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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
20.8K+ 3.39% |
$914K - $1.09M
|
635K
$32.9M
|
|
|
Aug 13, 2025
Q2 2025
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
20.6K+ 1.99% |
$905K - $1.08M
|
1.06M
$54.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
20.5K+ 109.83% |
$900K - $1.07M
|
39.2K
$2.03M
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
20.1K+ 72.77% |
$881K - $1.05M
|
47.6K
$2.47M
|
|
|
Jul 09, 2025
Q2 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
20KNew |
$877K - $1.05M
|
20K
$1.04M
|
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
19.5K+ 37.18% |
$858K - $1.02M
|
72.1K
$3.74M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
19.5K+ 2.06% |
$855K - $1.02M
|
964K
$50M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
19.4KNew |
$851K - $1.01M
|
19.4K
$1M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
19.3K+ 387.45% |
$846K - $1.01M
|
24.2K
$1.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Azora Capital LP
Miami, FL |
BUY
|
- |
19.2KNew |
$844K - $1.01M
|
19.2K
$996K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
19.2K+ 48.88% |
$842K - $1M
|
58.4K
$3.03M
|
|
|
Jul 31, 2025
Q2 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
18.6K+ 13.54% |
$817K - $975K
|
156K
$8.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
18.1K+ 3.73% |
$795K - $947K
|
503K
$26.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
17.7K+ 89.53% |
$779K - $929K
|
37.5K
$1.95M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
17.6K+ 3.91% |
$773K - $922K
|
467K
$24.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
17K+ 31.81% |
$745K - $888K
|
70.3K
$3.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
16.2K+ 0.57% |
$713K - $850K
|
2.88M
$149M
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
16.1K+ 1.83% |
$708K - $845K
|
896K
$46.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
15.5K+ 222.81% |
$681K - $812K
|
22.5K
$1.16M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
15.5K+ 21.38% |
$679K - $810K
|
87.8K
$4.55M
|
|
|
Jul 30, 2025
Q2 2025
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
15.1KNew |
$665K - $792K
|
15.1K
$785K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
15K+ 7.88% |
$660K - $786K
|
206K
$10.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
CALL |
15KNew |
$659K - $786K
|
15K
$778K
|
|
|
Aug 15, 2025
Q2 2025
|
Wellington Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
14.8KNew |
$650K - $775K
|
14.8K
$767K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
14.1K+ 32.24% |
$620K - $740K
|
57.9K
$3M
|
|
|
Jul 18, 2025
Q2 2025
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
14.1K+ 128.57% |
$618K - $737K
|
25K
$1.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
13.7K+ 31.85% |
$603K - $719K
|
56.9K
$2.95M
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
13.7KNew |
$601K - $716K
|
13.7K
$709K
|
|
|
Aug 05, 2025
Q2 2025
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
13.5K+ 28.22% |
$593K - $707K
|
61.3K
$3.18M
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
13.5K+ 62.32% |
$591K - $705K
|
35K
$1.82M
|
|
|
Aug 14, 2025
Q2 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
13.3K+ 65.43% |
$585K - $698K
|
33.7K
$1.75M
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
12.9KNew |
$568K - $677K
|
12.9K
$670K
|
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
12.9K+ 3.46% |
$566K - $675K
|
385K
$20M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
12.9K+ 16.59% |
$565K - $674K
|
90.4K
$4.69M
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
12.6K+ 2321.14% |
$555K - $661K
|
13.2K
$683K
|
|
|
Jul 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
12.4KNew |
$545K - $650K
|
12.4K
$643K
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
BUY
|
- |
12.2K+ 143.48% |
$536K - $639K
|
20.7K
$1.07M
|
|
|
Aug 05, 2025
Q2 2025
|
Elm Partners Management LLC
|
BUY
|
- |
11.5K+ 86.94% |
$507K - $605K
|
24.8K
$1.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
11.5KNew |
$505K - $602K
|
11.5K
$596K
|
|
|
Jul 18, 2025
Q2 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
11.5K+ 39.18% |
$504K - $601K
|
40.8K
$2.12M
|
|
|
Jul 16, 2025
Q2 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
11.4K+ 12.05% |
$499K - $595K
|
106K
$5.47M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
11.3K+ 2.87% |
$498K - $594K
|
407K
$21.1M
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
BUY
|
- |
11.1K+ 162.78% |
$488K - $582K
|
17.9K
$930K
|
|
|
Jul 30, 2025
Q2 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
10.9K+ 118.69% |
$477K - $568K
|
20K
$1.04M
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
10.7K+ 18.21% |
$468K - $558K
|
69.2K
$3.59M
|
|
|
Aug 05, 2025
Q2 2025
|
Chase Investment Counsel Corp
|
BUY
|
- |
10.4KNew |
$458K - $546K
|
10.4K
$541K
|
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
10.3K+ 6.02% |
$452K - $539K
|
181K
$9.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
10.1KNew |
$445K - $531K
|
10.1K
$526K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
10K+ 107.47% |
$441K - $526K
|
19.4K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
10KNew |
$441K - $526K
|
10K
$521K
|