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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2025
Q3 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1.07K+ 20.99% |
$54.7K - $57.8K
|
6.14K
$318K
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
1.05K+ 69.63% |
$53.8K - $56.9K
|
2.55K
$132K
|
|
|
Oct 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1.04K+ 1.32% |
$53.5K - $56.5K
|
79.7K
$4.13M
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.01K+ 7.83% |
$51.8K - $54.7K
|
13.9K
$719K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
999+ 9.23% |
$51.3K - $54.2K
|
11.8K
$612K
|
|
|
Oct 20, 2025
Q3 2025
|
E&G Advisors, LP
|
BUY
|
- |
995+ 2.52% |
$51.1K - $54K
|
40.4K
$2.09M
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
992+ 0.21% |
$51K - $53.8K
|
475K
$24.6M
|
|
|
Oct 06, 2025
Q3 2025
|
Boltwood Capital Management
|
BUY
|
- |
981+ 2.31% |
$50.4K - $53.2K
|
43.5K
$2.25M
|
|
|
Oct 23, 2025
Q3 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
966+ 0.93% |
$49.6K - $52.4K
|
105K
$5.44M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
BUY
|
- |
957+ 3.63% |
$49.2K - $51.9K
|
27.4K
$1.42M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
936+ 18.15% |
$48.1K - $50.8K
|
6.09K
$315K
|
|
|
Oct 10, 2025
Q3 2025
|
Thomasville National Bank
|
BUY
|
- |
912+ 5.51% |
$46.8K - $49.5K
|
17.5K
$904K
|
|
|
Oct 24, 2025
Q3 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
910+ 13.68% |
$46.7K - $49.4K
|
7.56K
$391K
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
879+ 22.26% |
$45.2K - $47.7K
|
4.83K
$250K
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
866+ 9.72% |
$44.5K - $47K
|
9.78K
$506K
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
849+ 6.69% |
$43.6K - $46.1K
|
13.5K
$701K
|
|
|
Oct 06, 2025
Q3 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
839+ 2.24% |
$43.1K - $45.5K
|
38.3K
$1.98M
|
|
|
Oct 23, 2025
Q3 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
834+ 6.99% |
$42.8K - $45.2K
|
12.8K
$660K
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
826+ 8.57% |
$42.4K - $44.8K
|
10.5K
$541K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
817+ 1.47% |
$42K - $44.3K
|
56.3K
$2.91M
|
|
|
Oct 16, 2025
Q3 2025
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
BUY
|
- |
802New |
$41.2K - $43.5K
|
802
$41.5K
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
800New |
$41.1K - $43.4K
|
800
$41.4K
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
794+ 1.42% |
$40.8K - $43.1K
|
56.6K
$2.93M
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
781+ 6.24% |
$40.1K - $42.4K
|
13.3K
$688K
|
|
|
Oct 20, 2025
Q3 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
780+ 5.33% |
$40.1K - $42.3K
|
15.4K
$798K
|
|
|
Oct 31, 2025
Q3 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
776+ 5.5% |
$39.9K - $42.1K
|
14.9K
$771K
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
761+ 801.05% |
$39.1K - $41.3K
|
856
$44.3K
|
|
|
Oct 22, 2025
Q3 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
724+ 11.14% |
$37.2K - $39.3K
|
7.23K
$374K
|
|
|
Oct 16, 2025
Q3 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
718+ 2.94% |
$36.9K - $39K
|
25.2K
$1.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
715+ 3.25% |
$36.7K - $38.8K
|
22.7K
$1.18M
|
|
|
Oct 22, 2025
Q3 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
699+ 0.56% |
$35.9K - $37.9K
|
126K
$6.54M
|
|
|
Oct 16, 2025
Q3 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
696+ 8.51% |
$35.8K - $37.8K
|
8.88K
$459K
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
BUY
|
- |
685+ 2.05% |
$35.2K - $37.2K
|
34.1K
$1.77M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
666+ 15.67% |
$34.2K - $36.1K
|
4.92K
$254K
|
|
|
Oct 28, 2025
Q3 2025
|
Reliant Investment Partners, LLC
Pinehurst, NC |
BUY
|
- |
642+ 13.89% |
$33K - $34.8K
|
5.26K
$272K
|
|
|
Oct 07, 2025
Q3 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
627+ 3.23% |
$32.2K - $34K
|
20.1K
$1.04M
|
|
|
Oct 20, 2025
Q3 2025
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
625+ 1.08% |
$32.1K - $33.9K
|
58.7K
$3.04M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
618+ 1.76% |
$31.7K - $33.5K
|
35.7K
$1.85M
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
610+ 4.86% |
$31.3K - $33.1K
|
13.2K
$681K
|
|
|
Oct 29, 2025
Q3 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
591+ 0.51% |
$30.4K - $32.1K
|
117K
$6.04M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
591+ 1.37% |
$30.4K - $32.1K
|
43.7K
$2.26M
|
|
|
Oct 09, 2025
Q3 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
579+ 1.6% |
$29.7K - $31.4K
|
36.9K
$1.91M
|
|
|
Oct 22, 2025
Q3 2025
|
Spreng Capital Management, Inc.
|
BUY
|
- |
576+ 2.62% |
$29.6K - $31.2K
|
22.5K
$1.17M
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
542+ 2.61% |
$27.8K - $29.4K
|
21.3K
$1.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
526+ 9.29% |
$27K - $28.5K
|
6.19K
$320K
|
|
|
Oct 08, 2025
Q3 2025
|
Wedmont Private Capital
|
BUY
|
- |
526+ 1.78% |
$27K - $28.5K
|
30.1K
$1.56M
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
525+ 5.52% |
$27K - $28.5K
|
10K
$519K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
523+ 1.03% |
$26.9K - $28.4K
|
51.2K
$2.65M
|
|
|
Oct 23, 2025
Q3 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
522+ 33.46% |
$26.8K - $28.3K
|
2.08K
$108K
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
518+ 3.75% |
$26.6K - $28.1K
|
14.3K
$741K
|