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 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
19.2K+ 95.95% |
$909K - $1M
|
39.2K
$2.06M
|
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
18.9KNew |
$895K - $987K
|
18.9K
$993K
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
18.8K+ 94.27% |
$888K - $980K
|
38.7K
$2.03M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
18.6K+ 5.94% |
$882K - $972K
|
332K
$17.4M
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
18.2K+ 3.3% |
$863K - $951K
|
571K
$29.9M
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
18.1KNew |
$856K - $944K
|
18.1K
$950K
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
18.1KNew |
$856K - $944K
|
18.1K
$950K
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
17.9KNew |
$849K - $936K
|
17.9K
$942K
|
|
|
May 15, 2025
Q1 2025
|
Man Group PLC
London, X0 |
BUY
|
PUT |
17.9K+ 2.01% |
$847K - $934K
|
909K
$47.7M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
17.5K+ 11.08% |
$826K - $911K
|
175K
$9.18M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
17.3K+ 87.76% |
$819K - $903K
|
37K
$1.94M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
17.1K+ 237.3% |
$811K - $894K
|
24.4K
$1.28M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
16.8K+ 36.58% |
$794K - $876K
|
62.7K
$3.29M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
BUY
|
- |
16.4K+ 11.48% |
$774K - $853K
|
159K
$8.33M
|
|
|
May 07, 2025
Q1 2025
|
University Of Texas
|
BUY
|
- |
16.3K+ 136.55% |
$772K - $852K
|
28.3K
$1.48M
|
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
BUY
|
- |
16.3K+ 24.34% |
$771K - $850K
|
83.2K
$4.37M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
16.2K+ 57.07% |
$767K - $846K
|
44.6K
$2.34M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
16.1KNew |
$763K - $841K
|
16.1K
$846K
|
|
|
Apr 09, 2025
Q1 2025
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
16.1K+ 3.34% |
$761K - $840K
|
498K
$26.1M
|
|
|
May 05, 2025
Q1 2025
|
Washburn Capital Management, Inc.
|
BUY
|
- |
16.1K+ 231.65% |
$761K - $839K
|
23K
$1.21M
|
|
|
May 12, 2025
Q1 2025
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
BUY
|
- |
16KNew |
$758K - $836K
|
16K
$841K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
16K+ 19.72% |
$758K - $836K
|
97.2K
$5.1M
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
15.9KNew |
$753K - $831K
|
15.9K
$835K
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
15.7K+ 265.47% |
$743K - $820K
|
21.6K
$1.13M
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
15.4K+ 252.37% |
$731K - $806K
|
21.6K
$1.13M
|
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
15.4KNew |
$728K - $803K
|
15.4K
$808K
|
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
15.1KNew |
$716K - $790K
|
15.1K
$794K
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
15K+ 36.51% |
$712K - $785K
|
56.2K
$2.95M
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
15K+ 273.76% |
$711K - $784K
|
20.5K
$1.08M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
14.9KNew |
$706K - $779K
|
14.9K
$783K
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
14.8K+ 2.23% |
$703K - $775K
|
681K
$35.7M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
14.8K+ 57.75% |
$702K - $775K
|
40.5K
$2.13M
|
|
|
May 14, 2025
Q1 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
14.8K+ 36.34% |
$700K - $772K
|
55.5K
$2.91M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
14.8K+ 2.45% |
$699K - $771K
|
618K
$32.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
14.7K+ 12.76% |
$695K - $767K
|
130K
$6.81M
|
|
|
Apr 21, 2025
Q1 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
14.7K+ 219.2% |
$695K - $766K
|
21.4K
$1.12M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
14.6K+ 7.4% |
$689K - $760K
|
211K
$11.1M
|
|
|
May 12, 2025
Q1 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
14.5K+ 10.3% |
$685K - $755K
|
155K
$8.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
14.4K+ 27.68% |
$684K - $754K
|
66.6K
$3.5M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
14.3K+ 6.99% |
$678K - $748K
|
219K
$11.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
14.3K+ 6.6% |
$677K - $747K
|
231K
$12.1M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
14.2KNew |
$673K - $743K
|
14.2K
$747K
|
|
|
May 14, 2025
Q1 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
14.2K+ 146.16% |
$672K - $741K
|
23.9K
$1.25M
|
|
|
May 12, 2025
Q1 2025
|
Astor Investment Management LLC
|
BUY
|
- |
14K+ 11.08% |
$665K - $733K
|
141K
$7.39M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
13.9K+ 3.64% |
$658K - $725K
|
395K
$20.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
13.9K+ 2.17% |
$657K - $725K
|
653K
$34.3M
|
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
13.7K+ 77.94% |
$650K - $717K
|
31.4K
$1.65M
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
13.7K+ 41.52% |
$649K - $715K
|
46.7K
$2.45M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
13.6K+ 11.03% |
$644K - $711K
|
137K
$7.2M
|
|
|
May 12, 2025
Q1 2025
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
13.6K+ 29.01% |
$643K - $709K
|
60.4K
$3.17M
|