Latest Institutional Sells of Financial Sector Spdr (XLF)
This list provides information on the latest institutional transactions involving Financial Sector Spdr (XLF) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-414- 8.7% |
$19.6K - $21.6K
|
4.34K
$228K
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-412- 0.36% |
$19.5K - $21.5K
|
114K
$5.99M
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-412- 24.52% |
$19.5K - $21.5K
|
1.27K
$66.5K
|
|
May 08, 2025
Q1 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-405- 2.16% |
$19.2K - $21.1K
|
18.4K
$965K
|
|
Apr 21, 2025
Q1 2025
|
Cottage Street Advisors LLC
|
SELL
|
- |
-404- 5.35% |
$19.1K - $21.1K
|
7.15K
$375K
|
|
May 06, 2025
Q1 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-400- 3.13% |
$18.9K - $20.9K
|
12.4K
$650K
|
|
Apr 21, 2025
Q1 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
SELL
|
- |
-397- 1.7% |
$18.8K - $20.7K
|
23K
$1.21M
|
|
Apr 23, 2025
Q1 2025
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
SELL
|
- |
-391- 5.03% |
$18.5K - $20.4K
|
7.39K
$388K
|
|
May 14, 2025
Q1 2025
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-390- 2.47% |
$18.5K - $20.4K
|
15.4K
$809K
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-389- 7.68% |
$18.4K - $20.3K
|
4.67K
$245K
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-376- 0.65% |
$17.8K - $19.6K
|
57.5K
$3.02M
|
|
May 14, 2025
Q1 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-365- 1.64% |
$17.3K - $19K
|
22K
$1.15M
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-360- 4.55% |
$17K - $18.8K
|
7.56K
$397K
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
SELL
|
- |
-352- 1.34% |
$16.7K - $18.4K
|
25.9K
$1.36M
|
|
Apr 24, 2025
Q1 2025
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-352- 2.18% |
$16.7K - $18.4K
|
15.8K
$828K
|
|
May 05, 2025
Q1 2025
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-350- 5.37% |
$16.6K - $18.3K
|
6.17K
$324K
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-346- 0.97% |
$16.4K - $18.1K
|
35.3K
$1.85M
|
|
Apr 21, 2025
Q1 2025
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-338- 3.68% |
$16K - $17.6K
|
8.86K
$465K
|
|
Apr 16, 2025
Q1 2025
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-334- 1.91% |
$15.8K - $17.4K
|
17.2K
$901K
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-310- 1.35% |
$14.7K - $16.2K
|
22.7K
$1.19M
|
|
May 14, 2025
Q1 2025
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-309- 2.41% |
$14.6K - $16.1K
|
12.5K
$655K
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-301- 4.7% |
$14.2K - $15.7K
|
6.1K
$320K
|
|
May 09, 2025
Q1 2025
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-300- 6.15% |
$14.2K - $15.7K
|
4.58K
$240K
|
|
Apr 29, 2025
Q1 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-300- 2.06% |
$14.2K - $15.7K
|
14.2K
$747K
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-296- 5.29% |
$14K - $15.4K
|
5.3K
$278K
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-289- 0.75% |
$13.7K - $15.1K
|
38.3K
$2.01M
|
|
May 16, 2025
Q1 2025
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-286- 11.58% |
$13.5K - $14.9K
|
2.18K
$115K
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
SELL
|
- |
-282- 0.5% |
$13.3K - $14.7K
|
55.6K
$2.92M
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-278- 2.31% |
$13.2K - $14.5K
|
11.8K
$618K
|
|
May 07, 2025
Q1 2025
|
Marco Investment Management LLC
|
SELL
|
- |
-277- 0.96% |
$13.1K - $14.5K
|
28.5K
$1.49M
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-272- 46.26% |
$12.9K - $14.2K
|
316
$16.6K
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-272- 6.08% |
$12.9K - $14.2K
|
4.2K
$221K
|
|
Apr 30, 2025
Q1 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-269- 2.47% |
$12.7K - $14K
|
10.6K
$558K
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-260- 0.31% |
$12.3K - $13.6K
|
83.7K
$4.4M
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-252- 1.6% |
$11.9K - $13.2K
|
15.5K
$813K
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-251- 0.43% |
$11.9K - $13.1K
|
57.9K
$3.04M
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-244- 0.18% |
$11.5K - $12.7K
|
133K
$7M
|
|
May 15, 2025
Q1 2025
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-243- 0.83% |
$11.5K - $12.7K
|
29.1K
$1.53M
|
|
Apr 22, 2025
Q1 2025
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-240- 0.83% |
$11.4K - $12.5K
|
28.8K
$1.51M
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-240- 2.75% |
$11.4K - $12.5K
|
8.49K
$445K
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-238- 1.03% |
$11.3K - $12.4K
|
22.8K
$1.2M
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-234- 4.02% |
$11.1K - $12.2K
|
5.59K
$294K
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-232- 3.39% |
$11K - $12.1K
|
6.62K
$347K
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-230- 2.68% |
$10.9K - $12K
|
8.36K
$439K
|
|
Apr 17, 2025
Q1 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-230- 1.88% |
$10.9K - $12K
|
12K
$630K
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-229- 5.13% |
$10.8K - $12K
|
4.24K
$222K
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-226- 25.06% |
$10.7K - $11.8K
|
676
$35.5K
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-225- 4.7% |
$10.6K - $11.7K
|
4.56K
$239K
|
|
May 01, 2025
Q1 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-207- 0.2% |
$9.8K - $10.8K
|
104K
$5.47M
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-200- 66.67% |
$9.46K - $10.4K
|
100
$5.25K
|