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 15, 2024
Q1 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-3.54K- 27.99% |
$132K - $149K
|
9.12K
$443K
|
|
|
May 08, 2024
Q1 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-3K- 31.1% |
$112K - $126K
|
6.65K
$323K
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-2.6K- 49.63% |
$96.9K - $110K
|
2.64K
$128K
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-2.38K- 31.76% |
$88.8K - $100K
|
5.12K
$249K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-2.28K- 42.1% |
$85K - $96K
|
3.14K
$152K
|
|
|
May 09, 2024
Q1 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-2.25K- 12.92% |
$83.7K - $94.6K
|
15.1K
$735K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2.18K- 18.31% |
$81.2K - $91.7K
|
9.72K
$472K
|
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-2.09K- 7.37% |
$77.9K - $88K
|
26.3K
$1.28M
|
|
|
Apr 26, 2024
Q1 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-2.08K- 6.68% |
$77.6K - $87.7K
|
29.1K
$1.41M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.95K- 27.0% |
$72.7K - $82.1K
|
5.27K
$256K
|
|
|
Apr 10, 2024
Q1 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-1.61K- 7.93% |
$60.1K - $67.9K
|
18.7K
$910K
|
|
|
Apr 26, 2024
Q1 2024
|
Coastline Trust CO
|
SELL
|
- |
-1.35K- 7.86% |
$50.3K - $56.9K
|
15.8K
$769K
|
|
|
May 14, 2024
Q1 2024
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-1.3K- 0.45% |
$48.5K - $54.8K
|
289K
$14.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.27K- 17.62% |
$47.1K - $53.3K
|
5.92K
$287K
|
|
|
Apr 15, 2024
Q1 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-1.2K- 9.64% |
$44.7K - $50.5K
|
11.2K
$546K
|
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-1.2K- 2.17% |
$44.6K - $50.4K
|
54K
$2.63M
|
|
|
Apr 23, 2024
Q1 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-1.19K- 7.09% |
$44.5K - $50.3K
|
15.7K
$760K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-752- 4.99% |
$28K - $31.7K
|
14.3K
$695K
|
|
|
Apr 18, 2024
Q1 2024
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-674- 4.65% |
$25.1K - $28.4K
|
13.8K
$672K
|
|
|
May 08, 2024
Q1 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-650- 6.63% |
$24.2K - $27.4K
|
9.16K
$445K
|
|
|
May 15, 2024
Q1 2024
|
First Wilshire Securities Management Inc
Pasadena, CA |
SELL
|
- |
-600- 4.78% |
$22.4K - $25.3K
|
12K
$581K
|
|
|
Apr 16, 2024
Q1 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-600- 3.96% |
$22.4K - $25.3K
|
14.5K
$707K
|
|
|
Apr 19, 2024
Q1 2024
|
Dupree Financial Group, LLC
Lexington, KY |
SELL
|
- |
-521- 5.49% |
$19.4K - $21.9K
|
8.98K
$436K
|
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-500- 16.67% |
$18.6K - $21.1K
|
2.5K
$121K
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
SELL
|
PUT |
-500- 14.29% |
$18.6K - $21.1K
|
3K
$146K
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-375- 72.82% |
$14K - $15.8K
|
140
$6.8K
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-335- 2.28% |
$12.5K - $14.1K
|
14.3K
$696K
|
|
|
May 13, 2024
Q1 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-334- 0.78% |
$12.4K - $14.1K
|
42.6K
$2.07M
|
|
|
May 13, 2024
Q1 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-324- 5.33% |
$12.1K - $13.6K
|
5.75K
$279K
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-279- 70.99% |
$10.4K - $11.8K
|
114
$5.54K
|
|
|
May 09, 2024
Q1 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-259- 4.57% |
$9.65K - $10.9K
|
5.41K
$263K
|
|
|
Apr 24, 2024
Q1 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-230- 2.29% |
$8.57K - $9.69K
|
9.83K
$477K
|
|
|
Apr 18, 2024
Q1 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-153- 4.06% |
$5.7K - $6.44K
|
3.61K
$176K
|
|
|
May 02, 2024
Q1 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-150- 2.45% |
$5.59K - $6.32K
|
5.97K
$290K
|
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-125- 67.57% |
$4.66K - $5.27K
|
60
$2.92K
|
|
|
May 13, 2024
Q1 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-118- 2.23% |
$4.4K - $4.97K
|
5.18K
$252K
|
|
|
Apr 17, 2024
Q1 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-100- 1.7% |
$3.73K - $4.21K
|
5.78K
$281K
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-100- 1.75% |
$3.73K - $4.21K
|
5.6K
$272K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-71- 8.89% |
$2.65K - $2.99K
|
728
$35.4K
|
|
|
Apr 10, 2024
Q1 2024
|
Parkside Advisors LLC
|
SELL
|
- |
-59- 0.29% |
$2.2K - $2.49K
|
20.2K
$983K
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-56- 0.84% |
$2.09K - $2.36K
|
6.59K
$320K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-28- 2.4% |
$1.04K - $1.18K
|
1.14K
$55.4K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-21- 24.71% |
$783 - $885
|
64
$3.11K
|
|
|
May 14, 2024
Q1 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-20- 0.02% |
$745 - $842
|
90.7K
$4.41M
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Varma Mutual Pension Insurance CO
Varma, H9 |
SELL
|
- |
-4.93M- 74.92% |
$155M - $186M
|
1.65M
$80.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Laurion Capital Management LP
New York, NY |
SELL
|
PUT |
-2.63M- 92.92% |
$82.6M - $99M
|
200K
$9.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Emg Holdings, L.P.
Old Greenwich, CT |
SELL
|
PUT |
-100K- 50.0% |
$3.15M - $3.77M
|
100K
$4.86M
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
SELL
|
- |
-87.8K- 23.93% |
$2.76M - $3.31M
|
279K
$13.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-60K- 83.97% |
$1.89M - $2.26M
|
11.5K
$557K
|
|
|
Sep 05, 2024
Q4 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-29.9K- 53.56% |
$940K - $1.13M
|
25.9K
$1.26M
|
|