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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
36.4K+ 18123.88% |
$1.72M - $1.9M
|
36.6K
$1.92M
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
35.9KNew |
$1.7M - $1.87M
|
35.9K
$1.88M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
35.6K+ 35.14% |
$1.68M - $1.86M
|
137K
$7.18M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
35.5K+ 42.49% |
$1.68M - $1.85M
|
119K
$6.24M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
34.2K+ 285.3% |
$1.62M - $1.78M
|
46.2K
$2.42M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
34K+ 7.03% |
$1.61M - $1.77M
|
518K
$27.2M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
33.9K+ 4.82% |
$1.61M - $1.77M
|
738K
$38.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
33.9K+ 1.67% |
$1.61M - $1.77M
|
2.06M
$108M
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
33.6K+ 12.61% |
$1.59M - $1.76M
|
301K
$15.8M
|
|
|
May 09, 2025
Q1 2025
|
Barings LLC
|
BUY
|
- |
33.3KNew |
$1.57M - $1.74M
|
33.3K
$1.75M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
33.2K+ 10.11% |
$1.57M - $1.74M
|
362K
$19M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
33K+ 31.91% |
$1.56M - $1.72M
|
136K
$7.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
32.8K+ 11.34% |
$1.55M - $1.71M
|
322K
$16.9M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
32.7K+ 11.73% |
$1.55M - $1.71M
|
312K
$16.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
32.6K+ 141.48% |
$1.54M - $1.7M
|
55.6K
$2.92M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
32.4K+ 36.82% |
$1.53M - $1.69M
|
120K
$6.32M
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
32.3K+ 114.42% |
$1.53M - $1.68M
|
60.5K
$3.17M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
32K+ 69.02% |
$1.51M - $1.67M
|
78.3K
$4.11M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
30.4K+ 44.42% |
$1.44M - $1.59M
|
98.8K
$5.18M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
30.2K+ 11.46% |
$1.43M - $1.58M
|
294K
$15.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
29.3KNew |
$1.39M - $1.53M
|
29.3K
$1.54M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
28.9KNew |
$1.37M - $1.51M
|
28.9K
$1.52M
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
27.9K+ 1.78% |
$1.32M - $1.46M
|
1.6M
$83.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Kennicott Capital Management LLC
|
BUY
|
- |
26.8K+ 31.3% |
$1.27M - $1.4M
|
112K
$5.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
25.8KNew |
$1.22M - $1.35M
|
25.8K
$1.35M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
25.7K+ 67.69% |
$1.22M - $1.34M
|
63.6K
$3.34M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
25.5K+ 78.48% |
$1.21M - $1.33M
|
58.1K
$3.05M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
25.3K+ 14.36% |
$1.2M - $1.32M
|
202K
$10.6M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
25.3K+ 86.75% |
$1.2M - $1.32M
|
54.4K
$2.85M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
25K+ 6.22% |
$1.19M - $1.31M
|
428K
$22.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
24.6KNew |
$1.17M - $1.29M
|
24.6K
$1.29M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
24.6K+ 165.66% |
$1.17M - $1.29M
|
39.5K
$2.07M
|
|
|
Apr 25, 2025
Q1 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
24.6K+ 24.28% |
$1.16M - $1.28M
|
126K
$6.6M
|
|
|
May 08, 2025
Q1 2025
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
24.3K+ 3.12% |
$1.15M - $1.27M
|
805K
$42.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
24.1K+ 38.42% |
$1.14M - $1.26M
|
86.8K
$4.56M
|
|
|
Apr 21, 2025
Q1 2025
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
24KNew |
$1.14M - $1.25M
|
24K
$1.26M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
24KNew |
$1.14M - $1.25M
|
24K
$1.26M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
24KNew |
$1.14M - $1.25M
|
24K
$1.26M
|
|
|
May 15, 2025
Q1 2025
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
23.6KNew |
$1.12M - $1.23M
|
23.6K
$1.24M
|
|
|
Apr 24, 2025
Q1 2025
|
Capitol Family Office, Inc.
|
BUY
|
- |
23.5KNew |
$1.11M - $1.23M
|
23.5K
$1.24M
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
23.4K+ 156.0% |
$1.11M - $1.22M
|
38.4K
$2.02M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
23.2K+ 22.61% |
$1.1M - $1.21M
|
126K
$6.59M
|
|
|
May 05, 2025
Q1 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
22.9KNew |
$1.08M - $1.19M
|
22.9K
$1.2M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
21.6KNew |
$1.02M - $1.13M
|
21.6K
$1.13M
|
|
|
Apr 11, 2025
Q1 2025
|
Curat Global, LLC
Springfield, NH |
BUY
|
- |
20.9KNew |
$989K - $1.09M
|
20.9K
$1.1M
|
|
|
May 12, 2025
Q1 2025
|
Iyo Bank, Ltd.
|
BUY
|
- |
20.4KNew |
$965K - $1.06M
|
20.4K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
West Chester Capital Advisors, Inc
|
BUY
|
- |
20.3K+ 119.43% |
$961K - $1.06M
|
37.3K
$1.96M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
20K+ 4.31% |
$948K - $1.05M
|
485K
$25.5M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
19.8K+ 87.34% |
$935K - $1.03M
|
42.4K
$2.22M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
19.3K+ 6.83% |
$914K - $1.01M
|
302K
$15.9M
|