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 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
303New |
$9.34K - $11.6K
|
303
$14.8K
|
|
|
Aug 12, 2022
Q2 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
300New |
$9.25K - $11.5K
|
300
$14.6K
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
265+ 4.09% |
$8.17K - $10.1K
|
6.74K
$329K
|
|
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
200+ 50.0% |
$6.17K - $7.64K
|
600
$29.3K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
100New |
$3.08K - $3.82K
|
100
$4.88K
|
|
|
Aug 08, 2022
Q2 2022
|
Tevis Investment Management
|
BUY
|
- |
87+ 4.62% |
$2.68K - $3.33K
|
1.97K
$96.1K
|
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
74New |
$2.28K - $2.83K
|
74
$3.61K
|
|
|
Jul 12, 2022
Q2 2022
|
Kwmg, LLC
|
BUY
|
- |
57+ 0.85% |
$1.76K - $2.18K
|
6.78K
$331K
|
|
|
Jul 25, 2022
Q2 2022
|
Corbenic Partners LLC
|
BUY
|
- |
55+ 19.64% |
$1.7K - $2.1K
|
335
$16.3K
|
|
|
Aug 15, 2022
Q2 2022
|
Ardsley Advisory Partners LP
Stamford, CT |
BUY
|
- |
50New |
$1.54K - $1.91K
|
50
$2.44K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
46New |
$1.42K - $1.76K
|
46
$2.24K
|
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
32+ 20.0% |
$987 - $1.22K
|
192
$9.36K
|
|
|
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
$120M
|
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
BUY
|
PUT |
900KNew |
$32.1M - $37.3M
|
900K
$43.9M
|
|
|
May 03, 2022
Q1 2022
|
Calamos Advisors LLC
|
BUY
|
PUT |
480KNew |
$17.1M - $19.9M
|
480K
$23.4M
|
|
|
May 03, 2022
Q1 2022
|
Round Table Services, LLC
|
BUY
|
- |
60.5KNew |
$2.16M - $2.51M
|
60.5K
$2.95M
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
PUT |
25KNew |
$891K - $1.04M
|
25K
$1.22M
|
|
|
May 05, 2022
Q1 2022
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
20KNew |
$713K - $828K
|
20K
$975K
|
|
|
Apr 25, 2022
Q1 2022
|
Grant
|
BUY
|
- |
11.5KNew |
$410K - $476K
|
11.5K
$561K
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
9.57KNew |
$341K - $396K
|
9.57K
$466K
|
|
|
May 06, 2022
Q1 2022
|
Freemont Management S.A.
|
BUY
|
- |
8.49KNew |
$303K - $352K
|
8.49K
$414K
|
|
|
Dec 26, 2024
Q1 2022
|
Cypress Capital, LLC
|
BUY
|
- |
1.64K+ 9.84% |
$58.5K - $68K
|
18.3K
$893K
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
1.2KNew |
$42.8K - $49.7K
|
1.2K
$58.5K
|
|
|
May 02, 2022
Q1 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
1.05K+ 20.0% |
$37.4K - $43.5K
|
6.3K
$307K
|
|
|
May 10, 2022
Q1 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
CALL |
700+ 233.33% |
$25K - $29K
|
1K
$48.8K
|
|
|
May 16, 2022
Q1 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
262New |
$9.34K - $10.9K
|
262
$12.8K
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
CALL |
200New |
$7.13K - $8.28K
|
200
$9.75K
|
|
|
Jan 10, 2025
Q1 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
100New |
$3.57K - $4.14K
|
100
$4.88K
|
|
|
Apr 04, 2022
Q1 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
2+ 0.26% |
$71.3 - $82.8
|
779
$38K
|
|
| Q4 2021 | |||||||
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
50.9KNew |
$1.91M - $2.07M
|
50.9K
$2.48M
|
|
|
Jan 18, 2022
Q4 2021
|
David J Yvars Group
|
BUY
|
- |
50KNew |
$1.88M - $2.03M
|
50K
$2.44M
|
|
|
Feb 14, 2022
Q4 2021
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
CALL |
20KNew |
$751K - $812K
|
20K
$975K
|
|
|
Jan 20, 2022
Q4 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
18.6KNew |
$698K - $755K
|
18.6K
$907K
|
|
|
Feb 02, 2022
Q4 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
CALL |
8.4KNew |
$315K - $341K
|
8.4K
$410K
|
|
|
Feb 08, 2022
Q4 2021
|
Somerville Kurt F
|
BUY
|
- |
8.29KNew |
$311K - $337K
|
8.29K
$404K
|
|
|
Feb 10, 2022
Q4 2021
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
7.61K+ 98.79% |
$286K - $309K
|
15.3K
$747K
|
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
7.22KNew |
$271K - $293K
|
7.22K
$352K
|
|
|
Jan 21, 2022
Q4 2021
|
Goepper Burkhardt LLC
|
BUY
|
- |
5.33KNew |
$200K - $216K
|
5.33K
$260K
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
1.31KNew |
$49.2K - $53.2K
|
1.31K
$63.9K
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
400New |
$15K - $16.2K
|
400
$19.5K
|
|
|
May 13, 2022
Q4 2021
|
Mechanics Financial Corp
|
BUY
|
- |
278New |
$10.4K - $11.3K
|
278
$13.6K
|
|
|
Feb 16, 2022
Q4 2021
|
Ifs Advisors, LLC
|
BUY
|
- |
60New |
$2.25K - $2.44K
|
60
$2.93K
|
|
|
Sep 11, 2023
Q4 2021
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.48% |
$526 - $569
|
2.92K
$142K
|
|
|
Jan 14, 2022
Q4 2021
|
John W. Brooker & Co., Cp As
|
BUY
|
CALL |
5New |
$188 - $203
|
5
$244
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
PUT |
1.1MNew |
$38.6M - $42.9M
|
1.1M
$53.6M
|
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
CALL |
1M+ 200.0% |
$35.1M - $39M
|
1.5M
$73.1M
|
|
|
Oct 13, 2021
Q3 2021
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
79.2KNew |
$2.78M - $3.09M
|
79.2K
$3.86M
|
|
|
Nov 05, 2021
Q3 2021
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
23.5KNew |
$825K - $917K
|
23.5K
$1.15M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
19.2KNew |
$676K - $751K
|
19.2K
$938K
|
|