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 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
9.48K+ 2.45% |
$449K - $495K
|
397K
$20.8M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
9.48K+ 24.99% |
$449K - $495K
|
47.4K
$2.49M
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
9.46KNew |
$448K - $494K
|
9.46K
$496K
|
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
8.97K+ 15.67% |
$424K - $468K
|
66.2K
$3.47M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
8.96KNew |
$424K - $468K
|
8.96K
$470K
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
8.85K+ 38.79% |
$419K - $462K
|
31.7K
$1.66M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
8.84K+ 12.2% |
$418K - $461K
|
81.3K
$4.27M
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
8.77K+ 54.55% |
$415K - $458K
|
24.8K
$1.3M
|
|
|
May 09, 2025
Q1 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
8.76K+ 7.25% |
$415K - $457K
|
130K
$6.8M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.75K+ 9.6% |
$414K - $457K
|
100K
$5.25M
|
|
|
Apr 24, 2025
Q1 2025
|
First Merchants Corp
|
BUY
|
- |
8.7K+ 7.89% |
$412K - $454K
|
119K
$6.24M
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
8.59K+ 284.06% |
$406K - $448K
|
11.6K
$610K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
8.58KNew |
$406K - $448K
|
8.58K
$450K
|
|
|
May 15, 2025
Q1 2025
|
Centric Wealth Management
|
BUY
|
- |
8.37K+ 12.44% |
$396K - $437K
|
75.6K
$3.97M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
8.37K+ 19.37% |
$396K - $437K
|
51.6K
$2.71M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
8.36K+ 24.23% |
$396K - $436K
|
42.9K
$2.25M
|
|
|
May 19, 2025
Q1 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
8.34K+ 7.34% |
$395K - $435K
|
122K
$6.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
8.34K+ 8.73% |
$395K - $435K
|
104K
$5.45M
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
8.22K+ 22.35% |
$389K - $429K
|
45K
$2.36M
|
|
|
May 15, 2025
Q1 2025
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
PUT |
8.2K+ 90.11% |
$388K - $428K
|
17.3K
$908K
|
|
|
May 14, 2025
Q1 2025
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
8.16K+ 4.28% |
$386K - $426K
|
199K
$10.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
8.13K+ 56.78% |
$384K - $424K
|
22.4K
$1.18M
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
8.06K+ 256.28% |
$381K - $421K
|
11.2K
$588K
|
|
|
May 15, 2025
Q1 2025
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
8.03KNew |
$380K - $419K
|
8.03K
$421K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
8K+ 10.8% |
$379K - $418K
|
82.1K
$4.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
7.89K+ 9.99% |
$373K - $412K
|
86.8K
$4.56M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
7.77K+ 7.18% |
$368K - $406K
|
116K
$6.09M
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
7.66K+ 11.88% |
$362K - $400K
|
72.1K
$3.79M
|
|
|
Apr 22, 2025
Q1 2025
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
7.64K+ 6.46% |
$361K - $399K
|
126K
$6.61M
|
|
|
May 07, 2025
Q1 2025
|
Golden Reserve Retirement LLC
Dublin, OH |
BUY
|
- |
7.58KNew |
$359K - $396K
|
7.58K
$398K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
7.46K+ 14.73% |
$353K - $389K
|
58.1K
$3.05M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
7.39K+ 36.31% |
$350K - $386K
|
27.7K
$1.46M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
7.33K+ 4.45% |
$347K - $383K
|
172K
$9.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
7.32K+ 2.99% |
$346K - $382K
|
252K
$13.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
7.26K+ 104.94% |
$344K - $379K
|
14.2K
$744K
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
7.25KNew |
$343K - $378K
|
7.25K
$380K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
7.24K+ 15.86% |
$343K - $378K
|
52.9K
$2.78M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
7.23K+ 6.02% |
$342K - $377K
|
127K
$6.68M
|
|
|
Apr 14, 2025
Q1 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
7.2KNew |
$341K - $376K
|
7.2K
$378K
|
|
|
May 07, 2025
Q1 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
7.2K+ 128.11% |
$341K - $376K
|
12.8K
$673K
|
|
|
May 09, 2025
Q1 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
7.13KNew |
$337K - $372K
|
7.13K
$374K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
7.01K+ 46.17% |
$332K - $366K
|
22.2K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
7KNew |
$331K - $365K
|
7K
$367K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
7K+ 75.62% |
$331K - $365K
|
16.3K
$853K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
6.96K+ 6.12% |
$329K - $363K
|
121K
$6.33M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
BUY
|
- |
6.9K+ 6.64% |
$326K - $360K
|
111K
$5.82M
|
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
6.85K+ 32.33% |
$324K - $357K
|
28K
$1.47M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
6.83K+ 19.24% |
$323K - $356K
|
42.3K
$2.22M
|
|
|
May 05, 2025
Q1 2025
|
Kingsman Wealth Management, Inc.
Pensacola, FL |
BUY
|
- |
6.78KNew |
$321K - $354K
|
6.78K
$356K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.76K+ 4.6% |
$320K - $353K
|
154K
$8.07M
|