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 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
9.57KNew |
$341K - $396K
|
9.57K
$496K
|
|
|
May 06, 2022
Q1 2022
|
Freemont Management S.A.
|
BUY
|
- |
8.49KNew |
$303K - $352K
|
8.49K
$440K
|
|
|
Dec 26, 2024
Q1 2022
|
Cypress Capital, LLC
|
BUY
|
- |
1.64K+ 9.84% |
$58.5K - $68K
|
18.3K
$950K
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
1.2KNew |
$42.8K - $49.7K
|
1.2K
$62.2K
|
|
|
May 02, 2022
Q1 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
1.05K+ 20.0% |
$37.4K - $43.5K
|
6.3K
$327K
|
|
|
May 10, 2022
Q1 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
CALL |
700+ 233.33% |
$25K - $29K
|
1K
$51.9K
|
|
|
May 16, 2022
Q1 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
262New |
$9.34K - $10.9K
|
262
$13.6K
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
CALL |
200New |
$7.13K - $8.28K
|
200
$10.4K
|
|
|
Jan 10, 2025
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
100New |
$3.57K - $4.14K
|
100
$5.19K
|
|
|
Apr 04, 2022
Q1 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
2+ 0.26% |
$71.3 - $82.8
|
779
$40.4K
|
|
| Q4 2021 | |||||||
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
50.9KNew |
$1.91M - $2.07M
|
50.9K
$2.64M
|
|
|
Jan 18, 2022
Q4 2021
|
David J Yvars Group
|
BUY
|
- |
50KNew |
$1.88M - $2.03M
|
50K
$2.59M
|
|
|
Feb 14, 2022
Q4 2021
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
CALL |
20KNew |
$751K - $812K
|
20K
$1.04M
|
|
|
Jan 20, 2022
Q4 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
18.6KNew |
$698K - $755K
|
18.6K
$964K
|
|
|
Feb 02, 2022
Q4 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
CALL |
8.4KNew |
$315K - $341K
|
8.4K
$436K
|
|
|
Feb 08, 2022
Q4 2021
|
Somerville Kurt F
|
BUY
|
- |
8.29KNew |
$311K - $337K
|
8.29K
$430K
|
|
|
Feb 10, 2022
Q4 2021
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
7.61K+ 98.79% |
$286K - $309K
|
15.3K
$794K
|
|
|
Jan 21, 2022
Q4 2021
|
Goepper Burkhardt LLC
|
BUY
|
- |
5.33KNew |
$200K - $216K
|
5.33K
$276K
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
1.31KNew |
$49.2K - $53.2K
|
1.31K
$67.9K
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
400New |
$15K - $16.2K
|
400
$20.7K
|
|
|
May 13, 2022
Q4 2021
|
Mechanics Financial Corp
|
BUY
|
- |
278New |
$10.4K - $11.3K
|
278
$14.4K
|
|
|
Feb 16, 2022
Q4 2021
|
Ifs Advisors, LLC
|
BUY
|
- |
60New |
$2.25K - $2.44K
|
60
$3.11K
|
|
|
Sep 11, 2023
Q4 2021
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.48% |
$526 - $569
|
2.92K
$151K
|
|
|
Jan 14, 2022
Q4 2021
|
John W. Brooker & Co., Cp As
|
BUY
|
CALL |
5New |
$188 - $203
|
5
$259
|
|
| Q3 2021 | |||||||
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
CALL |
1M+ 200.0% |
$35.1M - $39M
|
1.5M
$77.8M
|
|
|
Oct 13, 2021
Q3 2021
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
79.2KNew |
$2.78M - $3.09M
|
79.2K
$4.11M
|
|
|
Nov 05, 2021
Q3 2021
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
23.5KNew |
$825K - $917K
|
23.5K
$1.22M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
19.2KNew |
$676K - $751K
|
19.2K
$998K
|
|
|
Nov 15, 2021
Q3 2021
|
Wealth Advisors, Inc.
|
BUY
|
CALL |
2K+ 9.39% |
$70.2K - $78K
|
23.3K
$1.21M
|
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.51K+ 1005.33% |
$52.9K - $58.8K
|
1.66K
$86K
|
|
|
Oct 28, 2021
Q3 2021
|
Secure Asset Management, LLC
|
BUY
|
PUT |
100New |
$3.51K - $3.9K
|
100
$5.19K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
301KNew |
$10.4M - $11.6M
|
301K
$15.6M
|
|
|
Aug 16, 2021
Q2 2021
|
Atom Investors LP
Austin, TX |
BUY
|
PUT |
159KNew |
$5.46M - $6.1M
|
159K
$8.22M
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
21.7KNew |
$749K - $836K
|
21.7K
$1.13M
|
|
|
Jul 26, 2021
Q2 2021
|
Easterly Investment Partners LLC
|
BUY
|
- |
14.7KNew |
$507K - $566K
|
14.7K
$762K
|
|
|
Jul 29, 2021
Q2 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
PUT |
1.3KNew |
$44.8K - $50K
|
1.3K
$67.4K
|
|
|
Feb 11, 2022
Q2 2021
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
331+ 33100.0% |
$11.4K - $12.7K
|
332
$17.2K
|
|
|
Aug 04, 2021
Q2 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
112+ 39.44% |
$3.86K - $4.31K
|
396
$20.5K
|
|
|
Jul 29, 2021
Q2 2021
|
Kovack Advisors, Inc.
|
BUY
|
CALL |
5New |
$172 - $192
|
5
$259
|
|
| Q1 2021 | |||||||
|
Apr 19, 2023
Q1 2021
|
Truxt Investmentos Ltda.
|
BUY
|
- |
2.88MNew |
$83.2M - $100M
|
2.88M
$149M
|
|
|
May 14, 2021
Q1 2021
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
CALL |
30KNew |
$869K - $1.04M
|
30K
$1.56M
|
|
|
May 24, 2021
Q1 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
PUT |
1.4KNew |
$40.5K - $48.7K
|
1.4K
$72.6K
|
|
| Q4 2020 | |||||||
|
Feb 11, 2021
Q4 2020
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
19KNew |
$449K - $561K
|
19K
$987K
|
|
|
Feb 28, 2023
Q4 2020
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
1.26K+ 1.79% |
$29.6K - $37K
|
71.2K
$3.69M
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Janus Henderson Group PLC
London, X0 |
BUY
|
CALL |
987KNew |
$22.4M - $25.2M
|
987K
$51.2M
|
|
|
Nov 13, 2020
Q3 2020
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
PUT |
4.2KNew |
$95.3K - $107K
|
4.2K
$218K
|
|
| Q2 2020 | |||||||
|
Aug 10, 2020
Q2 2020
|
Avidian Wealth Solutions, LLC
|
BUY
|
CALL |
500New |
$9.78K - $13.4K
|
500
$25.9K
|
|
|
Aug 17, 2020
Q2 2020
|
Wealthsource Partners, LLC
|
BUY
|
PUT |
200New |
$3.91K - $5.35K
|
200
$10.4K
|
|
| Q1 2020 | |||||||
|
Apr 21, 2020
Q1 2020
|
Raub Brock Capital Management LP
|
BUY
|
- |
16KNew |
$283K - $499K
|
16K
$830K
|
|
|
May 20, 2020
Q1 2020
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
PUT |
2KNew |
$35.3K - $62.3K
|
2K
$104K
|
|