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 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
4.47K+ 13.6% |
$196K - $234K
|
37.3K
$1.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
4.42K+ 90.28% |
$194K - $232K
|
9.32K
$483K
|
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
4.37K+ 49.01% |
$192K - $229K
|
13.3K
$690K
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
4.29KNew |
$188K - $225K
|
4.29K
$222K
|
|
|
Aug 04, 2025
Q2 2025
|
Spinnaker Trust
|
BUY
|
- |
4.28K+ 0.88% |
$188K - $224K
|
493K
$25.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
4.28KNew |
$188K - $224K
|
4.28K
$222K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.23K+ 1.27% |
$186K - $222K
|
336K
$17.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
4.23K+ 1.04% |
$186K - $221K
|
412K
$21.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4.2K+ 3.68% |
$185K - $220K
|
119K
$6.15M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
4.19KNew |
$184K - $220K
|
4.19K
$217K
|
|
|
Aug 11, 2025
Q2 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
4.18KNew |
$184K - $219K
|
4.18K
$217K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.17K+ 5.49% |
$183K - $218K
|
80.1K
$4.15M
|
|
|
Aug 07, 2025
Q2 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
4.16K+ 27.52% |
$183K - $218K
|
19.3K
$1M
|
|
|
Jul 11, 2025
Q2 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
4.1KNew |
$180K - $215K
|
4.1K
$213K
|
|
|
Aug 01, 2025
Q2 2025
|
Private Wealth Partners, LLC
|
BUY
|
- |
4.1KNew |
$180K - $215K
|
4.1K
$213K
|
|
|
Jul 25, 2025
Q2 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
4.1KNew |
$180K - $215K
|
4.1K
$213K
|
|
|
Aug 06, 2025
Q2 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
4.07KNew |
$179K - $213K
|
4.07K
$211K
|
|
|
Aug 06, 2025
Q2 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
4.05KNew |
$178K - $212K
|
4.05K
$210K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO Of Oklahoma
|
BUY
|
- |
4.03K+ 31.66% |
$177K - $211K
|
16.8K
$870K
|
|
|
Aug 11, 2025
Q2 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
4.01KNew |
$176K - $210K
|
4.01K
$208K
|
|
|
Aug 15, 2025
Q2 2025
|
Ramsey Quantitative Systems
Louisville, KY |
BUY
|
- |
4KNew |
$176K - $209K
|
4K
$207K
|
|
|
Aug 13, 2025
Q2 2025
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
4KNew |
$176K - $209K
|
4K
$207K
|
|
|
Aug 11, 2025
Q2 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
4K+ 59.68% |
$176K - $209K
|
10.7K
$555K
|
|
|
Jul 14, 2025
Q2 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
3.99K+ 3.4% |
$175K - $209K
|
121K
$6.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.98K+ 6.26% |
$175K - $209K
|
67.6K
$3.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Leuthold Group, LLC
|
BUY
|
- |
3.97K+ 2.06% |
$174K - $208K
|
196K
$10.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
3.96KNew |
$174K - $208K
|
3.96K
$206K
|
|
|
Aug 14, 2025
Q2 2025
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
3.94KNew |
$173K - $206K
|
3.94K
$204K
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
3.94KNew |
$173K - $206K
|
3.94K
$204K
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
3.94KNew |
$173K - $206K
|
3.94K
$204K
|
|
|
Aug 05, 2025
Q2 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
3.92KNew |
$172K - $205K
|
3.92K
$203K
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
3.91KNew |
$172K - $205K
|
3.91K
$203K
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
3.9KNew |
$171K - $204K
|
3.9K
$202K
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
3.89KNew |
$171K - $204K
|
3.89K
$201K
|
|
|
Aug 07, 2025
Q2 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
3.86K+ 51.1% |
$169K - $202K
|
11.4K
$591K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.85KNew |
$169K - $202K
|
3.85K
$200K
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.85K+ 21.23% |
$169K - $201K
|
22K
$1.14M
|
|
|
Jul 09, 2025
Q2 2025
|
Woodstock Corp
|
BUY
|
- |
3.84KNew |
$169K - $201K
|
3.84K
$199K
|
|
|
Aug 12, 2025
Q2 2025
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
3.83K+ 10.8% |
$168K - $201K
|
39.3K
$2.04M
|
|
|
Jul 24, 2025
Q2 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
3.82KNew |
$168K - $200K
|
3.82K
$198K
|
|
|
Aug 13, 2025
Q2 2025
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
3.8K+ 25.33% |
$167K - $199K
|
18.8K
$975K
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
BUY
|
- |
3.74K+ 10.33% |
$164K - $196K
|
40K
$2.07M
|
|
|
Aug 06, 2025
Q2 2025
|
Rovin Capital
|
BUY
|
- |
3.74K+ 7.94% |
$164K - $196K
|
50.8K
$2.64M
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
3.64K+ 11.16% |
$160K - $191K
|
36.3K
$1.88M
|
|
|
Aug 13, 2025
Q2 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
3.58K+ 0.76% |
$157K - $187K
|
477K
$24.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.4K+ 20.89% |
$149K - $178K
|
19.6K
$1.02M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
3.37K+ 6.4% |
$148K - $176K
|
56K
$2.9M
|
|
|
Aug 01, 2025
Q2 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
3.33K+ 6.34% |
$146K - $175K
|
55.9K
$2.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
3.33K+ 72.8% |
$146K - $174K
|
7.9K
$410K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
3.32K+ 8.14% |
$146K - $174K
|
44.1K
$2.29M
|