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 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
99.8K+ 6.79% |
$4.48M - $5.12M
|
1.57M
$77.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
98.4K+ 12.31% |
$4.42M - $5.05M
|
898K
$44.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
96.7K+ 29.85% |
$4.34M - $4.97M
|
421K
$20.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
92.9K+ 340.6% |
$4.17M - $4.77M
|
120K
$5.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
91.4K+ 119.41% |
$4.1M - $4.69M
|
168K
$8.33M
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
90.5KNew |
$4.06M - $4.65M
|
90.5K
$4.48M
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
89.8K+ 703.26% |
$4.03M - $4.61M
|
103K
$5.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
88.7KNew |
$3.98M - $4.55M
|
88.7K
$4.39M
|
|
|
Feb 18, 2025
Q4 2024
|
Ctc LLC
|
BUY
|
- |
87K+ 83.34% |
$3.91M - $4.47M
|
191K
$9.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
85KNew |
$3.82M - $4.36M
|
85K
$4.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
84.3K+ 222.39% |
$3.78M - $4.33M
|
122K
$6.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
83.4K+ 62.2% |
$3.74M - $4.28M
|
217K
$10.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
82.1KNew |
$3.68M - $4.21M
|
82.1K
$4.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
80.6K+ 597.34% |
$3.62M - $4.14M
|
94.1K
$4.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
79.5K+ 106.48% |
$3.57M - $4.08M
|
154K
$7.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
77.9K+ 51.83% |
$3.5M - $4M
|
228K
$11.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
77.7K+ 58.65% |
$3.49M - $3.99M
|
210K
$10.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
75K+ 369.24% |
$3.37M - $3.85M
|
95.3K
$4.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
75KNew |
$3.36M - $3.85M
|
75K
$3.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
74.9KNew |
$3.36M - $3.85M
|
74.9K
$3.71M
|
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
74.3KNew |
$3.33M - $3.81M
|
74.3K
$3.68M
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
74.2K+ 1124.92% |
$3.33M - $3.81M
|
80.8K
$4M
|
|
|
Feb 19, 2025
Q4 2024
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
73.6KNew |
$3.3M - $3.78M
|
73.6K
$3.65M
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
72.5KNew |
$3.25M - $3.72M
|
72.5K
$3.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
72.5K+ 17.62% |
$3.25M - $3.72M
|
484K
$24M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
72.4KNew |
$3.25M - $3.72M
|
72.4K
$3.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
72.3K+ 43.4% |
$3.25M - $3.71M
|
239K
$11.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
72KNew |
$3.23M - $3.7M
|
72K
$3.57M
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
71.5K+ 34.1% |
$3.21M - $3.67M
|
281K
$13.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
70.6K+ 156.32% |
$3.17M - $3.63M
|
116K
$5.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
66.8K+ 23.09% |
$3M - $3.43M
|
356K
$17.6M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
66.7K+ 867.17% |
$2.99M - $3.42M
|
74.4K
$3.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Greenland Capital Management LP
New York, NY |
BUY
|
CALL |
65KNew |
$2.92M - $3.34M
|
65K
$3.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
64.1K+ 11.95% |
$2.88M - $3.29M
|
600K
$29.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
63.8KNew |
$2.86M - $3.27M
|
63.8K
$3.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Capital Wealth Planning, LLC
|
BUY
|
- |
62.9KNew |
$2.82M - $3.23M
|
62.9K
$3.12M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
62.6K+ 16.03% |
$2.81M - $3.21M
|
453K
$22.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
62.2K+ 604.14% |
$2.79M - $3.2M
|
72.5K
$3.6M
|
|
|
Mar 06, 2025
Q4 2024
|
Tfr Capital, Llc.
Plano, TX |
BUY
|
- |
61.9KNew |
$2.78M - $3.18M
|
61.9K
$3.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
60.8K+ 25.16% |
$2.73M - $3.12M
|
302K
$15M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
59.2K+ 11.18% |
$2.66M - $3.04M
|
589K
$29.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
57.2KNew |
$2.57M - $2.94M
|
57.2K
$2.84M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
56.8K+ 389.23% |
$2.55M - $2.92M
|
71.4K
$3.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
56.6K+ 113.01% |
$2.54M - $2.91M
|
107K
$5.29M
|
|
|
Jan 06, 2025
Q4 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
56.5KNew |
$2.54M - $2.9M
|
56.5K
$2.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
55.9KNew |
$2.51M - $2.87M
|
55.9K
$2.77M
|
|
|
Feb 05, 2025
Q4 2024
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
55.3KNew |
$2.48M - $2.84M
|
55.3K
$2.74M
|
|
|
Jan 22, 2025
Q4 2024
|
Mariner Investment Group LLC
Harrison, NY |
BUY
|
PUT |
55KNew |
$2.47M - $2.82M
|
55K
$2.73M
|
|
|
Feb 10, 2025
Q4 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
54.4KNew |
$2.44M - $2.79M
|
54.4K
$2.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
53.5K+ 22.71% |
$2.4M - $2.75M
|
289K
$14.3M
|