug 15, 2022
Q2 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
790New |
$24.4K - $30.2K
|
790
$41K
|
|
|
Jul 15, 2022
Q2 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
748+ 144.4% |
$23.1K - $28.6K
|
1.27K
$65.6K
|
|
|
Aug 09, 2022
Q2 2022
|
Camden National Bank
Camden, ME |
BUY
|
- |
740+ 0.39% |
$22.8K - $28.3K
|
191K
$9.9M
|
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
623New |
$19.2K - $23.8K
|
623
$32.3K
|
|
|
Aug 08, 2022
Q2 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
505+ 7.43% |
$15.6K - $19.3K
|
7.3K
$379K
|
|
|
Aug 12, 2022
Q2 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
500+ 144.51% |
$15.4K - $19.1K
|
846
$43.9K
|
|
|
Jul 22, 2022
Q2 2022
|
Loveless Wealth Management LLC
|
BUY
|
- |
390+ 0.59% |
$12K - $14.9K
|
67K
$3.47M
|
|
|
Mar 30, 2023
Q2 2022
|
Birch Capital Management, LLC
|
BUY
|
- |
304New |
$9.38K - $11.6K
|
304
$15.8K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
303New |
$9.34K - $11.6K
|
303
$15.7K
|
|
|
Aug 12, 2022
Q2 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
300New |
$9.25K - $11.5K
|
300
$15.6K
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
265+ 4.09% |
$8.17K - $10.1K
|
6.74K
$350K
|
|
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
200+ 50.0% |
$6.17K - $7.64K
|
600
$31.1K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
100New |
$3.08K - $3.82K
|
100
$5.19K
|
|
|
Aug 08, 2022
Q2 2022
|
Tevis Investment Management
|
BUY
|
- |
87+ 4.62% |
$2.68K - $3.33K
|
1.97K
$102K
|
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
74New |
$2.28K - $2.83K
|
74
$3.84K
|
|
|
Jul 12, 2022
Q2 2022
|
Kwmg, LLC
|
BUY
|
- |
57+ 0.85% |
$1.76K - $2.18K
|
6.78K
$352K
|
|
|
Jul 25, 2022
Q2 2022
|
Corbenic Partners LLC
|
BUY
|
- |
55+ 19.64% |
$1.7K - $2.1K
|
335
$17.4K
|
|
|
Aug 15, 2022
Q2 2022
|
Ardsley Advisory Partners LP
Stamford, CT |
BUY
|
- |
50New |
$1.54K - $1.91K
|
50
$2.59K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
46New |
$1.42K - $1.76K
|
46
$2.39K
|
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
32+ 20.0% |
$987 - $1.22K
|
192
$9.96K
|
|
|
Jul 26, 2022
Q2 2022
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2022 | |||||||
|
Apr 11, 2022
Q1 2022
|
Maryland State Retirement & Pension System
|
BUY
|
- |
2.46MNew |
$87.7M - $102M
|
2.46M
$127M
|
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
BUY
|
PUT |
900KNew |
$32.1M - $37.3M
|
900K
$46.7M
|
|
|
May 03, 2022
Q1 2022
|
Calamos Advisors LLC
|
BUY
|
PUT |
480KNew |
$17.1M - $19.9M
|
480K
$24.9M
|
|
|
May 03, 2022
Q1 2022
|
Round Table Services, LLC
|
BUY
|
- |
60.5KNew |
$2.16M - $2.51M
|
60.5K
$3.14M
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
PUT |
25KNew |
$891K - $1.04M
|
25K
$1.3M
|
|
|
May 05, 2022
Q1 2022
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
20KNew |
$713K - $828K
|
20K
$1.04M
|
|
|
Apr 25, 2022
Q1 2022
|
Grant
|
BUY
|
- |
11.5KNew |
$410K - $476K
|
11.5K
$596K
|
|