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 13, 2025
Q2 2025
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
6.78K+ 12.28% |
$298K - $355K
|
62K
$3.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.76K+ 10.86% |
$297K - $354K
|
69K
$3.58M
|
|
|
Jul 29, 2025
Q2 2025
|
Cmg Global Holdings, LLC
|
BUY
|
- |
6.62K+ 18.09% |
$291K - $347K
|
43.2K
$2.24M
|
|
|
Aug 06, 2025
Q2 2025
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
6.58K+ 5.23% |
$289K - $345K
|
132K
$6.87M
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
6.51K+ 14.42% |
$286K - $341K
|
51.7K
$2.68M
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
6.48K+ 73.68% |
$285K - $340K
|
15.3K
$792K
|
|
|
Aug 14, 2025
Q2 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
6.46K+ 72.53% |
$284K - $338K
|
15.4K
$796K
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
6.35KNew |
$279K - $332K
|
6.35K
$329K
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
6.32K+ 27.69% |
$278K - $331K
|
29.2K
$1.51M
|
|
|
Aug 13, 2025
Q2 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
6.3K+ 11.35% |
$277K - $330K
|
61.8K
$3.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
BUY
|
- |
6.28K+ 70.57% |
$276K - $329K
|
15.2K
$787K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
6.21K+ 17.29% |
$273K - $325K
|
42.1K
$2.18M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
6.18K+ 7.58% |
$271K - $323K
|
87.6K
$4.54M
|
|
|
Aug 08, 2025
Q2 2025
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
6.13KNew |
$269K - $321K
|
6.13K
$318K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.13K+ 3.5% |
$269K - $321K
|
181K
$9.39M
|
|
|
Jul 22, 2025
Q2 2025
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
6.09K+ 10.95% |
$268K - $319K
|
61.7K
$3.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
6.07K+ 55.37% |
$267K - $318K
|
17K
$883K
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
6.02K+ 4.79% |
$264K - $315K
|
132K
$6.83M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.91K+ 9.79% |
$260K - $310K
|
66.3K
$3.44M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
5.91K+ 13.79% |
$260K - $310K
|
48.8K
$2.53M
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
5.88K+ 3.88% |
$258K - $308K
|
157K
$8.16M
|
|
|
Aug 18, 2025
Q2 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
5.79K+ 89.22% |
$254K - $303K
|
12.3K
$636K
|
|
|
Aug 07, 2025
Q2 2025
|
Capital Wealth Planning, LLC
|
BUY
|
- |
5.74K+ 5.21% |
$252K - $300K
|
116K
$6.01M
|
|
|
Jul 28, 2025
Q2 2025
|
Chesapeake Wealth Management
|
BUY
|
- |
5.65K+ 9.76% |
$248K - $296K
|
63.5K
$3.29M
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
5.64K+ 93.46% |
$248K - $296K
|
11.7K
$606K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
5.6K+ 47.52% |
$246K - $293K
|
17.4K
$902K
|
|
|
Aug 14, 2025
Q2 2025
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
5.59KNew |
$245K - $293K
|
5.59K
$290K
|
|
|
Aug 11, 2025
Q2 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
5.58K+ 31.99% |
$245K - $292K
|
23K
$1.19M
|
|
|
Jul 23, 2025
Q2 2025
|
Hall Capital Management CO Inc
|
BUY
|
- |
5.56K+ 14.19% |
$244K - $291K
|
44.7K
$2.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Tripletail Wealth Management, LLC
Orlando, FL |
BUY
|
- |
5.56KNew |
$244K - $291K
|
5.56K
$288K
|
|
|
Aug 14, 2025
Q2 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
5.55K+ 14.67% |
$244K - $291K
|
43.4K
$2.25M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
5.54K+ 80.57% |
$243K - $290K
|
12.4K
$643K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
PUT |
5.5KNew |
$242K - $288K
|
5.5K
$285K
|
|
|
Aug 12, 2025
Q2 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
5.44K+ 4.18% |
$239K - $285K
|
135K
$7.02M
|
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
BUY
|
- |
5.27K+ 32.23% |
$231K - $276K
|
21.6K
$1.12M
|
|
|
Aug 05, 2025
Q2 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
5.27K+ 71.37% |
$231K - $276K
|
12.6K
$655K
|
|
|
Aug 14, 2025
Q2 2025
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
5KNew |
$220K - $262K
|
5K
$259K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
4.99K+ 3.63% |
$219K - $261K
|
142K
$7.38M
|
|
|
Aug 12, 2025
Q2 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
4.92KNew |
$216K - $257K
|
4.92K
$255K
|
|
|
Aug 14, 2025
Q2 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
4.86KNew |
$213K - $254K
|
4.86K
$252K
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
4.7K+ 7.41% |
$206K - $246K
|
68.1K
$3.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
4.68KNew |
$206K - $245K
|
4.68K
$243K
|
|
|
Jul 28, 2025
Q2 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
4.66K+ 51.95% |
$204K - $244K
|
13.6K
$706K
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
4.61K+ 1.02% |
$202K - $241K
|
456K
$23.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
4.61K+ 22.05% |
$202K - $241K
|
25.5K
$1.32M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
4.56K+ 9.26% |
$200K - $239K
|
53.8K
$2.79M
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
4.52KNew |
$199K - $237K
|
4.52K
$235K
|
|
|
Jul 16, 2025
Q2 2025
|
Novem Group
Rochester, NY |
BUY
|
- |
4.5KNew |
$198K - $236K
|
4.5K
$233K
|
|
|
Aug 11, 2025
Q2 2025
|
Tamar Securities, LLC
|
BUY
|
- |
4.49K+ 2.12% |
$197K - $235K
|
216K
$11.2M
|
|
|
Aug 01, 2025
Q2 2025
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
4.47KNew |
$196K - $234K
|
4.47K
$232K
|