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 09, 2024
Q3 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
17.1KNew |
$700K - $784K
|
17.1K
$829K
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
PUT |
17KNew |
$694K - $778K
|
17K
$822K
|
|
|
Oct 18, 2024
Q3 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
17KNew |
$694K - $778K
|
17K
$822K
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
16.8K+ 5.36% |
$686K - $768K
|
330K
$16M
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
16.3K+ 400.42% |
$664K - $744K
|
20.3K
$983K
|
|
|
Nov 01, 2024
Q3 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
16.2K+ 25.59% |
$662K - $741K
|
79.5K
$3.84M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
16.2K+ 61.78% |
$661K - $741K
|
42.4K
$2.05M
|
|
|
Oct 24, 2024
Q3 2024
|
Leuthold Group, LLC
|
BUY
|
- |
16.1K+ 6.23% |
$659K - $738K
|
275K
$13.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
15.8K+ 2.24% |
$644K - $721K
|
719K
$34.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
15.7K+ 12.22% |
$639K - $716K
|
144K
$6.95M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
15.5K+ 91.43% |
$635K - $711K
|
32.5K
$1.57M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
15.4K+ 173.05% |
$627K - $702K
|
24.2K
$1.17M
|
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
15.3K+ 55.44% |
$627K - $702K
|
43K
$2.08M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
15.2K+ 7.92% |
$622K - $697K
|
208K
$10M
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
15.1K+ 638.54% |
$616K - $690K
|
17.5K
$844K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Capital Management LLC
|
BUY
|
- |
15K+ 62.26% |
$613K - $687K
|
39.1K
$1.89M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
15K+ 109.69% |
$613K - $686K
|
28.7K
$1.39M
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
14.9K+ 3.36% |
$610K - $683K
|
459K
$22.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
14.8KNew |
$606K - $679K
|
14.8K
$717K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
14.8K+ 6.27% |
$606K - $679K
|
252K
$12.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Axecap Investments, LLC
Mason, OH |
BUY
|
- |
14.8KNew |
$605K - $678K
|
14.8K
$717K
|
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
14.8KNew |
$603K - $676K
|
14.8K
$714K
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
14.8KNew |
$603K - $675K
|
14.8K
$714K
|
|
|
Oct 18, 2024
Q3 2024
|
Slow Capital, Inc.
|
BUY
|
- |
14.5KNew |
$594K - $665K
|
14.5K
$703K
|
|
|
Nov 14, 2024
Q3 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
14.3K+ 17.06% |
$584K - $654K
|
98K
$4.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
14.2K+ 40.24% |
$580K - $650K
|
49.5K
$2.39M
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
14.2K+ 11.17% |
$579K - $649K
|
141K
$6.82M
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
BUY
|
- |
14.1K+ 11.24% |
$577K - $646K
|
140K
$6.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
14K+ 15.09% |
$571K - $640K
|
107K
$5.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
13.9K+ 15.85% |
$566K - $634K
|
101K
$4.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
13.6KNew |
$556K - $622K
|
13.6K
$657K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
13.5K+ 38.09% |
$553K - $619K
|
49.1K
$2.37M
|
|
|
Oct 17, 2024
Q3 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
13.1K+ 13.01% |
$535K - $599K
|
114K
$5.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
12.9K+ 2.2% |
$527K - $590K
|
598K
$28.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12.8K+ 3.36% |
$523K - $586K
|
393K
$19M
|
|
|
Oct 24, 2024
Q3 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
12.8KNew |
$521K - $584K
|
12.8K
$617K
|
|
|
Oct 25, 2024
Q3 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
12.3K+ 6.29% |
$502K - $562K
|
208K
$10M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11.6K+ 0.42% |
$474K - $531K
|
2.79M
$135M
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
11.5KNew |
$469K - $525K
|
11.5K
$554K
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
11.5KNew |
$468K - $524K
|
11.5K
$554K
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
11.1K+ 6.09% |
$454K - $508K
|
193K
$9.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
11K+ 12.88% |
$449K - $503K
|
96.4K
$4.66M
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
10.8K+ 6.58% |
$442K - $495K
|
175K
$8.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
CALL |
10.8K+ 10800.0% |
$441K - $494K
|
10.9K
$527K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10.6K+ 11.89% |
$431K - $483K
|
99.3K
$4.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
10.4K+ 151.07% |
$427K - $478K
|
17.4K
$839K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
10.3K+ 53.87% |
$420K - $471K
|
29.4K
$1.42M
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
10.1KNew |
$414K - $464K
|
10.1K
$490K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
10.1K+ 5.81% |
$414K - $464K
|
185K
$8.92M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
10.1KNew |
$411K - $460K
|
10.1K
$486K
|