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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
One Ascent Family Office, LLC
Birmingham, AL |
BUY
|
- |
13.6KNew |
$642K - $708K
|
13.6K
$712K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
13.6K+ 0.08% |
$642K - $708K
|
16M
$841M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
13.4K+ 54.34% |
$636K - $701K
|
38.2K
$2M
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
13.3KNew |
$630K - $694K
|
13.3K
$698K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
13.3K+ 83.8% |
$630K - $694K
|
29.2K
$1.53M
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
13.3KNew |
$628K - $692K
|
13.3K
$696K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
13.1K+ 25.68% |
$622K - $686K
|
64.3K
$3.38M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
13K+ 67.49% |
$616K - $680K
|
32.3K
$1.7M
|
|
|
May 09, 2025
Q1 2025
|
Warberg Asset Management LLC
Winnetka, IL |
BUY
|
- |
13KNew |
$615K - $678K
|
13K
$682K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
12.9KNew |
$609K - $671K
|
12.9K
$675K
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
BUY
|
- |
12.4K+ 50.13% |
$587K - $647K
|
37.1K
$1.95M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
12.3K+ 82.93% |
$583K - $643K
|
27.2K
$1.43M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
12.3K+ 8.79% |
$580K - $640K
|
152K
$7.96M
|
|
|
May 01, 2025
Q1 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
12.2K+ 11.91% |
$578K - $638K
|
115K
$6.03M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
12.2KNew |
$577K - $637K
|
12.2K
$640K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
12.2K+ 7.01% |
$576K - $636K
|
186K
$9.76M
|
|
|
May 13, 2025
Q1 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
12.1K+ 50.12% |
$573K - $632K
|
36.3K
$1.9M
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
12.1K+ 517.71% |
$573K - $632K
|
14.4K
$758K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
11.8K+ 4.98% |
$559K - $616K
|
249K
$13.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
11.8K+ 6.09% |
$558K - $615K
|
205K
$10.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
11.7K+ 153.27% |
$555K - $612K
|
19.4K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
11.6K+ 2.45% |
$548K - $604K
|
484K
$25.4M
|
|
|
May 15, 2025
Q1 2025
|
Sih Partners, Lllp
Wilmington, DE |
BUY
|
- |
11.4KNew |
$541K - $597K
|
11.4K
$601K
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
11.4K+ 151.31% |
$540K - $596K
|
19K
$995K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
11.4KNew |
$539K - $595K
|
11.4K
$598K
|
|
|
Apr 21, 2025
Q1 2025
|
Janney Capital Management LLC
|
BUY
|
- |
11.3K+ 27.12% |
$535K - $590K
|
53K
$2.78M
|
|
|
May 14, 2025
Q1 2025
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
11.3K+ 101.56% |
$535K - $590K
|
22.4K
$1.18M
|
|
|
May 05, 2025
Q1 2025
|
Nelson Capital Management, LLC
|
BUY
|
- |
11.1K+ 16.68% |
$527K - $581K
|
77.8K
$4.09M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
11K+ 27.52% |
$521K - $575K
|
51K
$2.68M
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
11K+ 19.32% |
$519K - $572K
|
67.7K
$3.55M
|
|
|
Apr 28, 2025
Q1 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
10.9KNew |
$517K - $570K
|
10.9K
$574K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
10.9KNew |
$517K - $570K
|
10.9K
$573K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
10.8K+ 22.48% |
$509K - $561K
|
58.6K
$3.07M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.5K+ 20.62% |
$499K - $550K
|
61.6K
$3.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.5K+ 12.92% |
$497K - $548K
|
91.8K
$4.82M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
10.5K+ 4.39% |
$497K - $548K
|
250K
$13.1M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
10.5KNew |
$495K - $546K
|
10.5K
$549K
|
|
|
Apr 16, 2025
Q1 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
10.4K+ 13.05% |
$494K - $544K
|
90.4K
$4.74M
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
10.4K+ 32.22% |
$492K - $542K
|
42.6K
$2.24M
|
|
|
Apr 21, 2025
Q1 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
10.1K+ 7.89% |
$480K - $529K
|
139K
$7.27M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
10.1K+ 35.11% |
$479K - $528K
|
38.9K
$2.04M
|
|
|
May 12, 2025
Q1 2025
|
Aveo Capital Partners, LLC
|
BUY
|
- |
10.1K+ 97.03% |
$477K - $527K
|
20.5K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
9.93K+ 10.98% |
$470K - $518K
|
100K
$5.27M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
9.86K+ 5.61% |
$467K - $515K
|
186K
$9.75M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
9.82K+ 10.2% |
$464K - $512K
|
106K
$5.56M
|
|
|
May 01, 2025
Q1 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
9.79KNew |
$463K - $511K
|
9.79K
$514K
|
|
|
Apr 21, 2025
Q1 2025
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
9.77K+ 3.18% |
$462K - $510K
|
317K
$16.6M
|
|
|
May 02, 2025
Q1 2025
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
9.62K+ 2.38% |
$455K - $502K
|
414K
$21.7M
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
9.51K+ 2.15% |
$450K - $496K
|
451K
$23.7M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
9.51K+ 17.62% |
$450K - $496K
|
63.4K
$3.33M
|