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 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
3.31K+ 14.73% |
$145K - $173K
|
25.7K
$1.33M
|
|
|
Jul 15, 2025
Q2 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
3.28K+ 4.52% |
$144K - $172K
|
75.9K
$3.93M
|
|
|
Aug 01, 2025
Q2 2025
|
Penobscot Wealth Management
|
BUY
|
- |
3.23K+ 14.52% |
$142K - $169K
|
25.5K
$1.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
3.21K+ 45.68% |
$141K - $168K
|
10.2K
$530K
|
|
|
Aug 01, 2025
Q2 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
3.2K+ 52.43% |
$140K - $167K
|
9.3K
$482K
|
|
|
Aug 14, 2025
Q2 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
3.17K+ 7.19% |
$139K - $166K
|
47.3K
$2.45M
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
3.07K+ 34.75% |
$135K - $161K
|
11.9K
$617K
|
|
|
Jul 30, 2025
Q2 2025
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
3.06K+ 8.0% |
$134K - $160K
|
41.3K
$2.14M
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
3.06KNew |
$134K - $160K
|
3.06K
$159K
|
|
|
Aug 08, 2025
Q2 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
3KNew |
$132K - $157K
|
3K
$156K
|
|
|
Jul 10, 2025
Q2 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
2.96K+ 2.14% |
$130K - $155K
|
142K
$7.34M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.95K+ 1.94% |
$129K - $154K
|
154K
$8M
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.9K+ 1.9% |
$127K - $152K
|
155K
$8.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
2.88K+ 3.17% |
$126K - $151K
|
93.8K
$4.86M
|
|
|
Jul 24, 2025
Q2 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
2.84K+ 25.42% |
$125K - $149K
|
14K
$726K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
2.8K+ 3.05% |
$123K - $147K
|
94.6K
$4.91M
|
|
|
Aug 06, 2025
Q2 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
2.73K+ 25.5% |
$120K - $143K
|
13.4K
$696K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.71K+ 0.67% |
$119K - $142K
|
407K
$21.1M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.66K+ 32.55% |
$117K - $139K
|
10.8K
$561K
|
|
|
Jul 23, 2025
Q2 2025
|
Nelson Capital Management, LLC
|
BUY
|
- |
2.63K+ 3.37% |
$115K - $138K
|
80.5K
$4.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
2.59K+ 30.94% |
$114K - $136K
|
11K
$569K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.57K+ 3.53% |
$113K - $134K
|
75.3K
$3.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.52K+ 99.21% |
$110K - $132K
|
5.05K
$262K
|
|
|
Aug 13, 2025
Q2 2025
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
2.51K+ 4.65% |
$110K - $131K
|
56.4K
$2.92M
|
|
|
Jul 25, 2025
Q2 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
2.51K+ 14.8% |
$110K - $131K
|
19.4K
$1.01M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2.41K+ 0.29% |
$106K - $126K
|
825K
$42.8M
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
2.41K+ 2.25% |
$106K - $126K
|
109K
$5.66M
|
|
|
Jul 11, 2025
Q2 2025
|
Marshall & Sullivan Inc
|
BUY
|
- |
2.4KNew |
$105K - $126K
|
2.4K
$124K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
2.3K+ 13.24% |
$101K - $120K
|
19.6K
$1.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.27K+ 4.79% |
$99.8K - $119K
|
49.7K
$2.58M
|
|
|
Jul 29, 2025
Q2 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
2.23K+ 19.04% |
$97.9K - $117K
|
13.9K
$723K
|
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
2.23K+ 32.86% |
$97.8K - $117K
|
9K
$467K
|
|
|
Jul 30, 2025
Q2 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
2.22K+ 5.56% |
$97.5K - $116K
|
42.2K
$2.19M
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
2.2K+ 20.13% |
$96.5K - $115K
|
13.1K
$680K
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2.17K+ 1465.54% |
$95.3K - $114K
|
2.32K
$120K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.12K+ 1.14% |
$93.2K - $111K
|
188K
$9.76M
|
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
2.11K+ 9.25% |
$92.7K - $111K
|
24.9K
$1.29M
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
2.09K+ 31.17% |
$91.7K - $109K
|
8.79K
$456K
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
2.08K+ 11.36% |
$91.3K - $109K
|
20.4K
$1.06M
|
|
|
Jul 17, 2025
Q2 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
2.06K+ 21.21% |
$90.5K - $108K
|
11.8K
$611K
|
|
|
Aug 13, 2025
Q2 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
2.04KNew |
$89.7K - $107K
|
2.04K
$106K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.01K+ 16.64% |
$88.3K - $105K
|
14.1K
$731K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2K+ 43.57% |
$88K - $105K
|
6.6K
$342K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
2K+ 1.46% |
$87.8K - $105K
|
139K
$7.21M
|
|
|
Jul 17, 2025
Q2 2025
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
1.93K+ 23.21% |
$84.5K - $101K
|
10.2K
$530K
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
1.9K+ 4.69% |
$83.6K - $99.7K
|
42.5K
$2.21M
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.9K+ 44.14% |
$83.6K - $99.7K
|
6.21K
$322K
|
|
|
Aug 14, 2025
Q2 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
1.89K+ 0.72% |
$82.9K - $98.8K
|
264K
$13.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Wp Advisors, LLC
|
BUY
|
- |
1.88K+ 3.37% |
$82.5K - $98.4K
|
57.7K
$2.99M
|
|
|
Jul 23, 2025
Q2 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
1.88K+ 2.08% |
$82.4K - $98.2K
|
92.2K
$4.78M
|