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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
SELL
|
- |
-76Closed |
$3.6K - $3.97K
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Claret Asset Management Corp
|
SELL
|
- |
-75- 1.5% |
$3.55K - $3.91K
|
4.92K
$258K
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-72- 2.02% |
$3.41K - $3.76K
|
3.49K
$183K
|
|
|
May 07, 2025
Q1 2025
|
Second Half Financial Partners, LLC
Sebring, FL |
SELL
|
- |
-69- 0.48% |
$3.27K - $3.6K
|
14.3K
$749K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-68- 35.23% |
$3.22K - $3.55K
|
125
$6.56K
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-63- 0.88% |
$2.98K - $3.29K
|
7.13K
$374K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-52- 0.56% |
$2.46K - $2.71K
|
9.23K
$484K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-50- 3.97% |
$2.37K - $2.61K
|
1.21K
$63.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-50- 0.31% |
$2.37K - $2.61K
|
15.8K
$832K
|
|
|
May 09, 2025
Q1 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-44- 0.22% |
$2.08K - $2.3K
|
19.8K
$1.04M
|
|
|
Apr 30, 2025
Q1 2025
|
Round Rock Advisors, LLC
|
SELL
|
- |
-44- 0.79% |
$2.08K - $2.3K
|
5.51K
$289K
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-41- 3.36% |
$1.94K - $2.14K
|
1.18K
$61.9K
|
|
|
May 15, 2025
Q1 2025
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-40- 0.42% |
$1.89K - $2.09K
|
9.53K
$500K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-39- 0.14% |
$1.85K - $2.04K
|
27.5K
$1.44M
|
|
|
Apr 14, 2025
Q1 2025
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-38- 0.08% |
$1.8K - $1.98K
|
45.5K
$2.39M
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-35- 0.55% |
$1.66K - $1.83K
|
6.31K
$331K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-34- 3.26% |
$1.61K - $1.77K
|
1.01K
$53K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-34- 2.79% |
$1.61K - $1.77K
|
1.18K
$62.1K
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-34- 0.11% |
$1.61K - $1.77K
|
30.8K
$1.62M
|
|
|
May 14, 2025
Q1 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-33- 0.33% |
$1.56K - $1.72K
|
10.1K
$530K
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-33- 0.12% |
$1.56K - $1.72K
|
26.7K
$1.4M
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-32- 7.41% |
$1.51K - $1.67K
|
400
$21K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-32- 0.14% |
$1.51K - $1.67K
|
22.9K
$1.2M
|
|
|
May 08, 2025
Q1 2025
|
Excalibur Management Corp
|
SELL
|
- |
-30- 0.7% |
$1.42K - $1.57K
|
4.24K
$222K
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-29- 0.24% |
$1.37K - $1.51K
|
12.3K
$643K
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-28- 0.16% |
$1.32K - $1.46K
|
17.1K
$895K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-27- 0.07% |
$1.28K - $1.41K
|
38.5K
$2.02M
|
|
|
May 13, 2025
Q1 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-26- 0.19% |
$1.23K - $1.36K
|
13.5K
$706K
|
|
|
May 01, 2025
Q1 2025
|
Fortem Financial Group, LLC
|
SELL
|
- |
-26- 0.23% |
$1.23K - $1.36K
|
11.2K
$588K
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-26- 0.18% |
$1.23K - $1.36K
|
14.5K
$763K
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-25- 50.0% |
$1.18K - $1.3K
|
25
$1.31K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-23- 0.12% |
$1.09K - $1.2K
|
19.2K
$1.01M
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-20- 0.19% |
$946 - $1.04K
|
10.4K
$545K
|
|
|
Apr 29, 2025
Q1 2025
|
Braun Stacey Associates Inc
|
SELL
|
- |
-20- 0.17% |
$946 - $1.04K
|
11.9K
$625K
|
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-16- 0.14% |
$757 - $835
|
11.3K
$591K
|
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-16- 3.25% |
$757 - $835
|
476
$25K
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
SELL
|
- |
-15- 0.1% |
$710 - $783
|
14.4K
$757K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
SELL
|
- |
-12- 0.04% |
$568 - $626
|
26.7K
$1.4M
|
|
|
May 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-11- 14.1% |
$521 - $574
|
67
$3.52K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-11- 1.09% |
$521 - $574
|
1K
$52.5K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-10- 0.42% |
$473 - $522
|
2.37K
$124K
|
|
|
Apr 24, 2025
Q1 2025
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-10- 0.08% |
$473 - $522
|
11.8K
$620K
|
|
|
May 09, 2025
Q1 2025
|
Seelaus Asset Management LLC
|
SELL
|
- |
-8- 0.13% |
$379 - $418
|
6.16K
$323K
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-7- 0.1% |
$331 - $365
|
6.9K
$362K
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-6- 0.02% |
$284 - $313
|
27.7K
$1.46M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-3- 0.03% |
$142 - $157
|
11.4K
$599K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-2- 0.03% |
$94.6 - $104
|
6.8K
$357K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-2- 0.02% |
$94.6 - $104
|
8.8K
$462K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-1- 0.02% |
$47.3 - $52.2
|
4.16K
$218K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
George Soros
Soros Fund Management LLC | New York, Ny
|
SELL
|
- |
-2.79M- 99.56% |
$125M - $143M
|
12.3K
$644K
|
|